Episode Details

Ep 31: Goldman Energy Picks, Realty Income Debate, 12% CEFs & Sanofi Bargain

Episode 31 Published 6 months ago

Today we cover seven big dividend themes:

Goldman Sachs Energy Picks — COP, HAL, KNTK, OVV, SLB rated Buy with solid upside amid geopolitical volatility
Realty Income (O) — 5.2% monthly dividend REIT, Apollo JV deal, but that 276% payout ratio raises questions
12% Yielding CEFs — THW, BIT, THQ, PCN with perfect distribution streaks, plus the leverage and NAV risks
Sanofi (SNY) — 5.4% yield, P/E of 11.9, Dupixent blockbuster, potentially 28% undervalued
P&G Dividend King — 15% drop, 70-year streak, 2.93% yield, tariff headwinds and volume stagnation
1973 Bear Market Lessons — How cash reserves, dividend income, and options income saved retirees
VOO Compounding Power — $10K + $100/week = $870K in 30 years