1. The author highlights two under-the-radar dividend stocks offering income, growth, and secular tailwinds; 2. Both stocks are undervalued and align with long-term macro views, yet remain unknown to most investors; 3. The stocks are on the author's watchlist, considered compelling buys despite not being in their current portfolio.
Recent #Value Stocks news in the semiconductor industry
1. The broad market has recovered from recent losses and reached a new all-time high, as measured by the S&P 500 Equal Weight Index. 2. The market-cap-based S&P 500 Index is not at an all-time high due to a rotation into value stocks. 3. Nvidia's upcoming earnings report is highly anticipated, but the stock's significant rise ahead of the report could lead to profit-taking if the results are not exceptionally positive.