While the prospect of regulatory-driven tailwinds may have been a boon for the Wall Street banks, shares of Southeastern lender Truist Financial Corporation (NYSE: TFC ) have clocked in a more muted performance since my openingI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on ' ...

On my investment journey, I've listened and read a lot from Warren Buffett & Peter Lynch. While there are many great investors out there, these two resonate with me for one reason. They're both very simple men. And I consider myself to be veryContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage e ...

Investment Strategies - Warren Buffett's legacy emphasizes a buy-and-hold investment strategy, focusing on exceptional stocks and minimizing impulsive trading [1] Enterprise Products Partners (EPD) - EPD has a current stock price of $32.01 with a 12-month price forecast of $36.67, indicating a 14.54% upside potential [2] - Despite missing earnings expectations, EPD reported nearly 5% year-over-year revenue growth, showcasing resilience [3] - EPD offers a high dividend yield of 6.70% with a payout ratio of 80.15%, supported by a strong balance sheet and a history of increasing distributions [4] Intuitive Machines (LUNR) - Intuitive Machines has a current stock price of $10.45 and a 12-month price forecast of $16.06, representing a 53.64% upside potential [5] - The company is positioned to become a leading provider of lunar services as NASA plans future missions [6] - Analysts recommend a long-term view, with six out of nine analysts rating LUNR as a Buy, indicating an upside potential of over 47% [7][8] Alaska Air Group (ALK) - Alaska Air Group's current stock price is $47.40, with a 12-month price forecast of $66.83, suggesting a 41.00% upside potential [9] - The company is expanding through its Alaska Accelerate initiative and aims to generate $1 billion in incremental profit by 2027 [10] - Despite a 25% decline in shares over the past year, 11 out of 12 analysts view ALK as a Buy, indicating strong future potential [11] Service Corporation International (SCI) - Service Corporation International has a current stock price of $78.43 and a 12-month price forecast of $89.25, indicating a 13.80% upside potential [13] - The death services market is expected to grow significantly as the Baby Boomer generation ages, creating increased demand for services [14] - SCI is adapting to market changes with an insurance-funded pre-need sales model and has the infrastructure to meet rising demand [15]

Group 1: Shopify - Shopify is a dominant player in the e-commerce sector, providing essential tools for businesses to set up online stores and manage backend operations [4] - The company has shown impressive growth, with a 27% year-over-year revenue increase in the first quarter [5] - Shopify Payments is a key growth driver, recently expanding to 39 markets, which is expected to enhance gross merchandise volume (GMV) [6] - Internationally, Shopify's GMV in Europe grew by 36% year-over-year in Q1, indicating strong global demand [7] - Despite a market cap of $149 billion, Shopify is targeting a $6 trillion global e-commerce market, suggesting significant growth potential [8] Group 2: Sweetgreen - Sweetgreen is experiencing challenges due to disappointing earnings and weak guidance, with same-store sales down 3.1% in Q1 [10] - The company plans to grow its unit base by approximately 16% this year, adding 40 new stores and implementing an automated kitchen system to improve efficiency [11] - Sweetgreen's average unit volume of $2.9 million is competitive with industry leaders, and its current price-to-sales ratio of 2.4 presents a potential bargain for investors [12] - The brand has long-term growth potential, and the current stock price may offer a good entry point for investors [13] Group 3: Dutch Bros - Dutch Bros is rapidly expanding its coffee shop chain, recently surpassing 1,000 stores and aiming for 2,029 by 2029 [15] - The company has a long-term goal of 7,000 stores, reflecting strong brand performance and market resonance [16] - In Q1 2025, Dutch Bros reported a 29% year-over-year revenue increase and a 4.7% rise in comparable sales, indicating strong customer engagement [17] - The company has achieved profitability with net income rising from $16.2 million to $22.5 million in Q1, despite economic challenges [18]

It may not be the largest or most profitable Canadian bank, but Bank of Montreal ( BMO ) ( BMO:CA ) ('BMO') can at least claim the top spot when it comes to one thing: the payment of uninterruptedI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income Investor'.Analyst ...

Core Viewpoint - The U.S. tariff situation is causing fluctuations in the market, impacting investor sentiment, while shares of UMB Financial have remained relatively stable since the initial analysis [1]. Company Analysis - UMB Financial (NASDAQ: UMBF) has shown flat performance in its stock price, indicating a potential stability amidst market volatility [1]. - The investment strategy focuses on a long-term, buy-and-hold approach, particularly favoring stocks that can deliver sustainable high-quality earnings, often found in the dividend and income sectors [1]. Market Context - The ongoing changes in U.S. tariffs are creating a mixed environment of optimism and despair among investors, which may influence stock performance across various sectors [1].

Core Viewpoint - The article emphasizes the importance of dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) for building a sustainable retirement income [1]. Group 1: Investment Strategy - The company focuses on a buy-and-hold investment strategy, prioritizing quality over quantity in its portfolio [1]. - The aim is to help lower and middle-class workers build investment portfolios that consist of high-quality, dividend-paying companies [1]. Group 2: Personal Background - The analyst is a Navy veteran with a decade of experience in investment banking, specializing in industry and company research [1]. - The analyst plans to supplement retirement income through dividends within the next 5-7 years [1].

Analyst's Disclosure: I/we have a beneficial long position in the shares of FHB 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 in ...

Core Viewpoint - The update focuses on Eastern Bankshares (NASDAQ: EBC) following its first quarter results, emphasizing a long-term, buy-and-hold investment strategy aimed at stocks that can consistently deliver high-quality earnings [1]. Company Summary - Eastern Bankshares is a Boston-based bank that has been analyzed after a seven-month interval since the last report [1]. - The investment approach is biased towards dividend and income stocks, indicating a preference for companies that provide sustainable earnings [1]. Industry Context - The analysis reflects a broader trend within the banking industry, suggesting that the performance of Eastern Bankshares is in line with industry movements [1].