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


To: E_K_S who wrote (79140)2/10/2026 8:55:30 AM
From: Elroy  Respond to of 79147
 
Is that all AI generated?

See what your AI guy says about EPD compared to WMB. Both are in energy pipelines, I wonder why Williams gets such a premium?



To: E_K_S who wrote (79140)2/10/2026 9:56:58 AM
From: robert b furman3 Recommendations

Recommended By
E_K_S
roguedolphin
toccodolce

  Read Replies (1) | Respond to of 79147
 
Good Morning E_K_S,

Pipeline business seems to be very good.

I'm guessing they are enjoying Trump's deregulation and prompt permitting - I think it is needed to stay ahead of power demand for AI data centers.

Strong dividend coverage.

Dan Steffens says pipelines are still cheap.

Once buried in the ground, they keep making money for decadesf.

He calls them undervalued great assets.

I agree.

Wouldn't it be nice if over time they gain from multiple expansion?

KMI is now trading firmly above its 50 and 200 monthly ema while trading at a 10 year high. Think and Swim must adjust price with dividends and ROC?

Still waiting on that long ago promised $1.25 annual dividend

Bob