In terms of yield, Western Midstream (WES) is off-the-charts: 9.3% today, sheltered from US taxes for many years if you buy today. This is from an investment-grade company with cash inflows supported by multi-year take-or-pay contracts. The distributions are almost certain to be hiked in half a year and annually thereafter. It may surprise Nvidia fans, but there are still some folks who value reliable yield and cash, among other things.
I posted on WES less than two months ago (“Western Midstream: Time to Revisit the Yield King”) and did not expect to revisit so soon again. But new information has made the company more attractive.