The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote thi ...

Core Viewpoint - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Group 1 - Pacifica Yield aims to pursue long-term wealth creation [1] - The strategy includes a focus on undervalued yet high-growth companies [1] - High-dividend tickers, REITs, and green energy firms are also key areas of interest [1]

Group 1: Default and Restructuring - Bondholders are resisting restructuring efforts, indicating a lack of expectation for a state bailout or improvement in the property market, suggesting a potential default may occur [1][4][6] - Avanka has liabilities of 364 billion yuan, which could surpass defaults seen with Evergrande and Country Garden, highlighting that no company is considered "too big to fail" in China [4][5] - The central government is focused on avoiding a systemic banking crisis rather than supporting the property market, which is viewed as "dead money" [5][8] Group 2: Local Government and Economic Impact - Local governments, including Shenzhen Metro, are facing revenue shortages due to a 40-50% decline in land sales, limiting their ability to bail out property companies [8][9] - The property sector's peak contribution to GDP was 31%, and a significant loss in this sector could lead to long-term economic stagnation, as new tech investments may not compensate for the decline [9][10] - Fixed asset investment in property has decreased by 14%, indicating ongoing downturns in the sector [12] Group 3: Property Market Trends - New home prices in China have dropped by 2.1%, with significant declines in tier three cities, while some areas like Shanghai show slight increases [9][11] - Actual property prices are reported to have fallen by 40-80%, contradicting official statistics [10][11] - Production in the property sector has decreased from 1.67 billion square meters in 2019 to approximately 780 million square meters last year, with expectations of further declines before a potential plateau [13]

Group 1 - Duke Energy is one of the largest energy companies in the United States, serving almost 9 million customers in its electric utilities division and an additional 1.7 million customers in its natural gas division [1] - The company is based in North Carolina and plays a significant role in the energy sector [1] Group 2 - The Investment Doctor emphasizes a portfolio consisting of a mixture of dividend and growth stocks, focusing on high-quality ideas in the small-cap space [1] - The investment group European Small Cap Ideas offers exclusive access to actionable research on appealing Europe-focused investment opportunities [1] - Features of the investment group include two model portfolios, weekly updates, educational content, and an active chat room for discussions [1]

Duke Energy ( DUK ) is one of the largest energy companies in the United States. The North Carolina-based company serves almost 9 million customers in its electric utilities division, with an additional 1.7 million customers served by its natural gas division. TheThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group E ...

CHARLOTTE, N.C., Dec. 12, 2025 /PRNewswire/ -- With temperatures expected to plummet across the Southeast early next week, heating systems will be working harder – and using more energy. Piedmont Natural Gas reminds customers of tips, tools and assistance programs that can help them manage seasonal energy bills and stay comfortable. The Low Income Home Energy Assistance Program (LIHEAP) provides assistance to pay for natural gas, electric and other energy sources customers use in their homes. Piedmont says ...

Key Takeaways DUK is investing heavily in renewables and grid upgrades to advance its decarbonization goals.DUK plans $190-$200B over the next decade, with large commitments to clean energy projects.DUK joined a $400M DOE initiative to accelerate SMR deployment using the BWRX-300 design.Duke Energy (DUK) is investing heavily in renewable energy and modernizing its power grid, which strengthens its ability to meet long-term decarbonization goals while supporting new electricity demands. These upgrades make i ...

Customer tools and tips are available to manage energy use and bills as temperatures drop below seasonal norms CHARLOTTE, N.C., Dec. 12, 2025 /PRNewswire/ -- With frigid temperatures forecast to arrive early next week, Duke Energy is committed to helping customers save energy and money as heating systems work harder to combat the cold. By acting now, customers can take more control of their energy use – even as temperatures drop well below freezing. Duke Energy (NYSE: DUK), a Fortune 150 company headquarter ...

Within the context of an increasingly unpredictable market, I am looking to gradually increase my position in defensive stocks with a decent dividend. My strategy is to look for relatively safe investments. I intend to furtherAnalyst’s Disclosure:I/we have a beneficial long position in the shares of DUK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no ...

Core Viewpoint - The focus is on gradually increasing positions in defensive stocks that offer decent dividends in an unpredictable market [1] Group 1 - The strategy involves seeking relatively safe investments to mitigate risks associated with market volatility [1]