JoopHoek/iStock via Getty Images Introduction I have been covering Cameco ( CCJ ) for several years, and when the shares were under $30 at the start of the Ukraine invasion, I saw exceptional value, as the European energy crisis and Russia sanctions would lead to a nuclear renaissance, with uranium a key component. At over $60 and post the Westinghouse acquisition, I reduced exposure , citing valu...
JoopHoek/iStock via Getty Images Introduction I have been covering Cameco ( CCJ ) for several years, and when the shares were under $30 at the start of the Ukraine invasion, I saw exceptional value, as the European energy crisis and Russia sanctions would lead to a nuclear renaissance, with uranium a key component. At over $60 and post the Westinghouse acquisition, I reduced exposure , citing valuation concerns but still long-term upside. The AI/data center build-out further underscored the need for nuclear capacity expansion and ushered in the SMR (small modular reactors) concept, which pushed CCJ over $100. Today, the Iran war has greatly intensified the benefits of domestic clean, cheap energy, with nuclear at the forefront, and while I continue to hold CCJ, I find that there are better options in the supply chain. Uranium Operating Model While CCJ is nearly 20% of the global uranium supply and holds a strategic position in the nuclear supply chain, this is a small market (150m lbs. or $12bn at spot prices) with long-term contracts that, as they renew, are priced higher, giving Cameco higher margins. Most of the uranium and refining growth will occur sometime after 2030 if one or more SMR versions reach regulatory approval and begin construction (3-yr time frame). Thus, while uranium prices should continue to increase, volumes may remain flat. Cameco has around 20m lbs. of annual production and sells over 32m lbs., sourced from its JVs, the market, and inventory. The consensus projects flat volumes, and I assume a realized price increase with contract rollovers. The recently announced 22m lbs. supply contract with India comes to 2.2m lbs. per year at $85, or about $190m in revenue per year. The refining business also benefits from higher pass-through prices, and, combined, Cameco should achieve 50% EBITDA margins from the core mining operation. Westinghouse CCJ owns 50% of Westinghouse (WEC) in a JV with Brookfield Asset Management. Cameco does not consolidate WE...
PM Images/DigitalVision via Getty Images Introduction In recent months market fears have been rising. This is mainly due to the war with Iran. As geopolitical tensions continue, the potential to see higher inflation remains a concern. One way to combat this is by investing for income. But as a quality-over-quantity investor, I don't just look for stocks that pay dividends. I look for those who can...
PM Images/DigitalVision via Getty Images Introduction In recent months market fears have been rising. This is mainly due to the war with Iran. As geopolitical tensions continue, the potential to see higher inflation remains a concern. One way to combat this is by investing for income. But as a quality-over-quantity investor, I don't just look for stocks that pay dividends. I look for those who can provide reliable income streams in tough economic times. While increased recession risks linger for the near term and may cause underperformance, I suspect both of the monthly-paying stocks with an average 10% yield I discuss will continue to provide investors with safe & reliable income for the foreseeable future. What Happened To The Bull Market? I'm going to be honest. Coming into 2026, I believed that we would see another strong year of returns for the S&P ( SP500 ). I thought this would be led by the Technology ( XLK ) sector as AI enthusiasm carried the market to new highs. Now, I think it's likely we may see negative returns, at least for the near term. However, I do expect some sectors may be able to outperform. If geopolitical tensions don't get resolved soon, then it's likely we will see overall underperformance across the board. In times like now, I think being an income-focused investor has its advantages. Yes, dividend stocks are also likely to underperform should the war continue. But collecting income in periods of underperformance can help blunt the blow of underwhelming market returns and higher-for-longer inflation. I believe over time the stock market will rise as it has done historically. And investors should look to take advantage of the current market volatility by buying quality dividend stocks. While those with higher yields may be attractive, investors should be careful not to fall into any yield traps. And companies that pay monthly are easier to get caught up in for income-focused investors. This is why it's important to buy those who not only pr...
AnnaZhuk/iStock via Getty Images Co-authored with Hidden Opportunities We all have preferences, and can often be oddly specific about them. Some people want their orange juice with pulp; others won’t touch that sludge. Some want their coffee black, while some demand a half-caf non-fat wet soy latte. People can be painfully picky – your kid or grandkid will only eat plain vanilla ice cream, no topp...
AnnaZhuk/iStock via Getty Images Co-authored with Hidden Opportunities We all have preferences, and can often be oddly specific about them. Some people want their orange juice with pulp; others won’t touch that sludge. Some want their coffee black, while some demand a half-caf non-fat wet soy latte. People can be painfully picky – your kid or grandkid will only eat plain vanilla ice cream, no toppings, no chocolate drizzle, just the same scoop every single time! Investors aren’t much different. We’re picky. We want what we want. Some want trendy sectors with double- or triple-digit growth narratives. Others go for essential services, the kinds of businesses you rely on every single day. Some only go for blue-chip companies, while others seek comfort in defensive corners of the market. There are also those among us who will outright reject certain sectors or business types because they don't align with their values. But no matter our preferences, there’s one thing many income investors agree on: We want to get paid. At High Dividend Opportunities , this forms the starting point of our investment methodology. We don’t chase any specific buzz, but look for investment vehicles whose very structure is built around rewarding shareholders. Whether the underlying sector is lucrative, essential, or simply built to last, we prioritize one thing above all – reliable, usable income. That’s why today’s discussion leads us to two standout examples of that philosophy in action. Let’s dive in! Pick #1: HQH – Yield 12.2% Regulations around wage control during WWII gave rise to employer-sponsored health insurance plans, which in turn gave birth to the private healthcare system in the United States. Since then, healthcare spending has remained resilient and consistently outpaced CPI through crises, including tough wars and painful recessions. Source Health System Tracker According to the February 2026 CPI report , while headline inflation was 2.4%, healthcare costs ran higher, rising ...
Thomas Barwick/DigitalVision via Getty Images Swinging for the Fences with NHS Trial Endpoint GRAIL, Inc. ( GRAL ), a former subsidiary of Illumina, is a Company that sells liquid biopsies that aim to detect cancer in patients without symptoms. Its tests are currently sold to commercial companies without FDA approval, but under the Clinical Laboratory Improvement Act ( CLIA ). Their product's valu...
Thomas Barwick/DigitalVision via Getty Images Swinging for the Fences with NHS Trial Endpoint GRAIL, Inc. ( GRAL ), a former subsidiary of Illumina, is a Company that sells liquid biopsies that aim to detect cancer in patients without symptoms. Its tests are currently sold to commercial companies without FDA approval, but under the Clinical Laboratory Improvement Act ( CLIA ). Their product's value proposition is immense: detect cancer at an earlier, better rate to decrease cancer mortality rates and cancer-related healthcare treatment expenses. I wrote my first article on Grail in January 2026, thinking, alongside much of the market, that its current joint trial with the National Health Service (NHS) was almost a guaranteed success. With a TAM valuation implying good upside, I wrote the buy article with little reservations about the NHS-Galleri Trial. Final last words. I am not writing this article to save face and redeem my otherwise poor investment recommendation (-50% in less than one year). However, a reexamination of the trial results and potential for a full-scale screening effort leaves room for upside. Results and Head-Scratching Primary Endpoint Leave Room for Hope As reported , the primary endpoint of statistically significant combined stage III-IV reduction was not met in the trial. However, there remain many questions and interpretations of the trial results. First, the timeline of the trial, 3 years, may have been far too short to actually observe meaningful reductions in late-stage cancer diagnoses. This is best supported in the trial's trends to lower late-stage reductions. As Megan Hall highlighted in a recent podcast on the trial results: When you look year-over-year, and you look at years two and three, that reduction in Stage IV cancers is more than 20% for this grouping of 12 deadly cancers that we talk about often. And that trend was also present across all of the cancers. In an affirmation of these results, the trial is expected to be extended...
Dow Jones futures jumped, oil prices dived. President Trump agreed to halt Iran attacks for two weeks. Iran reportedly agreed to open the Strait of Hormuz.
Dow Jones futures jumped, oil prices dived. President Trump agreed to halt Iran attacks for two weeks. Iran reportedly agreed to open the Strait of Hormuz.
Regeneron Pharmaceuticals ( REGN ) expects to record an acquired in-process research and development charge of approximately $102M on a pre-tax basis for the first quarter of 2026. This charge primarily relates to premium on equity securities purchased, as well as development milestones and up-front payments, in connection with collaboration and licensing agreements. The acquired IPR&D charge is e...
Regeneron Pharmaceuticals ( REGN ) expects to record an acquired in-process research and development charge of approximately $102M on a pre-tax basis for the first quarter of 2026. This charge primarily relates to premium on equity securities purchased, as well as development milestones and up-front payments, in connection with collaboration and licensing agreements. The acquired IPR&D charge is expected to negatively impact each of GAAP and non-GAAP net income per diluted share for the first quarter of 2026 by approximately $0.81. More on Regeneron Pharmaceuticals Regeneron Pharmaceuticals, Inc. (REGN) Presents at Leerink Global Healthcare Conference 2026 Transcript Regeneron: Fairly Valued Now After A Stellar Upswing Regeneron Pharmaceuticals, Inc. (REGN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Regeneron gains approval of every 20 week dosing for Eylea HD Trump imposes tariffs on drugmakers who haven't signed MFN deals