Drilling Deep, Cashing Big - Devon Energy's Significant Upside Potential
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
My Retirement Dream Team: If I Could Buy Just 5 Dividend Stocks
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
Pipelines Of Prosperity: TC Energy's 4.8% Yield Is Just The Beginning
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
My Favorite Dividend Stocks For The 'New World Order'
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
From Pipelines To Paychecks - The Kinder Morgan Benefit
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: A 'Mini Realty Income' Packing A Punch
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
Ultra High Conviction - If I Could Own Just 5 Dividend Stocks
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
Forget The S&P 500, Buy These Dividend Stocks Instead
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
Why Caterpillar Is The Industrial Giant I'm Betting On For The Next Decade
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