Here's My Single Favorite Place To Buy Income

Jan. 15, 2025 7:30 AM ET, , , , , , , , , , , , , , , 108 Comments
(15min)

Summary

  • 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.
  • The AI revolution and growing electricity needs are driving demand for new pipelines, presenting rich opportunities for incremental build-out in the natural gas infrastructure sector.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

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Introduction

Suddenly, the party has ended — at least, it appears that way.

After two fantastic years, the market is weakening, causing outlets like The Wall Street Journal to run headlines like the one below, which emphasize the importance

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This article was written by

42.89K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AM either through stock ownership, options, or other derivatives. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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