1. Enbridge's fixed rate perpetual preferred shares are a 'hold' due to their lower yields compared to resettable preferred shares and common stock. 2. Enbridge's distributable cash flow is strong, covering preferred dividends with less than 4% of DCF, ensuring dividend security for preferred shareholders. 3. Series A preferred shares, yielding approximately 6%, are less attractive than common stock and Series 3 preferred shares, which offer higher returns.

1. Monthly payers like DIA, JEPI, JEPQ, and SPHY provide consistent income; 2. DIA offers exposure to the Dow Jones Industrial Average; 3. JEPI and JEPQ generate premium income through options strategies; 4. SPHY focuses on high-yield bonds with nearly 2,000 holdings.

1. The ClearBridge Small Cap Growth Strategy underperformed its benchmark in the third quarter due to underexposure to strong sectors in the benchmark and challenges in consumer staples and discretionary names. 2. The strategy saw strong contributions from financials and software businesses. 3. The portfolio added four new investments: OneStream, Abercrombie & Fitch, Wintrust Financial, and FTAI Aviation. 4. The strategy remains committed to identifying companies with growth opportunities and attractive returns.

1. The developer of the iconic 'Dakota' New York City apartment building moved ahead of obvious and immediate need, and so did other visionaries. Critics were quick to point out their actions, but in the end, the visionaries prevailed. The same is expected to happen with AI and Broadcom. Broadcom is helping large cloud 'hyperscalers' prepare for the future of AI, even beyond current needs. It is believed that AVGO, like other forward-thinking companies, will ultimately succeed. 2. The author, Marc Gerstein, discusses his investment philosophy and career, emphasizing the importance of human intelligence in investment decisions and the limitations of quantitative analysis. 3. The article draws a parallel between the visionary approach of the 'Dakota' developer and Broadcom's strategy in the AI space, suggesting that Broadcom's forward-thinking approach will pay off.

1. High-yield infrastructure stocks are a favorite investment sector; 2. Lessons learned from winners and losers in the sector; 3. Importance of strong and sustainable dividend growth and total return outperformance.

1. Palantir's stock has surged 77% since the 'Strong Buy' recommendation, but its current valuation at 33x sales looks extended. 2. Despite strong financial and operational performance, the stock's price is well ahead of underlying financial results. 3. The stock is downgraded to 'Buy' from 'Strong Buy' due to the extended multiple. 4. Selling put options on PLTR is recommended to balance risk and reward, offering a 12% annualized yield and potential stock assignment at a significant discount.

1. High-yield stocks have surged recently due to the market's anticipation of the Fed's pivot to rate cuts. 2. The article discusses the impact of recent bad news on the high-yield sector and identifies which parts of the space may benefit. 3. The author shares their overall portfolio positioning in response to the market changes.

1. Advocate for holding a few years' worth of cash equivalents to avoid dipping into stocks in retirement; 2. Present a diversified portfolio of 15 stocks and ETFs suitable for a $150,000 lump sum investment; 3. Focus on minimal monitoring and high likelihood of long-term growth with dividends as a bonus.

1. Alibaba's stock has surged almost 60% since the author's buy recommendation in February; 2. The recent Keynesian economic stimulus measures have triggered a significant market squeeze; 3. The options market indicates a Gamma squeeze, suggesting the rally may be nearing an end.

1. Despite strong Q2 FY2024 results and business expansion, Palantir is downgraded to 'Sell' due to mismatched valuation and projected EPS numbers. 2. Revenue and profitability have surged, but the stock's price is unjustified. 3. The stock is overvalued, trading higher than its 2021 peak with lower forward earnings.

1. Peter Lynch's investment strategy emphasizes undervalued, high-quality stocks with growth potential; 2. The article introduces two picks, one BDC and one equity REIT, that meet these criteria; 3. These picks are also suitable for high-income-seeking portfolios.

1. Costco is experiencing a pullback post-earnings, triggering a buy on weakness signal; 2. Long-term charts show consistent pullbacks in COST, an uptrend stock outperforming the market; 3. Despite weak growth and valuation, strong profitability, momentum, and revisions suggest a bounce to new highs.

1. Petrobras' dividend payments have significantly declined, raising investor concerns; 2. The company's strategic plan to invest billions in exploration and refining raises concerns about the sustainability of its dividend payments; 3. Despite a net loss in Q2 due to non-recurring events, Petrobras' cash generation remains robust, supporting its investment and dividend plans.

1. Rolling over a 401(k) into a self-directed IRA provides flexibility for dividend-paying assets; 2. Setting clear income goals aids in constructing a retirement portfolio; 3. A diversified portfolio with high-yield and growth stocks achieves required yield and long-term growth.

1. Tesla faces significant catalysts this month, including the robotaxi event on October 10, 2024, and Q3 earnings release shortly after; 2. The robotaxi event could shift investor focus to Tesla's autonomous vehicle potential, offering a new revenue stream and boosting the investment narrative; 3. Despite slowing EV growth and increased competition, Tesla's high gross margins and potential in the autonomous vehicle market remain strong.

1. Correctly identified Micron Technology's short-term Sell signal and long-term Buy signal; 2. Recent earnings confirm the long-term Buy outlook; 3. Weekly chart shows a switch from a Sell to a Buy signal, with a bullish double bottom formation; 4. Short-term price drop due to day traders filling the gap from panic buying, but no expectation of retesting the bottom; 5. Company on Model Portfolio Watchlist with a low SID score, anticipating a 32% move up.

1. Dividend stocks have been rising recently; 2. The Federal Reserve's recent interest rate cut and inflation moderation; 3. Concerns about the sustainability of the dividend stock rally and portfolio positioning.

1. The stock market appears richly valued, with REITs and utilities outperforming tech stocks since the June CPI report, reflecting a defensive, yield-oriented investor shift. 2. The author plans to allocate dividends to the iShares 0-3 Month Treasury ETF for stability and also buy 8 dividend stocks, including a brand-new position. 3. The dividend growth projection involves analyzing management's earnings growth expectations, payout ratios, historical dividend growth, and potential obstacles.

1. Amgen's dividend growth is strong with a 2.8% yield and consistent hikes since 2011, providing reliable income and a healthy payout ratio; 2. A robust R&D pipeline in obesity, cardiovascular, and oncology, along with strong financials, positions Amgen for long-term growth and stability; 3. Despite underperforming the S&P 500, Amgen's focus on high-growth areas and promising new drugs offers a compelling growth narrative; 4. Trading at a reasonable valuation, Amgen's combination of consistent dividend growth and promising R&D developments makes it a worthy pick for conservative investors.

1. The author's investment focus has shifted to income generation, highlighting Ellington Financial's 12% yield despite a recent dividend cut. 2. EFC's dividend reduction and missed earnings expectations lead to a downgrade to Hold. 3. The real estate sector shows signs of recovery with rate cuts, but EFC's future performance depends on economic stability and effective hedging.