My portfolio gained significantly post-election, driven by industrial and energy stocks, while REITs and tariff-prone companies faced pressure from rising rates and trade uncertainties. I see value in stocks like Canadian Pacific and select REITs, which were sold off prematurely due to investor overreaction. Regardless of political changes, my focus remains on building a resilient portfolio with reliable income through value investments and all-weather stocks.
AM's Q3 earnings miss estimates due to lower average daily compression and low-pressure gathering volumes and higher total operating costs.
Antero Midstream Corporation (NYSE:AM ) Q3 2024 Earnings Conference Call October 31, 2024 ET Company Participants Justin Agnew - VP of Finance and IR Paul Rady - Chairman, CEO and President of Antero Resources and Antero Midstream Brendan Krueger - CFO of Antero Midstream Conference Call Participants Noah Katz - J.P. Morgan Chase & Co. Naomi Marfatia - UBS John Mackay - Goldman Sachs Operator Greetings and welcome to Antero Midstream Third Quarter 2024 Earnings Conference Call.
With a major market cash flow shift underway, dividend stocks offer a smart choice for reliable returns, appealing to investors looking to maximize yield. These two top dividend stocks have strong fundamentals and growth potential, making them ideal as the market pivots and more cash rotates into income-focused investments. For investors seeking stable, long-term income, these picks stand out. They're built to weather economic shifts and reward with dependable, growing dividends.
There are few investing strategies as successful as buying dividend stocks.
Market timing can be tempting, but many investors, including professionals, struggle to predict market movements effectively. Missing key days can significantly impact long-term returns. Instead of timing, focus on staying fully invested and leveraging major trends to optimize your portfolio's risk/reward. Value, energy, and defense stocks offer attractive options. A successful investment strategy requires avoiding emotional decisions and making small adjustments based on long-term developments rather than short-term volatility.
American equities have outperformed global markets for over a decade. However, stock selection has become crucial, as not all companies are created equal. I'm focusing on high-yield U.S. stocks with strong fundamentals and growth potential. These companies can offer stable income in any economic environment. Each pick has a unique position in its industry and can withstand market challenges, providing a solid foundation for my portfolio and long-term strategy.
Many midstream energy companies pay stable, well-supported distributions or dividends with yields well over 5%. The relative quality of twenty-nine midstream energy companies was evaluated by means of a quality matrix with factors including valuation, profitability, growth, leverage, yield, and yield coverage. Based on this review, I recommend those investors who are interested in midstream energy first consider the five highest quality midstreams: HESM, WES, EPD, ET, and KNTK.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Antero Midstream Corporation expects low-single digits adjusted EBITDA growth in a stable volume environment. Volumes should remain at least stable based on Antero Resources' comments. Antero Midstream's credit facility maturity was extended until 2029.
I started serious dividend growth investing in 2020, focusing on industrials and energy, with a well-diversified portfolio built from the ground up. Diversification is crucial; I avoid ETFs and gradually built a portfolio of 23 stocks, starting with $20,000 and strong business fundamentals. Research shows diversification benefits kick in after ten stocks, but a well-diversified portfolio should ideally have at least 30 stocks.
The ultra-wealthy invest in assets like stocks, real estate, and businesses. These strategies can provide insight into how everyday investors can build lasting wealth. In today's uncertain market, focusing on high-quality dividend stocks and underperforming sectors offers better risk/reward than sticking to overvalued tech stocks. By adapting the smart money's approach to infrastructure and dividend growth opportunities, investors can capture secular growth and benefit from resilient yields.