Personal Commentary: When Yield Feels Like Home I’ll be honest—I regret cashing out some of my Kinder Morgan (KMI) . Hindsight is always smug like that. Sure, the price looked stretched at the time, but I miss those sweet dividend deposits rolling in. I'm still holding a position and reinvesting dividends , because, honestly, the yield still beats my savings account —even at today’s price. Lately, my attention has shifted toward Western Midstream Partners (WES) . The yield is appealing, and the infrastructure is solid, but not everyone agrees with me. Morgan Stanley slapped it with an Underweight rating , and Market Edge tagged it with a “Second Opinion: Avoid.” It’s enough to make you pause. Still, I believe demand for midstream infrastructure isn’t going anywhere. At the same time, I’ve been building a position in Dominion Energy (D) using my dividend capture strategy —I replicate the previous position size plus one share with each round and reinvest the dividends. As the pr...
Systems, Iron, and Yield: Periodical logs on programmatic trading, augmented infrastructure income, and the discipline of a structured life by an algorithmic quant Trader.
A periodical by Michael Medeiros