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How This $14 Million Bond ETF Position Signals a Clear Risk-Off Move in Late 2025
The Motley Fool· 2026-01-05 20:34
This diversified advisor has made a bond ETF one of its largest positions.On November 14, New Hampshire-based Northeast Planning Associates disclosed a buy of 120,572 shares of the VictoryShares Core Intermediate Bond ETF (UITB +0.17%), increasing its position by approximately $5.80 million.What HappenedAccording to an SEC filing dated November 14, Northeast Planning Associates increased its stake in VictoryShares Core Intermediate Bond ETF (UITB +0.17%) by 120,572 shares. The end-of-quarter position totale ...
Omnicell Executive Trims Holdings in $244,000 Sale as Stock Trades Near 2025 Highs
The Motley Fool· 2026-01-05 20:33
The stock has rallied significantly from its 52-week low of $22.66 in May.Corey J Manley, EVP & Chief Legal/Admin Officer at Omnicell (OMCL +4.01%), executed an open-market sale of 6,106 shares for $243,629.40 on Dec. 3, 2025, as reported in the SEC Form 4 filing.Transaction summaryMetricValueShares sold (direct)6,106Transaction value$243,629Post-transaction shares (direct)98,282Post-transaction value (direct ownership)$3,978,455Transaction value based on SEC Form 4 reported price ($39.90); post-transaction ...
This Energy Stock Pays a 5.8% Dividend (And It's Safe)
The Motley Fool· 2026-01-05 20:30
Core Insights - Enbridge has a long history of paying a sustainable dividend, with a current yield of 5.8%, significantly higher than the S&P 500's yield of around 1.1% [1][3] - The company has announced a 3% increase in its dividend for 2026, marking its 31st consecutive year of dividend raises [3] - Enbridge generates stable cash flow, with approximately 98% coming from cost-of-service agreements or long-term, fixed-fee contracts, achieving its annual financial guidance for 19 consecutive years [4] Financial Metrics - Enbridge's market capitalization is $105 billion, with a current stock price of $46.60 [5][6] - The company pays out 60%-70% of its stable cash flow in dividends, allowing it to retain billions annually, and maintains a strong investment-grade balance sheet with a leverage ratio of 4.5-5.0 times [6] - Enbridge expects to grow its cash flow per share at a 3% compound annual rate through 2026 and approximately 5% thereafter, supporting future dividend increases of up to 5% post-2026 [7][8] Growth Prospects - Enbridge has a multi-billion-dollar backlog of organic expansion projects under construction, providing significant visibility into future growth prospects [7] - The combination of stable cash flows, conservative financial metrics, and visible growth prospects underpins the sustainability of its high-yielding dividend, making it an attractive option for passive income seekers [8]
Why Intel Stock Initially Surged Today but Has Given Up Most of Its Gains
The Motley Fool· 2026-01-05 20:23
Could recent developments in Venezuela be significant for Intel?Intel (INTC 0.04%) stock rocketed higher early in Monday's trading, but it has since given up nearly all of those gains. The company's share price was flat as of 3:20 p.m. ET. Meanwhile, the S&P 500 and the Nasdaq Composite were both up 0.6%. Intel stock had been up as much as 6.9% earlier in the day's trading. Intel stock initially posted big gains on geopolitical newsOver the weekend, U.S. military forces carried out an operation to remove V ...
Here's Why Shares in Lockheed Martin Popped Higher Today
The Motley Fool· 2026-01-05 20:06
Recent events in Venezuela are seen as positive for defense stocks.Shares in the world's leading defense contractor, Lockheed Martin (LMT +2.44%), rose 3.5% on the opening of trading as the market rushed to buy into defense stocks in the wake of recent events in Venezuela. It's an understandable reaction to a ratcheting of geopolitical tensions and the creation of political uncertainty. A short-term impactEquating geopolitical upheaval with a more promising outlook for defense stocks makes sense, however un ...
A $24 Million Bond ETF Stake Shows Where One Portfolio Is Hiding From Volatility
The Motley Fool· 2026-01-05 19:46
In a portfolio packed with volatility hedges and tactical trades, this quiet bond move says more about risk management than return chasing.Texas-based Coppell Advisory Solutions increased its stake in the First Trust Enhanced Short Maturity ETF (FTSM +0.01%) by 103,077 shares, contributing to a net position change of $6.21 million, according to a November 13 SEC filing.What HappenedCoppell Advisory Solutions disclosed in a November 13 SEC filing that it increased its position in the First Trust Enhanced Sho ...
This Beautiful AI Stock Made Me Do a Double-Take
The Motley Fool· 2026-01-05 17:06
This company is taking a novel approach toward applying the latest technology to a key consumer business.Thousands of stocks fly under most investors' radars, but that doesn't mean all of them are worthy of your attention. In an attempt to make it easier to narrow down the huge universe of stocks to find the most interesting prospects, the Voyager Portfolio uses some sophisticated tools to screen through available candidates. Although the first company included in the portfolio is fairly large, it's likely ...
The Next Phase of the AI Boom Could Be Even Bigger for Nvidia
The Motley Fool· 2026-01-05 11:15
Core Viewpoint - Nvidia is positioned for significant growth in the upcoming years, particularly in 2026, driven by strong demand for its products and strategic adjustments in production capacity [1]. Group 1: Financial Performance - Nvidia generated a total revenue of $57 billion, with $51.2 billion coming from data center GPUs, indicating the dominance of this segment in its overall performance [3]. - The gaming division contributed $4.3 billion in revenue during Q3, highlighting its importance, although production capacity is being reduced to prioritize more profitable data center GPUs [6]. Group 2: Production Capacity and Demand - Nvidia is currently "sold out" of cloud GPUs, reflecting unprecedented demand and prompting the company to expand production capacity [3][4]. - The company is pushing suppliers to increase chip production and is making capacity adjustments across other product lines to meet demand [4][7]. Group 3: Market Opportunities - Nvidia is set to regain access to the Chinese market for its H20 chips, which could generate approximately $8 billion in revenue, albeit with a 25% fee that may affect pricing strategies [10][11]. - The upcoming launch of Nvidia's next-generation architecture, Rubin, is expected to enhance performance and drive further growth, particularly with the transition to 800-volt power systems [12]. Group 4: Industry Outlook - Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion by 2030, a significant increase from around $600 billion in 2025, which could lead to substantial growth for Nvidia [13]. - The strategic moves being made by Nvidia, including returning to China and increasing production capacity, are expected to maximize sales and potentially lead to a record year in 2026 [14].
My 2 Favorite Dividend Stocks to Buy Right Now
The Motley Fool· 2026-01-05 11:05
Realty Income and Energy Transfer are reliable income plays in this wobbly market.Many dividend stocks slumped in 2022 and 2023 as rising interest rates drove investors toward higher-yielding CDs, bonds, and T-bills. However, the Federal Reserve reduced its benchmark rates six times in 2024 and 2025 as inflation cooled off.As those rates declined, high-yield stocks became more appealing again. Let's take a closer look at two of my personal favorites -- Realty Income (O +1.67%) and Energy Transfer (ET +0.61% ...
Nearly 65% of Warren Buffett's Portfolio Is Invested in These 5 Stocks as 2026 Begins
The Motley Fool· 2026-01-05 09:44
Buffett's favorite stocks remain Berkshire's biggest holdings even after he passed the torch to his successor.Is it accurate to still refer to the stocks owned by Berkshire Hathaway (BRK.A 1.42%) (BRK.B 1.24%) as Warren Buffett's portfolio? I think so, even though the legendary investor no longer serves as the conglomerate's CEO.For one thing, every stock currently held by Berkshire was bought under Buffett's leadership, even if he didn't personally make the call to buy the stock. Also, Buffett remains chai ...