To The Moon

Summary I remain bullish on Extra Space Storage due to its strong operational performance, strategic growth through mergers, and consistent dividend payouts, despite industry challenges. EXR's valuation appears fair after a recent rally, so I'm cautious about deploying significant capital at current levels without a meaningful pullback. The Life Storage merger and expansion of third-party managed properties enhance EXR's market position and revenue streams, supporting long-term growth. Current market conditions, including weak consumer sentiment and rising costs, pose risks, but a market correction would be a prime opportunity to increase my position. SeventyFour/iStock via Getty Images Introduction I doubt I'm breaking any news when I say I really like self-storage. Although one co

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 Wheaton Precious Metals uses a streaming model, financing mining projects in exchange for discounted future production, and avoiding operational risks. WPM's high margins, strong growth prospects, and focus on gold and silver make it a compelling investment compared to traditional miners. Despite a high valuation, WPM’s fundamentals are solid, with robust dividends and exposure to low-risk jurisdictions, making it a top pick for gold exposure. GeorgePeters Introduction I have been bullish on gold for a while. For example, last year, I wrote "Buy GDX Before It's Too Late." GDX is the VanEck Gold Miners ETF (GDX), which I often use as a proxy for this industr

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

Summary Dividend growth stocks can outperform the market, but long growth streaks don't guarantee better returns. Investors should dig deeper than labels. Research shows abnormal returns diminish after a few consecutive dividend hikes. Beyond that, consistent growth offers no significant advantage. Instead of focusing solely on Dividend Aristocrats or Kings, consider high-quality companies with strong fundamentals and growth potential. Philip Hoeppli/iStock via Getty Images Introduction To be honest, I went with a provocative title. But I didn't use clickbait because we have a serious topic to discuss: dividend growth consistency. In fact, I would argue that this is one of the most important topics I've covered in recent weeks. As some readers may know, I am focusing on dividend stock

Summary Dollar General's recent earnings report shows weak growth and declining profits, leading to a sharp drop in its stock and concerns over consumer health. Rising competition from Walmart, Aldi, and ultra-low-cost brands like Temu further challenges DG's business model, especially in non-food categories. While the stock is down, risks remain high. I believe DG's landlords offer safer returns in this tough market, with more stability and income potential. jetcityimage Introduction It's time to talk about Dollar General Corporation (NYSE:DG). The discount retailer just released its 2Q24 earnings, causing its stock price to drop to a new multi-year low. While I am writing this, the company has lost roughly 30% of its market cap as it

Summary Lamb Weston stock faced significant declines post-3Q24 and 4Q24 earnings, but I remain confident in its long-term value due to strong product demand. French fries are highly profitable and popular, with global demand growth driven by quick-service restaurants and partnerships with giants like McDonald's. The ERP system transition caused major disruptions, leading to a 16% sales decline in 3Q24 and continued challenges in 4Q24. Despite current setbacks, I believe Lamb Weston offers tremendous value for long-term investors, with expected 2025 sales of $6.6-$6.8 billion and net income of $630 million. Jon Lovette/DigitalVision via Getty Images Introduction On April 6, I wrote an

Summary AbbVie has shown strong growth, especially in immunology and oncology, with Skyrizi and Rinvoq driving impressive sales and long-term growth potential. Despite Humira's patent loss, AbbVie has managed a "soft landing" and continues to innovate, particularly in neuroscience and oncology. The company offers a solid dividend with a 51% payout ratio and consistent growth, making it attractive for conservative investors seeking income and growth. Given its current valuation, I recommend a cautious investment approach, starting small and averaging down if the stock drops. amphotora/E+ via Getty Images Introduction On May 29, I wrote an artic

Summary Utilities offer income and stability, but face challenges like limited pricing power and rising debt costs, making them less attractive despite strong demand. Brookfield Infrastructure provides a better alternative, offering a diversified portfolio with stable, inflation-protected income and exposure to growth sectors. With consistent dividend growth, a strong balance sheet, and strategic acquisitions, Brookfield is well-positioned for long-term gains, especially as rates stabilize. Eoneren Introduction I like utilities and have written a number of bullish articles on some of them this year. In general, utilities have two major benefits. Stock dividends from utility companies often prove to outyield other fixed-income investments and have less volatility than other equit

Summary Retirement planning varies greatly depending on personal situations. Assess your expenses and create a plan tailored to your needs, considering risk and financial goals. For most investors, ETFs provide a simple and effective way to build wealth over time, offering diversification and stability without the need for constant stock-picking. Solid long-term investments can offer a mix of growth, income, and reliability. Focus on options that align with your retirement timeline and financial objectives. yorkfoto Introduction I have to be honest. One of the hardest parts of my job is putting myself in other people's shoes. When I make financial decisions, I obviously make them based on my personal situation. As I'm 29, my goals are very different from someone who's retired, close