I focus on anticipating market shifts, applying a big-picture, thematic approach to find alpha where others aren't looking. Despite market fragility and high valuations, I'm actively buying cyclical dividend growth stocks before broader sentiment turns positive. Early signs of economic improvement suggest cyclical sectors, especially industrials and transportation, offer exceptional long-term r...
There appears to be progress in resolving the trade war between the United States and China, and the companies that are responsible for hauling the goods imported into the United States are rallying on the prospect of having more work ahead.
I have been putting far more capital to work this year than I expected, taking advantage of volatility and strong risk/reward setups, not perfect timing. Fearful headlines and trade uncertainty keep many sidelined, but I believe downturns offer the best long-term buying opportunities. My five largest holdings now make up half my portfolio, reflecting deep conviction. In this article, I present ...
My portfolio is outperforming the market, but I remain cautious. The rally has masked risks, and valuations are far from attractive. Despite optimism, trade tensions, inflation fears, and weak capital spending signal that economic risks are rising, not fading. That's why I'm turning to transportation. It's overlooked, undervalued, and historically a key signal for lasting market recoveries.
My Top 15 High-Growth Dividend stocks for April 2025 outperformed SPY and VIG, posting a 0.12% gain versus SPY's -0.87% and VIG's -1.53%. Year-to-date, the Top 15 list returned -0.36%, outperforming VIG's -2.46% and SPY's -5.40%, aiming for a long-term 12% return. The May 2025 Top 15 stocks offer a 1.33% average dividend yield with a 21.25% 5-year dividend growth rate and are 29% undervalued.
Shares of Old Dominion Freight Line (ODFL -7.35%) were falling today in sympathy with a disappointing report from rival Saia, another top less-than-truckload (LTL) carrier.
Old Dominion Freight Line, Inc. (NASDAQ:ODFL ) Q1 2025 Earnings Conference Call April 23, 2025 10:00 AM ET Company Participants Jack Atkins - Director, IR Kevin Freeman - President, CEO & Director Adam Satterfield - EVP, Assistant Secretary & CFO Conference Call Participants Jordan Alliger - Goldman Sachs Jonathan Chappell - Evercore ISI Ravi Shanker - Morgan Stanley Tom Wadewitz - UBS Scott Gr...
Old Dominion Freight Line (ODFL 0.59%) is feeling the pinch from global trade uncertainty, but the impact isn't as bad as investors had feared. Shares of Old Dominion were trading up 9% as of 10 a.m.
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