SATS Ltd (SGX: S58), or SATS, announced an interim dividend of S$0.02 per share in November 2025, leaving income investors feeling “FOMO” (fear of missing out) from this higher dividend yield. But is SATS’s upside priced in or can you still buy the stock?Understanding SATS: Business Model and Why Dividend Policy MattersFirst, let’s take a look at how SATS makes money: the company operates in the air travel and tourism industry, providing ground-handling services for airports, in-flight and on-ground food so ...

Floor and Decor ( FND ), like many retailers exposed to the frozen housing market, has experienced significant demand challenges including declining same store sales and EPS amid arguably the most challenging macroeconomic backdrop inI am a software engineer by profession and a lifelong student of the markets, combining analytical rigor with a deep fascination for businesses that have the potential to outperform their underlying indices over long time horizons. My investing background began over a decade ag ...

Core Viewpoint - Fluor Corporation has experienced significant stock price volatility in 2025, with shares dropping from $55 to $30, then rebounding to $55, and currently trading at $40. Analysts suggest it may be a good time to invest, but long-term performance raises questions about its attractiveness as an investment [1][6]. Group 1: Company History and Performance - Fluor Corporation was founded in 1912 as a small construction company and has since been involved in major infrastructure projects, including pipelines and refineries [2]. - The company operates in cyclical end markets, which experience regular boom and bust cycles, affecting its revenue and stock performance [3]. - An investment of $10,000 in Fluor in 2000 would be worth approximately $39,780 today, compared to $79,980 if invested in the S&P 500, highlighting underperformance relative to the broader market [5]. Group 2: Recent Stock Performance - Since 2020, Fluor's stock has risen over 300%, but its long-term performance has lagged behind the market since 2000, indicating high volatility and cyclical nature [6]. - Current analysts from The Motley Fool Stock Advisor have identified ten stocks they believe are better investment opportunities than Fluor, suggesting caution for potential investors [7].

Group 1: Berkshire Hathaway's Investment Strategy - Berkshire Hathaway is a massive conglomerate with investments across various industries, including insurance, consumer goods, and technology [3][5] - The company has a long-term investment approach, focusing on acquiring good companies at attractive prices and holding them for growth [6][10] - Recent portfolio addition includes Nucor, a leading North American steelmaker, which aligns with Berkshire's investment philosophy [6][10] Group 2: Nucor's Business Model and Market Position - Nucor is one of the largest and most diversified steelmakers in North America, utilizing electric arc mini-mills for flexibility in production [8][10] - The steel industry is cyclical, and Nucor is currently positioned during a downturn, making it an opportune time for investment [9][12] - Nucor has a strong track record as a Dividend King, maintaining and growing dividends even during industry pullbacks [10][12] Group 3: Future Growth Prospects - Nucor is investing $3 billion in growth initiatives, with several projects expected to come online by 2026, supporting both near-term and long-term growth [11][13] - The company's long-term goal is to achieve higher highs and higher lows in stock performance, indicating a commitment to sustainable growth [12][13] - The current market conditions present a potential buying opportunity for investors looking for long-term gains in a cyclical industry [9][13]

Group 1 - Real estate is highly cyclical, influenced by social changes and macroeconomic factors that affect demand across various property types [1] - The demand curve for real estate can be significantly impacted by a range of external factors, indicating the volatility of the asset class [1]