JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Group 1 - The U.S. ethane net export volume is projected to increase by 14% in 2025 and by 16% in 2026 according to the EIA's Short-Term Energy Outlook [1] - Significant growth in U.S. ethane exports is driven by strong global demand for ethane as a petrochemical feedstock, enhanced export capacity, and the development of larger ethane transport vessels [1] - Expansion of U.S. ethane export infrastructure supports this growth, with Energy Transfer's new mixed export facility in Texas set to operate in Q2 2025, capable of exporting 250,000 barrels per day [1] Group 2 - The expansion of U.S. ethane export capacity aims to meet the increasing global demand for ethane as a petrochemical feedstock, with China being the largest market, accounting for 47% of total exports in 2024 [2] - In Europe, INEOS's "Project One" ethylene cracker in Antwerp, Belgium, is scheduled to start production in Q3 2026 [2]

Core Viewpoint - The article emphasizes the importance of conservative dividend-paying stocks for older investors, highlighting Philip Morris International, PepsiCo, and Enterprise Products Partners as reliable options for generating steady long-term income [1][2]. Group 1: Philip Morris International - Philip Morris International (PMI) is one of the largest tobacco companies, spun off from Altria in 2008, focusing on international markets with higher smoking rates [3]. - Despite declining global smoking rates, PMI's stock has increased nearly 210% since its public debut, with a total return of 608% including reinvested dividends [4]. - PMI has offset declining traditional cigarette shipments by raising prices, cutting costs, and expanding its smoke-free product portfolio, which accounted for 41% of revenue and 42% of gross profit in the latest quarter [5]. - Analysts project PMI's earnings per share (EPS) to grow at a compound annual growth rate (CAGR) of 26% from 2024 to 2027, with a forward dividend yield of 3.7% [6]. Group 2: PepsiCo - PepsiCo is a leading beverage and packaged food company, recognized as a Dividend King with 53 consecutive years of dividend increases, currently offering a forward yield of 3.8% [7]. - The company has adapted to health trends by expanding its beverage portfolio with healthier options and updating its packaged food brands [8]. - Over the past decade, PepsiCo's stock has risen 55%, generating a total return of nearly 110%, with analysts expecting an EPS CAGR of nearly 8% from 2024 to 2027 [9]. Group 3: Enterprise Products Partners - Enterprise Products Partners operates over 50,000 miles of pipeline, generating revenue by charging fees to upstream and downstream companies, insulating it from commodity price volatility [10][11]. - As a master limited partnership (MLP), it offers tax advantages and has consistently raised distributions for 28 years, currently providing a high forward yield of 7.2% [12]. - Analysts expect its earnings per unit (EPU) to grow at a steady CAGR of 4% from 2024 to 2027, with the stock appearing attractive at 11 times next year's EPU [13].

Core Insights - The article emphasizes the growing interest in various asset classes, including cryptocurrencies, gold, silver, and rare-earth elements, among investors and financial media [1]. Group 1: Company and Analyst Background - Austin Rogers is identified as a REIT specialist with a professional background in commercial real estate, focusing on high-quality dividend growth stocks to generate a stable passive income stream [1]. - The investing group High Yield Landlord, which Austin contributes to, is noted as one of the largest real estate investment communities on Seeking Alpha, providing exclusive research on the global REIT sector and multiple real money portfolios [1].

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Core Insights - Texas has a long history of wealth generated from natural resources, particularly oil and gas, which has led to the establishment of funds that provide financial benefits to its citizens [1][2] - The Texas Royalty Plan allows individuals, even non-residents, to receive payments from oil and gas revenues, with some individuals reporting substantial earnings [6][7] - The state is experiencing a significant boom in oil production, with a notable increase in annual output due to advancements in shale extraction [8][15] Texas Oil and Gas Wealth - Texas has two major funds, the Permanent School Fund and the Permanent University Fund, which are financed by oil royalties and support educational initiatives [2] - The state has seen a 577,990% increase in oil production over the past 17 years, contributing to the financial benefits available to citizens [8] - The Texas Royalty Plan has consistently raised payments for 28 years, indicating a stable income source for participants [7][15] Investment Opportunities - The Texas Royalty Plan is associated with Master Limited Partnerships (MLPs) that are required to distribute 90% of their earnings to shareholders, offering high dividend yields [10][22] - Current yields for these investments range from 6.8% to 9.6%, which is significantly higher than average stock market dividends [11][14] - Companies like Enterprise Products Partners (EPD), Energy Transfer (ET), and Western Midstream Partners (WES) are highlighted as potential investment opportunities within the Texas oil sector [24][26] Market Dynamics - Texas is becoming a hub for data centers due to its cheap and abundant energy, particularly natural gas, which is essential for powering these facilities [19][20] - The state's energy infrastructure is expanding, with a record production of 12.62 trillion cubic feet of natural gas anticipated in 2024, further supporting the growth of the Texas Royalty Plan [20] - Legislative efforts are underway to enhance Texas's digital infrastructure, positioning the state as a leader in the AI data center market [18]

Enterprise Products Partners L.P. (NYSE:EPD) is included among the 11 Low PE High Dividend Stocks to Buy According to Analysts. Stifel Reaffirms Buy Rating on Enterprise Products Partners (EPD) with $35 Price Target Image by Alexsander-777 from Pixabay Enterprise Products Partners L.P. (NYSE:EPD) ranks among the larg‌est mi‌ds‍tream oil a⁠n‍d gas companies i‍n North America. The m‍idst⁠ream sector plays a vital⁠ role in linking up⁠stream produ‌ction with downstr‌eam refining and chemical⁠ processing.‌ E ...

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!He is the leader of the i ...

Key Takeaways Enterprise Products' stock dipped 2.1% in a month, trailing its midstream energy peers.EPD's heavy Permian reliance may shift its commodity mix toward less profitable natural gas.The firm's $33.1B debt and $4 to $4.5B annual growth spending pose major financial risks.Enterprise Products Partners LP (EPD) stock lost 2.1% over a month compared with the industry’s dip of 3.6% in the same period. Enbridge Inc. (ENB) and Kinder Morgan Inc. (KMI) lost 1.7% and 0.2%, respectively, but these two midst ...

HOUSTON--(BUSINESS WIRE)--Enterprise Products Partners L.P. (NYSE: EPD) ("Enterprise†) announced today that the board of directors of its general partner declared a quarterly cash distribution to be paid to Enterprise common unitholders with respect to the third quarter of 2025 of $0.545 per unit, or $2.18 per unit on an annualized basis. The quarterly distribution will be paid Friday, November 14, 2025, to common unitholders of record as of the close of business Friday, October 31, 2025. This. ...