Antero Midstream Corporat... (AM)

Antero Midstream Corporation (AM) Q1 2025 Earnings Call Transcript

AM's Q1 earnings and revenues top estimates due to higher processing volumes and increased average fees realized across major segments.

Antero Midstream's free cash flow and earnings growth have exceeded expectations over time. Strategic acquisitions have enhanced profitability and operational volumes. They also lowered the capital bu...

Gold is experiencing a strong rally, with rising demand due to economic uncertainty and market volatility. However, despite its appeal as a safe haven, I prefer dividend stocks over gold. Gold has a l...

One has grown its dividend for 48 consecutive quarters and just authorized a buyback of 7.5% of its outstanding shares. The other trades at a 17% discount to NAV and is backed by a legendary billionai...

Trade uncertainty, Fed drama, and stretched valuations are driving a powerful capital rotation away from U.S. assets, impacting the dollar, debt, and equities. Despite headwinds, I remain confident in...

The 50/50 strategy blends the simplicity of ETFs with the customization of individual dividend stocks, optimizing returns while managing risks. This approach suits a wide range of investors, from begi...

March investments totaled around $1,200, mainly in BDCs like Blue Owl Capital and Ares Capital, boosting annual dividend income by $100. Dividend income hit a new all-time record of $1,404, up 17% Y/Y...

Antero Midstream expects roughly $1.1 billion in adjusted EBITDA in 2025, 5% above 2024 levels. This was also around 3% above my expectations, as it expects low-single digits throughput growth along w...

The "cash trap" isn't a trap at all. It's a strategic advantage. With trillions in money market funds, many investors are waiting for the right time to deploy capital. In volatile markets, a smart str...