Latest news with #Bahnsen
Yahoo
27-06-2025
- Business
- Yahoo
Analyst Recommends This Data Center Dividend Stock With Over 4% Yield
David Bahnsen, The Bahnsen Group CIO, recently talked on CNBC about the importance of dividend growth stocks and said the 'ability' to sleep at night that these stocks give to investors comes from their strong track record. He believes dividend growth 'immunizes' investors from volatility. 'I think you get some of that ability to sleep at night if you're not so reliant on expensive things getting more expensive. That's really the key, is you already have the things you're talking about — top-down macro uncertainty, tariff policy, geopolitics, things like that. But when you combine that with high PEs that you just need to get higher in order to see your investments do well, I think that becomes problematic. Dividend growth immunizes investors from some of that.' Bahnsen then talked about why he loves Brookfield Infrastructure Corp (NYSE:BIPC) as a dividend growth play: "That's a name that people probably have not heard as much about, but it's investing in data center pipelines, a lot of hard assets, real infrastructure build that are cash flow generative. It's very well-managed. More famously recently, the new president in Canada was a director there at BIPC. But I mean, you're talking about major US and North American assets with good dividend yield, and it's going to be growing that yield high single digits." Photo by NeONBRAND on Unsplash Baron Real Estate Income Fund made the following comment about Brookfield Infrastructure Corporation (NYSE:BIPC) in its Q4 2022 investor letter: 'Brookfield Infrastructure Corporation (NYSE:BIPC) is one of the largest globally diversified owners and operators of high-quality infrastructure assets in the world. Core infrastructure investments include utilities, data centers, wireless towers, energy, and transportation (ports and rails). The company, with its well-capitalized balance sheet and deep and experienced management team, is well positioned to capitalize on several years of infrastructure investment opportunities around the world, which should enhance future growth. While we acknowledge the potential of BIPC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
27-06-2025
- Business
- Yahoo
Analyst Recommends This Top Dividend Growth Stock for ‘Ability to Sleep at Night'
David Bahnsen, The Bahnsen Group CIO, recently talked on CNBC about the importance of dividend growth stocks and said the 'ability' to sleep at night that these stocks give to investors comes from their strong track record. He believes dividend growth 'immunizes' investors from volatility. 'I think you get some of that ability to sleep at night if you're not so reliant on expensive things getting more expensive. That's really the key, is you already have the things you're talking about — top-down macro uncertainty, tariff policy, geopolitics, things like that. But when you combine that with high PEs that you just need to get higher in order to see your investments do well, I think that becomes problematic. Dividend growth immunizes investors from some of that.' Bahnsen then talked about why he loves International Business Machines (NYSE:IBM) as a dividend growth play: Well I love talking about IBM Common Stock (NYSE:IBM) and that's one of the names that's done really well this year. There's other names that haven't done as well, which I like even more because they're cheaper. IBM's up 20%, but here's the thing. It's trading at 17 or 18 times what 2025 free cash flow will be. You're talking about that up against other names trading at 40, 50, 60 times what their free cash flow may be. IBM Common Stock (NYSE:IBM) has grown the dividend, Kelly, every single year since 1994. Think about how much has gone on in the world over that 30 plus years. IBM's grown the dividend every year in that period. Impressive. So we just think it's a great name that's tethered to both old tech and new tech. Image by Steve Buissinne from Pixabay IBM is indeed making a comeback. As of the end of Q4, IBM's AI products and services surpassed $5 billion in total bookings, with $2 billion added just since last quarter. Last year, IBM updated its Granite family of AI models for enterprise use, making them about 90% more cost-efficient than large models. RedHat is also key in IBM's open-source GenAI strategy. Management highlighted that RHEL AI and OpenShift AI platforms are gaining traction, along with IBM's watsonx AI solutions. The company expects its software business to grow by at least 10% in 2025, up from 8.3% growth in 2024. While we acknowledge the potential of IBM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Axios
24-06-2025
- Business
- Axios
Exuberant investors ignore turmoil at their own risk
Stocks absolutely, positively don't want to go down. Tariffs? War in the Middle East? Rising energy prices? Surging deficits? High interest rates? Weak dollar? Plunging CEO confidence? Climate change? Nope, nope, nope — the "Trump always chickens out" (TACO) trade is for everyone. Why it matters: Investors are already ignoring a slew of headwinds. Any of a number of risks could be the final straw that breaks the market's grind to the upside. What they're saying: Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, writing in a client note Monday, observed that three main risks cloud the path forward for stocks: Valuations could be compressed if national security concerns rise. The sentiment recovery following April's brief bear market could be derailed. Rising oil prices (if they turn around again) could weigh on U.S. equities. The latest: Stocks rallied hard Monday after Iran conducted a performative retaliation, sending oil plunging more than 7%, and reinforcing investors' relentless optimism. President Trump announced a ceasefire, though the coming days will be crucial. Yes, but: Markets are already priced for "multiple best case scenarios," according to a note from David Bahnsen, chief investment officer with The Bahnsen Group. This year alone, investors have traded on hopes of tariff deals, rate cuts from the Federal Reserve, and continued outperformance of AI names, pushing the broader market to trade at 23 times forward earnings, a historically rich valuation. That leaves "plenty of risk for short-term volatility," according to Bahnsen. Zoom in: JPMorgan's David Kelly warns that while the threat of war remains unpredictable, investors would be wise to continue to focus on the known unknowns, including the risk that tariffs drive inflation higher, keeping interest rates elevated. Zoom out: A fresh lift in oil prices could add fuel to the inflation expectations fire, which could make it even less likely that the Fed lowers rates. That could be a bearish signal for investors already eager for cuts, with Bahnsen arguing lower rates are needed for the Fed to be "ahead of the curve." What we're watching: Stocks are up 0.5% since President Trump's inauguration, after the S&P 500 rebounded from its post-Liberation Day lows with the fastest snapback since 1982.
Hypebeast
31-05-2025
- Business
- Hypebeast
Cecilie Bahnsen Reimagines PORTER's Nylon Bags With Laser-Cut Florals
For the second installment ofYoshida & Co., Ltd.'s 90th anniversary roll-out, the manufacturer's legendaryPORTERline has enlistedCecilie Bahnsenfor a special collaboration reimagining its nylon bags with romantic motifs. The Danish designer, who has collaborated withAsicsandThe North Facein recent seasons, now turns her gaze towards accessories, incorporating her ever-present adornments into PORTER's utilitarian designs. Leading the collection is the backpack, available in an all-black nylon twill and decorated with black-on-black embroidery throughout the body and laser-cut flowers — Bahnsen's signature. The 2 Way Tool Bag, offered in classic olive green Khaki, a baby Gratian Blue, and Black, is a more directional silhouette, combining the likenesses of an elegant handbag and a tool carrier into one model. Finally, the smallest piece is the Bonsac Mini, offered in the same colorways, with a scaled-down design. On the new collaboration, Bahnsen said, 'This is a romantic act. It's about sorting through memories while deciding what to keep and what to reconstruct,' in a statement. Highlighting the power of quiet charm over flashy displays, Bahnsen's monochrome approach gives PORTER's durable nylon fabrics the spotlight. Simultaneously, the romantic sensibilities of the collection represent a contemporary facet of PORTER's visual identity as it inches towards 100 years in business. The Cecilie Bahnsen x PORTER collection is set for release on June 5 at PORTER's flagship store, PORTER SHINJUKU, andYoshida & Co.'s web store.
Hype Malaysia
22-05-2025
- Entertainment
- Hype Malaysia
2 Fresh Collabs From ASICS x Bahnsen & adidas x Liberty Bring Florals, Flair & Femme Energy
Two footwear drops just landed, and they're serving major style with a side of comfort. From dreamy florals to bold street vibes, these sneakers are made to turn heads. Ready to upgrade your rotation? Let's get into it. Cecilie Bahnsen x ASICS GEL-Kayano 20 Danish designer Cecilie Bahnsen is back with ASICS, reimagining the chunky GEL-Kayano 20 through a lens of soft-edge sophistication. Known for her floaty silhouettes and modern femininity, Bahnsen brings the same energy here – think sheer materials, flower-shaped lace charms, and a structure that flirts with the Mary Jane silhouette. Two standout colourways are on offer: 'Vanilla/Pure Silver,' a dreamy combo elevated with black patent floral details, and 'Olive,' a bolder look featuring translucent layers and silver petals. Both versions toe the line between streetwear and high fashion. Beyond the looks, there's plenty of substance. You still get ASICS' signature GEL tech, plus an elastic strap branded with Bahnsen's name for a sleek finish. The reworked cage and tongue bring extra flair, thanks to a TPU loop lacing system and open-bottom tongue that adds architectural edge. The Cicilie Bahnsen x ASICS GEL-Kayano 20s will retail for approximately RM1,035 and will be available on ASICS starting this month – so don't sleep, because these floral baddies won't be blooming for long. Liberty London x adidas Samba Florals for summer might not be groundbreaking, but Liberty London's take on the adidas Samba is giving something entirely fresh. It's where cottagecore softness meets city-street edge – delicate, but with a wink. Dressed in a pale pink base with soft white florals, the upper feels almost embroidered, with a finish reminiscent of vintage silk scarves. Hot pink accents pop on the heel tab and Three Stripes, while tan nubuck trims pull the palette together with thoughtful contrast. Underneath it all? That iconic brown gum sole, keeping things grounded – literally. This is still a Samba, after all: timeless, wearable, and quietly cool. The Liberty London x adidas Samba will retail for RM470 and will be available for purchase starting 30th May at adidas and selected adidas stores.
