Devon Energy is undervalued, trading at just 3.5x operating cash flow, with a fair value estimate of $82 per share, offering significant upside potential. Despite recent underperformance, DVN's fundamentals are strong, with record-breaking production and efficiency gains, particularly in the Delaware Basin. The company plans to return up to 70% of free cash flow to shareholders through dividends and buybacks, promising substantial returns at higher oil prices. Devon's stock is volatile and best suited for risk-tolerant investors, while more conservative investors might prefer peers like Diamondback Energy and EOG Resources. Bet_Noire Introduction I love the energy sector. By now, I doubt will come as a surprise to many readers. The main reason for that is its valuation. In a market with a

As a younger investor, I’ve built a portfolio focused on dividend growth, but I often think about what I’d prioritize if I were 65 and relying on income. My picks reflect a blend of reliability, income stability, and long-term potential, offering confidence in any market, which is key for retirement security. If I were 65 today, these are the stocks I’d buy for a dependable income stream and growth potential, providing financial peace of mind (the sleep-well-at-night factor). Jacob Wackerhausen Introduction Last year, I changed my Twitter/X profile picture. Initially, I had the same profile picture I have on Seeking Alpha, which shows my two initials, excluding my middle name. I changed it to a picture of myself, as you may have seen in screenshots

TC Energy Corporation offers a compelling 4.8% dividend yield, benefiting from rising global natural gas demand and North America's growing LNG exports. The company's extensive North American pipeline network and regulated contracts ensure stable revenue, minimizing natural gas price risks. Disciplined capital allocation and an improving balance sheet enhance sustainability, with no need for new equity issuance. Despite recent gains, TC Energy remains undervalued, presenting further upside potential for long-term investors. mysticenergy Introduction I'm not a typical high-yield investor. Because of my age (29), I have a bigger emphasis on dividend growth than dividend income. However, that does not mean I ignore higher-yielding opportunities. Many of my readers are close

I explore the evolving “New World Order,” focusing on geopolitical changes and the U.S.'s strategic responses. This impacts global markets profoundly. Trump's pick for Treasury Secretary, Scott Bessent, aims to tackle U.S. debt and economic growth with his “3/3/3” plan—cut deficits, boost GDP, and increase oil output. Amid these shifts, I spotlight dividend stocks poised to thrive, emphasizing their resilience, strong yields, and growth potential in a changing economy. samxmeg Introduction It's time to talk about the “New World Order.” However, before you stop reading this article because you believe I'll come up with a wide range of weird theories, allow me to explain that there are two versions of

Navigating today's market as a dividend investor is challenging due to high valuations, lower yields, and a tough risk/reward environment. I remain committed to high-quality dividend stocks, especially those poised to benefit from potential market rotations. Opportunities exist in undervalued cyclical areas that may gain momentum as economic growth broadens. By staying disciplined, focused, and opportunistic, investors can find attractive long-term investments despite current hurdles. skodonnell Introduction The best time to plant a tree was 20 years ago. The second best time is now. - Chinese Proverb. There is one huge difference between trading and (long-term) investing. When trading, we look for a good asset, often with the goal

Kinder Morgan's stock has surged 71% year-to-date, reducing its yield to 4%, the lowest since 2018, but still offers solid income. The company is crucial in U.S. natural gas infrastructure, benefiting from rising demand, LNG exports, and domestic power generation. Despite its strong performance, KMI's current valuation is high, and I recommend waiting for a pullback before making significant new investments. Long-term, I remain bullish on the midstream sector due to favorable growth prospects and potential shifts from money market funds to high-quality dividend stocks. J Studios Introduction I'm writing this article with mixed feelings. On the one hand, there's a reason for celebration. On March 28, I wrote an

Essential Properties Realty leverages a proven net lease model, focusing on service-oriented, e-commerce-resistant properties for steady growth. With 99.9% occupancy, a diverse tenant base, and a strong balance sheet, EPRT is well-positioned for long-term stability and consistent dividends. EPRT’s small size enables agile growth via sale-leasebacks and strategic investments, offering potential for higher returns than its larger peers. Hammarby Studios Introduction Generally speaking, real estate investments are considered safe. That's mainly because buildings are always needed and because it's an industry protected against disruption. After all, it does not matter what innovations the world's biggest tech companies come up with. We still

Investing with conviction is key, especially when narrowing down to just five dividend stocks that can anchor a portfolio for long-term success. My selections focus on resilience, income growth, and strong fundamentals, designed to deliver dependable returns through all market conditions. These stocks aren't just reliable; they reflect my highest confidence, showcasing businesses I believe can truly stand the test of time. JasonDoiy/E+ via Getty Images Introduction "What are your favorite investments right now?" If I had a dollar for every time someone had asked me this question, I would finally be able to buy both my dream car and my dream

Warren Buffett's cautious approach reveals his skepticism about today's market. He's stockpiling cash, signaling uncertainty and opportunity ahead. Amid volatile markets, dividend stocks shine as consistent income sources. They offer stability and growth, even in unpredictable conditions. These dividend picks are resilient, high-quality investments. They balance income with long-term potential, which is ideal for navigating the current market uncertainty. GeorgePeters Introduction "Buffett is selling!" This - or something similar - is what I'm increasingly reading in comments, articles, and on social media. I'm not surprised, as it's always a big deal when one of the world's most famous investors decides it makes sense to hold hundreds

Caterpillar's resilience against cyclical headwinds is impressive, driven by innovation, a strong balance sheet, and a commitment to shareholder value. Despite short-term revenue declines, Caterpillar's focus on AI, connected assets, and digital tools positions it for long-term growth. Strong dividend growth and aggressive buybacks enhance shareholder value, with a 31-year streak of dividend hikes and a healthy payout ratio. Caterpillar's ability to adapt to long-term trends like AI power demand and potential cyclical upswing suggests continued solid returns. Ekaterina Kiseleva Introduction "Cyclical headwinds." I have used these two words in many articles this year, as big parts of the economy did not enjoy the benefits that came with artificial intelligence and other secular trends. This

Permian Resources Corporation stands out as a top small-cap energy producer in the Permian Basin with deep reserves, low breakeven costs, and a shareholder-focused strategy. The company's efficiency, significant natural gas exposure, and potential for data center growth enhance its long-term appeal. PR's valuation is attractive, trading at a deep discount to peers, offering considerable upside for investors comfortable with volatility. Despite its M&A-heavy history and volatile earnings, PR's solid balance sheet and elevated efficiency provide a strong investment case. Monty Rakusen Introduction Roughly three months before the general election in the United States, I asked a question on X (formerly known as Twitter): “W

In today's market, many investors are distracted by hype. But the real value lies in stocks that provide strong, consistent dividend yields without the noise. Instead of chasing the latest trends, focusing on high-yield dividend stocks that are undervalued is a smart strategy for building wealth over time. Two of my picks offer both deep value and high yields, making them standout opportunities for any dividend-focused portfolio. Tatyana Otryaskina/iStock via Getty Images Introduction I just went on Zillow with an (unfortunately) imaginary budget of $6.2 million. For that kind of money, you can buy a 9,200-square-foot mansion in Dallas, Texas, which comes with four massive bedrooms and eight bathrooms. It

Deere & Company is a compelling dividend growth stock with strong buybacks, yielding 1.5% and a five-year CAGR of 14.1%. Despite cyclical challenges, Deere's proactive inventory management, pricing power, and innovative technologies position it well for future growth. Potential demand tailwinds include easing monetary policy, improving agricultural fundamentals, and stabilization in used equipment markets. I remain bullish on Deere, viewing pullbacks as opportunities to increase my position, with risks including prolonged high interest rates and trade tensions. Steven_Kriemadis/iStock Unreleased via Getty Images Introduction Deere & Company (NYSE:DE) is one of the most fascinating dividend (growth) stocks on the market. While it yiel

Antero Resources excels with its export-focused model, operational efficiency, and substantial reserves, positioning it well for tightening natural gas markets and potential price increases. Despite negative free cash flow this year, AR's potential for substantial free cash flow at higher gas prices supports aggressive buybacks and a Strong Buy rating. The company's unhedged production strategy adds risk but is mitigated by a strong balance sheet and disciplined capital spending. AR benefits from significant pricing tailwinds with 75% of its natural gas and half of its NGLs exported to high-demand markets. DenisTangneyJr Introduction It's getting cold. A few minutes before I started writing this, I took the first walk with my dog in the snow. This is the first walk through the snow in at l

Inflation erodes purchasing power, making investing in high-quality dividend growth stocks essential to protect and build wealth over time. Despite market risks, long-term investing in proven dividend payers with strong growth potential turns volatility into an advantage. Avoid speculative stocks; focus on dividend growth stocks to secure reliable income and minimize the need for portfolio restructuring in retirement. swissmediavision Introduction Do you know what scares me more than the risks of owning stocks? Not owning enough stocks. On October 10, I wrote an article titled "The One Chart That Keeps Me Up At Night." In that article, I used

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