Dividend growth stocks have quietly outperformed the S&P 500 for decades, making Broadcom, Visa, S&P Global, Costco, Mastercard, Texas Instruments, Microsoft, PepsiCo, Starbucks and NVIDIA ten to buy and hold forever. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com  x.com  … Show more

Low forward earnings multiples across eleven stocks cannot persist indefinitely. Nvidia trades near 17.5x, its lowest in over a decade; Oracle near 15x, its lowest in six years. Uber is at 17x, Broadcom 19x, Vistra 15x, AppLovin 14.5x, TSMC 19x, Forgent Power Solutions 18x, Nokia 19.5x, American Express 17x and Western Digital 14x. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Amazon, Meta, Broadcom, AMD, ServiceNow, Microsoft and ASML are strong enough to serve as decade-long cornerstone holdings. Amazon has AWS, ads, marketplace, Prime and logistics reinforcing each other. Meta reaches about 3.6B daily users with an AI-improved ad engine. Broadcom pairs chip infrastructure with embedded software, both cash-rich. AMD wins with EPYC, Instinct and ROCm. ServiceNow and Microsoft are deeply embedded in daily business, and ASML alone makes EUV systems at scale. x.com  … Show more

Caterpillar, Microsoft, Waste Management, Visa, JPMorgan and Mastercard are dividend compounding machines that also buy back shares rapidly, and great stocks return value to shareholders. Since 2013, Mastercard's dividend per share is up 2,517% with shares outstanding down 27.4%; Visa's dividend is up 888%, Microsoft's 304% and JPMorgan's 334%. Caterpillar has cut its share count 30%, JPMorgan 27.6% and Waste Management 13.3%. x.com  x.com  x.com  x.com  x.com  x.com 

These 12 stocks are quality compounders sharing pricing power, recurring demand, strong returns on capital and disciplined management. Domino's earns royalties, AutoZone serves an aging fleet, Progressive underwrites with data, Waste Management owns routes and landfills, Grainger is embedded in operations, S&P Global and FICO are mission-critical, Rollins has recurring pest control, Copart an auction network, Visa a fee network, HEICO niche aerospace parts, Costco loyal members. x.com  x.com  … Show more

Nvidia, American Express, Cheesecake Factory, Microsoft, Broadcom, UnitedHealth and Coca-Cola are incredible stocks that also pay you dividends while you own them, a way to make money while you sleep. Current yields: Nvidia 0.48%, American Express 1.05%, Cheesecake Factory 1.45%, Microsoft 0.91%, Broadcom 0.69%, UnitedHealth 2.19% and Coca-Cola 2.50%. x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Nvidia, Alphabet, Visa, Amazon, Adobe, Mastercard, Microsoft, Nu, Meta and Netflix are elite earnings compounders worth owning for the next decade. As Peter Lynch said, over the long term there is a 100% correlation between a company's earnings and its stock price. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Broadcom, Visa, Mastercard, Microsoft, JPMorgan, Costco, Apple, Home Depot, Lowe's, American Express and the DGRO, VIG and SCHD ETFs suit a dividend growth strategy, the best way to live off dividends. Payouts growing 5-8% a year can outpace inflation, and living on dividends means never selling in a crash. Steady dividend raises filter for stable cash flows, quality and solid management, dividends are easier to forecast than prices, and reinvesting them before retirement compounds share count. … Show more

Six high-quality favorites of well-known investors trade at discounts: Uber 28%, held by Bill Ackman and Thomas Russo; Fair Isaac 53% and Intuit 46%, held by Dev Kantesaria and Lindsell Train; Microsoft 29%, held by AltaRock and Chris Hohn; Brookfield 23%, held by Josh Tarasoff and Chuck Akre; and S&P Global 27%, held by Kantesaria and Hohn. x.com  x.com  x.com  x.com  x.com  x.com