February’s Yield: Three Plays

February. Short month, short attention spans. The market’s a fickle dame, always chasing the next bright thing. But a man who knows what he’s after doesn’t need flash. He needs income. Steady, reliable income. Three names crossed my desk this month that might just fit the bill. Not glamorous, mind you. Just… solid.

Amazon

Amazon. The big one. Lagged a bit, they say. Twelve months in the shadows. But shadows don’t last forever. Earnings are a slow burn, but they’re burning. Efficiency’s the name of the game, and they’re playing it. I’d wager a good nickel they’ll be showing a brighter face when the next quarterly report drops.

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And there’s this AI business. Agentic AI, they call it. Sounds like something out of a dime novel, but it could be a tailwind for their cloud service, AWS. They’re gaining momentum, and where there’s momentum, there’s usually a payoff. A smart man doesn’t ignore a rising tide.

BeOne Medicines

BeOne Medicines. Biotech. Always a gamble, you say? Maybe. But this one’s been outperforming. Stock’s up over 50% in the last year, and still looks undervalued. Brukinsa, their flagship drug, is the gold standard for treating certain blood cancers. Sounds clinical, doesn’t it? But clinical means results. And results mean revenue.

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They just got the green light in China for a new treatment. Good news travels fast, even across oceans. And they’re waiting on approval here. Another potential win. They’re building a fortress, one approval at a time. A man can respect that.

Enterprise Products Partners

Enterprise Products Partners. Now we’re talking. An LP offering a 6.6% distribution yield. That’s not chump change. And they’ve been increasing their distribution for 27 years. Twenty-seven. That’s not luck. That’s consistency. That’s a man who knows how to keep a promise.

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The real kicker? Data centers. All these AI applications need power, and power needs pipelines. Enterprise believes AI will be a major driver of natural gas demand in the next five years. They’re betting on the future, and I like those odds. It’s a simple equation, really: more data, more demand, more income. A man can live with that.

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2026-02-02 10:53