AM Stock Recent News

As the world changes, so too will those who take over the companies we invest in and rely on to fund our retirements. We look at two picks from asset-heavy industries that provide critical services to the population with terrific pricing power. Billionaire Warren Buffett teaches us to invest in simple but essential businesses - like our two great picks with ~8% yields.

Antero Midstream continues to grow EBITDA. The company aims to lower debt and raise EBITDA to achieve a leverage target. Antero Midstream expects a significant increase in free cash flow after dividends in 2024, positioning them well for future dividend growth and shareholder returns.

Antero Midstream is a high-yielding stock with a 7% yield and a total return of over 26% since May. The company operates in the energy infrastructure sector and benefits from long-term, fixed-fee contracts. Antero Midstream has the potential for dividend growth in 2024 and is undervalued, with a fair long-term value close to $20.

Here is how Antero Midstream Corporation (AM) and Archrock Inc. (AROC) have performed compared to their sector so far this year.

This third installment in the 4-part Energy series is focused on Oil. We look at the development of the U.S. oil industry and the shift from the U.S. being a net energy consumer to a net producer. We expect the U.S. energy sector will continue to perform well, and is positioned to outperform if global energy prices rise.

Antero Midstream has been benefiting from the strong production growth and well performance from Antero Resources. AM is well-positioned for 2024 with anticipated solid AR production growth and a volumetric rebate rolling off. The stock remains a "Buy" with a distribution increase as a potential catalyst.

Three stocks, Antero Midstream (AM), TotalEnergies (TTE) and Ecopetrol (EC), have surpassed the energy sector year to date and yet have more upside potential.

Here is how Antero Midstream Corporation (AM) and Archrock Inc. (AROC) have performed compared to their sector so far this year.

Aging population and declining fertility rates have investment implications, including deflationary tendencies and excessive retirement savings. Lower dependency ratios can lead to moderate or low inflation, but dysfunctional public policy can override the benefits. Among developed countries, the U.S. is in a comparatively strong position to continue economic growth going forward. This suggests a U.S.-oriented investment strategy.

Ken Griffin, CEO of Citadel, predicts high inflation to last for decades due to global unrest and structural changes. Griffin emphasizes the end of the "peace dividend" and expects higher real and nominal rates. Antero Midstream Corporation and RTX Corporation are highlighted as high-quality investments with strong balance sheets and dividend growth potential.