1. The energy sector faces challenges, reflected in XLE's year-over-year dividend decline on a TTM basis; 2. Kinder Morgan (KMI) outperforms the sector average with stronger ROCE and moderate dividend growth; 3. Enterprise Products Partners (EPD) offers a more attractive investment profile than KMI, featuring higher yield, lower payout ratio, better valuation metrics (P/E, PEGY), and consistent performance.

1. The S&P 500 has shown strong performance since the AI boom began in 2023 but faces a potential major reversal; 2. Dividend stocks have underperformed compared to the S&P 500 during this period; 3. The author, a dividend investing expert, highlights high-yield opportunities and discloses long positions in assets like BIP, BEP, and GLD.