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.

1. Aquestive Therapeutics' Anaphylm is nearing FDA approval, potentially disrupting the U.S. anaphylaxis market; 2. AQST-108, a topical epinephrine gel for alopecia areata, shows promise; 3. Libervant, a diazepam buccal film for cluster seizures, has gained orphan drug exclusivity.

1. Fresenius is showing significant upside with a 25% RoR since early 2024; 2. The turnaround is evident with improved EPS, reduced leverage, and strong performance in key segments like Kabi and Helios; 3. A conservative price target of €35/share is expected to yield a 60% RoR in the next 3 years.

1. Long-term rates have risen, creating potential buying opportunities for utilities like AEP, AWK, AWR, BKH, ES, EVRG, SJW, WEC, WTRG, and XEL; 2. These utilities have strong fundamentals, attractive valuations, and investment-grade balance sheets; 3. Despite rate sensitivity, these utilities are well-positioned for long-term growth with secure dividends and robust balance sheets.

1. Axon's core business of TASERS, body cams, and cloud services for public safety providers is performing well; 2. Axon acquired Dedrone to enhance its capabilities in airspace protection against drones; 3. The company's solid core business and strategic move into new potentially profitable markets like drones make it an attractive investment; 4. Despite potential overvaluation, the author maintains a buy recommendation for aggressive growth investors.

1. Closed-end funds have seen significant discount narrowing in 2024; 2. Despite record highs in major indices, opportunities still exist; 3. Funds like BME and FLC may offer attractive entry points.

1. Essential Utilities is a Dividend Aristocrat with 33 years of consecutive dividend growth, offering a compelling investment opportunity at a 25% discount to fair value. 2. The company's five-year capital spending plan and strong A- credit rating support its targeted annual EPS growth rate of 5%-7% through 2026. 3. Despite a 16.7% decline in diluted EPS, WTRG's third-quarter results show solid revenue growth driven by its Regulated Water segment.

1. StandardAero's shares surged post-IPO but have since dropped to near the offering price, making valuations more attractive. 2. The company, a leading aerospace engine aftermarket service provider, showed solid growth with a 13% sales increase and margin expansion in Q3. 3. Despite risks like geopolitical conflicts and oil price volatility, StandardAero's strong market position and growth potential make it a compelling long-term opportunity.

1. December saw six new preferred stock and exchange-traded debt offerings with yields ranging from 6% to 9%; 2. CDx3 preferreds with a score of 10 out of 10 offer an average current yield of 6.57%; 3. Investors can buy new preferred stock shares at wholesale prices on the OTC, potentially avoiding capital loss.

1. Alphabet's diversification into new businesses is a key investment thesis, especially as its Search business faces global antitrust scrutiny. 2. The company's diversification into quantum computing shows promise for long-term growth. 3. Alphabet's superconducting quantum processor, Willow, crosses a key milestone in the development of quantum computers. 4. Even if Google fails to develop a universal, fault-tolerant quantum computer, it could still use its learnings to create potentially lucrative short- and medium-term opportunities in niche applications.

1. Schlumberger presents a compelling value proposition with strong fundamentals, robust profitability, and growth driven by cutting-edge technology and AI, trading near 52-week lows. 2. Alexandria Real Estate is a high-quality REIT with mission-critical life science properties, benefiting from sticky tenant relationships and a solid growth pipeline, also trading near 52-week lows. 3. Both SLB and ARE offer attractive entry points amidst market volatility, providing resilient, income-generating assets with solid dividend yields and long-term growth potential.

1. UBER's strong platform and AV partnerships position it well in the robotaxi market despite investor concerns; 2. The current stock price drop is seen as a buying opportunity due to UBER's underappreciated AV market value and supply demand dynamics; 3. Gross bookings deceleration is not alarming, and 24% growth remains impressive for UBER's size, with past high-growth rates skewing current comparisons; 4. Valuation remains attractive with expected high EBITDA growth and share buybacks, suggesting significant future share price appreciation.

1. Some REITs have experienced a recent dip, making them cheaper again; 2. We highlight two of our favorite buy-the-dip opportunities; 3. The author discusses the impact of the election on the REIT market and the opportunities it presents.

1. Upgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup; 2. Recent NASDAQ extension and new auditor appointment address delisting concerns; 3. Nvidia's demand for Blackwell GPUs positions SMCI for significant revenue growth.

1. Google's Willow chip represents a breakthrough in quantum computing, reducing errors and computing exponentially faster than classical computers. 2. Quantum computing stocks like Rigetti, IonQ, D-Wave, and Quantum Computing Inc. have surged, indicating the sector's growth potential. 3. The Defiance Quantum ETF provides diversified exposure to leading quantum computing and AI companies, making it a strong buy for growth investors.

1. Despite a strong initial surge, Stitch Fix's stock fell due to investor concerns over ongoing revenue declines; 2. The company reported $319 million in revenue, beating estimates but still down 12% YoY, with signs of stabilizing business metrics; 3. Stitch Fix's cheap valuation and potential for multiple expansion make it an attractive investment despite the prolonged turnaround timeline.

1. Agnico Eagle Mines' stock price has not risen recently due to weak gold prices; 2. Despite this, AEM's fundamentals remain strong, with upgraded projections and competitive market multiples; 3. The recent acquisition of O3 Mining may drag on earnings next year, but it is not enough to weaken the case for AEM.

1. The market rarely offers 10%+ yielding common equities with low risk of cuts; 2. The author shares two such opportunities; 3. The market seems to be overlooking these opportunities.

1. Nvidia's market dominance is unmatched, significantly contributing to S&P 500 returns and capturing public sentiment like a cultural phenomenon. 2. Despite strong performance, Nvidia's valuation remains just above historical averages, making it an attractive investment with solid financial metrics and growth potential. 3. Competitors like AMD pose minimal threat, with Nvidia's comprehensive solutions and market leadership keeping it far ahead in the accelerated computing space.

1. Over the next 25 years, $124 trillion in inheritances will be transferred, reshaping wealth distribution and offering new investment opportunities for younger generations; 2. Three dividend growth companies with impressive potential are highlighted; 3. These companies, though not mainstream, have solid business models and growth prospects, making them excellent picks for long-term investors.