1. South Bow Corporation, spun off from TC Energy, offers a 9% yield and focuses on connecting Canada's crude oil supply to high-demand U.S. markets. 2. Despite a current unsustainable 125% payout ratio, the company aims to reduce leverage and grow dividends through strategic investments. 3. South Bow's mission-critical assets and growth plans make it a compelling long-term play, with potential outperformance compared to many high-yield stocks.

1. Stock trading patterns can be reliable until they aren't; 2. The Fed's focus on jobs over inflation suggests rate cuts in 2024 and 2025; 3. Look for investment opportunities in consumer discretionary, aviation parts, and small-cap biotech sectors.

1. Veolia offers a 15% annualized RoR, focusing on stable, government-oriented sectors like waste, water, and energy. 2. The company has shown impressive 1H24 results, confirming its 2024-2027E perspectives. 3. Veolia is undervalued with a 15.22x P/E and a 4.1% yield, offering potential for significant upside through multiple expansions and strategic M&As.

➀ Mexico's GDP in 2023 was $1.79 trillion, making it the 15th largest economy globally. Due to trade barriers, the U.S. is strengthening the return of manufacturing and offshoring, making Mexico the largest trade import country for the U.S. Mexico has become a core part of the U.S. supply chain and is a member of the USMCA due to factors such as geography, labor costs, and intellectual property protection. The influx of companies building factories in Mexico is significantly driven by U.S. market and customer orders. Tesla's construction of its fifth super factory in Mexico is a major booster of the current Chinese manufacturing investment in Mexico trend. ➁ Mexico City, the capital, contributes $369 billion to the national GDP and is the political, economic, cultural, and transportation center of the country. ➂ Monterrey, the third-largest city in Mexico, is an important industrial and commercial center with many multinational corporations. Chihuahua State, located in northwestern Mexico, is the largest state in the country and a major commercial and industrial hub with convenient transportation infrastructure.

1. Whirlpool offers a 6.5% yield with a potential 24% CAGR through 2026; 2. The company is expected to recover 67% EPS by 2029, driven by economic growth, tax cuts, and AI economic boosts; 3. Despite cyclical industry and high volatility, Whirlpool's strong dividend history and improving balance sheet provide confidence.

1. Lithium Americas stock is rated 'Buy' with a 24-36 month horizon due to oversold levels and the potential of Thacker Pass asset. 2. Macroeconomic headwinds are easing, and global interest rate cuts are expected to boost EV sector growth and lithium demand. 3. Thacker Pass is poised for significant cash flow with fully financed capex and strong offtake agreements, setting up LAC for a substantial rally. 4. The potential completion of financing from the U.S. DOE and General Motors by December 2024 is a major stock upside trigger.

1. Rithm Capital's stock dropped 5% after a secondary offering, presenting a buying opportunity due to strong dividend metrics and business growth. 2. The central bank's recent interest rate cut supports investing in Rithm Capital, which benefits from a diversified mortgage investment portfolio. 3. Despite the stock dilution, RITM's 9% dividend yield and 9% discount to book value make it a compelling investment for passive income investors.

1. Micron's earnings report alleviated concerns over oversupply; 2. The AI growth trend may sustain Micron's current upcycle; 3. Micron is focusing on higher-value segments to boost profitability; 4. Despite potential oversupply risks, Micron's bullish thesis remains sustainable; 5. Investors should consider buying into Micron's recent recovery.

1. The PIMCO Dynamic Income Opportunities Fund (PDO) is poised to benefit from Federal Reserve rate cuts, especially with the Fed cutting faster than expected. 2. The fund has significant investments in high-yield credit and non-agency mortgages, offering a lower premium to NAV compared to its larger counterpart, PDI. 3. Risks include potential credit risk increases if U.S. economic growth slows, but PDO remains attractive due to its lower NAV premium and NAV growth potential in a lower-rate world.

1. The Federal Reserve cut interest rates for the first time in four years, signaling confidence in low inflation; 2. Homebuilders, Tech, and Financials are set to benefit from the rate cut; 3. The market typically falls after the first rate cut, but history suggests a rally follows, presenting a buying opportunity; 4. SA Quant has identified five top-rated stocks with positive factor grades to capitalize on the reduced rate environment.

1. Micron has seen a significant sell-off despite improved operating results. 2. Historical analysis indicates the stock has room to run. 3. With the memory cycle upswing driven by increasing HBM sales, Micron is a strong buy.