Carrefour: A Defensive Income Play For 2026

Core Insights - Defensive stocks like Carrefour SA are currently not attracting investor interest as markets are trading near all-time highs [1] Group 1: Market Context - The current market environment is characterized by high trading levels, which typically leads to a lack of focus on defensive stocks [1] Group 2: Investment Approach - The investment strategy discussed includes a focus on fundamental long-term perspectives, with a history of investing in REITs, preferred stocks, and high-yield bonds since 2011 [1] - The approach also incorporates combining long stock positions with covered calls and cash secured puts [1]