AleksVF/iStock via Getty Images Dividend growth investors choose to invest in companies with long dividend increase streaks. Such companies often have strong business models and shareholder-friendly policies. Their dividend increase streak is a point of pride for these companies, so they’ll likely continue to pay and increase dividends. Likely doesn’t mean guaranteed, though. In 2020, Ross Stores ...
AleksVF/iStock via Getty Images Dividend growth investors choose to invest in companies with long dividend increase streaks. Such companies often have strong business models and shareholder-friendly policies. Their dividend increase streak is a point of pride for these companies, so they’ll likely continue to pay and increase dividends. Likely doesn’t mean guaranteed, though. In 2020, Ross Stores ( ROST ) suspended its dividend shortly after joining the Dividend Aristocrats . Many companies cut or suspended their dividends in the pandemic-induced recession of 2020. Dividend cuts can be crushing for dividend growth investors. A cut doesn't just reduce the investor’s income stream; it typically coincides with a steep price decline. The double hit of lost income and capital loss is exactly what dividend growth investors want to avoid. To minimize the risk of dividend cuts, I invest only in the highest-quality dividend growth [DG] stocks. I use a quality scoring system to assess the quality of DG stocks. My quality scoring system blends qualitative expert assessments with quantitative financial metrics and rates DG stocks on a 10-point scale across 9 weighted factors. Created by the author Sector diversification is one of the most effective ways to manage risk and build a resilient investment portfolio. By spreading investments across sectors, a downturn in one industry won't drag down your entire portfolio. Different sectors perform well at different stages of the economic cycle. Cyclical sectors thrive when the economy is booming, while defensive sectors are resilient during a recession. My Top DG Picks In Each GICS Sector The Global Industry Classification Standard [ GICS ] is an industry taxonomy developed by MSCI and S&P Global Ratings for the global financial community. The GICS structure categorizes all major public companies into 11 sectors. Below, I present my top DG picks in each GICS sector. I provide 2 DG stocks per sector, the sector winners and the runners...
Drazen_/iStock via Getty Images Shipping Companies Are As Relevant As Ever Don’t listen to people who say the shipping industry is nearing a peak. It’s in a structural uptrend at the moment and the way the share price of Hafnia Limited ( HAFN ) has been moving it doesn’t seem to be stopping any time soon. It’s been generating a nice amount of alpha for my portfolio since I rated it a Strong Buy on...
Drazen_/iStock via Getty Images Shipping Companies Are As Relevant As Ever Don’t listen to people who say the shipping industry is nearing a peak. It’s in a structural uptrend at the moment and the way the share price of Hafnia Limited ( HAFN ) has been moving it doesn’t seem to be stopping any time soon. It’s been generating a nice amount of alpha for my portfolio since I rated it a Strong Buy on February 17 this year, outperforming the S&P 500 by a wide margin. Return Since Last Coverage (Seeking Alpha) The revenues that HAFN generates from its “commercial pool partners” continue to be a major part of why the case here is so bullish. It helps add a great deal of operating income which improves the dividend coverage. The yield, which now sits at 8.08% therefore is both secure and a great way to add income for a portfolio. What I also didn't discuss last time, but reflecting some, I should have mentioned is the stake that HAFN now has in TORM ( TRMD ), a peer shipping company with incredibly strong profit margins . It really is just a solid way of deploying cash as opposed to just buying new vessels and adding depreciating assets to the balance sheet. The 13% stake or so also adds a nice amount of dividend income because of the 8.74% yield that TRMD has at the moment. Back in December, when the news came out though, the yield was sitting closer to 10%. When this all comes together it’s hard not to argue why HAFN isn’t a Strong Buy at the moment. Management has proven themselves very capable and I see no reason to reduce my own personal position in the business. With the next earnings report around the corner I think we’ll see the stock move higher as more investors pile into this. A Business Well Set Up For A Strong Shipping Market HAFN is a different tanker company because it works with “commercial pools” where competitors or peers would allow HAFN to manage the ships by putting them beside its own ships. This creates small “armies” of fleets and gives a tremendous...
Johnson & Johnson (NYSE:JNJ) closed the most recent session at $230.42, up 2.58% on the week as buyers rotated back into defensive healthcare names. Our 24/7 Wall St. price target for Johnson & Johnson is $252.01 over the next 12 months, implying 9.37% upside. The recommendation is buy, and our confidence level is 90%, the ... This Will Be Johnson and Johnson’s Stock Price in 2027
Johnson & Johnson (NYSE:JNJ) closed the most recent session at $230.42, up 2.58% on the week as buyers rotated back into defensive healthcare names. Our 24/7 Wall St. price target for Johnson & Johnson is $252.01 over the next 12 months, implying 9.37% upside. The recommendation is buy, and our confidence level is 90%, the ... This Will Be Johnson and Johnson’s Stock Price in 2027
When his 15-year-old model did a runner, Whistler’s mother stepped in. As the triumphant result arrives in Britain, the work’s restorer writes about its creator’s brilliance – while wishing he’d used better paint ‘One does like to make one’s mummy just as nice as possible.” So James Abbott McNeill Whistler said about his triumphant painting of his mother Anna – or Arrangement in Grey and Black No ...
When his 15-year-old model did a runner, Whistler’s mother stepped in. As the triumphant result arrives in Britain, the work’s restorer writes about its creator’s brilliance – while wishing he’d used better paint ‘One does like to make one’s mummy just as nice as possible.” So James Abbott McNeill Whistler said about his triumphant painting of his mother Anna – or Arrangement in Grey and Black No 1 as he christened it. Whistler was not a man given to undue modesty, but in 2026 his words sound like a rare understatement. Over the past century and a half, Whistler’s Mother, as it is commonly known, has become America’s equivalent of the Mona Lisa. Anna has never stopped travelling around museums in the US and beyond in those years. This month, for the first time in almost two generations, it will return to London, the city where Anna was painted in Whistler’s Chelsea studio, as part of Tate Britain’s Whistler show . I got to know every inch of the picture over many months, as I restored it for the Musée d’Orsay to the state it is in now (I was commissioned by the Louvre, the owner of the painting). Whistler is the only artist whose portrait of his mother has reached such superstar status – and its history is fascinating. Continue reading...
MercadoLibre's e-commerce business has been booming in recent years, and now, investors have the opportunity to buy the growth stock at a reduced price.
MercadoLibre's e-commerce business has been booming in recent years, and now, investors have the opportunity to buy the growth stock at a reduced price.
At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?
At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?
Getty Images Retail stocks have suffered throughout the year. Spending trends remain healthy, though, as evidenced by decent official Retail Sales reports put out by the U.S. Census Bureau, while weekly Johnson Redbook retail sales have been printing the strongest year-on-year gains since late 2022. But it’s clear that the bottom dash of the K-shaped economy struggles with $4.50 prices at the pump...
Getty Images Retail stocks have suffered throughout the year. Spending trends remain healthy, though, as evidenced by decent official Retail Sales reports put out by the U.S. Census Bureau, while weekly Johnson Redbook retail sales have been printing the strongest year-on-year gains since late 2022. But it’s clear that the bottom dash of the K-shaped economy struggles with $4.50 prices at the pump and overall negative inflation-adjusted wage gains. The wealthiest, say, 20% of consumers are faring well, a trend reiterated recently by Delta’s CEO. Today, I’m revisiting the State Street SPDR S&P Retail ETF ( XRT ). I had a buy rating on the fund back in November 2025 , and shares are flat since then. Today, I’m downgrading XRT to a hold. I am increasingly concerned about how small consumer stocks will perform, and XRT’s technical situation is precarious heading into the summer driving season. XRT Struggles with Consumer Stocks YoY Stockcharts.com Negative Real Wage Growth Kevin Gordon According to the issuer , XRT seeks to provide exposure to the retail segment of the S&P Total Market Index, which comprises the following sub-industries: Apparel Retail, Automotive Retail, Computer & Electronic Retail, Department Stores, Drug Retail, Food Retailers, Broadline Retail, Consumer Staples Merchandise Retail, and Specialty Stores. The ETF features a modified equal-weighted approach, which provides the potential for unconcentrated industry exposure across large, mid, and small-cap stocks. XRT is a small ETF, now with $263 million in assets under management as of May 19, 2026, down from $348 million at the time of my previous assessment. The annual expense ratio is low to moderate at 35 basis points, while the trailing 12-month dividend yield is modest at just 87 basis points. Share-price momentum has been dreadful lately, earning the product a poor D- ETF Risk Grade in that category by Seeking Alpha’s quantitative scoring system. Absolute and relative weakness persist as we hea...
The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Mark...
The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett
Sundry Photography/iStock Editorial via Getty Images Executive Summary Anyone who followed the J.P. Morgan Global Technology, Media and Communications Conference will surely have noticed the slide in Seagate Technology Holdings plc ( STX ), which saw its stock plunge 10% to $712.59 . From my perspective as someone who follows the company very closely, I reread the conference's transcript, and I be...
Sundry Photography/iStock Editorial via Getty Images Executive Summary Anyone who followed the J.P. Morgan Global Technology, Media and Communications Conference will surely have noticed the slide in Seagate Technology Holdings plc ( STX ), which saw its stock plunge 10% to $712.59 . From my perspective as someone who follows the company very closely, I reread the conference's transcript, and I believe the market's overreaction to what STX's CEO said was just another example of how markets react emotionally rather than fundamentally. Many market participants began selling their holdings en masse after CEO Dave Mosley said that building new manufacturing facilities would take too long to address the immediate surge in AI-driven demand. However, the above view regarding Seagate's decision not to add fixed physical capacity but instead to invest solely into transitioning technologies (i.e., the generational leap forward in the areal density of STX's HAMR Mozaic products) is where the true power of unprecedented margin expansion lies. We'll discuss this clearly and simply in the following paragraphs. I continue to maintain that my investment thesis for STX is Strong Buy due to the fact that STX has secured its competitive position via long term contracts (LTAs) covering all nearline production through FY27. I previously wrote an article recommending a Strong Buy on the stock. Seeking Alpha With this being said today, I am writing about Seagate again, and for those of us who currently hold the stock such as myself, I believe this price drop represents a tremendous buying opportunity. Based upon my own personal trading strategy that I will outline below, there are two different entry points based upon technical analysis (a 50% increase of my current holdings and a complete doubling of my holdings if the price declines further down to my second entry point.) My target price for the stock remains $968 per share, which I believe is warranted given the company’s ability to ge...
According to an SEC filing dated May 15, 2026, MSA Advisors, LLC sold its entire 60,600-share position in Vail Resorts (NYSE:MTN) during the first quarter. The estimated transaction value is approximately $8.27 million, based on the quarterly average price. The quarter-end value of the stake decreased by $8.05 million, reflecting both the sale and changes in the stock’s price during the period. MS...
According to an SEC filing dated May 15, 2026, MSA Advisors, LLC sold its entire 60,600-share position in Vail Resorts (NYSE:MTN) during the first quarter. The estimated transaction value is approximately $8.27 million, based on the quarterly average price. The quarter-end value of the stake decreased by $8.05 million, reflecting both the sale and changes in the stock’s price during the period. MSA Advisors fully liquidated its Vail Resorts stake; it now represents 0% of the fund’s 13F AUM. As of May 15, 2026, Vail Resorts shares were priced at $121.56, down 14.6% over the past year and underperforming the S&P 500 by 40 percentage points. Continue reading
JHVEPhoto/iStock Editorial via Getty Images L3Harris Technologies ( LHX ) is expanding production of fiber-optic tether systems designed to keep military drones and subsea platforms connected in environments where radio-frequency communications can be jammed or intercepted, according to company materials released Tuesday. The defense contractor said its tether systems provide physical fiber-optic ...
JHVEPhoto/iStock Editorial via Getty Images L3Harris Technologies ( LHX ) is expanding production of fiber-optic tether systems designed to keep military drones and subsea platforms connected in environments where radio-frequency communications can be jammed or intercepted, according to company materials released Tuesday. The defense contractor said its tether systems provide physical fiber-optic connections between operators and unmanned systems, allowing communications to continue even in heavily contested electronic warfare environments. The systems are intended for drones, torpedoes and unmanned maritime vehicles operating in hostile territory. The announcement underscores growing Pentagon and allied military interest in hardened communications systems as electronic warfare becomes a more prominent feature of modern conflicts. For investors, the development highlights a potentially expanding market for defense companies focused on autonomous systems, drone survivability and electronic warfare resilience. It also points to continued demand for domestically manufactured defense technologies as the U.S. seeks to reduce reliance on foreign suppliers for critical military components. L3Harris ( LHX ) said its drone fiber-optic tether systems have been tested in overseas combat environments and are designed for missions exceeding 25 kilometers. The systems can transfer data at speeds significantly faster than conventional radio-frequency links while avoiding jamming and signal disruption. The company also said it has developed conversion systems that allow existing radio-controlled drones to be adapted for fiber-optic operation. The products are manufactured in Palm Bay, Florida, and comply with National Defense Authorization Act sourcing requirements. Beyond aerial drones, L3Harris ( LHX ) said its fiber-optic technology is being used in maritime and subsea applications, including the Navy’s MK-48 Mod 8 torpedo communications system. The company said multiple Navy an...
Enthusiasts track down weapon used to fell fleeing Eli Wallach amid preparations for 60th anniversary of film’s release Six decades after Clint Eastwood nonchalantly used a cigar to light its fuse and fell a fleeing Eli Wallach , the Manchester-made cannon that appeared in the Good, the Bad and the Ugly has been rediscovered in a museum in south-east Spain. The artillery piece was tracked down by ...
Enthusiasts track down weapon used to fell fleeing Eli Wallach amid preparations for 60th anniversary of film’s release Six decades after Clint Eastwood nonchalantly used a cigar to light its fuse and fell a fleeing Eli Wallach , the Manchester-made cannon that appeared in the Good, the Bad and the Ugly has been rediscovered in a museum in south-east Spain. The artillery piece was tracked down by the Sad Hill Cultural Association , a group of volunteers dedicated to restoring the graveyard near Burgos, northern Spain, built for the climax of Sergio Leone’s seminal spaghetti western. Continue reading...