Western Midstream: Deeply Undervalued With An 8.7% Yield

Portfolio Rebalancing - The portfolio experienced a significant rally in the growth sector in 2024, prompting considerations for rebalancing towards safer investments [1] - The US midstream industry is favored due to its generous dividend yields [1] Investment Background and Strategy - The investor has a background in IT and has been managing a family portfolio in the US stock market for seven years [1] - Extensive experience in fundamental analysis of public companies has led to confidence in investment decisions [1] - The investor emphasizes a deep understanding of the balance between risk and reward [1] Investment Focus and Approach - The investor has a strong focus on technology stocks but also explores diverse sectors for promising investment opportunities [1] - The approach is to provide clear and precise analysis, accessible to investors of all experience levels [1] Disclosure and Independence - The investor has no current positions in the mentioned companies but may initiate a long position in WES within the next 72 hours [2] - The analysis is independent, with no compensation received other than from Seeking Alpha, and no business relationships with the mentioned companies [2]