Core Viewpoint - The article highlights the importance of dividend-paying stocks as a strategy for investors to enhance returns amid macroeconomic uncertainties, featuring three specific stocks recommended by top Wall Street analysts. Group 1: McDonald's (MCD) - McDonald's offers a quarterly dividend of $1.77 per share, resulting in an annualized dividend of $7.08 per share and a dividend yield of 2.4% [3] - The company has increased its annual dividend for 49 consecutive years, positioning itself to become a dividend king [3] - Jefferies analyst Andy Barish has reiterated a buy rating on McDonald's with a price target of $360, citing near-term acceleration in U.S. same-store sales and medium-term unit growth as key drivers [4][5] - Barish also noted improved international same-store sales, benefiting from McDonald's value proposition and competitive advantages in size, scale, and advertising [5][6] - The analyst expects global unit growth to accelerate to 4% to 5% and highlighted the company's strong free cash flow generation to support dividends and share repurchases [6] Group 2: EPR Properties (EPR) - EPR Properties, a REIT focused on experiential properties, recently increased its monthly dividend by 3.5% to $0.295 per share, resulting in an annualized dividend of $3.54 per share and a dividend yield of 6.2% [8] - Stifel analyst Simon Yarmak upgraded EPR to buy from hold, raising the price target to $65 from $52, citing improvements in the cost of capital and potential for external growth [9] - Yarmak noted that EPR's weighted average cost of capital has improved to about 7.85% from nearly 9.3%, enabling the company to pursue acquisitions [11] - The analyst expects continued improvement in the theatre industry fundamentals to enhance EPR's earnings over the coming years [12] Group 3: Halliburton (HAL) - Halliburton offers a quarterly dividend of 17 cents per share, leading to an annualized dividend of 68 cents per share and a dividend yield of 3.3% [14] - Goldman Sachs analyst Neil Mehta reaffirmed a buy rating on Halliburton with a price target of $24, highlighting that about 60% of HAL's revenue comes from international markets, providing resilience [15][16] - Management anticipates growth from unconventional completion opportunities and market share growth in directional drilling, which could enhance margins and support strong free cash flow [17] - Despite expected pricing softness in North America, Halliburton aims to maintain a premium due to its differentiated technology and long-term contracts [18]

Core Viewpoint - The recent sell-offs of Alexandria Real Estate Equities, Oneok, and PepsiCo have resulted in significantly higher dividend yields, making them attractive long-term investment opportunities for dividend income [2][14]. Alexandria Real Estate Equities - Alexandria Real Estate Equities' stock price has decreased due to slowing demand for lab space, leading to a dividend yield exceeding 7% [4]. - The company possesses a high-quality portfolio leased to leading tenants, generating durable cash flows with a conservative payout ratio of 57%, allowing for excess free cash flow for development projects [5]. - Alexandria is heavily investing in lab space development, which is expected to provide stable rental income and support future dividend increases, having grown its payout at an average annual rate of 4.5% over the past five years [6]. Oneok - Oneok's stock has declined partly due to lower oil prices, resulting in a dividend yield around 5% [7]. - The company has shown resilience with 11 consecutive years of adjusted EBITDA growth at an annualized rate of 16%, supported by organic expansion and acquisitions [8]. - Oneok aims to increase its dividend by 3% to 4% annually, benefiting from recent acquisitions and ongoing expansion projects, including an export terminal expected to be operational by early 2028 [10]. PepsiCo - PepsiCo's stock decline has raised its dividend yield to approximately 4.5%, maintaining its status as a Dividend King with 53 consecutive years of dividend growth [11]. - The company is focused on organic revenue growth and margin enhancement through product innovation, projecting 4% to 6% annual organic revenue growth and high-single-digit EPS increases in the long term [12]. - PepsiCo's strong balance sheet supports its portfolio transformation towards healthier options, including recent acquisitions that will bolster its ability to increase dividends in the future [13].

Core Viewpoint - The stock market is at record highs, but not all stocks have participated in the rally, indicating potential undervalued opportunities [1]. Group 1: Market Overview - The stock market is trading at record highs once again, suggesting a strong overall market performance [1]. - There is a perception that the market appears overvalued, making it challenging to find cheap stocks [1]. Group 2: Investment Opportunities - Three stocks are identified as undervalued and poised for a breakout, with Marvell Technology (MRVL) being one of them [1].

Group 1: Smith & Wesson Brands - Smith & Wesson Brands is currently trading at $8.66, with a 52-week range of $8.38 to $16.85 and a dividend yield of 6.00% [2] - The company faces significant headwinds, including tariffs and revenue deleveraging, which have negatively impacted margins and led to insufficient income to cover the dividend [2][3] - The payout ratio is projected to exceed 150% by the end of fiscal 2025, raising concerns about the sustainability of the dividend [2][3] - Analysts have a consensus rating of Moderate Buy, but sentiment is declining, and the price target is falling, indicating potential further downside risk [4] Group 2: SunCoke Energy - SunCoke Energy is trading at $8.18, with a 52-week range of $7.47 to $12.82 and a dividend yield of 5.86% [6] - The company has headwinds from weaker coal prices; however, its dividend payment is considered safe due to long-term contracts that guarantee cash flow [6][7] - The payout ratio is expected to be around 70% in 2025, which is sustainable for the business [6] - A recent acquisition of Phoenix Global is anticipated to positively impact revenue and profitability, diversifying SunCoke's business [7] - MarketBeat tracks one analyst rating this stock as a Buy, with a price target over 65% above current trading levels, supported by strong institutional ownership [8] Group 3: Tronox Holdings - Tronox Holdings is trading at $5.67, with a 52-week range of $4.35 to $17.45 and a dividend yield of 8.82% [10] - The company reported a net loss for the previous fiscal year, but analysts believe it is at a turning point due to shifts in demand for TiO2 pigments [10][12] - The consensus rating among eight analysts is Moderate Buy, indicating potential for a 50% upside, with recent upgrades from JPMorgan raising the price target to $7 [11] - Tronox's balance sheet is strong enough to sustain the dividend until business conditions improve, with expectations of positive earnings by the end of the fiscal year [12]

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Prominent financial advisor Ric Edelman is boosting his crypto portfolio recommendations to 10-40% 🤯Edelman, who has grown his firm to $270B in AUM across 1.3M clients, recommended a 1% allocation to crypto in 2021But now he's recommending up to 40%, pointing to the evolution in the industryThe old 60/40 was stocks and bonds -> now it's stocks and crypto... ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Commvault Systems (CVLT) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][9]. Group 1: Earnings Growth - Commvault has a historical EPS growth rate of 32.1%, with projected EPS growth of 13.1% for the current year, surpassing the industry average of 11.9% [4][3]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 45.4%, significantly higher than the industry average of 9.4% [5]. - Over the past 3-5 years, Commvault's annualized cash flow growth rate has been 19.8%, compared to the industry average of 10.5% [6]. Group 3: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Commvault, with the Zacks Consensus Estimate for the current year increasing by 1% over the past month [7]. Group 4: Overall Assessment - Commvault has achieved a Zacks Rank of 1 (Strong Buy) and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors [9].

Market Overview - Discussion of stocks and crypto markets is planned [1] - Focus on China trade deal and Middle East peace [1] - COIN's new All-Time High (ATH) will be addressed [1] Event Details - "Fartcoin Friday" and "FOMO HOUR" are recurring events [1] - Live broadcast scheduled for 10 am ET [1] - "Double Yeet action" is a featured segment [1]

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.The market now appears to be back to full-on risk mode, as the S&P 500 ( SPY ) and Nasdaq Composite Index ( COMP:IND ) now sit just shy of their all-time hig ...

All right. So, we're on pace to open up at records. You say you're still bullish on stocks. So, if you're still bullish on stocks, what's the play right now.Is it about value stocks right now. Is it about uh perhaps dividend stocks. You continue to pile into tech.Where's the move. Frank, I think you want to be diversified here. In our view, what you want to do is you want to own growthier value and garbier growth uh as your core wherever you can pick up a dividend and still look at primarily dividend grower ...