Monday, October 19, 2026

For LNG Investors -- A Deeper Look At ENB, EPD, And SRE -- October 19, 2026

Locator: 51974INVESTING.

See disclaimer. 

Some time ago I said I would never add more energy to my portfolio -- actually the portfolio that I "manage" for my grandchildren -- but the liquid natural gas story seems to interesting to ignore.

RBN Energy's blog over the weekend is what caught my attention.

I've been parking a lot of new money in SCHD over the past year and plan to move much of that money into two of these three -- ENB, EPD, SRE.

AI's look at SRE, link here. Link: https://share.google/aimode/p7oL9br8vZpPSD4x0. 

SRE: oh-oh. And it's all California-driven. Time to move the company out of California. Is that even possible? No, it's not possible. See this link that started with that question regarding SRE and morphing into ENB, link here. Link: https://share.google/aimode/hHwYoDVp4lxzMvch6. 

As a master limited partnership (MLP, how EPD dividends are taxed, link here. Link: https://share.google/aimode/eJOIjNnS7aTZO4Vwm. 

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Disclaimer

Briefly: 

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple.
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Nothing on this site should be seen as recommendations for the general public. On the other hand, I have no problem if members of my extended family "see" recommendations I might be making - but only members of my extended family, limited to my children and my grandchildren.
  • Longer version here.