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This makes sense, as prices of the world’s favorite shiny metal have doubled since the 2022 lows, making it one of the steepest rallies ever. It’s not just the dealers on New York’s famous 47th Street who are busier than usual, but everyone who deals with gold. As the World Gold Council numbers show, monthly gold ETF flows have exploded. In February and March, more than $15 billion of net new capital went into gold ETFs. That’s before President Trump’s ‘Liberation Day’ press conference, which put the trade war into overdrive, as we have all found out the hard way.
Companies that consistently increase their dividends are often considered better investments over time, indicating strong financial health and stability. Regular dividend hikes suggest that a company is producing strong cash flow and can provide both income but also total returns for investors. My investment approach revolves around buying, holding, and adding to positions in companies that both pay increasing dividends and can also beat a relevant benchmark (better than average returns). I’ve gathered this information as part of my investment strategy and am excited to share my findings with my Seeking Alpha audience. This list is designed to help you make informed investment choices.
Markets have been booming over the past several years, 2025’s rough start notwithstanding. This has largely been fueled by the advent of ChatGPT and explosively strong growth for AI infrastructure powerhouses like Nvidia (NVDA) since the beginning of 2023. This has focused the market’s narrative on the incredible growth and wealth-creation potential of artificial intelligence and has powered virtually all related stocks higher over the past two years. Additionally, gold (GLD) has been on an incredible run over the past year and a half due to growing geopolitical concerns as well as concerns about where the economy is headed in light of the ongoing trade war as well as heightened geopolitical risks between Russia’s invasion of Ukraine, simmering tensions and conflict in the Middle East, and increasing Chinese aggressiveness in the South China Sea.
Today I am checking in on a stock that ticks both boxes, Groupe Bruxelles Lambert SA (OTCPK:GBLBF) (OTCPK:GBLBY). As the company name is a bit of a mouthful – I am going to use GBL as an abbreviation through the article. I made GBL my long pick for 2025 in an article just before Christmas last year. Please do read this article where I introduce the firm in some detail, and in that there are also links to my pieces on the various companies that GBL owns. This is because GBL is an investment company, which owns a stable of public company holdings, and private assets. In a nutshell, my call back then proved to be a strong one. GBL is up nearly 22% since then.
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