The Next 3 Years Could Make Or Break Portfolios - Here's My Plan

Investors face two disruptive phases: AI-driven labor market weakness, followed by new industry emergence, requiring strategic portfolio diversification. Favor high-quality stocks and income-generating assets, focusing beyond S&P 500 index funds to outperform in a potentially lower-return market environment. Key opportunities include stock exchanges (CME, ICE, MIAX), cyclical value (railroads, LTL trucking), and energy/data center infrastructure (EQT, pipelines, BIP).

Seeking Alpha • Dec 2, 2025

PGIM Jennison Energy Infrastructure Fund Q3 2025 Contributors And Detractors

TC Energy benefited from positive results in 2Q25, beating estimates, with EBITDA guidance being modestly raised, and the current capex remaining static. Enbridge has vast scale across oil, gas, utilities and renewables. Enbridge's strategy is to focus on a steady dividend, coupled with modest growth. Earlier in the year, ONEOK missed 7-8% on EBITDA, which hurt performance for the company.

Seeking Alpha • Nov 30, 2025

7%+ Yields: I Am Giving Thanks For My Favorite Black Friday Special

I am thankful for many things this year. I am particularly thankful for my favorite Black Friday special from Mr. Market. I detail why I like this high-yielding bargain.

Seeking Alpha • Nov 28, 2025

Moving From TC Energy To The Next Higher Yield And Dividend Growth Bet: ONEOK

TC Energy (TRP) and ONEOK (OKE) are midstream companies that have been moving in different directions in terms of their share prices, resulting in one becoming undervalued. Both names have enjoyed a long history of paying and growing their dividends, and being in the midstream space generally results in higher relative yields as well. While both may be attractive long-term bets, I have recently made a move on OKE and expect my TRP shares to be called away after writing covered calls.

Seeking Alpha • Nov 20, 2025

TCPA: A 6.25% Junior Subordinated Notes IPO From TC Energy

TC Energy Corporation (TRP) recently issued 6.25% Junior Subordinated Notes (TCPA), offering a 6.57% yield to maturity and a BBB- credit rating. TRP maintains strong dividend coverage and a stable credit outlook, but the senior debt in the capital structure is considerable. Compared to peers, TCPA offers a slightly better yield but, according to me, it lacks appeal versus deeply discounted baby bonds for both short- and long-term investors.

Seeking Alpha • Nov 19, 2025

My Most Contrarian Call Yet: Energy Is About To Rewrite Wall Street's Playbook

Energy sector fundamentals are strengthening as both demand and supply are increasingly supported by governments and major organizations, reversing years of pessimism. Oil and natural gas demand is projected to grow through 2050, with the IEA and Goldman Sachs revising their outlooks upward, especially as renewables adoption slows. Midstream companies like WMB, KMI, TRP, ET, DT, and MPLX are poised to benefit from infrastructure expansion, alleviating supply bottlenecks and supporting future growth.

Seeking Alpha • Nov 17, 2025

The Energy Chart Nobody Is Paying Attention To, But It Could Change Everything

I share the one chart that is not getting nearly enough attention, given its immense implications for the world economy. This chart reveals a massive power shift that markets haven't priced in, and it could reshape the entire future of AI, manufacturing, and geopolitics. I detail how I am positioning my portfolio to take advantage of it.

Seeking Alpha • Nov 17, 2025

One Of The Best High-Yield Setups I've Ever Seen

There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.

Seeking Alpha • Nov 14, 2025

TC Energy Offers Solid 4.4% Yield, Possesses Various Tailwinds

TC Energy is seeing growth from data center expansion and offers an above-average dividend yield.

Investors Business Daily • Nov 13, 2025

TC Energy Q3 Earnings Match Estimates, Revenues Beat, Both Fall Y/Y

TRP anticipates its 2025 comparable EBITDA to be between C$10.8 billion and C$11 billion, with net Capex to be between C$5.5 billion and C$6 billion.

Zacks Investment Research • Nov 10, 2025