In today's market, a trillion-dollar shift is reshaping opportunities. As volatility rises, dividend stocks are key to steady, long-term gains. The right dividend stocks can help you thrive, even in turbulent times. They're more than just income — they're powerful portfolio builders. Finding the right dividend gems is critical amid uncertainty. These picks offer solid growth potential, stability, and long-term value for any portfolio.
Investing In 2025: Ignore Dividends At Your Own Peril
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth.
Antero Midstream: Slow Growth Ahead
Antero Midstream (AM) has achieved a 60.34% return since my last recommendation, outperforming the S&P 500 over that period. Now, it has reached an inflection point where it is about to launch a big buyback program. I revisit the investment thesis to see if it is still worth buying.
I share my $10,000 dividend investment strategy for 2025, focusing on stocks with income potential and long-term growth prospects. These picks prioritize reliable dividends, strong fundamentals, and resilience, aiming to deliver consistent returns despite market conditions. With an eye on 2025 trends, I highlight why these investments stand out and how they can boost portfolios seeking income and growth.
Dividend growth investing offers above-average returns with below-average risks, relying on long-term strategies that avoid chasing high yields or overvaluing Dividend Aristocrats. By focusing on overlooked opportunities in sectors like energy, aerospace, and transportation, I've built a portfolio leveraging long-term secular growth trends. This strategy refines traditional investing with disciplined capital allocation, aiming to uncover undervalued opportunities and achieve sustainable market outperformance.
AM, AVT and BMO have been added to the Zacks Rank #5 (Strong Sell) List on December 6, 2024.
Antero Midstream (AM) reported earnings 30 days ago. What's next for the stock?
I explore the evolving “New World Order,” focusing on geopolitical changes and the U.S.'s strategic responses. This impacts global markets profoundly. Trump's pick for Treasury Secretary, Scott Bessent, aims to tackle U.S. debt and economic growth with his “3/3/3” plan—cut deficits, boost GDP, and increase oil output. Amid these shifts, I spotlight dividend stocks poised to thrive, emphasizing their resilience, strong yields, and growth potential in a changing economy.
In today's market, even with perfect foresight, investors often struggle to execute trades effectively, as policy uncertainty is elevated. I've chosen two high-quality dividend stocks that, I believe, are poised to thrive long-term, no matter the market conditions. These picks offer both growth and income. By focusing on reliable, high-quality stocks, I'm confident these picks will continue delivering, providing stability and predictable income for my portfolio's future.
Antero Midstream may generate close to $90 million in free cash flow after dividends in Q4 2024. It should reach its leverage target for starting share repurchases. Share repurchases, lower interest costs and CPI-based adjustments to fees should all incrementally boost its free cash flow per share.