Core Insights - The article emphasizes the importance of global diversification for investors, particularly in the context of Singaporean investors who typically focus on local dividend stocks. It suggests three US dividend stocks that can enhance portfolio resilience and growth potential. Group 1: AbbVie Inc. (NYSE: ABBV) - AbbVie is a diversified biopharmaceutical company with a strong portfolio in various therapeutic areas and is part of the S&P 500 Dividend Aristocrats Index, having increased dividends for at least 25 consecutive years [2] - For 3Q2025, AbbVie's revenue rose 9.1% YoY to US$15.8 billion, driven by the success of its immunology drug Skyrizi [2] - Despite a significant drop in GAAP net earnings to US$186 million (down 88% YoY) due to one-time charges of nearly US$2.7 billion, operating cash flow increased 17.5% YoY to US$13.8 billion [3] - AbbVie raised its dividend to US$1.73 per share for 3Q2025, reflecting a 5.5% YoY increase, with a sustainable payout ratio of around 68% of free cash flow [4] Group 2: Automatic Data Processing (ADP) (NASDAQ: ADP) - ADP is a global leader in HR and payroll solutions, serving clients in over 140 countries, and operates primarily under the PEO and Employer Services segments [6] - For 1Q FY2026, ADP's revenue increased 7% YoY to US$5.2 billion, with net earnings growing 6% to US$1 billion [7] - ADP has a remarkable track record of 50 consecutive years of dividend growth, with quarterly dividends raised by 12.9% YoY to US$1.7 per share, maintaining a payout ratio of 68% [7] - The company is investing in AI capabilities and updating its HCM technologies to enhance productivity and capture higher-value clients [8] Group 3: Kinder Morgan, Inc. (NYSE: KMI) - Kinder Morgan is one of North America's largest energy infrastructure companies, operating approximately 79,000 miles of pipelines and 139 terminals [9] - For 3Q2025, Kinder Morgan's revenue grew 12% YoY to US$4.1 billion, while net income remained stable at US$654 million [10] - The company expects dividends to increase by 2% to US$1.17 per share for 2025, marking its eighth consecutive year of dividend increases [10] - Kinder Morgan's US$9.3 billion backlog of natural gas projects is anticipated to drive future growth, supported by rising US natural gas demand [11] Group 4: Investment Opportunities - The article highlights that investing in US-listed companies provides global exposure across various sectors, including healthcare, industrial, and energy, which can enhance dividend resilience across different market cycles [12] - It notes that US companies typically have a proven track record of growth, stable cash flow, and business resilience, offering quality income through sustainable dividends [13]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically aligned with these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for electricity as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly the push for onshoring and increased U.S. LNG exports, positions this company favorably to capitalize on these trends [6][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12] - The potential for significant returns is emphasized, with projections suggesting over 100% upside within the next 12 to 24 months for investors who act promptly [15][19]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the AI and energy sectors [10][11] Market Trends - The company is poised to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations typical of many tech stocks [8][9] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12][13] - The overall narrative emphasizes the urgency for investors to act now to capitalize on the anticipated growth in AI and its associated energy needs [13][15]

Core Insights - Enbridge has consistently increased its cash flow and dividends over the past five years, establishing itself as a major player in North America's energy infrastructure sector [1][6] - The company transports approximately 30% of the continent's crude oil and nearly 20% of the natural gas consumed in the U.S., while also being a leading investor in renewable energy [1] Performance Overview - Over the past five years, Enbridge's stock has returned 39.9%, with a total return of 94.4% when including reinvested dividends, outperforming the S&P 500 in total return despite underperforming in stock price alone during the three- and five-year periods [4] - The current dividend yield stands at 5.8%, contributing significantly to the total return for investors [4][6] Growth Drivers - Enbridge has focused on expanding and diversifying its energy infrastructure through substantial investments in organic capital projects across its four core franchises: liquids pipelines, gas transmission, gas distribution, and power [6][7] - The company made a significant acquisition in 2023, purchasing three U.S. natural gas utilities from Dominion for $14 billion, which shifted its earnings mix and expanded its gas distribution platform [7] Earnings and Dividend Growth - Enbridge has achieved low-to-mid single-digit compound annual growth rates in earnings, cash flow per share, and dividends over the past five years, supported by its high-yielding and steadily increasing dividend [7][8] - The company has maintained a dividend growth streak of 31 consecutive years, which has been a key factor in its market-beating total return [7] Investment Strategy - Enbridge's strategy emphasizes steady growth rather than rapid expansion, allowing for consistent earnings growth and dividend increases, which has proven beneficial for investors over the past five years [8]

Core Insights - The Alerian MLP ETF (AMLP) offers an attractive 8.29% dividend yield, significantly higher than traditional dividend stocks and the S&P 500 [2][4] - AMLP invests in master limited partnerships (MLPs) that operate critical energy infrastructure, allowing for higher cash flow distributions due to tax advantages [3][4] Investment Strategy - AMLP generates income by holding equity stakes in MLPs, which are pass-through entities that distribute most of their cash flow to unitholders [3][4] - The ETF's top six holdings account for 77% of the portfolio, providing concentrated exposure to industry leaders [3] Performance Metrics - Despite a 3.87% price decline, AMLP achieved a total return of 4.4% over the past year [4] - MPLX, the largest holding at 13.57%, recently increased its quarterly distribution by 12.5% to $1.0765 per unit, demonstrating strong financial health with a distribution coverage of 1.3x [7] - Enterprise Products Partners (EPD), holding 12.66%, has a history of 25 consecutive years of distribution increases, showcasing stability with a 1.22x coverage ratio [8]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to rising electricity prices and strained power grids [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned to benefit from the surge in energy demand driven by AI [3][6] - It owns significant nuclear energy infrastructure assets, making it integral to America's future power strategy [7] - The company is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding cash reserves that amount to nearly one-third of its market capitalization [8] - It has an equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potential for significant upside [10] Future Outlook - The convergence of AI, energy, tariffs, and onshoring presents a unique investment opportunity, with the company positioned to capitalize on these trends [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a significant investment opportunity, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for electricity as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the energy sector, owning nuclear energy infrastructure and being capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is described as debt-free, with a substantial cash reserve that constitutes nearly one-third of its market capitalization, making it financially robust compared to other firms in the energy sector [8][10] Growth Potential - The company also holds a significant equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth engines in the AI space without the associated premium costs [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity given its ties to the growing AI and energy sectors [10][11] Industry Trends - The narrative emphasizes the ongoing disruption caused by AI across traditional industries, suggesting that companies that adapt to AI will thrive while those that do not will struggle [11][12] - The influx of talent into the AI sector is noted, ensuring continuous innovation and advancements, which further supports the investment thesis in AI-related companies [12][13]

Core Insights - Enterprise Products (EPD) has demonstrated consistent reliability, achieving a 27-year streak of increasing quarterly distributions, indicating strong financial health and commitment to returning value to shareholders [1]. Company Performance - EPD has the potential to accelerate its compounded 5-year average distribution growth above current levels, suggesting an optimistic outlook for future performance [1]. Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, with a focus on technology sectors such as SaaS and cloud businesses, which are noted for their growth opportunities [1].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] - The company in focus is positioned to benefit from the anticipated surge in electricity demand driven by AI advancements [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and playing a crucial role in U.S. LNG exportation [5][7] - It is noted for its debt-free status and substantial cash reserves, which amount to nearly one-third of its market capitalization, providing a strong financial foundation [8][10] - The company also holds a significant equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector [9][10] Market Positioning - The company is recognized for its capability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including nuclear energy [7][8] - It is suggested that the company is undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity [10][11] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the company's position in the market [12][13] Future Outlook - The combination of AI infrastructure demands, onshoring trends due to tariffs, and a focus on nuclear energy positions the company favorably for future growth [14] - The potential for significant returns within 12 to 24 months is highlighted, encouraging investors to act promptly [15][19]