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Royal Bank of Canada (RY) is Canada’s largest bank, showing strong technical momentum. RY has gained 34% over the past year and made 17 new highs in the past month. Consensus analyst ratings are overwhelmingly positive, with multiple “Strong Buy” opinions and price targets up to $269. Revenue and earnings are projected to grow steadily in 2024 and 2025, but Morningstar cautions RY is 35% overvalued after its recent run. Today’s Featured Stock Valued at $234 billion, Royal Bank of Canada (RY) op ...

Core Insights - Deere & Company is a global leader in agricultural, construction, and forestry machinery, providing precision agriculture technologies and financial services, operating in over 100 countries [1][2] Financial Performance - For the fourth quarter of 2025, Deere reported net sales and revenues of approximately $12.4 billion, an 11% increase year-over-year, exceeding analyst expectations of $9.8-9.9 billion [5] - Diluted EPS for the quarter was $3.93, slightly above the consensus of $3.85, but down around 14% from $4.55 a year earlier due to margin pressure [5][7] - Net income attributable to Deere for the quarter was roughly $1.07 billion [5] Segment Performance - Equipment operations net sales rose 14% to about $10.6 billion, with notable performance in different segments [6] - Production & Precision Agriculture sales increased 10% to $4.74 billion, with a 12.7% operating margin [6] - Small Agriculture & Turf sales rose 7% to $2.46 billion, but operating profit fell to $25 million [6] - Construction & Forestry segment saw a significant 27% sales growth to $3.38 billion, with a 10.3% operating margin [6] Market Performance - Deere's stock is currently trading about 13% below its 52-week high of $533.78, reflecting pressure from a weaker 2026 outlook [3] - Over the past five days, the stock is down about 1%, and it has seen an 8% decline over the past six months [3][4] - The stock offers a dividend yield of approximately 1.38%, totaling $1.62 for the past four quarters [3]

Core Insights - Mastercard is recognized as one of the most profitable companies globally [1] Group 1 - The payment processor is facing risks of disruption [1] - Stock prices referenced were from the afternoon of December 8, 2025 [1] - The video discussing these insights was published on December 10, 2025 [1]

Core Viewpoint - UnitedHealth Group is expected to rebound in stock performance by 2026, despite facing challenges in 2023 due to misjudgments in cost projections and a significant drop in stock price [3][11][19] Company Overview - UnitedHealth Group is a Minnesota-based managed care company, the largest in the U.S. with approximately 23% market share, offering Medicare and Medicaid supplemental plans and health insurance for individuals and businesses [6][15] - The company has consistently raised its dividend for the last 16 years, currently yielding 2.25% per share, which is above the healthcare sector average of 1.6% [16][15] Financial Performance - In 2023, UnitedHealth Group's stock price has decreased by about 35%, primarily following a disappointing first-quarter earnings report that missed analysts' expectations for the first time since 2008 [7][11] - The third-quarter earnings report showed revenue of $113.2 billion, a 12% increase from the previous year, but earnings fell sharply to $4.3 billion from $8.7 billion in Q3 2024, with profit margins dropping to 2.1% from 6% [13][14] Challenges and Solutions - The company miscalculated service costs when setting 2025 customer premiums, leading to an increase in medical costs by $6.5 billion, which has impacted profit margins [11][12] - Management plans to rectify these issues by adjusting Medicare Advantage bids and potentially exiting unprofitable markets, targeting a profit margin range of 2% to 4% for 2026 and 2027 [12][11] Market Position and Valuation - UnitedHealth Group's current price-to-earnings ratio is 17.2, significantly lower than its five-year average of 25.2, indicating that the stock is undervalued at present [18][19] - The stock is expected to appreciate as the company addresses its profit margin issues, making it an attractive investment opportunity [19][18]

Core Thesis - National Beverage (FIZZ) is positioned as a strong dividend stock for long-term shareholders, with a history of paying out most of its income as special dividends [1] Company Overview - The company has consistently focused on returning value to shareholders through special dividends, indicating a commitment to shareholder returns [1] Investment Strategy - The analysis emphasizes a long-term investment approach, suggesting that investors should consider holding stocks for several years to capitalize on growth opportunities and valuation metrics [1]

Group 1: Market Overview - Stocks are expected to close with double-digit gains in 2025, marking the third consecutive year of such performance despite geopolitical tensions and concerns over an AI bubble [1] - Gold prices have outperformed the S&P 500 Index this year, indicating a strong performance for safe-haven assets [2] Group 2: Company Performance - Anglogold Ashanti stock has increased nearly 265% year-to-date, significantly outperforming the VanEck Gold Mining ETF [3] - The company reported free cash flow of nearly $1 billion in Q3 2025, matching its total for all of 2024, and maintains a dividend policy of paying out 50% of its free cash flow to investors [6] Group 3: Gold Market Outlook - The outlook for gold prices remains positive as global uncertainty continues to enhance its appeal as a safe-haven asset, with central banks diversifying their holdings away from the U.S. dollar [4] - Factors supporting gold's rally in 2025 are expected to persist into 2026, making Anglogold a potential option for aggressive investors seeking high dividends [5]

Core Viewpoint - Coca-Cola Co (NYSE:KO) is identified as a top non-AI stock that Redditors are purchasing in anticipation of a potential bubble burst in the AI sector [1][2]. Group 1: Company Performance - Coca-Cola has over six decades of dividend growth, making it a strong defensive stock choice [2]. - The company recently exceeded Q3 earnings estimates and maintained its full-year guidance, indicating its ability to achieve growth with earnings flexibility [2]. - COKE shares have increased by 25% year-to-date, reflecting strong market performance [3]. - Over the past decade, Coca-Cola has achieved approximately a 13% compound annual growth rate (CAGR) in revenue, demonstrating resilience through various economic downturns [3].

Core Insights - Tractor Supply is recognized as a well-managed retailer catering to rural and hobby-farming customers, offering a solid dividend yield while pursuing aggressive growth strategies [1][2] Group 1: Dividend Performance - The current dividend yield of Tractor Supply is approximately 1.7%, surpassing the S&P 500's yield of 1.2%, with a history of 16 consecutive years of dividend increases and a more than doubling of the dividend over the past five years [5] - The payout ratio stands at 44%, indicating that less than half of the earnings are consumed by dividends, allowing room for future increases even if earnings growth slows [6] Group 2: Growth Prospects - Recent financial results indicate a reacceleration in growth, with third-quarter revenue increasing by 7.2% year-over-year, up from 3.4% growth in the first half of the year [9] - Comparable-store sales growth for Q3 was reported at 3.9%, significantly higher than the 0.2% growth for the full year of 2024, suggesting improving sales trends [9]

Core Insights - Welltower (WELL) is a real estate investment trust (REIT) valued at $135 billion, focusing on senior housing, healthcare, and outpatient facilities [1][5] - The company operates in major high-growth markets across the United States, Canada, and the U.K. [1] - Welltower's portfolio is divided into three segments: triple-net, senior housing opportunities, and outpatient medical facilities [2] Financial Performance - Welltower's stock has shown strong performance, gaining 45% over the past year and over 50% year-to-date [5] - The stock recently reached an all-time high of $199.11 on November 18 [4] - The stock is currently trading at $199.02, with a 50-day moving average of $177.11 [6] Technical Indicators - Welltower has a Weighted Alpha of +52.67 and a Relative Strength Index (RSI) of 79.53, indicating strong momentum [6] - The stock has maintained a Trend Seeker "Buy" signal since October 17, during which it gained 13.35% [3][6] - Barchart gives Welltower a 100% "Buy" opinion, with multiple analysts providing "Buy" ratings and price targets as high as $246 [5][6]