Let’s talk about energy dividends because, well, you know why. But let’s not chase the headlines.
Let’s focus on energy “toll collectors” that will make money regardless of tomorrow’s geopolitical landscape. Steady cash flows support these 4.2% to 9.5% yields.
This runs counter to the outlook for exploration and production companies, as well as equipment and service providers, which have profits that are tightly bound to the price of energy commodities. These stock prices follow crude oil movements too closely.
Energy infrastructure companies are calmer plays. Companies that own and operate pipelines, processing plants and storage facilities aren’t nearly as reliant on energy prices—they just take a cut whenever oil, natural gas, nat-gas liquids, etc.,… Read more
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