1. I rate Pfizer a sell for the next 18-24 months due to continued headwinds from Medicare Part D redesign and patent expirations. 2. Danuglipron could be a catalyst for a turnaround if late-stage trials succeed in 2025. 3. Short-term, the 6.6% yield and low valuation ratios may attract value investors.

1. Agnico Eagle Mines Limited is a top gold producer with strong financial and operational performance, reducing net debt and increasing gold reserves; 2. Despite a recent increase in all-in sustaining costs, Agnico's stable production and dividend payments make it a reliable investment in the precious metals space; 3. The article suggests that Agnico is overbought and a near-term correction is possible, but remains bullish on its long-term prospects.

1. The technology sector has outperformed the broader market with the Nasdaq delivering 126.5% returns over the last 5 years. 2. SCHG, a large-cap tech fund, has underperformed the Nasdaq with 13% returns since July 2024 due to defensive holdings and reduced tech exposure. 3. Despite its lower risk profile, SCHG's defensive sectors and reduced tech holdings will likely continue to underperform compared to the Nasdaq and aggressive growth funds.

1. Despite strong FY24 performance, Energy Transfer's units are down 3% due to concerns over a $5 billion growth CapEx guide; 2. The recent M&A was strategically sound but primarily funded through issuing new ET units; 3. The FY25 EBITDA guidance increase of $600 million-$1 billion is strong, showing ET's strategy is working; 4. The $5 billion CapEx budget is less concerning as it focuses on optimizing existing assets and is mostly covered by cashflow.

1. The author remains bullish on Palantir due to its strong revenue growth and operational success; 2. Risks include declining billings and reliance on interest income; 3. Palantir's stock could be affected if growth momentum slows, but maintaining growth above 25-30% justifies a market cap potentially exceeding $500 billion.

1. Klepierre, a European Retail REIT with a strong portfolio of shopping malls in central European cities, offers a 6.32% yield and BBB+ rating. 2. Despite impressive fundamentals, growth is expected to be slower with a 4% EBITDA increase in 2024. 3. The company trades below its EPRA NTA, presenting a 10% discount, but US-based REITs offer more attractive opportunities. I rate Klepierre a 'Buy' at €31/share.

1. BigBear.ai faces challenges in profitability and captures only 0.25% of its $80 billion TAM, making it a poor investment choice. 2. BBAI competes with Palantir, which has more resources, customers, and a versatile product suite. 3. Palantir has higher gross margins (81.1% vs. 26.99%) and profitability, making it a superior investment in the AI sector.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the limitations of the monthly Dividend Champions list and the need for regular updates. 3. The author, Justin Law, mentions his background in chemistry and finance, and his role as a contributor to The Dividend Kings investing group.

1. Costco's efficient business model and high customer loyalty drive consistent shareholder value, but its current valuation is too high for a buy rating. 2. Despite robust growth and resilience to economic conditions, Costco's forward price-to-earnings ratio implies a low earnings yield for a couple of years, making it less attractive for new investments. 3. Potential growth paths include international expansion and e-commerce, but challenges in adapting the business model to new regions exist.

1. Tesla reported Q4 earnings that missed estimates, but investor sentiment was lifted by Elon Musk's optimistic projections, including a $10 trillion revenue potential from robots. 2. Despite valuation concerns, the author upgrades the rating to speculative Buy due to bullish chart setup and Musk's ambitious growth projections. 3. Tesla's cost advantage in autonomous vehicles and potential rapid scaling of Optimus robots support long-term growth.

1. The author anticipates the FDA will soon declare the semaglutide shortage resolved, potentially slowing Hims' revenue growth rate due to compounding restrictions. 2. He foresees explosive revenue growth post-FDA announcement due to 60-day timelines for pharmacies (503A) and 90-day timelines for outsourcing facilities (503B) to comply with the restrictions. 3. The author believes HIMS may leverage FDA compounding exemptions to further extend its compounded GLP-1 offerings, creating uncertainty for speculators betting against the stock. 4. The author rates Hims as a 'Hold' due to limited upside for a long position and too much uncertainty to justify initiating a short position at this time.

1. Suncor Energy and Enbridge are two of Canada's most discussed oil stocks. Suncor has a stronger balance sheet and better valuation, profitability, and growth metrics. 2. Enbridge is less sensitive to oil price volatility compared to Suncor. 3. Assuming oil prices remain above $60 for the next five years, Suncor is expected to deliver more value to shareholders than Enbridge.

1. Applied Materials is a high-quality company with strong fundamentals and impressive financial growth. 2. Despite its long-term growth potential, AMAT's current valuation is elevated, limiting short-to-medium-term margin of safety. 3. The semiconductor manufacturing equipment market is expected to grow, supporting AMAT's EPS growth. 4. The author recommends holding off on buying AMAT stock now, expecting better entry points in future downturns.

1. Intel's market cap has stagnated for 30 years, but deep value exists due to its core CPU segment and potential for a turnaround; 2. The CPU market remains profitable with limited competition, and any improvement in Intel's other businesses could create significant value; 3. Whether the M&A happens or not, this could have strategic changes or management shake-ups at Intel that benefit shareholders.

1. TransMedics' stock has dropped 47% since October 2024 due to missed earnings and reduced revenue guidance. 2. Despite the valuation drop, high expectations remain for 15% FCF margins and 21% YoY revenue growth. 3. The company has significant debt and needs to navigate profitability and sustained growth to justify valuation.

1. Realty Income Corporation's share price has dropped by 20% in the past three months; 2. The stock is now at its lowest point since the bear market before the pandemic; 3. The article discusses whether it's a good time to buy the stock while it's cheap.

1. The article compares two major players in the Triple Net REIT space, Realty Income Corporation and NNN, focusing on their income-generating capabilities for shareholders. 2. It highlights the author's preference for maximizing income and the importance of sustainable income in retirement investing. 3. The author discusses the High Dividend Opportunities community and its investment strategies.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. 2. It highlights companies that have changed their dividends, those with upcoming ex-dividend dates, and companies with upcoming pay dates. 3. The author mentions additional resources available through The Dividend Kings marketplace service.

1. Liberty All-Star Equity has underperformed compared to a DIY portfolio using the SPY ETF, confirming the author's 2023 prediction. 2. Some US 'value' managers hold high P/E stocks, making the fund vulnerable to market shocks. 3. The author recommends high-yield alternatives like QDPL and JAAA for better returns. 4. Given the fund's poor historical performance and high valuations, the author advises a relative sell and better-performing alternatives.

1. Rigetti Computing's speculative valuation led to a nearly 50% price drop after Nvidia's CEO commented on the distant scalability of quantum computing; 2. The article argues that Rigetti's fundamentals don't justify its valuation; 3. The author estimates a fair value of $595M with a negative margin of safety, recommending avoiding the stock despite short-term momentum.