To The Moon

Summary The Federal Reserve's 50-basis-point rate cut seems like a big tailwind for dividend stocks. However, the rate cut also brings several warnings to the dividend stock space. We discuss what these are and how we are positioning our portfolio to navigate rate cuts. Douglas Rissing/iStock via Getty Images The Federal Reserve just cut interest rates by 50 basis points. On the surface, this appears to be very good news for dividend stocks (SCHD) and high-yield stocks (SPYD) in particular. Lower interest

Summary Telefonica and AT&T are high-yield telecoms with checkered pasts. Both have made a lot of progress towards deleveraging and putting their businesses and dividends on a more sustainable path. We compare them side-by-side and share our take on which is the better buy today. MarsBars AT&T (T) and Telefonica (NYSE:TEF)(OTCPK:TEFOF) are two investment-grade, high-yielding, and slow-growing telecom stocks that have dominant positions in their home markets. AT&T is primarily a U.S.-based business, whereas Telefonica is primarily European-based, with its home market in Spain, but

Summary I last compared ET and WES in May 2023 and labeled both "buys." Since then, both have crushed the broader midstream sector. I revisit them today and share why I only own one of them. PM Images I last covered Western Midstream (NYSE:WES) and Energy Transfer (ET) almost a year and a half ago, back in May of 2023. At the time, I labeled both stocks as buys and held both

Summary A prominent billionaire recently warned of the plausibility of the worst-case scenario for the U.S. economy playing out. We discuss why we think there is a reasonable chance of this happening as well. We share some of our top picks that, we think, will likely weather this scenario quite well. tumsasedgars JPMorgan (JPM) CEO and billionaire Jamie Dimon recently cautioned that the worst-case scenario for the U.S. economy was not off the table and is, in fact, a very viable possibility. While a recession would certainly be a bad outcome for

Summary My ideal stock has four specific qualities. There is one sector where these qualities still exist in abundance. I share some of the most attractive opportunities in the space and why this opportunity may not last much longer. MarsBars The stock market generally delivers 10 to 12% average annualized total returns over the long term. The high-yield sector (DIV) delivers a little bit less, as investors in these stocks tend to settle for slightly lower total returns

Summary Ares Capital and FS KKR are among the largest publicly traded BDCs and sport attractive dividends. I compare them side-by-side, including their sensitivity to impending Fed rate cuts. I share which one is a buy right now and which one is not. MarsBars I last covered FS KKR Capital (NYSE:FSK) back in early March after the stock had dipped quite sharply. At the time, I asked and answered the question of whether it was worth buying the dip, and my conclusion was

Summary ENB and PAA/PAGP are leading midstream businesses with attractive yields and strong balance sheets. ENB has a better long-term track record than PAA/PAGP, but PAA/PAGP has outperformed ENB recently. We compare them side-by-side and explain why we think only one of these is a Buy right now. Henrik Sorensen Plains All American Pipeline (NASDAQ:PAA)(NASDAQ:PAGP) and Enbridge (ENB) are two popular midstream dividend growth stocks. While Enbridge has a much more impressive long-term track record. Data by YCharts Plains has significantly outperformed ENB in recent years. Data by

Summary Dividend stocks have rebounded sharply recently. However, some high-quality high-yield stocks remain market laggards. We share some of our top picks of the moment. z1b The dividend stock sector (SCHD) has made a strong comeback in recent weeks, after lagging the broader market ever since the beginning of 2023 as the AI boom, coupled with elevated interest rates, lifted mega-cap tech stocks while weighing heavily on interest rate-sensitive yield sectors such as REITs and utilities. Data by YCharts That being said, some high-yield stocks have largely failed to rally along with the broader dividend sector, including some high-quality ones that appear to be meaningfully undervalued at the mome

Summary Utilities have underperformed the broader market since the beginning of 2023 due to a plethora of factors. However, that has begun to reverse and there are several reasons to believe this market reversal will continue. We share several attractive ways to gain exposure to this trend. matdesign24 The US economy has proven to be remarkably resilient in the post-COVID era, even as many of its leading trading partners in Europe, China, and Japan have encountered economic challenges. However, with interest rates rising significantly since the start of 2022, and the artificial intelligence boom driving big tech stocks higher, the utility sector has faced the perfect storm. Rising interest rates have made its bond-like cash flows less attractive to investors, while the AI boom has s

Summary Samuel Smith, leader of High Yield Investor, discusses the looming rate-cutting cycle and 3 stocks that he believes will benefit in the months ahead. Watch now! Get Access To High Yield Investor Now! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder: Hello, everyone. Daniel Snyder here from Seeking Alpha. Thank you so much for taking the time to join us today on this complimentary webinar with Samuel Smith from High Yield Investor. I know a lot of you are keeping eyes on the market just like we do here every day. Of course, we just had Powell and all the remarks o