1. The author initially rated Rivian 'Sell' in 2021 and upgraded to 'Buy' in July 2024, acknowledging his early and incorrect assessment. 2. Rivian's Q2 2024 results showed significant gross profit losses and production disruptions, leading to a downgrade of future earnings estimates by Wall Street. 3. Despite a strong cash position from the VW deal, Rivian's continuous cash burn and deferred break-even projections raise concerns. The challenges in growth and profitability, along with increasing EV competition, make it difficult to maintain a bullish stance. The author downgrades to 'Hold' based on fundamentals not supporting a bullish stance.

1. Vistra's stock surged 61% since the 'Buy' rating; 2. The real driver of the Company's growth is the energy supply gap; 3. The stock's valuation appears extremely stretched, leading to a downgrade to 'Hold'.

1. Despite healthy EPS growth expected in the upcoming results, it's challenging to make a short-to-medium term Buy case for Philip Morris due to its strong price gains this year. 2. The stock's market multiples are currently high, and with market prospects looking decent for Q4 2024, a shift towards defensive stocks seems unlikely. 3. The author notes that the stock's forward non-GAAP P/E ratio was high even before writing, indicating the risk of short-term investment.

1. After a strong year, Indian stocks have entered a consolidation phase; 2. External factors like Middle East geopolitics have impacted earnings expectations; 3. The India Fund remains well-equipped to navigate market turbulence.

1. The author reiterates a 'Sell' rating on Intuitive Surgical due to its high valuation. 2. The launch of the Da Vinci 5 robot in mid-2025 is seen as a major catalyst for growth. 3. Despite strong leadership, the company's overvaluation and high WACC of 13% support the 'Sell' rating.

1. SL Green is on track to lease over 3 million sq ft; 2. Occupancy is expected to climb to 92.5% by the end of the fiscal year; 3. The stock has more growth potential due to successful building modernizations and new asset management ventures.

1. Palantir is significantly overvalued with a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3, indicating a high-risk investment. 2. Despite expected strong Q3 results, the current valuation is unsustainable. 3. The company's commercial revenue growth driven by its AI Platform and boot camps is promising, but its reliance on wartime economics poses long-term risks. 4. Given the speculative nature of its current valuation, consider selling PLTR stock now as a significant correction is likely.

1. Tesla's robotaxi event disappointed investors, leading to a nearly 9% drop in stock price. 2. The event lacked details on production timelines and technical specifications. 3. The absence of the Model 2 and 2nd-gen Roadster from the event was disliked by some. 4. Tesla's decision not to use Lidar technology may pose regulatory challenges compared to Waymo's technology.

1. Reflecting on past investment mistakes, the author emphasizes the importance of humility and continuous learning in becoming a more intelligent investor. 2. Medical Properties Trust faces significant challenges due to its over-reliance on its largest tenant, Steward, leading to financial instability. 3. Despite management's optimistic communication, MPW's exposure to Steward resulted in unpaid rent, asset sales, and dividend cuts, leading to a Sell rating. 4. The author lacks confidence in the management team and recommends avoiding the stock until further improvements are evident.

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 importance of keeping up-to-date with dividend changes and upcoming dates for investors. 3. The author mentions the Dividend Kings marketplace service for more in-depth analysis of high-quality dividend stocks.

1. The article discusses the negative impact of poor vehicle delivery numbers and the departure of Tesla's CIO on TSLA shares. 2. It anticipates that the upcoming Robotaxi event will further disappoint investors. 3. The author suggests that the stock should be sold due to bearish sentiment in the market.

1. Since the last analysis, Realty Income has delivered a 17.2% return and completed its merger with Spirit Realty Capital. 2. With the transition to a rate-cutting cycle, the company's growth prospects are improving. 3. DCF analysis shows conservative growth estimates, with AFFO indicating sustainable earnings. 4. The article recommends buying Realty Income Corporation at its current stock price due to a projected upside potential of 19.3% and a favorable market environment.

1. Energy Transfer and MPLX are among the largest MLPs with market caps of approximately $45 billion and $55 billion, respectively. 2. Both companies are top holdings in a well-known midstream MLP index. 3. The article compares the two companies, highlighting the key differences that make one a better income pick for investors.

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, upcoming ex-dividend dates, and upcoming pay dates; 3. The author, Justin Law, discusses the importance of staying updated with dividend information and offers additional resources for in-depth analysis of high-quality dividend stocks.

1. Annaly Capital Management is a mortgage REIT with a portfolio primarily consisting of agency mortgage-backed securities. 2. The article discusses the steady price history of the company's preferred shares, highlighting the low call risk and the 30-day notice requirement for any call. 3. The risk of dividend reduction is considered in the context of the Federal Reserve's policies.

1. B2Gold Corp. is a leading mid-tier gold mining company with significant operations in Mali, Namibia, the Philippines, and Canada. 2. The Fekola mine in Mali is expected to increase production to 580,000 ounces in 2025 under a new government agreement. 3. The Otjikoto mine in Namibia is stable with expected production of 190,000 ounces in 2025, focusing on cost control. 4. The Masbate mine in the Philippines is projected to maintain production at 185,000 ounces next year.

1. The Invesco S&P Ultra Dividend Revenue ETF (RDIV) underperforms in total return and lacks superior dividend growth compared to peers. 2. Its portfolio strategy focuses on companies with strong revenue but lacks meaningful technology exposure. 3. The fund's dividend yield of 3.7% is solid but not exceptional, and its dividend growth rate is slower than competitors like SCHD.

1. The author reviews the fundamentals of ARCC and FSK to determine which is better positioned to outperform the other in Q4; 2. The article discusses the initial comparison made at the beginning of 2024 between the two largest BDCs, with a preference for FSK due to its significant discount to NAV; 3. The author reflects on the returns of both companies so far in 2024, noting their almost identical performance.

1. Super Micro Computer, Inc. is facing increased scrutiny as the DoJ probes the company following recent allegations. 2. Despite the market's pessimism, SMCI's AI thesis remains intact due to its market leadership in AI rack servers. 3. The author explains why SMCI's risk/reward profile is still favorable for buyers willing to endure recent market volatility.

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 offers an alternative for more in-depth analysis. 3. The author, Justin Law, is a member of The Dividend Kings, a group that teaches individuals how to invest more wisely in dividend stocks.