Group 1 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] Group 2 - The analyst has a beneficial long position in BRK.B shares through stock ownership, options, or other derivatives, indicating a personal investment in the recommended stocks [3]

Group 1 - Palantir Technologies Inc. has returned almost 20 times the S&P 500 since being recommended as a top tech pick for the 2020s [2] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] - The analyst has a beneficial long position in Palantir shares through stock ownership, options, or other derivatives [3] Group 2 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1]

Company Overview - Enbridge is one of the largest midstream companies globally, with a market capitalization exceeding $100 billion [2] Investment Strategy - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Company Overview - Enterprise Products Partners (EPD) is a midstream natural gas and oil company valued at nearly $70 billion [2] Performance Analysis - EPD has underperformed the market since the last investment recommendation, yet it continues to generate significant returns [2] Investment Strategy - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Group 1 - Applied Materials, Inc. (NASDAQ: AMAT) has experienced an increase in stock price but has underperformed the broader market since the recommendation was made three years ago [2] - The company continues to trade at a valuation that presents upside potential, indicating possible future growth opportunities [2] - The Value Portfolio focuses on building retirement portfolios through a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] Group 2 - The analyst has a beneficial long position in AMAT shares, indicating confidence in the company's future performance [3] - The article expresses the analyst's personal opinions and is not influenced by compensation from any company mentioned [3]

Analyst's Disclosure:I/we have a beneficial long position in the shares of OXY 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 business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...

Company Overview - Realty Income (NYSE: O) is one of the largest real estate investment trusts (REITs) globally, with a market capitalization exceeding $50 billion [2]. Investment Strategy - The Value Portfolio focuses on constructing retirement portfolios using a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]. Analyst Position - The analyst has a beneficial long position in Realty Income shares, indicating a personal investment in the company [3].

Group 1 - Alphabet (GOOG, GOOGL) has shown strong performance and is the only FAANG company that the firm is increasing investment in, indicating confidence in its growth potential [2] - The company maintains a robust core business that continues to grow at double-digit rates, highlighting its competitive position in the market [2] Group 2 - The Value Portfolio employs a fact-based research strategy to construct retirement portfolios, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Group 1 - JPMorgan Chase is the largest publicly traded global finance company with a market value exceeding $800 billion [2] - The company has consistently generated tens of billions in annual net income while supporting strong shareholder returns [2] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy that includes extensive analysis of financial documents and market reports [2]

Group 1 - Berkshire Hathaway Inc. has underperformed the market by 18% since the discussion of its succession strategy [2] - The company is valued based on a strong "sum of the parts" approach, indicating potential for growth despite recent underperformance [2] - The Value Portfolio focuses on building retirement portfolios through a fact-based research strategy, including analysis of 10Ks, market reports, and investor presentations [2]