KMI

LLet's Talk Money! with Joseph Hogue, CFAKMKMIBUYM-term · Medium-term · Leaning2026-09-06

I also like infrastructure stocks owning real assets, especially those tied to the energy markets like Kinder Morgan, whose pipeline collects fees and pays a 3.7% dividend.

ZZipTraderKMKMIBUYM-term · Medium-term · Explicit2026-07-13

Next, KMI Kinder Morgan. So, Kinder Morgan, same playbook, gas pipelines feeding data centers except it's a normal corporation, thank God. So, you get a regular 1099. But, their CEO said something that I can't stop thinking about. He said, quote, "Approximately 70% of future power demand from data centers under development is in states served by our assets." 70%. That's not some analyst guessing, that's the CEO on record looking at their own map. They've got 78,000 mi of pipeline, 10.1 billion backlog, 92% natural gas, about 60% of it feeding power generation. It's fee-based, long-term contracts, it's another toll road. Credit their credit rating just got upgraded, so very, very beautiful.

SSerenityKMKMIBUYM-term · Medium-term · ExplicitNENEEBUYM-term · Medium-term · ExplicitETETNBUYM-term · Medium-term · ExplicitFSFSLRBUYM-term · Medium-term · ExplicitShow more2026-02-15

This is a tailwind reiterated for these companies.