Antero Resources Corporat... (AR)

AI-driven data center growth is boosting natural gas demand, creating strong prospects for Antero Resources, Williams and Kinder Morgan.

Energy stocks offer compelling value due to low sector valuations, supply constraints, and long-term demand growth, making the sector highly attractive for investors. OPEC+ spare capacity is dwindling...

I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in th...

Seasonal price weakness in spring and fall is the time to consider investing. Current weather forecasts, including a weak La Niña, suggest a potentially cold winter and hot summer, both supportive for...

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but ...

Long-term investing works best when you stay put. Selling in downturns often means missing the best days that drive wealth. In a world of rapid AI disruption, I want my money in areas where disruption...

Antero is dealing with weaker near-term natural gas prices and is projected to end 2025 with a bit over $800 million in free cash flow. This is down $350 million since I looked at it in early June. Ho...

While natural gas remains under pressure, investors should continue keeping an eye on stocks such as EXE, GPOR and AR.

AI's growth is defying expectations, with data centers consuming power like major nations. Yet we're still underestimating its long-term energy and infrastructure demands. Natural gas is the unsung he...

I seek stocks with consistent dividend growth, stable cash flows, a sustainable payout ratio, a strong balance sheet, a resilient industry, and competitive advantages. Realty Income remains my high-co...