Summary While the Permian tends to be known for its oil output, its production mix continues to get gassier, with gas production growth outpacing that of oil. Midstream companies are building new pipeline takeaway capacity from the Permian.
If I had to rely on just two income investments to fund retirement, these would be it. These investments combine yield, growth, safety, value, and macro tailwinds. Here's why I'm building my portfolio around these engines of passive cash flow.
AMLP offers stable, high-yield exposure to essential midstream infrastructure, with an 8% yield and simplified tax treatment via its C-corp ETF structure. Rising U.S. LNG exports and growing domestic natural gas demand support long-term volume growth for midstream companies held by AMLP. Major infrastructure expansions and regional price dynamics will drive increased gas flows from the Appalachian Basin to the Gulf Coast, benefiting AMLP constituents.
AMLP has significantly underperformed the market recently. However, its underlying fundamentals have been phenomenal. Buy the dip in this 8% yielding dividend growth machine.
The Permian Basin, located in West Texas and Southeast New Mexico, is the growth engine of the U.S. in regard to oil and gas output. MLPs are enhancing their operations in the basin through M&A activity, as evidenced by a series of announcements from Western Midstream, MPLX LP, and Enterprise in recent weeks.
SS&C ALPS Advisors announced distributions for its midstream ETFs, underscoring income stability and growth for investors in times of broad market volatility. The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructure ETF (ENFR) declared third quarter 2025 distributions this week.
On this week's episode of ETF Prime, Stacey Morris, head of energy research at VettaFi, discusses energy exposure and the evolution of the MLP space. Later, Rob Thummel, managing director and senior portfolio manager at Tortoise Capital, joins the podcast to spotlight the firm's latest initiatives in infrastructure and energy investing.
I'm aggressively buying stocks with a rare combination of high yields and huge buyback programs. I want these opportunities to also have strong balance sheets, high-quality business models, and trade at attractive valuations. I detail three such opportunities right now.
Energy Transfer LP announced on August 6 the expansion of its Transwestern Pipeline that will supply natural gas from the Permian Basin to New Mexico and Arizona. The expansion will help meet rising natural gas demand for power generation driven by population growth and data centers.
Synchronizing the currency exposure between liabilities (expenses) and assets (investments) is a pragmatic thing to do. Yet, there is also a merit of introducing some bias towards developed foreign instruments. In the article, I discuss why I think that EUR-denominated picks could be worth considering.
I have been writing about ETFs since I started on Seeking Alpha two years ago, and it's been great in terms of engagement compared to writing about stocks. That being said, there are some tricks to writing about ETFs that analysts may miss. They are different from stocks and other funds in weird ways! Writing about ETFs can be very rewarding, especially on the engagement front, as articles tend to have longer shelf lives with readers and higher engagement levels (at least from my experience).
Most dividend investors are too greedy for their own good. Most 10%+ yielding stocks are traps. This small change in your investment approach could earn you much better results.