iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios. Boring is good when it comes to income investing, and that's why I prefer to stick with stocks that don't make the news every day but rather produce robust ...

Core Insights - Amcor Plc (AMCR) is investing in its Nicholasville, KY facility to enhance post-consumer recycled (PCR) packaging production capabilities, addressing diverse customer needs for PCR [1][8] Investment Details - The new system at the facility includes dedicated silos for multiple production lines, allowing precise PCR blending and enabling customers to select PCR content levels up to 100%, showcasing Amcor's manufacturing optimization and commitment to recycled materials [2][8] - Initially aimed at meeting the specific needs of Amcor's spirits customers, the investment will also benefit healthcare, food, and home and personal care segments, aligning with sustainability goals and reinforcing Amcor's commitment to a circular economy [3] Performance Metrics - In fiscal 2024, Amcor's rigid packaging business saw a significant increase of over 50,000 metric tons in PCR polymer purchases compared to the previous year, driven by growing legislation mandating minimum recycled content [4] - For Q3 fiscal 2025, Amcor reported adjusted earnings per share (EPS) of 18 cents, consistent with the Zacks Consensus Estimate and the previous year's figure, while revenues decreased by 2.3% year-over-year to $3.33 billion, missing the consensus estimate of $3.49 billion [5][6] Stock Performance - Over the past year, AMCR shares have increased by 5.1%, outperforming the industry average increase of 2% [7]

Core Viewpoint - Investors in the Containers - Paper and Packaging sector should consider Amcor (AMCR) and Avery Dennison (AVY) for potential value investment opportunities [1] Group 1: Zacks Rank and Earnings Estimates - Amcor has a Zacks Rank of 2 (Buy), indicating strong earnings estimate revision trends, while Avery Dennison has a Zacks Rank of 4 (Sell) [3] - The earnings estimate revision activity for AMCR is more impressive, suggesting a better analyst outlook compared to AVY [3] Group 2: Value Metrics - Amcor's forward P/E ratio is 11.41, significantly lower than Avery Dennison's forward P/E of 18.95 [5] - Amcor has a PEG ratio of 2.29, while Avery Dennison's PEG ratio is 2.90, indicating that AMCR may be more attractive in terms of expected earnings growth [5] - Amcor's P/B ratio is 3.55, compared to Avery Dennison's P/B of 6.52, further highlighting AMCR's relative undervaluation [6] - Based on these valuation metrics, Amcor holds a Value grade of B, while Avery Dennison has a Value grade of C, suggesting that AMCR is the more favorable option for value investors [6]

Core Insights - Amcor has developed a bespoke three-compartment ready meal tray for Cofigeo's new range of single-serve ambient microwaveable meals, aligning with sustainability commitments [1][2] - The tray is designed to meet recycling guidelines and is made from lightweight mono-material polypropylene, suitable for France's recycling infrastructure [1][4] Product Details - The trays will package five distinct recipes from the William Saurin Mon Trio Gourmand range, featuring meat or fish, starchy food, and vegetables, allowing consumers to choose whether to mix the components [3] - The design includes different sized compartments to accommodate various ingredient sizes, textures, and densities while ensuring compatibility with existing filling lines and providing an effective oxygen barrier [4][5] Consumer Feedback - Consumer reaction has been positive, with up to 80% of participants in pre-launch testing indicating they plan to eat directly from the tray, highlighting its practicality [6] - The color and design of the tray have also been well received by consumers [6] Company Background - Amcor is a global leader in packaging solutions, focusing on responsible and sustainable packaging across multiple materials, with a workforce of approximately 70,000 across 140 countries [7]

Group 1 - Amcor is facing challenges in the post-pandemic environment but may have a renewed opportunity for growth following the acquisition of Berry Global [1] - The stock price of Amcor is currently trading below pre-pandemic levels, indicating potential undervaluation [1] Group 2 - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1] - The focus of the analyst's research has included over 1000 companies, which may provide valuable insights for investment considerations [1]

Core Viewpoint - The investment in Amcor PLC (NYSE: AMCR) has resulted in a loss over the past 13 months, indicating a disconnect between market expectations and actual performance [1]. Group 1: Company Analysis - Amcor PLC has been the subject of a small position taken by the analyst, who combines fundamental analysis with momentum research [1]. - The analyst has developed software to track market sentiment, focusing on the levels of optimism and pessimism in stock prices [1]. - The investment strategy aims to identify companies with a higher likelihood of surprising the market in the near future [1]. Group 2: Market Sentiment - The article highlights the importance of challenging market assumptions and exploiting discrepancies between market perceptions and probable outcomes [1].

Core Insights - Amcor has achieved a 16.67% reduction in wall thickness for flexible tubes used by Bulldog, resulting in an annual saving of approximately 8.5 metric tonnes of plastic [2][4] - The collaboration between Amcor and Bulldog focuses on enhancing sustainability through innovative packaging solutions, maintaining product quality and consumer experience [4][6] - The new tube design incorporates over 62% post-consumer recycled (PCR) plastic, further reducing reliance on fossil fuels [5][6] Company Overview - Amcor is a global leader in packaging solutions, providing responsible and sustainable packaging for consumer and healthcare products [7] - The company operates with approximately 70,000 employees across around 140 countries, emphasizing innovation and local access to global brands [7]

Core Insights - Amcor's AmFiber™ Performance Paper has been confirmed as recyclable in Brazil's mixed-paper recycling stream, representing a significant advancement in sustainable packaging innovation [1][2][5] Group 1: Recycling Impact - Brazil's current paper recycling rate is 66.9%, prompting Amcor to investigate the potential for enhancing recyclability by increasing the use of AmFiber™ Performance Paper [2] - The collaboration with independent consultants MAPA S.A. and local recyclers demonstrated that AmFiber™ met essential recyclability standards and performed effectively in the mixed-paper stream [2][3] Group 2: Testing and Validation - A comprehensive study was conducted to assess the paper recycling market in Brazil, including laboratory and machine tests to evaluate the material's behavior during sorting, pulping, and processing [3] - Local recyclers reported no issues with recycling AmFiber™, confirming its compatibility with existing recycling systems [4][5] Group 3: Commitment to Sustainability - Amcor emphasizes its commitment to developing packaging solutions that support a circular economy and reduce environmental impact [5] - The company aims to collaborate with customers by providing evaluated recyclable packaging alternatives [6]

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at notable firms [1] - He is a Professional Engineer and Project Management Professional with degrees in Civil Engineering & Mathematics and a Master's in Engineering focused on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value in investment strategies [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to share insights and strategies [2]

Group 1: Market Overview - Market volatility is prompting retail investors to seek lower-risk opportunities, with traditional safe havens like U.S. Treasury bonds facing challenges [1] - Dividend stocks are highlighted as a potential source of steady passive income during turbulent market conditions [1][2] Group 2: DHT Holdings Inc. - DHT Holdings Inc. has a dividend yield of 5.17% and an annual dividend of $0.60, with a significant annualized 3-year dividend growth of 97.40% [4] - The company reported earnings per share (EPS) of 27 cents, exceeding analyst predictions by 12 cents, and ended the quarter with $277 million in total liquidity [4] - Analysts rate DHT shares as a Buy, with a consensus price target over 14% higher than current levels, despite a year-to-date increase of over 17% [6] Group 3: Sunoco LP - Sunoco LP has a dividend yield of 6.67% and an annual dividend of $3.59, with a dividend payout ratio of 64.68% [8][10] - The company is expanding aggressively, including a $9 billion acquisition of Parkland, expected to enhance cash flow by 10% [9] - All six analysts rate SUN shares as a Buy, with a consensus price target more than 16% above current levels after a nearly 7% year-to-date increase [10] Group 4: Amcor plc - Amcor plc has a dividend yield of 5.60% and an annual dividend of $0.51, with a dividend payout ratio of 91.07% [11] - Despite recent earnings disappointment, analysts remain optimistic, with seven out of eleven rating it a Buy and a consensus price target suggesting over 25% upside potential [13] - The high dividend payout ratio may not be sustainable if profit growth does not improve [14]