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:

Summary U.S. oil production has surged since 2008, making the country a top energy producer. Political shifts could affect future output, but growth is likely to slow. Producers now prioritize profitability over expansion, reducing CapEx and focusing on free cash flow, making supply growth slower but more sustainable. Energy stocks are undervalued with strong dividend yields. Despite weak oil prices, the long-term fundamentals of these companies remain very attractive. With low valuations, high yields, and robust demand, energy equities present a strong buying opportunity. I’m using market weakness to build my position. Stadtratte Introduction "Drill, Baby, Drill" I don't know about you, but I had no idea where this slogan came from. As it turns out, the slogan was used at the 2008 Rep

Summary PepsiCo, Inc.'s recent underperformance presents a buying opportunity due to its strong pricing power, brand loyalty, and focus on margin improvement. Despite headwinds like slowing U.S. sales, PepsiCo's solid international growth and commitment to dividends and buybacks make it a reliable defensive investment. PepsiCo's Dividend King status, with over 50 years of hikes and a 3.1% yield, underscores its appeal for income-focused investors. The company's mix of stability and growth potential, especially in emerging markets, makes it a great long-term investment for steady, reliable returns. antorti Introduction Guess what? Consumer staples are back! After being significantly undervalued last year, the Consumer Staples Select Sector SPDR ETF (

Summary I started serious dividend growth investing in 2020, focusing on industrials and energy, with a well-diversified portfolio built from the ground up. Diversification is crucial; I avoid ETFs and gradually built a portfolio of 23 stocks, starting with $20,000 and strong business fundamentals. Research shows diversification benefits kick in after ten stocks, but a well-diversified portfolio should ideally have at least 30 stocks. My approach and confidence stem from scientific research and practical experience, leading to a robust, diversified dividend growth portfolio. Ron and Patty Thomas/E+ via Getty Images Introduction I have been investing since 2011. However, it took until the summer of 2020 to get serious about dividend (growth) investing. After finishing my master's deg

Summary Boeing faces major challenges, including heavy debt, labor strikes, and operational delays, which have weakened its financial position and stock performance. Despite the turbulence, Boeing holds a $500B backlog of 5,400 planes, ensuring demand for years to come, offering a strong long-term recovery potential. If Boeing stabilizes production and resolves its issues, it could see significant growth by 2026. However, the stock remains volatile and risky for conservative investors. Jon Tetzlaff Introduction It's time to talk about aerospace, an industry that accounts for roughly a fifth of my entire net worth. On September 8, I wrote an article titled "My New Investment - Why

Summary The ultra-wealthy invest in assets like stocks, real estate, and businesses. These strategies can provide insight into how everyday investors can build lasting wealth. In today's uncertain market, focusing on high-quality dividend stocks and underperforming sectors offers better risk/reward than sticking to overvalued tech stocks. By adapting the smart money's approach to infrastructure and dividend growth opportunities, investors can capture secular growth and benefit from resilient yields. evenfh Introduction I did it again. I went with a title that may trigger some clickbait accusations. However, I'm not fooling anyone. I won't promise that anything you read in this article will turn you into a millionaire - or an even richer millionaire.

Summary FedEx is undergoing a significant transformation under CEO Raj Subramaniam, aiming to cut costs and integrate its Express and Ground networks to improve efficiency. Despite facing competition from Amazon and low-cost operators, FedEx's strategic initiatives and cost-saving measures have boosted investor confidence, reflected in its stock performance. The company is focusing on high-margin areas like healthcare logistics, with promising growth prospects, and aims to return substantial capital to shareholders. If FDX is able to confirm analyst expectations in 1Q25 (and beyond), it could unlock a lot of capital gains, as the market is waiting for confirmation from the company. ictor Introduction One of the things I enjoy doing when I'm bored is going on apps that track global f

Summary McKesson's recent sell-off offers a compelling opportunity, driven by its strong position in healthcare distribution and growing focus on AI and technology for sustainable growth. The company boasts solid revenue and EPS growth, supported by AI integration, expansion into high-demand sectors like GLP-1 and oncology, and a robust business model. Shareholder returns are enhanced by aggressive buyback plans, a 15% dividend hike, and a healthy balance sheet, despite a low 0.6% dividend yield. Short-term headwinds like higher tax rates and 2Q25 softness could cause volatility, but the long-term outlook remains positive with an attractive valuation. BCFC Introduction This is a very special article, as I discuss a company I have never covered before. As I have been on Seeking Alpha

Summary The Fed's rate cuts could trigger a rotation from bonds to dividend stocks, as investors seek alternatives for stable, attractive income. High-quality dividend stocks, particularly those offering inflation protection, are well-positioned to outperform in this shifting market. Investors should focus on selecting robust dividend stocks to build portfolios that provide income and capitalize on these macroeconomic changes. Heath Korvola/DigitalVision via Getty Images Introduction Let me start this article by saying that I am fully aware that I went with an extremely catchy title. However, it's far from clickbait, as this article will be about a few very important (interrelated) issues: inflation, central bank rates, and dividends.

Summary Abbott's diversified growth, driven by innovative medical devices and established pharmaceuticals, positions it well for long-term success and market outperformance. Despite legal challenges and post-pandemic headwinds, Abbott's robust earnings growth and solid dividend profile make it an attractive investment. Abbott's strong innovation pipeline, including advancements in CGM systems, supports its market share gains and growth outlook. Valuation challenges and competition present risks, but Abbott's resilience and adaptability justify a bullish outlook. JHVEPhoto Introduction One of the most fascinating things about the stock market is the number of unique companies/stocks we can pick from. Especially in the United States, there seems to be a ticker for every type of business

Summary Job dissatisfaction is high across income levels, prompting many to seek early retirement and enjoy life before traditional retirement age. Some are making financial sacrifices to take "micro-retirements" early, trading potential long-term savings for valuable life experiences now. I’m exploring high-yield investments that offer stability and income for retirement, aiming to avoid risky yields while securing future cash flow. Stewart Sutton/DigitalVision via Getty Images Introduction Are you satisfied with your job? If you're retired, this question does not apply. However, if you're an "average" American, it's a 50/50 chance you're happy. According to a survey among U.S. workers in 2023

Summary Despite current oil price pressure, Suncor's integrated business model and cost efficiencies position it well for long-term success and substantial returns. Suncor is aggressively returning capital to shareholders through dividends and buybacks, supported by robust free cash flow and debt reduction. The company trades at an attractive valuation, offering a deep-value opportunity with significant upside potential as oil prices stabilize. Operational efficiencies, including advanced technologies and optimized production, enhance profitability, making Suncor a strong buy in the energy sector. mysticenergy All financial numbers in this article are in Canadian dollars unless noted otherwise. Oil and gas prices are always in US$. Introduction On Sept. 12, I wrote an

Summary BlackRock's immense scale and strategic growth into high-demand areas make it a powerhouse, compounding returns and outpacing competitors. The firm's diversified approach, strong AUM growth, and acquisitions like GIP and Preqin drive its resilience and expand market influence. With consistent dividend hikes and buybacks, BlackRock offers robust shareholder value, making it a compelling investment despite its size concerns. Philip Thurston/E+ via Getty Images Introduction I have to be honest. Sometimes, investing feels like being a very small fish in a very big pond. When I was a kid, we used to play a simple online game where a player started as a small fish. We then had to eat smaller fish. The bigger we got, the bigger our potential prey became.

Summary Texas Pacific Land Corporation and LandBridge Company dominate my portfolio, but Viper Energy, Inc. offers a strong income play with a high-margin royalty model tied to the Permian Basin's growth. Viper's partnership with Diamondback Energy provides stability and operational visibility, enhancing its production potential and dividend appeal in a low-cost oil environment. Viper Energy's variable dividend policy, offering a potential yield of over 8% at $85 WTI, makes it a top choice for income-focused investors, though yield sensitivity is a concern. John M Lund Photography Inc Introduction By now, I doubt it's a surprise when I say I really like companies that benefit from royalties. Texas Pacific Land Corporation (TPL) and L