Dylan Jovine believes an $85 TRILLION economic mega-shift has begun and one little-known company is at the center of it.
He calls it “The Last Retirement Stock” and it could provide investors with a lifetime of income.
We reveal its name and ticker symbol in this teaser review for free.
The Teaser
The site of the first conflict of the American Civil War and The Battle of Bull Run has now become the wealthiest area in the United States.
Dylan Jovine is the Chairman & CEO of market research firm Behind the Markets and a (well-off) Florida man, based in Palm Beach.
However, when it comes to the wealthiest area in the country, he's talking about Loudoun County, in the Commonwealth of Virginia.
Not only has its population ballooned 300% over the last few years, but the median household income is $157,000! Higher than Silicon Valley and Nassau County in New York.
So what gives? Is it the proximity to Washington D.C.? The wineries?
It's none of the above.
The truth is, it's all due to the area transforming into the internet's data hub.
Data Center Alley
You may have heard of something called The Square Mile.
Its tidy 1.12 square miles are the site of the London Stock Exchange and the Bank of England, making it one of the wealthiest places on earth.
Loudoun County tops it.
Since becoming the area responsible for 70% of the world’s internet traffic, it sees 5x more economic activity than the entire GDP of the UK.
This makes it critical for artificial intelligence (AI), which relies on data, and one more critical property – energy.
Nothing moves without energy and AI is the single biggest energy-consuming technology in history, which creates an opportunity for us as investors.
As the need for energy exponentially expands, one company with control of over 5 billion kilowatt hours of electricity will become more and more important.
The Pitch
Dylan has compiled a special report that details why he chose this stock, its revenue, buy-up-to price, and more, called “The Last Retirement Stock: AI Income For Life.“
There's only one way to get our hands on it and it's with a subscription to his flagship newsletter – Behind the Markets.
It costs $49, an 87% discount off the retail rate of $399 per year, and includes a six-month money-back guarantee, regular monthly issues, access to Dylan's full portfolio, and more.
The Innovation Paradox
Never before in history has the energy to power a revolution been capped.
However, that is exactly what the current (outgoing) Presidential administration has done.
The Biden admin forced oil and gas companies to pay more to drill on federal land, with the Interior Department raising royalty rates for drilling by 30%. All while pursuing a nonsensical “Net-Zero Emissions” policy by 2050.
This has paralyzed the energy sector and created an “Innovation Paradox,” which is what happens when “skyrocketing technological demand meets artificially stunted production.”
Even though help is now on the way, with the incoming Trump administration promising to “drill, baby, drill,” America will have to play catch-up to meet the ravenous energy appetite of AI, and even if it does so, the country still needs to meet the electricity needs of data centers.
A 400 million Barrel Deficit
The average person should drink six to eight cups of fluids per day.
However, 80% drink at most 2.5 cups of water.
Similarly, the United States consumes about 6.7 billion barrels of oil per year (what it needs), but only 6.3 billion barrels are currently available for use (what it gets). That’s a 400 million barrel deficit.
This is where the “Last Retirement Stock” comes in.
The infrastructure of the United States can move up to 18 billion barrels of oil per year, so that's not the issue for the time being. Of these 18 billion, only around 35% is efficiently converted into consumable thermal energy.
Moving more oil is the answer.
Dylan's pick has the capability to do this by acting as a “toll booth” through which all oil must pass to get to market and we can collect a payment for every drop that moves across this country.
It is already “generating over $500,000 worth of income for a select group of men and women every 90 days,” let's find out what it is.
Revealing Dylan Jovine's “Last Retirement Stock”
Here is what Dylan tells us about this stock:
- It's not a driller or a refiner, it's a pipeline owner.
- The company is also structured as a master limited partnership (MLP) that distributes 90% of its profits back to shareholders.
- It’s made one of their executives a multi-billionaire, thanks to the value of the units he owns.
The last clue was the clincher here, Dylan's “Last Retirement Stock” is Energy Transfer LP (NYSE: ET).
- ET owns a pipeline network spanning 44 states engaged in the transportation, storage, and terminaling of natural gas and crude oil.
- It is a publicly traded partnership that maintains a 90% payout.
- ET's co-founder and CEO, Kelcy Warren, is worth $7 billion thanks to the value of his 8.8% stake in the business.
2,000% Return in the next 12 to 24 Months?
The catalyst behind Dylan's forecast is booming energy demand from data centers, power plants, and AI.
These are all long-term themes that will pay dividends, but is ET stock about to blast off over the short to mid-term?
According to its latest quarterly for the period ended September 30th, 2024, the pipeline operator has already received requests for connections to more than 90 power plants and data centers that total some “16 billion cubic feet per day of new natural gas demand.”
Other midstream companies like Enterprise Products Partners, Xcel Energy, and others are competing for this same demand, but ET's pipelines are located just a couple of miles from where some of the new power plants and data centers are set to be constructed, ensuring that it will get more than its fair share of the business.
Tellingly, ET transported record volumes of crude oil in Q3, so Dylan's catalysts are already in motion.
From a fundamental standpoint, ET's 15% Return on Equity and 5% Return on Assets is solid for a capital-intensive pipeline business.
At first glance, its total debt load is higher than I would like to see, but free cash flow is growing several times more than debt, up 300% since fiscal year 2020, and its net interest expense ratio has been improving, from from 1.4 in FY 2020 to 0.4 in FY 2023, so all is heading in the right direction.
Finally, at a forward price/earnings of under 10x and a price/book of less than 2x, ET is cheap by any standard, and a solid bet on the energy boom we are heading into.
I don't see ET becoming a trillion-dollar business anytime soon, which is what a 2,000% gain implies, but it's in assured five-bagger territory.
Quick Recap & Conclusion
- Dylan Jovine says a “Last Retirement Stock” is at the center of an $85 TRILLION economic mega-shift that has begun.
- This economic mega-shift is brought on by the single biggest energy-consuming technology in history – artificial intelligence and one company controlling over 5 billion kilowatt hours of electricity is at the center of it.
- Dylan has compiled a special report revealing this stock's name and ticker symbol called “The Last Retirement Stock: AI Income For Life.” It can be ours with a subscription to Dylan's flagship newsletter – Behind the Markets, for $49 for the first year.
- Fortunately, you can skip the payment as we revealed the “Last Retirement Stock” for free as Energy Transfer LP (NYSE: ET).
- ET is a well-positioned pipeline business that is throwing off cash, returning capital to owners at a rate of 8% per year and is poised for above-average growth.
How much will ET grow over the next decade? Drop your guesses in the comments.