Core Viewpoint - The article discusses contrarian analyst picks, suggesting that sometimes it may be beneficial to trade against expert recommendations, as expert predictions can often be inaccurate [1]. Group 1: Harmony Gold Mining (HMY) - Harmony Gold Mining has seen a significant increase in share value, gaining over 78%, outperforming the SPDR Gold Trust, which gained just over 5% [2]. - Analyst Catherine Cunningham from JPMorgan Chase rated HMY a "sell" with a price target of $3.20, indicating potential volatility [2]. - The article argues against this pessimism, citing a strong economy and job market as favorable conditions for HMY [3]. Group 2: Antero Midstream (AM) - Antero Midstream operates in the Appalachian Basin and is crucial for LNG and LPG exports [5]. - Despite a moderate sell rating from analysts with a price target of $14, the article suggests that the pessimism may be short-sighted, especially if global economic conditions improve [6]. - The potential for a shift in central bank policies could benefit the natural gas sector, making AM a contrarian pick [5][6]. Group 3: Dillard's (DDS) - Dillard's faces challenges from e-commerce competition and consumer spending pressures due to inflation and high interest rates [7]. - The article notes a recent spike in personal savings, which could negatively impact Dillard's sales [8]. - However, with the Federal Reserve hinting at lower interest rates, Dillard's could present a contrarian opportunity amidst elevated short interest [8]. Group 4: Consolidated Edison (ED) - Consolidated Edison is a major energy company in the U.S. with a consistent profitability record due to its natural monopoly [10]. - The company has a forward dividend yield of 3.66% and has increased its annual payouts for 51 consecutive years, making it a "dividend king" [10]. - Despite a moderate sell rating and a price target of $88.75, the article argues that ED deserves at least a hold rating due to its stability [11]. Group 5: Aveanna Healthcare (AVAH) - Aveanna Healthcare has seen its stock value more than double in the past year, yet analysts rate it a moderate sell with a price target of $2.25 [12]. - The home healthcare market is projected to grow significantly, indicating a large total addressable market for Aveanna [13]. - This growth potential makes Aveanna a contrarian pick despite analyst skepticism [13]. Group 6: Tellurian (TELL) - Tellurian is a natural gas company facing significant short interest, with 15.3% of its float being shorted [15]. - The company is at risk of de-listing due to low share prices, but the article suggests that betting against it could be risky given the potential for a short squeeze [15]. - The bearish sentiment surrounding Tellurian may overlook potential recovery opportunities [14][15]. Group 7: Emergent Biosolutions (EBS) - Emergent Biosolutions develops vaccines and therapeutics but is currently rated a moderate sell with a price target of $5 [16]. - The company has a high short interest of 23% and a short interest ratio of 14.65 days to cover, indicating potential for significant losses for short sellers [17]. - Despite its challenges, the article suggests that betting against EBS may not be wise given the high short interest [17].

Chip SomodevillaCo-authored with “Hidden Opportunities” “They don't make them like they used to.” I often hear this about the purchased goods, equipment, vehicles, and houses from my grandparents and often from my parents. This expression is often used to convey a sense of nostalgia or admiration for the perceived durability, craftsmanship, or quality of products from the past compared to more contemporary ones. Today, I'm going to discuss this from a human capital perspective. A study from 2016 reveale ...

DENVER, Jan. 11, 2024 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream") announced today the pricing of its upsized private placement to eligible purchasers of $600 million in aggregate principal amount of 6.625% senior unsecured notes due 2032 at par (the "Notes"). The offering is expected to close on January 16, 2024, subject to customary closing conditions. Antero Midstream estimates that it will receive net proceeds of approximately $593 million, after deducting the initial pur ...

DENVER, Jan. 11, 2024 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") announced today that, subject to market conditions, it intends to offer $500 million in aggregate principal amount of senior unsecured notes due 2032 (the "Notes") in a private placement to eligible purchasers. Antero Midstream intends to use the net proceeds from the offering to repay indebtedness under its revolving credit facility, which amounts may be reborrowed for general corporate purpo ...

There is no shortage of strategies to make money on Wall Street. But when push comes to shove, it's tough to top dividend stocks in the return column over long periods.Last year, Hartford Funds released a report that, in combination with Ned Davis Research, examined the performance of dividend-paying companies relative to non-payers over a half-century (1973-2022). Even though dividend payers were 6% less volatile than the benchmark S&P 500, they delivered a superior 9.18% annualized return over five decade ...

Antero Midstream Corporation (NYSE:AM) Q3 2023 Earnings Conference Call October 26, 2023 12:00 PM ET Company Participants Justin Agnew - Director, Finance Paul Rady - Chairman, Chief Executive Officer, & President, Antero Resources & Antero Midstream Brendan Krueger - Chief Financial Officer Conference Call Participants Brian Reynolds - UBS Zach Van Everen - Tudor Pickering Holt Gregg Brody - Bank of America Operator Greetings and welcome to the Antero Midstream's Third Quarter 2023 Earnings Call. At this t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38075 ANTERO MIDSTREAM CORPORATION (Exact name of registrant as specified in its charter) Delaware 61-174 ...

Antero Midstream Corporation (NYSE:AM) Q2 2023 Earnings Conference Call July 27, 2023 12:00 PM ET Company Participants Justin Agnew - Director, Finance and Investor Relations Paul Rady - Chairman, CEO and President, Antero Resources and Antero Midstream Brendan Krueger - Chief Financial Officer, Antero Midstream Michael Kennedy - Chief Financial Officer, Antero Resources and Director Antero Midstream Conference Call Participants Brian Reynolds - UBS Gregg Brody - Bank of America Elias Jossen - JPMorgan Ned ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38075 ANTERO MIDSTREAM CORPORATION (Exact name of registrant as specified in its charter) Delaware 61-1748605 ...

Antero Midstream Corporation (NYSE:AM) Q1 2023 Results Conference Call April 27, 2023 12:00 PM ET Company Participants Justin Agnew - Director, Finance and IR Paul Rady - Chairman, CEO and President, Antero Resources and Antero Midstream Brendan Krueger - CFO, Antero Midstream Michael Kennedy - CFO, Antero Resources and Director Antero Midstream Conference Call Participants Colton Bean - Tudor, Pickering, Holt Marc Solecitto - Barclays Sunil Sibal - Seaport Global Securities Ned Baramov - Wells Fargo Operat ...