REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.
Most stocks fail to beat T-bills, making long-term success dependent on owning the rare companies that create nearly all market wealth. That's why I highlight Brookfield and Enbridge, two diversified, mission-critical giants with durable cash flows, strong fundamentals, and clear long-term tailwinds. Together, they offer income, growth, and resilience, powerful enough that I believe a retiree could build an entire long-term portfolio around just these two stocks.
Brookfield Asset Management (BAM) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.38 per share a year ago.
To beat the market over the long term with a buy-and-hold strategy, you need to buy dynamic growers and innovators. I detail two of my favorite dividend growth machines that are poised to potentially crush the market over time. I also discuss some of the risks to keep in mind.
Sequence of return risk can devastate retirement portfolios, especially when early negative returns coincide with withdrawals, undermining the traditional 4% rule. Dividend investing offers a powerful solution by providing steady cash flows that are largely independent of market volatility, neutralizing sequence risk. Building a portfolio of high-quality, dividend-growing stocks can deliver superior returns and reduce stress.
If I had to bet my retirement on just three stocks, these would be it. Each offers a mix of yield, growth, and stability that's hard to beat. Here's why these names would be my top choices if I had to choose today.
The US is pouring hundreds of billions of dollars into AI infrastructure in an effort to keep pace with China. There are two leading AI infrastructure dividend machines that have recently pulled back sharply. As such, they are way too cheap to ignore.
Not all popular dividend stocks are worth buying. On the contrary, many popular dividend stocks should be avoided. I highlight 3 popular stocks to avoid and 3 better alternatives.
Brookfield Asset Management Ltd. (NYSE:BAM ) Q2 2025 Earnings Conference Call August 6, 2025 10:00 AM ET Company Participants Bruce Flatt - Corporate Participant Connor Teskey - Corporate Participant Hadley Peer Marshall - Corporate Participant Jason Fooks - Corporate Participant Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Barron S Thomas - Morgan Stanley, Research Division Bart Dziarski - RBC Capital Markets, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Cherilyn Radbourne - TD Cowen, Research Division Crispin Elliot Love - Piper Sandler & Co., Research Division Dean Mark Wilkinson - CIBC Capital Markets, Research Division Jaeme Gloyn - National Bank Financial, Inc., Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Mario Saric - Scotiabank Global Banking and Markets, Research Division Ritwik Roy - Jefferies LLC, Research Division Vikram Gandhi - HSBC Global Investment Research Operator Good day, and thank you for standing by.
Brookfield Asset Management (BAM) came out with quarterly earnings of $0.38 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.34 per share a year ago.
Brookfield (BAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The AI boom is driving markets higher, but there is still a golden buying opportunity that investors can take advantage of. We detail what this golden opportunity is. We share some specific picks that stand to benefit from this golden buying opportunity.