Latest news with #DavidBahnsen
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.
Business Recorder
24-06-2025
- Business
- Business Recorder
Europe stocks fall on fears of Iranian retaliation after US strikes
FRANKFURT: European stocks stumbled on Monday, as investors nervously eyed the threat of Iranian retaliation following joint US-Israeli strikes on Iran's nuclear sites over the weekend. The pan-European STOXX 600 index closed 0.3% lower, after touching its lowest level in over a month earlier in the session. Other major bourses also closed in the red, with Germany down 0.3%, France down 0.7%, Britain's FTSE down 0.2%, while Spain's was flat. A Reuters report said that Iran could soon strike back at American forces in the Middle East, even as US officials scramble for a diplomatic solution to avert conflict. Tensions soared after US warplanes joined Israel in bombing Iran's nuclear facilities over the weekend, prompting Iran to brand President Donald Trump a 'gambler' for escalating the standoff. With aerial assaults between Israel and Iran showing no sign of slowing, jittery markets braced for the possibility that Iran might retaliate by shutting the Strait of Hormuz—the world's most crucial oil passageway. Investors rushed into safe-haven assets, driving up gold prices and eurozone bonds. Meanwhile, the utilities sector , often seen as a bond proxy, outperformed the STOXX 600 sectors. Meanwhile, sources said that Germany will raise defence spending to 3.5% of economic output by 2029 funded through a nearly 400 billion euro borrowing programme. Still, Europe's aerospace and defence stocks lost 0.7%. The US attacks on Iranian nuclear facilities could very well succeed in eliminating a nuclear capable Iran,' said David Bahnsen, chief investment officer, The Bahnsen. 'There is still plenty of risk for short-term volatility driven by the uncertainty of the possibility of Iranian retaliation or a protracted conflict in the region.' Meanwhile, the July 8 US tariff-pause deadline approaches with little progress on trade deals with Washington, with only a US-UK formal deal reached. On the data front, fresh data showed euro zone's economy flat lined for a second month in June, barely expanding, as the bloc's dominant services industry showed only a small sign of improvement and manufacturing displayed none at all.
Business Times
23-06-2025
- Business
- Business Times
Europe: Stocks fall in wake of US-Iran tensions
EUROPEAN stocks stumbled on Monday. The pan-European Stoxx 600 index closed 0.28 per cent lower at 535.03, after touching its lowest level in over a month earlier in the session. Other major bourses also closed in the red, with Germany down 0.3 per cent, France down 0.7 per cent, Britain's FTSE down 0.2 per cent, while Spain's was flat. Tensions soared after US warplanes joined Israel in bombing Iran's nuclear facilities over the weekend, prompting Iran to brand President Donald Trump a 'gambler' for escalating the standoff. With aerial assaults between Israel and Iran showing no sign of slowing, jittery markets braced for the possibility that Iran might retaliate by shutting the Strait of Hormuz - the world's most crucial oil passageway. Investors rushed into safe-haven assets, driving up gold prices and eurozone bonds. Meanwhile, the utilities sector, often seen as a bond proxy, outperformed the Stoxx 600 sectors. Meanwhile, sources said that Germany will raise defence spending to 3.5 per cent of economic output by 2029 funded through a nearly 400 billion euro borrowing programme. BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up Still, Europe's aerospace and defence stocks lost 0.7 per cent. The US attacks on Iranian nuclear facilities could very well succeed in eliminating a nuclear capable Iran,' said David Bahnsen, chief investment officer of The Bahnsen. 'There is still plenty of risk for short-term volatility driven by the uncertainty of the possibility of Iranian retaliation or a protracted conflict in the region.' Meanwhile, the July 8 US tariff-pause deadline approaches with little progress on trade deals with Washington, with only a US-UK formal deal reached. On the data front, fresh data showed euro zone's economy flat lined for a second month in June, barely expanding, as the bloc's dominant services industry showed only a small sign of improvement and manufacturing displayed none at all. Another survey showed British business activity expanded modestly in June. The insurance sector lost 1 per cent, dragged by a 4 per cent drop in Munich RE after Morgan Stanley downgraded the stock to 'underweight' from 'equal weight'. A near 1 per cent gain in technology stocks kept losses at check. Heavyweight Novo Nordisk fell 5.3 per cent after the Danish drugmaker presented full results from two late-stage trials of its experimental weight-loss drug CagriSema Spectris rose 15.7 per cent after private equity firm Advent said it will acquire the scientific instruments maker in a deal valued at £4.4 billion (S$7.6 billion). Holcim gained 14 per cent after the Swiss building materials company completed the spin-off of its North American business Amrize. UCB gained 4.4 per cent after Morgan Stanley upgraded the biopharmaceutical company to 'overweight' from 'equal-weight'. REUTERS
Bloomberg
11-06-2025
- Business
- Bloomberg
David Bahnsen Names Top Stocks in his Portfolio
Bloomberg Markets: The Close David Bahnsen, Chief Investment Officer, The Bahnsen Group speaks with Romaine Bostick and Alix Steel about the top stocks in his portfolio. (Source: Bloomberg)
