Hess Midstream Partners

Alerian MLP ETF

AMLP tracks a market-cap-weighted index of publicly-traded energy infrastructure MLPs in the US.

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iShares U.S. Energy ETF

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FlexShares STOXX Global Broad Infrastructure Index Fund

VanEck Vectors Oil Services ETF

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Health Care Select Sector SPDR Fund

The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between sector performance. The S&P 500's gains since Nov. 3, 2020 reflect an annual return of nearly 16%, an impressive figure.

Breaking Down S&P 500 Returns by Sector Since 2020 Election

Alerian Energy Infrastructure ETF

Several midstream names have announced increases to third-quarter distributions as earnings are underway. Midstream companies are in the early stages of reporting earnings.

Midstream Names Grow Distributions With Q3 Earnings Underway

Midstream energy companies have rebounded, offering elevated income and total returns, with AMLP ETF yielding 7.7% and simplifying tax reporting by handling K-1 forms. Completion of major infrastructure projects and reduced capital spending have boosted free cash flow, reduced debt, and improved shareholder returns in the midstream sector. Long-term demand for natural gas and oil, driven by factors like the AI revolution and rising electricity consumption, supports future growth in midstream assets.

Midstream Money Machine: Capture An 8% Yield With AMLP

Amazon

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Brookfield Corp

Constellation Energy Corp

DT Midstream

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

Kinder Morgan

Microsoft

NVIDIA

ONEOK

Palantir Technologies

Targa Resources

TC Energy

Cohen & Steers Infrastructure Fund Inc

Vistra Energy

Western Gas Partners

Williams

Big dividend infrastructure stocks have surged recently. We discuss the two major catalysts for this surge. We also share several opportunities that remain very attractive in the space.

Very Good News For Big Dividend Infrastructure Stocks

VanEck Vectors BDC Income ETF

Delek US Hlds

Delek Logistics Partners

Golub Capital BDC

NextEra Energy

High-yield dividend growth stocks can make for exceptional passive income machines and wealth-compounding instruments. However, exceptionally high yields demand extra caution from investors. We discuss two 11%+ yields that, we think, are worth buying and one that we rate as a sell.

11-14% Yielding Dividend Growers: 2 To Buy And 1 To Sell

MLPs and C-Corps operating in the midstream segment can provide differing exposures to the space. Midstream companies are either structured as MLPs or C-Corps.

MLPs Offer Diversification Benefits

Another day, another sign the economy is heading straight for that “no-landing” scenario I've been talking about for weeks now

2 Big Dividends To Buy As Inflation Returns

Midstream ETFs recorded strong flows in September, as the subsector outperformed broader energy for another consecutive month. The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructure ETF (ENFR) saw $73 million and $8 million, respectively, in net flows in September.

Midstream Energy ETFs Recorded Strong Flows in September

JPMorgan Equity Premium Income ETF

iShares National Muni Bond ETF

Global X U.S. Preferred ETF

Global X SuperDividend REIT ETF

Vanguard High Dividend Yield ETF

While getting to retirement age can be a blessing and a curse, the reality of counting on the U.S.

6 Dividend ETFs Every Retiree Should Know

Alerian MLP Index ETNs due January 28 2044

Summary MLP yields of ~7% are backed by positive dividend trends and fee-based businesses that generate stable cash flows. Beyond income, MLPs provide diversification benefits, real asset exposure, and more defensive energy exposure.

Making the Case for MLPs With AMZ

Plains All American Pipeline

Plains GP Hlds

Schwab US Dividend Equity ETF

Vanguard Real Estate ETF

There is a leading blue-chip that has been a serial underperformer over the past half decade. However, it has a very strong balance sheet, a sky-high yield that is well covered, and it continues to grow its payout year after year. I discuss this opportunity and share why the more it underperforms, the more I buy it.

The More It Underperforms, The More I Buy

Blackstone Group

Blackstone Secured Lending Fund

Morgan Stanley

Morgan Stanley Direct Lending Fund

The high-yield space has undergone a sharp bifurcation recently. We discuss what this bifurcation is and what is driving it. We discuss two quality and growing 10%-yields that are way too cheap right now.

Buy The Dip: 10% Yields Getting Way Too Cheap

Investors might not know how little exposure they have to the energy sector — and MLPs, more specifically. The energy sector is the fourth-lowest-weighted sector in the S&P 500, at 3.3% of the index by weight as of Sept.

Investors in S&P 500 Are Missing Exposure to MLPs

Dividend growth stocks have surged due to falling interest rates and a 50-basis point rate cut by the Federal Reserve. Despite favorable conditions, significant risks like economic downturns and geopolitical tensions warrant caution in chasing high valuations for dividend stocks. We discuss three blue-chip dividend stocks that currently appear to be overpriced.

Sell Alert: Big Dividends Getting Too Pricey

Global X SuperDividend US ETF

Genesis Energy

MPLX

Occidental Petroleum

The high-yield sector has soared recently. However, one sector has lagged behind significantly despite having very strong underlying fundamentals. This creates a rare high-yield buying opportunity.

A Rare High-Yield Buying Opportunity

Texas Capital Texas Oil Index ETF

On this week's episode of ETF Prime, Stacey Morris, CFA, head of energy research at VettaFi, discussed the state of play for the energy and energy infrastructure sectors. Afterward, Mike Akins, founding partner at ETF Action, joined the podcast to break down ETF flows.

ETF Prime: Morris on Energy Sector, Midstream Yield & More

Oil prices have seen a significant drop, falling from around $90 earlier in the year to nearly $70, which was unexpected.

Oil Prices on a Rollercoaster: What's Driving the Decline?

Energy and midstream energy offer investors high yields, strong momentum, and cheap prices and valuations. Although bullish on midstream energy, I find AMLP less favorable due to its riskier, concentrated, lower-quality portfolio, higher drawdowns, and worse returns compared to peers. AMLP's higher dividend yield of 7.8% is offset by weaker dividend growth, resulting in lower long-term income and yield on costs.

Sell AMLP, Buy These ETFs Instead

Key Points: Significant drop in oil prices due to weak demand and oversupply.

A Clever Way to Play MLPs for Energy Income

JPMorgan Nasdaq Equity Premium Income ETF

InfraCap REIT Preferred ETF

Investing in high-yield dividend stocks can provide a stable passive income in retirement, reducing sequence-of-return risk compared to index funds. We share a model portfolio for how you can do this. The model portfolio yields a weighted average 8% while also growing its payouts at a rate that should meet or even beat inflation over the long term.

8%-Yielding Portfolio For Retirement Passive Income

Dividends and buybacks continue to drive shareholder returns for MLP/midstream investors. Dividends have long been a priority for energy infrastructure companies, and in recent years, midstream/MLPs have used excess cash flow for dividend growth and opportunistic buybacks.

Dividends & Buybacks: Drivers of Midstream Shareholder Returns

Ares Capital

SPDR Gold Trust

JPMorgan Chase & Co

Mid-America Apartment Communities

Realty Income Corp

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 High Dividend ETF

AT&T

W. P. Carey

The Federal Reserve's 50-basis-point rate cut seems like a big tailwind for dividend stocks. However, the rate cut also brings several warnings to the dividend stock space. We discuss what these are and how we are positioning our portfolio to navigate rate cuts.

An Important Warning For Dividend Investors After The Fed's Big Rate Cut

AMLP offers high yield and has outperformed oil and gas ETFs recently, amid weak crude oil and natural gas prices. AMLP's valuation remains attractive with a P/E ratio of 11.2x and a PEG ratio under 1, despite some emerging risks. Key risks include weaker economic activity, higher borrowing costs, and potential natural disasters impacting MLPs' cash flows.

AMLP: Midstreamers Remain Attracitve On Valuation, Uptrend Intact

My ideal stock has four specific qualities. There is one sector where these qualities still exist in abundance. I share some of the most attractive opportunities in the space and why this opportunity may not last much longer.

Buy These Blue-Chip High-Yield Growth Stocks Before It Is Too Late

Midstream has remained resilient as oil prices have fallen in recent weeks. Despite weakening oil prices, the midstream segment has remained defensive and has held up better than other energy subsectors.

Midstream Is Resilient as Oil Prices Fall

News for Alerian MLP ETF ETF (AMLP)