2 Dividend Plays, Taking Profits, And Dry Powder
David Alton Clark of Retirement Income Warrior discussed his 2026 strategy of harvesting rapid gains from high‑volatility stocks such as Meta, AMD, Amazon and Corning, netting $93,000 in capital income. He reduced portfolio allocation from 72% to 58% to keep substantial dry‑powder for future opportunities and added a small position in Conagra, which now offers a roughly 9% dividend yield at $14 per share. Clark highlighted the service’s overall performance—101% total return since June 2022, about 26% annualized—with $502,000 in income and $479,000 in capital gains. He also named Starwood Property Trust as his top income pick, yielding over 10%.
Micron, Credo, Lumentum: 3 AI Strong Buys
Steve Cress, Seeking Alpha’s head of quant, highlighted three AI‑related tech stocks—Micron Technology, Lumentum Holdings, and Credo Technology Group—as strong buys after steep pullbacks. He pointed to Micron’s 412% year‑over‑year EPS growth and a PE of 6.5×, Lumentum’s 30% ROE...
Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Victor Dergunov, known as The Financial Prophet, outlined a five‑step strategy to brace for a market correction, beginning with trimming risky equities and moving to roughly 20% cash. He redeployed capital into beaten‑down gold miners, defensive energy stocks, and selective...
Value + Quality + Cash Flow Is King
Scott Kaufman of The Dividend Kings explained that dividend‑focused ETFs have surged 12% year‑to‑date as investors rotate from high‑growth, AI‑centric stocks to value‑oriented, cash‑flow‑rich companies. He highlighted that many SaaS and growth names are now overvalued, while low‑break‑even oil producers...