HESM 因近期股价下跌而更具吸引力，估值下降、股息率升至 8.36%，并有持续的股息增长支撑。
逐段跳播
第二大持仓是 Hess Midstream，股票代码 HSM。这是一只高股息率的股息股。目前市值为 98,000 美元。我的总回报率是 20.23%。我在 2025 年秋季大量买入了这只股票，并且一直在把它的股息再投资。
The second largest holding is Hess Midstream, ticker symbol HSM. This is a high yield dividend stock. currently has a market value of $98,000. I have a 20.23% total return. I bought this a lot in fall 2025 and I've been reinvesting my dividends on it.
最近有几个人问我关于 Hess Midstream 的问题，以及我是否在加仓。我确实认为它在过去一个月里变得更有吸引力了。过去一个月股价下跌了 5.41%。总体而言，当这是一家你了解的公司，你做过大量深入研究和分析，并且你喜欢它的大部分财务数据时，股价变得更便宜是件好事。
这意味着你以更低的估值买入这家公司。我之前是在 30 出头买入的，但 37 美元正开始进入一个更有吸引力的区间。这只股票目前的前瞻股息率为 8.36%。在我们的收益率分析工具上，以 5 年为观察窗口，目前处于第 88 百分位。
除了我在 2025 年秋季买入的时候，最近股息率还没有这么高过。这是我迄今为止最高的股息支付方。这只股票每年付给我 8,197 美元的股息。我把这些全部再投资。
I've been getting a few questions about Hes Midstream and whether or not I've been adding to it. And I definitely think it's gotten more attractive over the past month. The stock price is down 5.41% over the past month.
And in general, when it's a company you understand like this and you've done a lot of deep dive and research into it and you like most of the financials, it's a good thing when the stock price is getting cheaper.
It means you're buying into the company at a lower valuation. Now, I was buying in the low30s, but $37 is starting to get to a much more attractive range. The stock currently has an 8.36% forward-looking dividend yield.
And on our yield analyzer tool with the 5-year look, this is currently in the 88th percentile. And outside of when I was buying in fall 2025, the yield has not been this high recently.
And this is my highest dividend payer by far. That stock pays me $8,197 of annual dividends. I reinvest all of these.
HSM 将付给我 2,049 美元。这是估算值，因为他们还没有宣布派息。HSM 很有意思，他们每个季度都提高股息。
HSM will pay me $2,049. This is estimated because they haven't declared their payment yet. And HSM's interesting. they increase their dividend every single quarter.
这个频道对 $HESM 的历次判断
Dividend Data 在这只股票上共 2 条判断，这里只列相邻的几条。