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January 10

  • Politics And The Markets 01/10/25
    1. This is a forum for daily political discussion on Seeking Alpha; 2. It is published every market day; 3. The comments are not regulated with the same rigor as the rest of the site.
    politics

January 9

January 8

  • Generational Wealth - Our Favorite Dividend Stocks To Build A Lasting Legacy
    1. The article highlights three dividend stocks for building generational wealth; 2. These stocks offer stability and consistent income growth; 3. Each stock has a strong, reliable track record; 4. The focus is on long-term investment strategy.
    dividend stocks
  • Newmont Stock: A 'Once-In-A-Generation' Buy 2.0
    1. I discussed NEM's merits as a 'Once in a generation buy' last March; 2. The stock surged by 75% following that article until late October 2024; 3. The stock has recently dropped by over 33%; 4. I discuss why it is worth buying back in now.
    Investment StrategyMarket TrendsStock Analysis
  • Why Realty Income's 6% Yield Makes It A Must-Buy For Dividend Investors
    1. Realty Income offers a 6% yield and long-term growth potential at a 33% undervalued price; 2. The company's low-cost capital allows for nearly unlimited growth; 3. Realty Income has demonstrated strong cash flow and occupancy through economic downturns, positioning it as a stable dividend aristocrat; 4. The company's entry into data centers positions it for growth in the AI infrastructure market.
    Dividendinvestmentreal estate
  • MicroStrategy Is A Coiled Spring About To Jump Higher
    1. MicroStrategy is expanding its Bitcoin holdings using innovative financial tools; 2. The company is reducing leverage and increasing optionality through ATM offerings; 3. MSTR plans to increase authorized share counts for future BTC purchases and potential stock splits; 4. The offering of perpetual preferred shares signals market expansion; 5. Despite risks, MSTR's business model and investor interest suggest impressive growth; 6. Convertible bonds and preferred stock in Q1 2025 may drive stock higher with increased BTC yield.
    BitcoinInvestment Strategy
  • Devon Energy: A Turnaround Story In The Making
    1. Devon Energy is rated a BUY due to its counter-cyclical investment opportunity and significant free cash flow growth from the Grayson Mill acquisition. 2. The market has overlooked the GM acquisition on the eve of the first full quarter operating under DVN. 3. The addition of this high oil cut producer will add $200 million in FCF in Q4 despite the commodity weakness.
    Energy SectorInvestment OpportunitiesStock Analysis
  • QuantumScape: The Uptrend Is Just Getting Started
    1. QuantumScape's development of solid-state lithium metal cells positions the company as a key player in the EV battery niche. 2. As the niche grows, QS should be able to maintain sufficient liquidity to grow and achieve profitability sooner than expected. 3. The potential size of the solid-state battery market could significantly narrow the gap with the lithium-ion battery market in the next 10-12 years, making QuantumScape a potential 10-bagger in the next few years. 4. The analyst initiates coverage with a 'Buy' rating.
    Battery TechnologySolid-State Batterieselectric vehicles
  • VICI Properties: A Top REIT For 2025
    1. VICI Properties' stock dip has increased its yield to 6%, making it an attractive opportunity for passive income investors at the beginning of 2025. 2. The trust's entertainment-focused real estate portfolio, with 100% occupancy and significant EBITDA growth, is a key strength. 3. VICI Properties' dividend payout ratio is stable and comparable to Realty Income, offering inflation protection with CPI-linked rent increases.
    DividendsInvestment Opportunitiesreal estate
  • Why You're Not Bullish Enough On 7%-Yielding Energy Transfer
    1. President-elect Trump's policies are expected to favor the American midstream industry by reducing regulations and increasing domestic output; 2. Energy Transfer LP stands to benefit significantly from these policy changes, making it a high-yielding, undervalued investment with strong growth potential; 3. ET has outperformed the S&P 500 significantly, reinforcing its 'Strong Buy' rating and promising both income and growth opportunities.
    Economic Policyenergyinvestment
  • Microsoft: I Hate AI, But This Is The Only Tech Stock I'm Buying
    1. AI is both overhyped and a significant invention of the last decade; 2. The short-term impact of AI is overestimated; 3. Fundamental questions about AGI remain unanswered, making true AGI unlikely soon; 4. Microsoft is uniquely positioned to navigate the AI revolution and market backlash.
    AIinvestmenttechnology

January 7

  • Coca-Cola And PepsiCo: Own Both Or Lose Big This Year
    1. PEP and KO are both undervalued; 2. Owning both stocks benefits from complementary operational philosophies; 3. 2025 is expected to be a strong year for these low beta stocks with strong brands.
    Consumer GoodsInvestment StrategyStock Analysis
  • Argan: Lots To Like, But Priced To Perfection
    1. AI and advanced computing developments are bringing energy infrastructure companies into focus, with Argan experiencing significant share price growth; 2. Despite the sector's promising future, the rapid rise in Argan's shares raises concerns about market over-valuation; 3. The author initiates a 'Hold' rating on Argan, suggesting it may be moving beyond its intrinsic value.
    Market TrendsStock Analysis
  • Hershey: Forget The Takeover And Focus On What Matters
    1. Hershey's stock experienced volatility due to takeover speculation, but has resumed its downtrend driven by contracting sales and higher margins. 2. Despite headwinds, Hershey remains a leading confectionary brand with a solid revenue stream and a forward dividend yield of 3.24%. 3. Its current problems could be temporary or can be fixed, and the author rates Hershey a 'buy' near potential support at $160-162.
    Consumer GoodsStock Analysis
  • Philip Morris: Shift To Smoke-Free Sparks Steady Dividend Growth
    1. Philip Morris International aims to be 66% smoke-free by 2030, leveraging high-margin smoke-free products to mitigate regulatory risks and boost profits. 2. PM's acquisition of Swedish Match and US IQOS rights enhances its smoke-free product portfolio, targeting significant growth in nicotine pouches and heated tobacco units. 3. PM's financials show strong revenue growth and expanding operating margins, with a 4.5% dividend yield and plans to reinstate buybacks post-deleveraging by 2026.
    Dividend Growth
  • Brookfield Renewable: Diversified Clean Energy Leader
    1. The share of renewables in global electricity production has increased from 21% in 2012 to over 30% today, and is projected to reach 46% by 2030. 2. Brookfield Renewable has a diversified portfolio, strategic investments in emerging technologies, and partnerships, making it a top pick for long-term shareholders. 3. Inflation-linked revenues ensure stable cash flows, making it a solid choice for long-term dividend growth and portfolio diversification.
    Dividend Growthrenewable energy
  • Nvidia: Expect Shares To Soar Higher On 2025's AI Spending Frenzy
    1. Nvidia's 2024 revenue surged 86% to $113.3 billion, driven by hyperscaler spending on data center capital expenditures; 2. Hyperscalers like AWS, Microsoft, Meta, and Google will invest $300 billion in AI data centers in 2025; 3. Nvidia's 90% AI GPU market share and upcoming Blackwell architecture ensure continued dominance and revenue growth.
    revenue growth
  • 14%+ Dividend Yields: 1 To Buy And 1 To Avoid
    1. High-yield dividend stocks can be powerful income machines but also risky; 2. We discuss two 14%+ yielding stocks, one to buy and one to avoid; 3. High Yield Investor offers exclusive access to subscriber-only portfolios.
    High YieldInvestment Analysisdividend stocks

January 6