BUY Conviction4/5 Analysis quality80/100 now
The YouTuber suggests ARLP, with its 13.9% yield, due to renewed demand for coal-fired electricity driven by AI and electrification, which is expected to require significant additional generation capacity. ARLP is a major coal operator in the eastern US, also holding royalty interests in oil and gas and growth initiatives in renewables. The company has paid over $4.1 billion in dividends since 1999 and has grown its dividend for the last 3 years.
“That kind of increase isn't all going to come for natural gas or renewable energy sources it's going to have to come from coal as well and that means the rumors of demise in Coal have been greatly exaggerated and Alliance resource has built one of the largest coal operations in the eastern US”