1. Super Micro Computer, Inc. saw a surge of up to 20% after regaining Nasdaq compliance and submitting strong earnings results; 2. The stock's gains retreated on Thursday due to delayed accounting and short reports; 3. Despite the recent volatility, the company has a strong growth outlook and is trading at a discount, with Seeking Alpha's Quant System rating it as a Hold.

1. Realty Income, with a 30-year history of dividend growth, faces disappointment regarding 2025 guidance; 2. Despite solid 2024 results with a 4.8% AFFO per share growth, 2025 guidance is only expected to grow by 1.4%; 3. High interest rates, upcoming debt refinancing, and tight investment spreads are constraining Realty Income's growth; 4. The recommendation is to hold the stock due to its strong balance sheet, reliable dividends, and income potential, but caution is advised for investors expecting substantial growth.

1. Carnival's stock fell due to tax fears, but no immediate tax hits are expected; 2. The cruise line's strong bookings for 2025 and 2026 support a bullish outlook; 3. Carnival's net debt reduction and high EPS growth potential make it an attractive investment.

1. Despite a 113.1% stock surge since May 2022, Dillard's revenue, profits, and cash flows have deteriorated, leading to a downgrade to 'sell'. 2. Management's focus on dividends and buybacks over operational improvements suggests short-term gains at the expense of long-term health. 3. Declining comparable store sales and transaction numbers indicate deeper issues with customer engagement and financial performance.

1. The author expresses skepticism about the market's analysis of Palantir's valuation and its comparison to the dot-com crash. 2. He argues that Palantir is a powerful AI company with a large customer base and potential for growth. 3. The author acknowledges that his own views may not be shared by the majority and has downgraded his rating to 'Hold'.

1. Hudson Pacific Properties Inc. reported a significant drop in NOI for the year; 2. Q4-2024 results showed a decline in FFO and AFFO, with debt to EBITDA rising; 3. Guidance for 2025 indicates another massive decline in same property NOI.

1. Arista Networks had a strong 2024 but is currently overvalued at 32x forward non-GAAP operating profits; 2. Despite strong AI networking prospects, much of ANET's growth is already priced in, and operating margins are showing signs of compression; 3. The company's balance sheet flexibility is notable, but the risk-reward balance doesn't justify a bullish stance at this valuation.

1. The author downgrades British American Tobacco's rating from strong buy to hold due to slower-than-expected shift to non-combustible products; 2. Combustibles still account for 80% of BAT's revenue, with a significant decline in volumes expected over the next decade; 3. The current high dividend yield is at risk, as 10-year returns underperform the S&P500 and peers like Philip Morris and Japan Tobacco.

1. Enovix is a pre-revenue company developing high-performance batteries; 2. The company aims to start mass production in Malaysia by late 2025; 3. Success hinges on achieving 95% battery yields and securing major customers; 4. Despite past misjudgments, the author is bullish on Enovix's long-term potential; 5. The stock is considered high-risk, high-reward due to its reliance on yield targets and production ramp-up.

1. I rate Pfizer a sell for the next 18-24 months due to continued headwinds from Medicare Part D redesign and patent expirations. 2. Danuglipron could be a catalyst for a turnaround if late-stage trials succeed in 2025. 3. Short-term, the 6.6% yield and low valuation ratios may attract value investors.

1. Agnico Eagle Mines Limited is a top gold producer with strong financial and operational performance, reducing net debt and increasing gold reserves; 2. Despite a recent increase in all-in sustaining costs, Agnico's stable production and dividend payments make it a reliable investment in the precious metals space; 3. The article suggests that Agnico is overbought and a near-term correction is possible, but remains bullish on its long-term prospects.

1. The technology sector has outperformed the broader market with the Nasdaq delivering 126.5% returns over the last 5 years. 2. SCHG, a large-cap tech fund, has underperformed the Nasdaq with 13% returns since July 2024 due to defensive holdings and reduced tech exposure. 3. Despite its lower risk profile, SCHG's defensive sectors and reduced tech holdings will likely continue to underperform compared to the Nasdaq and aggressive growth funds.

1. Despite strong FY24 performance, Energy Transfer's units are down 3% due to concerns over a $5 billion growth CapEx guide; 2. The recent M&A was strategically sound but primarily funded through issuing new ET units; 3. The FY25 EBITDA guidance increase of $600 million-$1 billion is strong, showing ET's strategy is working; 4. The $5 billion CapEx budget is less concerning as it focuses on optimizing existing assets and is mostly covered by cashflow.

1. The author remains bullish on Palantir due to its strong revenue growth and operational success; 2. Risks include declining billings and reliance on interest income; 3. Palantir's stock could be affected if growth momentum slows, but maintaining growth above 25-30% justifies a market cap potentially exceeding $500 billion.

1. Klepierre, a European Retail REIT with a strong portfolio of shopping malls in central European cities, offers a 6.32% yield and BBB+ rating. 2. Despite impressive fundamentals, growth is expected to be slower with a 4% EBITDA increase in 2024. 3. The company trades below its EPRA NTA, presenting a 10% discount, but US-based REITs offer more attractive opportunities. I rate Klepierre a 'Buy' at €31/share.

1. BigBear.ai faces challenges in profitability and captures only 0.25% of its $80 billion TAM, making it a poor investment choice. 2. BBAI competes with Palantir, which has more resources, customers, and a versatile product suite. 3. Palantir has higher gross margins (81.1% vs. 26.99%) and profitability, making it a superior investment in the AI sector.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the limitations of the monthly Dividend Champions list and the need for regular updates. 3. The author, Justin Law, mentions his background in chemistry and finance, and his role as a contributor to The Dividend Kings investing group.

1. Costco's efficient business model and high customer loyalty drive consistent shareholder value, but its current valuation is too high for a buy rating. 2. Despite robust growth and resilience to economic conditions, Costco's forward price-to-earnings ratio implies a low earnings yield for a couple of years, making it less attractive for new investments. 3. Potential growth paths include international expansion and e-commerce, but challenges in adapting the business model to new regions exist.

1. Tesla reported Q4 earnings that missed estimates, but investor sentiment was lifted by Elon Musk's optimistic projections, including a $10 trillion revenue potential from robots. 2. Despite valuation concerns, the author upgrades the rating to speculative Buy due to bullish chart setup and Musk's ambitious growth projections. 3. Tesla's cost advantage in autonomous vehicles and potential rapid scaling of Optimus robots support long-term growth.

1. The author anticipates the FDA will soon declare the semaglutide shortage resolved, potentially slowing Hims' revenue growth rate due to compounding restrictions. 2. He foresees explosive revenue growth post-FDA announcement due to 60-day timelines for pharmacies (503A) and 90-day timelines for outsourcing facilities (503B) to comply with the restrictions. 3. The author believes HIMS may leverage FDA compounding exemptions to further extend its compounded GLP-1 offerings, creating uncertainty for speculators betting against the stock. 4. The author rates Hims as a 'Hold' due to limited upside for a long position and too much uncertainty to justify initiating a short position at this time.