1. I discussed NEM's merits as a 'Once in a generation buy' last March; 2. The stock surged by 75% following that article until late October 2024; 3. The stock has recently dropped by over 33%; 4. I discuss why it is worth buying back in now.

1. MicroStrategy is expanding its Bitcoin holdings using innovative financial tools; 2. The company is reducing leverage and increasing optionality through ATM offerings; 3. MSTR plans to increase authorized share counts for future BTC purchases and potential stock splits; 4. The offering of perpetual preferred shares signals market expansion; 5. Despite risks, MSTR's business model and investor interest suggest impressive growth; 6. Convertible bonds and preferred stock in Q1 2025 may drive stock higher with increased BTC yield.

1. PEP and KO are both undervalued; 2. Owning both stocks benefits from complementary operational philosophies; 3. 2025 is expected to be a strong year for these low beta stocks with strong brands.

1. The author downgrades Barings BDC due to increased non-accruals, lower earnings, and weaker dividend coverage; 2. Despite a 10.7% dividend yield and a diversified portfolio, no significant dividend increases are expected; 3. The recent 5% price drop presents an entry point, but concerns remain about future performance due to NAV decline and higher non-accrual rates.

1. The author upgrades SGOV to a 'strong buy' due to its better trade-offs for cash compared to CDs in the current rate environment; 2. SGOV offers stability and liquidity with a forward yield of 5.10%, making it a preferable option over CDs; 3. CDs present reinvestment risks, especially if rates drop significantly, but SGOV mitigates this risk with its flexibility and liquidity.

1. This article highlights five large-cap, relatively safe dividend-paying companies offering significant discounts to their historical norms; 2. The filtering process involved selecting five conservative DGI stocks from over 7,500 companies; 3. The article also presents two other groups of five DGI stocks with yields ranging from moderate to high, up to 8%.

1. The 4-factor dividend growth portfolio is a strategy that utilizes Schwab U.S. Dividend Equity ETF's stock selection process with some minor adjustments. 2. The portfolio is facing its worst start since inception, lagging behind both the S&P 500 and SCHD. 3. Since its inception, the portfolio has achieved a CAGR of 17.69%, outperforming SCHD by 8.52%.

1. Despite positive returns in 2024, ARK Innovation ETF (ARKK) underperformed compared to VOO and QQQ, with high turnover and volatility being key concerns. 2. VOO offers a safer investment with low turnover, and QQQ provides a balanced risk-reward profile with less volatility than ARKK. 3. ARKK's focus on disruptive innovation and speculative bets on Bitcoin proxy plays and genomics remains high-risk; the author prefers VOO, high-quality businesses, and Bitcoin for 2025.

1. The S&P 500 is expected to rise by 5.6% to 6,241 in 2025, with a significant portion of respondents (54%) predicting a 10% increase to 6,500. 2. The technology sector is seen as the clear winner, driven by trends like AI and quantum computing. 3. Risks include inflation, trade policy, and disruptive economic policies.

1. Both Brookfield Corporation and Brookfield Asset Management have delivered outstanding returns since the last bullish article; 2. The article focuses on how BN and BAM earn money and the implications going forward; 3. Expected growth in Private Funds and BWS Capital should be favorable for BN due to the fee structure of BAM and spread earnings potential for BN; 4. The analyst downgrades BAM from 'buy' to 'hold' and BN from 'strong buy' to 'buy'.

1. PayPal's stock has surged 31.8% since March 2024, outperforming the S&P 500's 15% gain, yet remains attractively priced; 2. It has seen strong financial performance with Q3 revenue up 5.8%, record transactions, and improved active accounts, though it has seen a slight dip in net profits; 3. PayPal's innovative features and strategic partnerships bolster its economic moat.

1. The author visualizes their portfolio as a galley ship with rowers (steady compounders) and sails (high-yielding securities) for balanced growth and income. 2. In 2025, the author's goal is to focus on rowers to enhance dividend growth, using Schwab US Dividend Equity ETF (SCHD) as a primary vehicle. 3. The author has sold high-risk stocks and reinvested in higher-yielding, safer options, but now the portfolio is too weighted towards immediate income. 4. The author's buy list includes high-quality rowers like ADC, AMT, and NEE to boost overall dividend growth.

1. The outlook for U.S. stocks in 2025 is positive due to expected interest rate cuts and stable unemployment, which should boost equity prices. 2. President-elect Trump's tax cuts and deregulation plans are expected to further stimulate equity prices, although tariffs may pose inflationary risks. 3. The author recommends 10 stocks for 2025, which outperformed the S&P 500 in 2024, including Alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, Occidental Petroleum, Uber Technologies, and Vanguard S&P 500 ETF.

1. An upcoming $120 million SARs expense is expected to significantly miss EPS, which is not accounted for by Wall Street analysts. 2. The stock's high price does not necessarily mean it is overvalued, and investors focused on P/S ratios may have missed Palantir's remarkable gains. 3. The author's current fair intrinsic value for the business is $55 per share, implying a -32% downside, but it is undervalued using market implied discount rates. 4. The author maintains a hold rating for Palantir, as the business remains robust despite the anticipated negative Q4 catalyst and current overvaluation.

1. The author discusses the strategy of buying on the way down and slowly increasing position size, with Paramount Resources being a rare exception. 2. The combination of the company's net cash on the balance sheet and incorrect option premiums created a unique opportunity. 3. The author mentions the focus on capital preservation and the search for real yields to reduce portfolio volatility.

1. Palantir Technologies Inc. is currently trading at a 65x sales valuation, making it one of the most overvalued stocks among growth peers. 2. Despite strong revenue growth and GAAP profitability, the stock's valuation is unsustainable even under optimistic growth scenarios. 3. The current valuation offers a highly asymmetric return profile to the downside, warranting a 'strong sell' rating.

1. I shifted from recommending Altria as a sell to a strong buy due to the company's unexpected resilience and competitive positioning; 2. The market has not fully priced in Altria's future revenue and earnings potential; 3. I am confident that Altria's top-line erosion can be curtailed and will turn positive by mid-next year.

➀ Micron reports revenue and EPS in line with expectations but provides weak guidance; ➁ AI-driven memory demand surges, while consumer memory struggles; ➂ Market concerns over Micron's stock due to the imbalance between AI and consumer memory growth.

1. The S&P 500 is overvalued and expected to see a near 'round trip' in 2025; 2. The Nasdaq 100 is a better index than the S&P 500, with historical outperformance; 3. Prediction involves analyzing different scenarios, not being stubborn; 4. Reacting to scenarios is crucial for risk management and seeking excellent performance.

1. Applied Materials (AMAT) has seen a -36% decline in stock price in less than six months; 2. The author suggests a strategy of buying cyclical stocks like AMAT after a 50%-65% decline; 3. The author believes AMAT is a strong candidate for cyclical investing during downturns due to historical price patterns.