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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (78426)	11/2/2025 12:50:28 PM
From: E_K_S	1 Recommendation Recommended By Johnny Canuck Read Replies (1) \| Respond to of 78774

Another possible Data Center play is Texas Pacific Land Trust (TPL) This came up on a search for the top performing $SPX stocks over 5 years, 10 years, 15 years and 20 years (Note: TPL made the list for ALL 4 time periods!) I do not own it but their 20 year performance record is compelling. PE high at 47x. FWIW I like your list but I only own American Electric Power Company (AEP), trading at an All Time High today. Position has done well w/ 5 Buys in March & April 2024 at an avg cost of $82.46/share. The CAGR including the dividends is 30.5%. The basic CAGR, without including dividends, is 26.82% (Compared to $SPX CAGR of 24%). ----------------------------------------------------------------------------------------- I had Perplexity AI rank your list including TPL to arrive at those stocks (from the list) that meet the below valuation metrics: Here is a comparison of Texas Pacific Land Trust (TPL) with other utilities known for exposure or potential exposure to data centers, considering valuation, forward CAGR, dividend yield, and data center-related growth:

To: Grommit who wrote (78426)	11/2/2025 7:28:37 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78774

Thanks for ideas, Grommit. Nothing I see looks cheap regarding data center buildouts -- concrete companies, large construction companies, steel companies (Nucor) - all I see are near yearly highs (or are privately held) To be expected given the amount of money being thrown at data center buildout. I hold a couple of utes, but I'm not so willing to buy any now that have risen and have distribution yields under about 5%. I've looked at cooling suppliers and almost all also seem too expensive for me. I'll up my tracking position in CARR a litttle, but that company only has a presence in the buildout that does not seem significant compared to competition. finance.yahoo.com