Leo Nelissen

    • Leo NelissenLeo Nelissen
      ·11-11

      Enbridge: You 'Ain't Seen Nothing Yet'

      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
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      Enbridge: You 'Ain't Seen Nothing Yet'
    • Leo NelissenLeo Nelissen
      ·11-10

      Income And Growth, 2 Dividend Gems I'm Watching Like A Hawk

      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
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      Income And Growth, 2 Dividend Gems I'm Watching Like A Hawk
    • Leo NelissenLeo Nelissen
      ·11-10

      Looking For Income? 10%-Yielding Starwood Property Trust Has You Covered

      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
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      Looking For Income? 10%-Yielding Starwood Property Trust Has You Covered
    • Leo NelissenLeo Nelissen
      ·11-08

      I Couldn't Be More Bullish On LandBridge If I Tried

      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
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      I Couldn't Be More Bullish On LandBridge If I Tried
    • Leo NelissenLeo Nelissen
      ·11-08

      The Trump Dip - Here's What I'm Buying To Improve My Dividend Portfolio

      My portfolio gained significantly post-election, driven by industrial and energy stocks, while REITs and tariff-prone companies faced pressure from rising rates and trade uncertainties. I see value in stocks like Canadian Pacific and select REITs, which were sold off prematurely due to investor overreaction. Regardless of political changes, my focus remains on building a resilient portfolio with reliable income through value investments and all-weather stocks. Future investment strategies will emphasize policy-specific opportunities and maintaining a diversified portfolio to ensure long-term success. johan10 Introduction It feels like 2016 all over again. Back then, a wide range of "Trump trades" exploded higher when the former real estate investor defeated Hillary Clinton against all odds
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      The Trump Dip - Here's What I'm Buying To Improve My Dividend Portfolio
    • Leo NelissenLeo Nelissen
      ·11-08

      My Best Investment Ever - Why I Remain Bullish On Texas Pacific Land

      Texas Pacific Land Corporation has become my largest investment due to its unique business model and significant long-term potential in the Permian Basin. TPL profits from oil, gas, and water rights without incurring exploration costs, making it a high-margin, debt-free company with impressive results. Despite a high P/E ratio of 67x, TPL's innovative contracts, sustainable water solutions, and strategic acquisitions justify continued bullishness. I recommend buying TPL on pullbacks, believing it's one of the best long-term investments, despite its modest dividend yield and high valuation. grandriver Introduction There are not many stocks I discuss as much as the Texas Pacific Land Corporation (NYSE:TPL). Since I started buying the company,
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      My Best Investment Ever - Why I Remain Bullish On Texas Pacific Land
    • Leo NelissenLeo Nelissen
      ·11-07

      Post-Election Buys: 2 Dividend Gems On Sale With Major Upside

      In this article, I dive into two dividend stocks that have recently become attractive buys. Their valuations have dropped, presenting a rare opportunity. Despite the election uncertainty, these stocks remain poised for long-term growth and reliable income. Now is the time to take advantage of their discounts. I'm confident these picks will deliver solid returns, combining strong fundamentals with attractive valuations. Matteo Colombo Introduction While I'm writing this, President Trump has won the election, making him the 47th President(-elect) of the United States. Although I somewhat regret not having made specific bets on his win, a bigger part of me is glad that I stuck
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      Post-Election Buys: 2 Dividend Gems On Sale With Major Upside
    • Leo NelissenLeo Nelissen
      ·11-07

      Full Steam Ahead: The Case For Betting Big On Union Pacific's Dividends

      Union Pacific's strong North American footprint, efficient operations, and 18-year dividend growth make it a cornerstone of my portfolio. Despite cyclical challenges, new CEO Jim Vena has improved Union Pacific's operating ratio to 60.3%, the best in the industry. Union Pacific's robust cash flow, dividend, and buyback plans, along with a healthy balance sheet, underscore its value. ablokhin Introduction When I made the decision to invest all of my money and most future cash flows into dividend stocks in 2020, one of the first stocks I bought was Union Pacific (NYSE:UNP), a company I have covered for many
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      Full Steam Ahead: The Case For Betting Big On Union Pacific's Dividends
    • Leo NelissenLeo Nelissen
      ·11-06

      Wake-Up Call: 3 Top-Tier Dividend Bargains For Savvy Investors

      In today's market, finding top-tier dividend stocks that combine quality and value is essential. I highlight three high-quality dividend bargains that offer both reliable income and growth potential. These stocks stand out for their strong fundamentals and resilient business models. By acting now, investors can take advantage of these exceptional opportunities. Securing these dividend gems can lead to financial stability and long-term success. Csondy Introduction Remember 2021? 2020 and 2021 were the years when we were figuring out how bad the pandemic was, while "we" were being showered with cheap cash from all major Western central banks and countless government programs to keep the economy from
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      Wake-Up Call: 3 Top-Tier Dividend Bargains For Savvy Investors
    • Leo NelissenLeo Nelissen
      ·11-06

      Why Diamondback Energy Is My Top Pick For U.S. Oil

      Diamondback Energy's merger with Endeavor Energy enhances its resource base and operational efficiency, solidifying its position in the Permian Basin. FANG's disciplined debt reduction plan and strong balance sheet ensure financial stability, supported by investment-grade ratings and substantial liquidity. Shareholders benefit from generous returns through dividends and a $6 billion buyback authorization, despite a focus on debt reduction. FANG's efficient operations and strategic expansions make it a top pick for onshore U.S. energy investments, offering potential capital gains and special dividends. dszc Introduction I just read a "Green Daily" newsletter, which is something I usually skip. However, Bloomberg's
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      Why Diamondback Energy Is My Top Pick For U.S. Oil
     
     
     
     

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