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Buy MPLX For The Yield And AI Tailwinds (NYSE:MPLX)
Seeking Alpha· 2026-01-12 09:55
Core Insights - Cash Flow Club focuses on businesses with strong cash generation, emphasizing the importance of buying at the right time for high rewards [1] - MPLX LP is highlighted as a high-quality energy infrastructure company with a solid track record and attractive dividend growth [1] Company Overview - MPLX LP has a current dividend yield that is appealing, indicating a strong return for investors [1] - The company is part of a broader investment strategy that includes a focus on value and income stocks, with occasional coverage of growth stocks [1] Community and Resources - Cash Flow Club offers access to a leader's personal income portfolio targeting yields of 6% or more, along with community chat and a "Best Opportunities" List [1] - The club covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping, providing transparency on performance [1]
X @Ansem
Ansem 🧸💸· 2025-10-02 01:01
RT apewood (@apewoodx)reminder we did not structurally top in january because of "top signals" or vibes. and 2022 was a hawkish shift in the fedcycle tops are more structural in nature, something big shiftsand it's why thesis unchanged for the time being higher htf, until something does across monetary policy, fiscal policy, ai tailwinds, and overall growth ...