Posts
Renewable Energy Stocks in times of Energy Crisis
Hello, How would you value FSLR or SEDG as investments if US electricity prices keep rising, tariffs restrict Chinese solar panel/inverter competition, and future policy potentially restores stronger solar tax credits — while interest rates remain higher for longer? Which is a big headwind. FSLR looks like the safer utility-scale/US …
Heidelberg materials (HEI.DE)
Heidelberg material is a German company that makes cement, aggregates, and concrete. Cement is 45% of revenues, aggregates are 21%, and concrete and asphalt are 23% of revenues. Geographic mix is heavily European, with about 45% of sales coming from Europe, about 10% from Germany, and then 21% from U.S., …
Sectors/companies that could be disrupted by personal AI agents
Goldman Sachs wrote a note to its clients on industries and companies that thrived on customer inertia to switch, and these companies are now potential targets for personal ai agents since these agents could potentially remove the friction of switching. I can’t seem to find the original note anywhere except …
Amazon: The Big Dog On The Street
Is agentic commerce a threat to Amazon?
META - strongest moat amongst MAG7
At what point do people agree that Mark Zuckerberg might be one of the greatest CEOs in history? Reminder that he has never held a job other than at Meta his entire life. Started the business from a college dorm and continues to run it to this day at the …
Burry is shorting AI's hype but Ackman is betting on them. Who's right?
Ive been thinking about Burry vs. Ackman's thesis lately and i'm leaning more to Burry's stance, not on the entirety of AI but mainly on Palantir. Palantir can be a great business and yet still a terrible stock at the wrong price. It's currently trading around 84x forward earnings and …
What is going on with utilities?
Many utility stocks are down >20% in the last several months, Vanguards utility index is down 12% in past 6 months. With so much hype about AI and data centers, you’d think these would be ATH.
diesel in europe and how to play the unfolding crisis.
Hey guys, with Trump about to ban diesel exports, I think Europe could face a massive shortage, especially since we don’t produce much oil over here either. So I’ve been considering 2 options: going long on a low-sulphur gasoil CFD with 3x leverage, or finding some refining companies and buying …
75 High-Yield U.S. Dividend Companies Above $1 Billion: Five-Year Returns and Income Risks in 2026
|\#|Company|Ticker|Yield|2026 YTD|5Yr Rtn|1st Reg Div|MktCap| |:-|:-|:-|:-|:-|:-|:-|:-| |1|Western Union|WU|13.30%|−26.76%|−52.26%|2006|$2.21B| |2|TORM|TRMD|12.76%|\+99.39%|\+805.36%|2020|$3.63B| |3|DHT Holdings|DHT|11.51%|\+98.52%|\+456.60%|2006|$3.43B| |4|Genco Shipping & Trading|GNK|11.44%|\+55.24%|\+120.91%|2007|$1.22B| |5|Nordic American Tankers|NAT|9.67%|\+148.78%|\+462.00%|1997|$1.73B| |6|FLEX LNG|FLNG|9.30%|\+35.74%|\+219.81%|2021|$1.75B| |7|Perrigo|PRGO|8.58%|\+10.06%|−57.87%|2003|$1.88B| |8|Flowers Foods|FLO|8.48%|−42.38%|−67.28%|1987|$1.25B| |9|Ardagh Metal Packaging|AMBP|8.25%|\+18.11%|−30.18%|2021|$2.90B| |10|General Mills|GIS|6.81%|−20.02%|−28.06%|1898|$19.13B| Extended List : [75-high-yield-u-s--dividend-companies-above--1-billion-five-year-returns-and-income-risks-in-2026](https://briidgeanalytics.com/75-high-yield-u-s--dividend-companies-above--1-billion-five-year-returns-and-income-risks-in-2026)
Why is no one talking about LENNAR (LEN) <1 P/B Free money?
Hey Value Investors, Everyone and their mom is buying NVDA or MU and chasing the next hot stock. IDK it all moves too fast for me. Going to try and write this and resist the urge to use AI. LEN a home builder in USA is trading BELOW 1 Price …