Summary

• AI-driven capex and senior housing demand are the dominant growth trends shaping my current buy list.
• Despite a resurgence in inflation and soaring interest rates, stocks remain resilient, fueled by robust AI infrastructure spending.
• I am allocating fresh capital to three stocks and three ETFs, targeting dividend growth and AI exposure.
• Senior housing REITs benefit from a supply-demand imbalance, while select ETFs offer diversified access to AI-driven economic expansion.
• Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

The world has not changed much since my last weekend "buy list" article several weeks ago.

The Iran conflict is still just "a few days away" from ending. The Strait of Hormuz is still effectively closed. Artificial intelligence is

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of SCHD, AHR, NHI, PB, CGDG, UTES, WTV, TDVI either through stock ownership, options, or other derivatives. 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.

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