1. AT&T has shown strong total returns since mid-2023 but recently experienced a sharp stock pullback; 2. The article analyzes whether the current dip presents a buying opportunity; 3. Focuses on AT&T's financial performance and investment potential amid market fluctuations.

1. Nebius's $26.6B market cap exceeds 100x its TTM revenue, reflecting high valuation risks; 2. The author views it as a high-risk-high-reward opportunity due to strong long-term growth potential; 3. The Microsoft partnership enhances Nebius's credibility and financial flexibility beyond immediate revenue gains.

1. Petrobras demonstrates industry-leading margins and low breakeven costs, supported by resilient cash flows and strong financial health; 2. Despite political risks from state ownership and potential dividend volatility, its undervalued stock and high dividend yield justify a Buy rating; 3. The PBR.A share class is preferred over PBR for its superior yield, as voting rights hold limited practical value under government control.

1. Bank of Montreal (BMO) remains a top Canadian bank pick with 42% returns since 2023, driven by strong risk-reward dynamics and strategic growth; 2. National Bank of Canada gains prominence as a core holding due to disciplined expansion, capital strength, and revenue growth post-CWB acquisition; 3. Royal Bank and CIBC are potential future investments, while TD and Scotiabank face strategic and regulatory challenges limiting near-term growth.

1. Coca-Cola (KO) earns a BUY rating for superior profitability and sustainable growth, outperforming PepsiCo (PEP) rated HOLD; 2. KO's focused beverage strategy and higher net margins provide efficiency advantages over PEP's capital-intensive diversified operations; 3. Both firms show manageable debt, but KO's stronger EPS growth and stability reinforce its long-term appeal, while PEP's undervaluation is offset by financial risks.

1. A list of high-quality dividend-growth stocks near 52-week lows is analyzed using historical and future valuation metrics; 2. Alphabet (GOOG) is highlighted for its robust financials, attractive valuation, and growth potential despite risks like AI competition and regulatory scrutiny; 3. Other undervalued dividend growth stocks include UPS, Merck, Pfizer, UnitedHealth Group, and Chevron, among others.

1. The article warns that two popular dividend growth stocks (ADC, EPRT, O, NNN) may decline by over 10% due to overvaluation; 2. The author advises avoiding these stocks and recommends two alternative undervalued peers; 3. The analysis is part of a premium service offering exclusive investment strategies focused on long-term wealth compounding through dividends.

1. Amazon's high valuation since the pandemic has hindered share performance; 2. A potential recession and trade war could impact AWS and online retail businesses; 3. Insiders have sold over $5 billion in stock with no buys reported in the last 12 months.

1. The author finds Microsoft's AI growth story compelling but questions the justification of $80B in CapEx. 2. Concerns are raised about recent data center slowdown signals, such as the dropped $12B CoreWeave extension and the $1B delayed Ohio project. 3. The author sees Microsoft's valuation as stretched, with elevated P/S and P/CF multiples compared to peers. 4. On the positive side, strong AI-driven Azure growth is noted, with AI services contributing 13 points to a 31% yoy increase in cloud revenue. 5. The author leans towards a Hold rating, citing strong fundamentals offset by valuation and signs of softening AI infrastructure demand.

1. VICI Properties has a strong and stable cash flow due to its 100% triple net leases, high-quality tenants, and long average lease terms (41 years). 2. The company's leases offer inflation protection with rent escalations linked to CPI. 3. The recent earnings miss was due to an accounting adjustment, not a cash flow issue.

1. Amazon.com, Inc. has experienced its 4th largest selloff in the last 10 years; 2. The article highlights the attractive nature of AWS, referred to as the 'Modern Oil Supermajor'; 3. The author provides valuation considerations indicating that AMZN stock is a great buy today.

1. The author avoids bubble stocks like Nvidia, which has been trading at extreme overvaluations since the second half of 2023; 2. Insider selling was aggressive in 2024, with nearly $2 billion in net liquidated value, before recession fears appeared in early 2025; 3. The author believes current Wall Street forecasts for Nvidia EPS and sales growth are overly optimistic, not accounting for potential recession and competition impacts after early year growth; 4. The trading chart shows an expanding imbalance of sellers vs. buyers since July, with a momentum pattern reminiscent of early 2008.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. It includes companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. The Dividend Champions list is a monthly compilation of companies with a consistent history of increasing their annual dividend payouts. 3. The article also mentions the Dividend Kings marketplace service for more in-depth analysis of high-quality dividend stocks.

1. Palantir's stock has retreated by approximately 34% due to market volatility, but its long-term business model and growth rate remain attractive. 2. Despite concerns about defense spending cuts, Palantir's government revenue is a small fraction of the DoD budget, indicating potential for growth. 3. The market may be overreacting negatively, presenting a potential buying opportunity. 4. Palantir's high valuation and strong long-term competitive advantage make it a hold despite the drawdown.

1. ASML's installed base service revenue is its driver for incremental growth, but system sales are declining, raising concerns about demand health. 2. Declining unit sales volumes and an increase in used unit sales suggest rising price sensitivity among customers. 3. TTM net bookings are decreasing, indicating long-term demand risks. 4. Valuations are lower than usual compared to semiconductor equipment peers, and technical analysis shows a balanced fight between bulls and bears. 5. Gross margins are a key monitorable, with Q1 FY25 guidance beating expectations but a weaker outlook for H2 FY25.

1. Nvidia reported impressive quarterly results, with revenues reaching $39 billion and a forecast of $43 billion for FQ1'26, significantly beating analyst estimates. 2. Despite substantial AI data center spending by major tech companies, Nvidia's stock trades lower than tech peers like Apple and Broadcom. 3. Nvidia's gross margins are expected to normalize to around 75% with the Blackwell chip ramp-up, which will significantly impact EPS and reinforce the bullish investment thesis. 4. The stock is undervalued at 20x FY27 EPS targets despite strong AI chip growth and robust revenue forecasts.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. 2. It highlights companies that have changed their dividends, those with upcoming ex-dividend dates, and companies with upcoming pay dates. 3. The author, Justin Law, emphasizes the importance of regular updates on dividend-paying stocks and offers additional resources through The Dividend Kings marketplace service.

1. Broadcom's AI revenue is projected to grow 45% y/y in Q2 2025; 2. The stock is valued at 39x forward free cash flow with potential revenue growth of 18% in fiscal 2025 and 23% in fiscal 2026; 3. Despite concerns over net debt, Broadcom's strong cash flow and AI dominance justify the valuation.

1. The article discusses the turnaround of Allot Ltd., reaching GAAP profitability and three consecutive quarters of positive free cash flows. 2. The partnership with Verizon is announced, which could significantly increase Allot's market. 3. The author questions the company's valuation and whether the stock is currently undervalued.

1. Despite a double beat in Q4 earnings, Nvidia's stock has declined due to smaller EPS surprises and disappointing guidance indicating potential future earnings growth is already priced in. 2. Concerns arise from Nvidia's poor conversion of earnings into cash flows, with unusual growth in accounts receivable and inventory. 3. Trade restrictions and tariffs, along with performance issues and fading hype around GenAI, pose significant headwinds for Nvidia. 4. Technical analysis shows bearish signals, suggesting an unfavorable risk-reward scenario for Nvidia's stock in the near term.