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Focusing on dividend stocks at or near historic high yields enables value-driven capital gains and income, especially when yields exceed the 10-year Treasury. Five standout stocks—VICI, EMN, AES, KMB, and PEP—currently offer 4%+ yields near historic highs, supported by solid credit ratings and dividend growth histories. Relative valuation metrics (P/E or P/AFFO) confirm these winners are trading below their 5-year…

So far in the Q2 cycle, several companies, including Micron and Citigroup, have been standouts, whereas preliminary results from IBM have been disappointing.

The Trump administration is pressuring foreign memory chipmakers to expand their U.S.

Data centers receive sharp criticism for their high water usage, but the impact on the broader water industry and for investors is also about infrastructure bottlenecks, regulation, and emerging technologies, among other things. Utilities companies must navigate significant changes when hyperscalers enter their territory—in some cases, a new data center operator may immediately become one of the largest customers in…

SCHD has returned just under 2% in the past month, outperforming the S&P 500 ETF SPY by almost 100 bps. Year-to-date, almost 30 SCHD holdings have a return that's more than double that of SPY which has returned 9.8% YTD. 31 SCHD holdings look to be trading for an attractive valuation, in that they are at least 10% undervalued but also have a potential future return of above 10%.