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.

1. The re-election of President Trump has pushed US stocks to new heights, but his nomination of RFK Jr. for Health and Human Services Secretary has excluded certain pharma and biotech stocks from the 'Trump Bump'.; 2. Market jitters surrounding the next four years of healthcare policy have created buying opportunities for value investors.; 3. The Quant Team has identified two stocks with solid investment fundamentals that present attractive value opportunities in the current sell-off.

1. Manchester United is significantly undervalued despite being a top sports franchise; 2. The club's market valuation is around $3 billion, below Forbes' estimate of $6.6 billion; 3. The business forecasts FY25 revenues at $837 million, with the stock trading at only ~15x profit, indicating substantial undervaluation.

1. Nvidia's 1Q25 earnings exceeded expectations, but the stock response was muted due to investor fatigue, presenting a buying opportunity for long-term investors. 2. Sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing faster than sales. 3. The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia's sales and profit growth in 2025.

1. CleanSpark, a bitcoin mining company, has not appreciated at the same rate as other crypto-related stocks like MicroStrategy or Coinbase. 2. The short float for CleanSpark is at 31% of their outstanding shares, causing concern among retail investors. 3. CleanSpark's significant bitcoin holdings and cost efficiency make it a strong mining investment opportunity. 4. The author has a Strong Buy rating for CleanSpark with a price target of $45 by Q3 2025.

1. Zoom Video's stock is undervalued at 15x forward free cash flow with substantial cash reserves and no debt; 2. Despite modest revenue growth, Zoom's strong balance sheet and strategic investments in AI and contact centers support a bullish outlook; 3. The company faces risks from competitive pressures and customer churn, but its valuation and growth initiatives make it an attractive investment.

1. Lithium Americas (LAC) is an early-stage lithium producer with a promising asset in Nevada, set to benefit from the projected lithium supply gap over the next two decades. 2. Despite current oversupply issues, LAC's Thacker Pass project is well-funded and on track to begin production by 2027, with significant revenue potential. 3. LAC's partnership with General Motors and federal support de-risks the project, making the stock undervalued with a potential 5x upside.

1. The current market conditions are complex, influenced by various factors such as the Trump presidency, Fed policies, and elevated valuations. 2. The author focuses on sectors with strong recovery potential, such as transportation and defense, considering valuation and growth potential. 3. The picks include high-quality, dividend-paying stocks with growth potential, pricing power, and resilience, suitable for volatile markets.

1. The broader markets are currently soaring, but there are opportunities to buy discounted blue-chip high-yielding dividend growth stocks. 2. The author shares three high-yield dividend growth stocks that have recently sold off and are now trading at compelling valuations. 3. The article encourages readers to consider a value investing approach focused on high-yielding dividend stocks.

1. The article discusses the current interesting environment with falling base rates and increasing long-term yields; 2. It highlights the impact of rising long-term yields on high-quality, income-seeking investors; 3. The author elaborates on two high and durable income plays that are currently undervalued.

1. A potential 15% corporate tax rate could trigger a significant rally, boosting S&P 500 earnings by 4%; 2. Focus on undervalued, high-quality dividend aristocrats in consumer discretionary, materials, and industrials sectors; 3. These five aristocrats offer a 3.2% yield, 10% annual dividend growth, and 33% upside potential in the next year, even without tax cuts, and 38% with tax cuts.

1. Realty Income has experienced a significant drop in its stock price, falling over 3% in a day after a few weeks of decline. 2. The valuation gap between Realty Income and its peers has widened. 3. Despite the drop, Realty Income has improved its 2024 guidance and remains capable of delivering sufficient AFFO per share growth and stability to ensure further dividend growth and payment safety.

1. Finding top-tier dividend stocks that combine quality and value is crucial in today's market; 2. Highlighting three high-quality dividend bargains offering reliable income and growth potential; 3. These stocks are notable for their strong fundamentals and resilient business models.