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.

1. NextEra Energy Partners faces significant debt challenges in a high interest rate environment; 2. Its 19% forward distribution yield presents a compelling value opportunity; 3. The unit price is unlikely to decline significantly further, making it a Moderate Buy.

1. Altria stock surged 7.83% after beating Q3 earnings expectations; 2. The company has long-term growth potential through smoke-free products; 3. Altria announced a cost-saving initiative expected to save $600 million over five years.

1. Big dividend infrastructure stocks have surged recently; 2. We discuss the two major catalysts for this surge; 3. Several opportunities remain very attractive in the space.

1. Most analysts focus on GPU demand from data centers for NVDA's stock performance; 2. Nvidia is well-positioned to capitalize on the next phase of the AI revolution; 3. The article discusses Nvidia's significant hardware and software revenue potential as AI powers another exciting market.

1. The REIT market is currently very volatile, leading to numerous new investment opportunities; 2. The article highlights two of the author's favorite new investments; 3. The author is the President of Leonberg Capital and shares his real-money REIT portfolio.

1. I reiterate my 'buy' rating for CEF due to its allocated exposure to Gold and Silver; 2. Silver's underperformance relative to gold and copper, combined with a six-year supply deficit, presents a compelling investment opportunity; 3. Technical indicators show silver has broken resistance.

1. CION Investment Corp. and Chicago Atlantic BDC are undervalued BDCs offering high yields. CION has strong fundamentals and trades at a discount to NAV. 2. Chicago Atlantic BDC, focused on cannabis, has diversified its portfolio and has a clean balance sheet. 3. Despite the headwinds from expected lower interest rates, both BDCs have growth potential and could be good long-term investments.

➀ The technology sector, particularly semiconductors, has been leading the rebound in the Hong Kong stock market; ➁ The performance of the technology sector in the A-share market, including the growth of indices like the SSE 300 and the CSI 1000, is impressive; ➂ The short-term outlook for the technology sector remains positive, driven by factors such as the Federal Reserve's easing cycle and new policies in China; ➃ The medium and long-term growth prospects of the technology sector are supported by the country's high-quality development strategy and the potential for new economic growth engines; ➄ The article suggests focusing on ETFs like the Hong Kong Tech ETF (code 159751) and the KOSPI 100 ETF (code 588220) for investment opportunities.