Looking For Income? 2 High-Yield Dividend Stocks I'm Betting Big On
Inflation remains stubborn, and the Fed's "higher for longer" stance favors value stocks. I'm doubling down on high-yield plays with strong cash flow and earnings to thrive in this environment. My top picks are resilient, wide-moat businesses that excel in uncertainty. Both offer market-beating yields, growth potential, and inflation-resistant business models. While risks like rate cuts exist, these stocks are built to deliver steady income and long-term gains, making them core holdings in my portfolio.
The Silent Wealth Killer: My Go-To Dividend Stocks To Beat Inflation
Inflation erodes purchasing power, making it crucial to invest in equities, which historically outperform cash over the long term despite volatility. My thesis is that inflation will stay "higher for longer" due to factors like energy costs, labor market tightness, and deglobalization. To combat inflation, I recommend investing in sectors with strong pricing power like energy and real estate, which have historically outperformed during inflationary periods.
Antero Midstream: Free Cash Flow Ahead Of Guidance
Antero Midstream exceeded management's free cash flow guidance and projects further growth despite an increasing capital budget. Conservative leverage and strategic share repurchases demonstrate prudent financial management. Potential free cash flow growth may be impacted by opportunistic acquisitions or significant events.
Antero Midstream Corporation (AM) Q4 2024 Earnings Call Transcript
Antero Midstream Corporation (NYSE:AM ) Q4 2024 Results Conference Call February 13, 2025 12:00 PM 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 Naomi Marfatia - UBS Noah Katz - J.P. Morgan Chase & Co. Olivia Halferty - Goldman Sachs Operator Greetings, and welcome to the Antero Midstream Fourth Quarter 2024 Earnings Call.
Antero Midstream's Q4 Earnings Beat Estimates, Revenues Increase Y/Y
AM's Q4 earnings beat estimates due to higher freshwater delivery volumes and increased average fees realized across all segments.
Antero Midstream (AM) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Antero Midstream (AM) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
What Analyst Projections for Key Metrics Reveal About Antero Midstream (AM) Q4 Earnings
Besides Wall Street's top -and-bottom-line estimates for Antero Midstream (AM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
The Zacks Analyst Blog Permian Resources, Antero Midstream, TC Energy and Antero Resources
Permian Resources, Antero Midstream, TC Energy and Antero Resources are included in this Analyst Blog.
3 Energy Stocks Positioned to Surpass Earnings Estimates in Q4
Energy stocks like PR, AM and TRP have the potential to deliver better-than-expected earnings results in Q4.
Thank You, Mr. Market: 2 Dividend Gems To Buy After The DeepSeek Sell-Off
The AI sell-off created panic, but markets often overreact. I see two overlooked stocks with strong fundamentals and attractive dividends poised to rebound. One is a high-yield gem with fixed-fee revenue, immune to market swings. The other is a low-yield compounder with robust growth and a critical role in AI infrastructure. Both stocks were unfairly punished. I believe they offer long-term value, making this sell-off a rare opportunity for income and growth investors.
Antero Midstream: Potential For Some Volume Growth
Antero is unlikely to grow production anywhere near the 10% to 15% per year rate it mentioned back in 2019. However, at current strip prices, there's the potential for a minor amount of production growth, which would boost Antero Midstream's results. I'm now modeling Antero Midstream's 2026 EBITDA at $1.11 billion.
Here's My Single Favorite Place To Buy Income
The market is facing challenges with sticky inflation and elevated valuations, necessitating a focus on high-quality, high-yielding dividend stocks to outperform. Rising long-term rates and a high term premium are pressuring markets, making bonds more attractive and demanding more from dividend stocks. America's energy sector, particularly midstream pipeline companies, is crucial for economic growth, offering significant investment opportunities due to increasing demand for natural gas infrastructure.
