1. PayPal's growth has slowed, but strong free cash flow and improving EBITDA margins support a BUY rating; 2. Consensus estimates see PayPal as a mature company with steady growth and good margins; 3. Valuation appears low at 0.8x PEG ratio, with a target of 1x PEG leading to a YE25 price target of $121.

1. The article discusses the choice between high yield with weak income growth and low yield with strong income growth when investing for income. 2. It highlights two high-quality dividend picks that have not shown any income growth despite healthy financials. 3. The author expresses optimism about one of the picks experiencing dividend growth in the future.

1. Seven Dividend Aristocrats are currently trading at 52-week lows; 2. They have strong fundamentals with a 2.1% yield and A-credit ratings; 3. Historically, these stocks have outperformed the S&P 500 with lower volatility, offering consistent returns and robust income growth.

1. Google's search traffic and ad revenue continue to grow steadily, showing no signs of slowdown or cannibalization from its AI Overviews. 2. Google, not the first mover in AI, has the potential to regain its leadership in AI innovation with the help of quantum chip Willow. 3. Concerns over antitrust cases are overdone, and the likelihood of Chrome being divested is low. 4. Google is undervalued at 21.5x FY25 P/E compared to the 5Y average of 27.3x, with a price target of $259 implying a 35% upside.

1. I am downgrading SoFi to Sell due to its recent stock repricing and the complexity of its investment case despite its recent strong performance. 2. SoFi excels in tech-first banking but risks cannibalizing its advantage by enhancing legacy banks' tech infrastructure, complicating its long-term thesis. 3. The company's lending segment faces slowing growth and high default rates, while lacking high-margin private banking services.

1. Despite ongoing losses and moderating growth, UiPath's share price has trended higher recently; 2. The company's modest valuation, large cash balance, positive cash flows, share repurchases, and improving margins support its performance; 3. UiPath's inability to capitalize on generative AI opportunities and the rapid progress in AI coding pose a significant risk.

1. Warren Buffett's Berkshire Hathaway increased its stake in Occidental Petroleum to over 28% in December; 2. The company is focused on deleveraging its balance sheet and maintaining high free cash flow profitability; 3. Occidental Petroleum's valuation is attractive with a forward P/E ratio of 12.5X, offering up to 20% upside potential based on FY 2026 earnings estimates.

1. Lululemon's stock has surged 27% since the last 'buy' rating, but now appears fully priced, prompting a 'Hold' rating with a $403 target. 2. The Americas business shows signs of bottoming, with improved sales trends and positive momentum in Canada, while international markets continue to accelerate. 3. Profitability has expanded with strong operational discipline, but unknown factors like tariffs and rising yields could impact consumer demand and Lululemon's growth plans.

1. High-yield, high-growth stocks are generally attractive, but the dynamic high-yield, high-growth segment of the market has recently faced significant challenges; 2. The author discusses how they are navigating these turbulent waters; 3. The article encourages readers to join High Yield Investor for exclusive portfolio access and educational content.

1. Warren Buffett has been purchasing Occidental Petroleum shares for years; 2. The stock has a significant discount to Buffett's average cost; 3. Occidental Petroleum has high profitability and commendable growth rates.

1. Global markets are influenced by geopolitical tensions, inflation, and the 2024 U.S. presidential election. 2. A data-driven strategy focusing on growth, value, profitability, earnings revisions, and momentum is recommended for 2025. 3. Seeking Alpha's 2024 Top 10 Stocks portfolio has outperformed the S&P 500 by 125%.

1. Penguin Solutions, Inc. (PENG) reported strong Q1 2025 earnings, boosting its stock by over 15% and proving skeptics wrong. 2. The company focuses on AI infrastructure and large-scale data center clusters, positioning itself well for future AI adoption. 3. Despite expected revenue growth moderation in H2 2025, the company is likely to exceed Q2 2025 revenue estimates, supporting a 15x EPS valuation.

1. Lockheed Martin provides reliable and growing dividends with a 22-year streak and a current yield of 2.83%, making it an ideal choice for dividend growth investors. 2. The company has a strong capital allocation strategy, including significant share buybacks, resulting in a shareholder yield of 5.25%. 3. Lockheed Martin's robust balance sheet and stable cash flows from government contracts ensure financial stability and consistent shareholder rewards.

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. Devon Energy is rated a BUY due to its counter-cyclical investment opportunity and significant free cash flow growth from the Grayson Mill acquisition. 2. The market has overlooked the GM acquisition on the eve of the first full quarter operating under DVN. 3. The addition of this high oil cut producer will add $200 million in FCF in Q4 despite the commodity weakness.

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. AI and advanced computing developments are bringing energy infrastructure companies into focus, with Argan experiencing significant share price growth; 2. Despite the sector's promising future, the rapid rise in Argan's shares raises concerns about market over-valuation; 3. The author initiates a 'Hold' rating on Argan, suggesting it may be moving beyond its intrinsic value.

1. Hershey's stock experienced volatility due to takeover speculation, but has resumed its downtrend driven by contracting sales and higher margins. 2. Despite headwinds, Hershey remains a leading confectionary brand with a solid revenue stream and a forward dividend yield of 3.24%. 3. Its current problems could be temporary or can be fixed, and the author rates Hershey a 'buy' near potential support at $160-162.

1. Despite recent underperformance, Alibaba's low valuation and strong cash position make it attractive; 2. China's 4.5% GDP growth and stimulus efforts support recovery; 3. Alibaba's stock chart shows signs of stabilization, and buying call options is attractive due to low implied volatility.

1. Celsius Holdings' stock plummeted from $96 to $26 due to a shock growth halt, primarily caused by PepsiCo's inventory optimization. 2. Q3 saw a 31% revenue drop, with gross margins at 46% and operating margins turning negative, highlighting the impact of PepsiCo's changes. 3. The future outlook hinges on aligning sell-in and sell-out, market recovery, and successful international expansion; 2025 should see improved performance if these align.