Latest news with #TheBahnsenGroup
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.
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)
Business Wire
27-05-2025
- Business
- Business Wire
TBG Dividend Focus ETF (NYSE: TBG) Hires Bowyer Research to Advise on Proxy Voting
NEW YORK--(BUSINESS WIRE)-- The TBG Dividend Focus ETF (NYSE: TBG), an exchange-traded fund managed by The Bahnsen Group, a wealth management firm with over $7 billion in assets, today announced the hiring of Bowyer Research to advise the ETF on proxy voting. The ETF will rely on Bowyer Research's Bowyer Research Proxy Voting Guidelines, a framework that focuses on shareholder capitalism and aims to depoliticize corporate governance. Bowyer's guidelines exist to support value creation, free enterprise, market competitiveness, meritocracy, and opposes corporate governance proposals that focus on controversial political and cultural issues. 'The TBG Dividend Focus ETF wanted a proxy advisor aligned with its goal of maximizing shareholder value,' said David Bahnsen, founder, managing partner, and chief investment officer of The Bahnsen Group, and portfolio manager of the TBG Dividend Focus ETF. 'In recent years, shareholder activism has interfered with the fiduciary duty of companies to create shareholder value. Our ETF's alignment with the Bowyer Research guidelines helps to ensure that the companies we invest in are focused on maximizing shareholder value instead of weighing in on distracting hot button political matters.' The TBG Dividend Focus ETF was launched in November 2023 to implement the dividend growth philosophy of The Bahnsen Group. The actively managed ETF focuses on individual equities across the market-capitalization spectrum that offer attractive dividend yield that is both sustainable and growing. The ETF currently has $125 million in assets. The Bahnsen Group manages in excess of $7 billion. Disclaimers: The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. This and other important information is contained in the prospectus, which may be obtained by following the links to Prospectus and Summary Prospectus or by calling +1.215.882.9983. Please read the prospectus carefully before investing. Investments involve risk. Principal loss is possible. TBG Dividend Focus ETF is distributed by Quasar Distributors, LLC.
Fox News
21-04-2025
- Politics
- Fox News
The Policies and Political Fights Of The President's First 100 Days
Next week will mark President Donald Trump's 100th day in office. It has been a busy start to his second term, and the administration has already addressed issues like wasteful spending and illegal border crossings. He is also using tariffs to negotiate trade deals and boost domestic production. FOX News Sunday anchor Shannon Bream joins to discuss what President Trump has accomplished since taking office. The college admissions process promises a fair shot for every student, but a high-stakes scandal exposed the price some parents were willing to pay. At the center: college counselor Rick Singer, who offered wealthy families a backdoor into elite universities through bribes, faked test scores, and fabricated athletic profiles. Prosecutors uncovered the scheme thanks to a single unexpected lead, launching a national investigation that pulled in celebrities, coaches, and college officials. Co-host of the Big Money Show, Brian Brenberg, joins to discuss his new FOX Nation Special, Scandalous: Varsity Blues. Plus commentary from managing partner of The Bahnsen Group, David Bahnsen . Learn more about your ad choices. Visit
