Enbridge's 6.2% yield and 29-year dividend hike track record make it a reliable income source, with $27 billion in growth projects enhancing its future potential. A potential tailwind from $6.5 trillion in money market funds could drive investors to high-quality dividend stocks like Enbridge as interest rates decline. Enbridge's mission-critical North American energy infrastructure and strategic expansions in natural gas and offshore pipelines position it well for long-term growth. Despite past performance concerns, Enbridge's current valuation and growth trajectory make it an attractive investment for income and growth-focused investors. yorkfoto Introduction "You ain't seen nothing yet B-b-b-baby, you just ain't seen n-n-n-nothing yet. Here's somethin' that you're never gonna forget. B-b

After a recent market dip, two high-quality dividend stocks stand out. Their strong fundamentals and resilience offer compelling post-earnings buying potential. These stocks combine attractive yields with long-term growth potential, making them appealing for income-focused investors looking for value after the sell-off. With their reliable cash flow and defensive characteristics, these dividend picks are poised to deliver steady returns, even in uncertain markets. franckreporter/E+ via Getty Images Introduction As most of my readers may know, I love reading op-eds. However, in recent weeks, I took a step back, as most opinion pieces became way too political. Most can be put in one of the following categories: A

Elevated yields often signal high risk, but Starwood Property Trust offers a strong 10% yield backed by resilient financials and conservative risk management. Despite headwinds in commercial real estate, STWD remains stable, with no dividend cuts in recent years and a strategic shift towards multifamily lending. STWD's valuation is favorable, trading close to its book value, but limited growth potential and rate environment dependence make it a Hold for capital gains seekers. For income-focused investors, STWD can be a valuable, diversified portfolio component, but avoid over-reliance; a balanced approach is essential. Art Wager/E+ via Getty Images Introduction Elevated yields make me nervous. That's something I have mentioned in countless articles. The higher the yield, the higher the ris

LandBridge's diversified revenue streams and high-margin business model, including royalties from oil, gas, and water, make it a cornerstone in my portfolio. The company reported a 62% rise in EBITDA, initiated its first dividend, and provided its first guidance, showcasing robust growth potential. Prime land in the Permian Basin and new ventures in data centers and renewable energy bolster LandBridge's long-term shareholder value. I maintain a Strong Buy rating on LB stock due to LandBridge's exceptional capital allocation and multi-layered growth strategy. Joey Ingelhart Introduction It's time to talk about the LandBridge Company (NYSE:LB), my second-biggest investment and my second-most successful investment ever - so far. The company wen

My portfolio gained significantly post-election, driven by industrial and energy stocks, while REITs and tariff-prone companies faced pressure from rising rates and trade uncertainties. I see value in stocks like Canadian Pacific and select REITs, which were sold off prematurely due to investor overreaction. Regardless of political changes, my focus remains on building a resilient portfolio with reliable income through value investments and all-weather stocks. Future investment strategies will emphasize policy-specific opportunities and maintaining a diversified portfolio to ensure long-term success. johan10 Introduction It feels like 2016 all over again. Back then, a wide range of "Trump trades" exploded higher when the former real estate investor defeated Hillary Clinton against all odds

Texas Pacific Land Corporation has become my largest investment due to its unique business model and significant long-term potential in the Permian Basin. TPL profits from oil, gas, and water rights without incurring exploration costs, making it a high-margin, debt-free company with impressive results. Despite a high P/E ratio of 67x, TPL's innovative contracts, sustainable water solutions, and strategic acquisitions justify continued bullishness. I recommend buying TPL on pullbacks, believing it's one of the best long-term investments, despite its modest dividend yield and high valuation. grandriver Introduction There are not many stocks I discuss as much as the Texas Pacific Land Corporation (NYSE:TPL). Since I started buying the company,

In this article, I dive into two dividend stocks that have recently become attractive buys. Their valuations have dropped, presenting a rare opportunity. Despite the election uncertainty, these stocks remain poised for long-term growth and reliable income. Now is the time to take advantage of their discounts. I'm confident these picks will deliver solid returns, combining strong fundamentals with attractive valuations. Matteo Colombo Introduction While I'm writing this, President Trump has won the election, making him the 47th President(-elect) of the United States. Although I somewhat regret not having made specific bets on his win, a bigger part of me is glad that I stuck

Union Pacific's strong North American footprint, efficient operations, and 18-year dividend growth make it a cornerstone of my portfolio. Despite cyclical challenges, new CEO Jim Vena has improved Union Pacific's operating ratio to 60.3%, the best in the industry. Union Pacific's robust cash flow, dividend, and buyback plans, along with a healthy balance sheet, underscore its value. ablokhin Introduction When I made the decision to invest all of my money and most future cash flows into dividend stocks in 2020, one of the first stocks I bought was Union Pacific (NYSE:UNP), a company I have covered for many

In today's market, finding top-tier dividend stocks that combine quality and value is essential. I highlight three high-quality dividend bargains that offer both reliable income and growth potential. These stocks stand out for their strong fundamentals and resilient business models. By acting now, investors can take advantage of these exceptional opportunities. Securing these dividend gems can lead to financial stability and long-term success. Csondy Introduction Remember 2021? 2020 and 2021 were the years when we were figuring out how bad the pandemic was, while "we" were being showered with cheap cash from all major Western central banks and countless government programs to keep the economy from

Diamondback Energy's merger with Endeavor Energy enhances its resource base and operational efficiency, solidifying its position in the Permian Basin. FANG's disciplined debt reduction plan and strong balance sheet ensure financial stability, supported by investment-grade ratings and substantial liquidity. Shareholders benefit from generous returns through dividends and a $6 billion buyback authorization, despite a focus on debt reduction. FANG's efficient operations and strategic expansions make it a top pick for onshore U.S. energy investments, offering potential capital gains and special dividends. dszc Introduction I just read a "Green Daily" newsletter, which is something I usually skip. However, Bloomberg's

The bond market is acting strangely. Yields are rising despite rate cuts, and credit spreads are tightening. This unusual behavior is causing uncertainty and volatility. REITs, especially those sensitive to long-term interest rates, are becoming more attractive due to rising bond yields. This creates opportunities for investors seeking income and potential capital appreciation. This article explores three REITs that offer strong fundamentals, attractive valuations, and significant growth potential. I believe these REITs are well-positioned to benefit from the current market conditions and provide long-term value to investors. Ron and Patty Thomas Introduction "Weird Things Are Happening in the Bond Market." This was the title of an

ONEOK stands out in the S&P 500 dividend space with a 4.2% yield, consistent dividend history, and >10% annual EPS growth. The company's narrow-moat business model and essential pipeline infrastructure underpin its resilience and growth potential. Despite some questionable filters in its self-presentation, ONEOK's strategic positioning and solid financial metrics make it a compelling high-yield investment. Valuation remains attractive with a $123 stock price target, suggesting a 32% upside potential. OlyaSolodenko/iStock via Getty Images Introduction What's the best S&P 500 dividend stock? Although it depends on who you ask, ONEOK, Inc. (OKE<

Earnings season is in full swing, and while some companies have disappointed, others have presented buying opportunities. I highlight two of my favorite dividend stocks that have seen post-earnings stock price weakness. One of them is a high-yield company with elevated dividend growth potential. The other is a lower-yielding dividend growth compounder with a wide-moat business model. Nisian Hughes/DigitalVision via Getty Images Introduction I have a "win-win" strategy. That's something I have mentioned in a few articles in the past. Although I was half-joking, the idea is that whenever we pick great dividend-growth stocks, all we do is win.

Cheniere Energy has surged 20% since my Strong Buy rating, backed by its position as a top U.S. LNG producer and a robust business model with long-term contracts. The company benefits from strong global LNG demand, driven by geopolitical factors, and is set for continued growth with ongoing expansion projects and favorable market conditions. LNG stock's commitment to dividends and buybacks enhances shareholder value, positioning it as a compelling investment for those seeking stability and growth. Suriyapong Thongsawang Introduction Covering Cheniere Energy (NYSE:LNG) comes with bittersweet feelings. On the one hand, since I gave the stock a Strong Buy rating on May 8, it's up roughly 20%, beating the S&P 500 by ten points. On the other

Antero Midstream, my highest-yielding dividend stock, plays a crucial role in my portfolio. It accounts for over 14% of my dividend income and remains a top conviction pick. Despite past challenges and a dividend cut in 2021, Antero Midstream has rebounded strongly. The company reduced debt and leveraged its relationship with Antero Resources. With its 6.3% yield and improved fundamentals, Antero Midstream is poised for continued growth. BackyardProduction/iStock via Getty Images Introduction I have to say, I feel a little guilty. That's because I have discussed Antero Midstream (NYSE:AM) in a number of multi-ticker articles recently. It may feel like I'm pushing my idea to the masses.

Summary Chevron's massive reserves, efficient operations, and consistent production growth, especially in the Permian Basin, make it a top pick for dividend investors. The company offers strong shareholder returns with a 4.5% dividend yield and aggressive buybacks, translating to a 9.2% annualized yield. Trading at just 7.8x OCF, Chevron is undervalued with a 43% potential upside based on projected cash flow growth. Despite risks like oil price volatility and regulatory scrutiny, Chevron's disciplined financial management and compelling valuation make it a "Strong Buy." JHVEPhoto/iStock Editorial via Getty Images Introduction I sometimes jokingly say that I have a "win-win" strategy. When my stocks go up, I win - this one is obvious. When my stocks go down, I get to buy great companies at

Summary The Fed surprised markets with a 50 basis point rate cut, signaling a focus on economic growth over inflation. Projections show rates falling to 3% in the coming years. Despite sticky inflation, the Fed's shift supports my long-term thesis: economic stability will be prioritized. This makes high-quality dividend stocks attractive investments. Dividend stocks with pricing power, like energy and royalty companies, offer inflation protection. Now is an ideal time to invest in these long-term income plays. Toshe_O Introduction It's time to talk about the Fed, which may be one of the biggest components of the "big picture" we discuss in most of my articles. After all, the world's most influential central bank controls the main interest rate of the biggest

Summary Intuitive Machines (LUNR) landed a $4.82 billion NASA contract, highlighting its growth potential in the burgeoning lunar infrastructure market. This significant deal positions LUNR as a key player in space exploration, with the potential to drive future revenue and market expansion. However, LUNR remains unprofitable and speculative, making it a high-risk investment despite its promising space growth prospects and undervaluation. David Trood Introduction I get flashbacks to 2021 whenever I hear someone say "To the moon!" The market environment back then was truly crazy. Interest rates were at 0.25%, inflation was low, the Fed was doing QE, and people were getting stimulus checks.

Summary JPMorgan forecasts a significant drop in S&P 500 returns, suggesting a shift from the high gains of the past decade to lower future performance. Valuations are currently unfavorable, and with rising risks, the market may offer average annual returns of just 5.7% in the coming decade. Given this outlook, focusing on high-yield dividend stocks and cautious valuation is essential for long-term investment success in a lower-return environment. Diy13 Introduction One of my favorite charts I have encountered this year is the one below. The Axios chart shows the number of estimated excess retirees between January 2000 and December 2023. As we can see, something fascinating happened after 2020: the number

Summary ResMed's impressive turnaround, driven by margin improvements, innovative products, and GLP-1 drug tailwinds, positions it for significant long-term growth and elevated returns. The company's AirSense 11 platform and myAir app enhance patient engagement and efficiency, contributing to higher margins and adoption rates. Despite a low dividend yield and recent insider sales, ResMed's strong balance sheet and market potential offer substantial upside for patient long-term investors. With 1 billion people suffering from sleep apnea and only a fraction using ResMed's devices, the growth potential remains enormous. JHVEPhoto Introduction It's time to revisit a company I haven't covered in quite a while. As the title of this article gave away, that company is ResMed (NYSE: