Group 1 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] Group 2 - The analyst has a beneficial long position in MPLX shares through stock ownership, options, or other derivatives, indicating a personal investment interest [3]

Group 1 - Philip Morris is a leading company in the "sin" stock category, valued at over $250 billion, and has significantly outperformed the market [2] - The Value Portfolio focuses on creating retirement portfolios through a fact-based research strategy, which includes thorough analysis of financial documents and market reports [2] Group 2 - The Retirement Forum aims to provide actionable ideas and a high-yield, safe retirement portfolio, along with macroeconomic outlooks to enhance capital and income [1]

Group 1 - TotalEnergies is one of the seven supermajor oil companies with a valuation of $140 billion [2] - The company has a strong portfolio in long-term fuels, particularly in LNG, where it ranks among the largest [2] Group 2 - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy that includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Company Overview - Phillips 66 is a large refining company with a market capitalization of $50 billion [2] Recent Developments - The company has successfully navigated a contentious battle with Elliot Management, which was advised to be ignored by analysts [2] Investment Strategy - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy that includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Group 1 - Realty Income (NYSE: O) is identified as a contrarian investment pick due to its diverse and reliable cash flow [2] - The company's recent earnings report indicates a continued ability to source valuable transactions, supporting its investment appeal [2] - The Value Portfolio employs a fact-based research strategy, including extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations to identify investments [2]

Company Overview - Western Midstream (NYSE: WES) has experienced a significant underperformance in the market, lagging by double digits since the last investment recommendation, despite its impressive distribution [2] - The company's market value has rebounded to nearly $15 billion, marking a substantial recovery from the lows experienced during the COVID-19 pandemic [2] Investment Strategy - The Value Portfolio focuses on constructing retirement portfolios through a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] - The investment approach involves real monetary investments in the stocks that are recommended, emphasizing a commitment to the suggested strategies [2]

Group 1 - Shell plc has a market capitalization exceeding $200 billion, indicating strong growth despite rumors of acquiring BP ending [2] - The Value Portfolio focuses on building retirement portfolios through a fact-based research strategy, which includes analyzing 10Ks, analyst commentary, market reports, and investor presentations [2]

Company Overview - Meren Energy is a small-cap oil producer with a market capitalization of $850 million, primarily focused on producing assets in Nigeria and has significant exploration assets [2]. Investment Strategy - The Value Portfolio emphasizes a fact-based research strategy for building retirement portfolios, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]. Performance and Positioning - Meren Energy's share price has faced challenges, indicating potential investment opportunities despite its struggles [2].

Investment Opportunity - Crypto has potential for big long‑term gains [1] Risk Consideration - Crypto may provide inflation protection [1] Question Posed - Asks whether crypto belongs in your retirement portfolio [1]

Group 1 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] Group 2 - The analyst has a beneficial long position in BRK.B shares through stock ownership, options, or other derivatives, indicating a personal investment in the recommended stocks [3]