Buying A Dollar For 60 Cents - 2 Dividend Bargains I Love

Leo Nelissen50.18K FollowersFollow5ShareSavePlay(16min)CommentsSummaryAres Management offers a compelling mix of income and growth, trading roughly 30% off highs with a 4.8% yield and strong fee growth.ARES benefits from its origination-led model, high asset selectivity, and minimal direct credit risk, supporting double-digit annual fee and dividend growth.Western Midstream remains undervalued, yielding 8.8% with a robust business model, integrated water assets, and a distributable cash flow yield of 11%.Both ARES and WES present 40-50% upside over two years, leveraging market volatility and sector-specific strengths for high total return potential. boonstudio/iStock via Getty Images Introduction I think we can all agree when I say that, in general, people tend to have a very outspoken opinion about market forces. Some think inflation will drop; others think it will rise. Some expect a recession; others are bullishThis article was written byLeo Nelissen50.18K FollowersFollowLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with strong cash-flow potential. Leo also writes for Main Street Alpha, where he publishes deeper-dive research and actionable investment ideas for long-term investors.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.