1. Caledonia Mining Corporation Plc maintains a Buy rating due to consistent gold production, promising project developments, and positive outlook amid rising gold prices. 2. The company's Blanket Mine exceeded production expectations, while the Bilboes Sulphide Project and Motapa exploration show strong potential for future growth. 3. Despite higher operating costs, Caledonia's financial health remains robust, supported by a favorable Altman Z-Score and ongoing dividend payments. Investors should consider buying on dips as long as the rising price per ounce creates positive sentiment towards Caledonia stock.

1. The S&P 500 is considered expensive and concentrated, posing risks; 2. The author plans to allocate new funds into dividend growers with a strong track record in challenging markets; 3. The author presents five preferred dividend companies for investment.

1. Despite recent market volatility, the author remains bullish on the intermediate and long-term outlook due to potential positive catalysts like Fed easing and fiscal stimulus. 2. Current extreme fear in the market suggests a potential buying opportunity rather than a reason to sell. 3. Economic resilience and potential Fed rate cuts could offset recession fears, with valuations appearing reasonable, especially in tech and small-cap stocks.

1. Despite a 5% pullback from its all-time high, the S&P 500 remains up 1.2% this year, yet investor sentiment has plummeted. 2. The CNN Fear & Greed Index has plunged into Extreme Fear territory, and the percentage of bears has risen to a multi-year high. 3. Economic indicators show signs of strain with disappointing retail sales, a contracting service sector PMI, and a significant increase in the trade deficit.

1. Investors will be busy next week with a wealth of data, with the highlight being Friday's jobs report for February. 2. Companies reporting quarterly earnings include CrowdStrike, Broadcom, Target, Costco Wholesale, and Kroger. 3. The market is looking tired, and a decent-sized correction is expected, with tech being hit the hardest. 4. The only ones that appear to be bottoming are Tesla and AMD, but even their support levels could be pushed lower.

1. SCHD is a 'Strong buy' due to its balanced dividend yield and growth; 2. Growth stocks face challenges from peak optimism, geopolitical risks, and inflation; 3. SCHD's main competitors, VIG and VYM, have less defensive sector exposure and weaker dividend scores.

1. Understanding 'buying the dip' is crucial to avoid significant losses; 2. Focus on fundamentals and long-term growth over short-term price drops; 3. Timing the market is challenging, so prioritize a disciplined investment strategy.

1. It is possible to retire on a $1 million REIT portfolio; 2. Focus on blue-chip income REITs and preferred shares; 3. A hypothetical case is presented for a REIT portfolio.

1. In October, the author recommended a 'long Bitcoin, short MicroStrategy' trade due to MSTR's high NAV premium and reduced borrowing capacity. 2. Since then, Bitcoin has increased by 21%, while MSTR has mostly been flat, validating the trade idea. 3. However, MSTR's NAV premium has significantly shrunk, and the company's recent convertible issuance indicates a strong interest in zero-cost convertible bonds, suggesting it's time to close the trade.

1. Amplitude's stock fell slightly after its Q4 earnings report, creating a good buying opportunity. 2. The company expects revenue acceleration in FY25 due to improving retention and churn trends in a still-choppy macro environment. 3. The company's push upmarket is helping to drive strong ARR growth with a path to further expansion.

1. The author has been bullish for over two years, expecting a soft economic landing and a neutral Fed rate. 2. Consumer sentiment has dropped due to fears of tariffs and inflation. 3. The S&P Global's PMI indicates a sharp decline in service sector activity, suggesting GDP growth of just 0.6% for February.

1. SMCI faces a February 25 deadline with a 80% chance of timely filing; 2. Put prices surged 30%, call prices dropped 20%, and max pain sits at $45; 3. Large investors were active above $59, but the lack of buying below $56 suggests caution and potential downside risk.

1. SoFi's stock price fell 18% post-4Q24 results despite double beat in revenue and EPS; 2. CEO Anthony Noto upgraded 2026 guidance during BofA conference; 3. Estimated EPS for 2026 is $0.76 based on upgraded guidance.

1. Palantir's stock experienced significant volatility due to defense budget cuts and CEO Alex Karp's new trading plan; 2. Despite strong revenue growth, Palantir's valuation is seen as irrationally high, leading to a downgrade to 'Strong Sell'; 3. The company's valuation is based on unrealistic revenue growth and profitability expectations, and the recent rally is likely driven by speculative frenzy and passive buying.

1. Maintain a neutral rating on BHP Group due to balanced risk-reward and preference for Rio Tinto's cheaper valuation and organic growth. 2. BHP's H1 2025 results showed a $2 billion sales decline, an 11% drop in EBITDA, and unchanged production guidance. 3. BHP's net debt expected to rise to $15 billion, dividend payout trimmed by 50% due to CAPEX plans and settlement costs.

1. Self-made millionaires build wealth through disciplined, consistent investing; 2. Focus on dividend growth stocks, avoid single-stock risks, and live below one's means to reinvest; 3. Invest in wide-moat companies with strong fundamentals, aiming for income and long-term gains without timing the market.

1. Super Micro Computer's stock fell 30% before a strong rally following weak 2Q earnings; 2. Management confident in timely completion of filings without major issues; 3. Company projects strong FY2026 outlook with $40 billion revenue target, driven by NVIDIA's Blackwell, but credibility issues remain a concern.

1. The Schwab U.S. Dividend Equity ETF offers a mix of dividend income and growth but has limited dividend income potential. 2. The article demonstrates how to build a $100,000 dividend portfolio using SCHD as a core holding with 15 high-dividend yield companies. 3. The portfolio offers a higher income generation capacity with a Weighted Average Dividend Yield of 6.37% compared to SCHD's 3.56%. 4. The selected companies have attractive valuations with a Weighted P/E [FWD] Ratio of 14.62, lower than the S&P 500's 20.95.

1. The 4% rule may be outdated due to current inflation and market conditions, making income stocks more relevant; 2. Highlight two quality players offering well-covered dividends and strong business models; 3. Both companies have strong balance sheets and could potentially be rewarding for long-term income and growth.

1. Evidence suggests that the average annual return from stocks over the next 10 years will be very low, prompting an investor shift from buy-and-hold to market timing. 2. Graphs show a high correlation between the Shiller CAPE PE ratio and 10 year market returns; the current ratio of 38 suggests a near-zero price gain in the S&P by 2035. 3. A mixed strategy of 35% buy-and-hold and 35% market timing is proposed, focusing on outperforming stocks and sentiment-based timing.