2 Golden Dividend Opportunities For A Fed Pivot

Dec. 01, 2022 9:23 AM ETAEM, AEM:CA, NEM, NGT:CA13 Comments
Leo Nelissen profile picture
Leo Nelissen
21K Followers

Summary

  • In this article, we look at a somewhat uncommon source of dividends: gold miners.
  • In light of a looming Fed pivot, macroeconomic developments are increasingly favoring gold miners.
  • I discuss two top-tier gold miners poised to deliver long-term alpha, decent dividends, and high odds of sustainable dividend growth.

Gold bars and coins

brightstars

Introduction

Over the past few months, I've increasingly focused on articles covering more than one stock. The benefit is that it makes it easier to cover multiple companies while also incorporating my view on cyclical macro or secular trends. In this article, we

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Seeking Alpha

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TradingView (COMEX Gold)

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CME Group

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CME Group

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TradingView (10Y/3M Yield Curve)

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FINVIZ

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Agnico Eagle Mines

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TIKR.com

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Newmont Mining

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This article was written by

Leo Nelissen profile picture
21K Followers
I'm a Buy-Side Macro Expert/Financial Markets Analyst. On Seeking Alpha, I discuss a wide range of topics including long-term dividend (growth) investments, mid-term trading opportunities, commodities, rates, and related. A big part of my philosophy is to incorporate as much macro as possible in my articles as it helps investors to make their own decisions and to be on top of all major developments. My DMs are always open. Also, I'm on Twitter (@Growth_Value_) in case you want to say hi! Long-Term Dividend HoldingsPSA, DUK, HD, PEP, RTX, UNP, VLO, DE, ABBV, CAT, HBAN, NSC, LHX, XOM, CVX, CP, LMT, NOC, CME, DHR, EXR

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

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