Dear Friend,
A drilling crew in Beaver County, Utah punched through 15,765 feet of solid granite.
Nearly three miles straight down.
The Department of Energy said it should take 64 days.
They did it in 16.
They hit the DOE’s 2035 performance targets twelve years early. Costs were cut in half in 18 months.
24 days later, the President signed a law that killed tax credits for solar and wind, but preserved full credits for this energy source through 2033.
The Energy Secretary who championed it? He invented the technology behind the shale revolution.
One company has been building this for sixty years. The smart money is already in. The July 4th catalyst is 12 days away.
See the company at the center of Project FORGE >>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
3 'Boring' Dividend Stocks With Tasty Technical Setups
Submitted by Ryan Hasson. Published: 6/13/2026.
Key Points
- Altria, Enterprise Products Partners, and NNN REIT each offer dividend yields above 5% and have outperformed the broader market year to date.
- All three stocks show constructive technical setups, with NNN REIT confirming a fresh 52-week high breakout and Altria trading near its own 52-week high.
- Enterprise Products Partners has an additional demand catalyst: AI data center growth is driving increased natural gas consumption through its pipeline network.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Not every opportunity in the market needs to involve AI, rockets, or triple-digit revenue growth. Some of the most reliable returns come from the least exciting corners of the market: tobacco, pipelines, and single-tenant retail real estate.
The three names below are unrelated to the technology trade. What they do have is meaningful dividend yields, durable cash flows, and, perhaps most interestingly, technical setups that suggest the quiet outperformance they have delivered this year may have further room to run. For income investors who also appreciate a constructive chart, these three are worth a closer look.
Altria: A Near 6% Yield and an Almost 24% YTD Gain
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidAltria (NYSE: MO) is about as far from a momentum trade as it gets, yet the stock is quietly up almost 24% year to date, outpacing the broader market by a wide margin. The tobacco giant behind Marlboro in the U.S. pays a dividend yielding 5.9%, backed by one of the most consistent dividend track records in the market, with more than 55 consecutive years of increases. Trading at a forward P/E of just 13, the valuation remains undemanding even after the year-to-date run.
The fundamental picture remains steady. Net margins well above 30% reflect the pricing power that has defined the business for decades, and the company continues to return capital through both its dividend and ongoing buybacks. The next ex-dividend date is June 15, with payment on July 10.
From a technical perspective, the current formation is extremely bullish. The stock continues to hold above prior resistance near $70 and is consolidating just 4% below its 52-week high and breakout level. A move through the 52-week high, near $74, could spark a new wave of upside momentum.
Enterprise Products Partners: Midstream Income With an AI Kicker
Enterprise Products Partners (NYSE: EPD) is one of the highest-quality income vehicles in the energy sector. The master limited partnership operates an extensive network of pipelines, storage, processing, and export infrastructure across North America. The company generates predominantly fee-based cash flows that have supported 28 consecutive years of distribution increases. The current yield stands at 5.9%, with the stock up about 17% year to date and trading at a forward P/E of 12.
What makes EPD particularly interesting right now is a developing demand catalyst that few associate with a pipeline operator: AI data centers. Surging electricity demand from data center buildouts is driving increased natural gas consumption, and Enterprise's infrastructure sits directly in the path of that flow. Based on 17 analyst ratings, the stock currently has a Hold consensus rating. However, its consensus price target of $39.67 implies about 6% upside potential.
As long as the stock continues to hold major multi-month support above $37, the bulls should remain in control. Since March, the stock has been consolidating in a wide base above $37, with $40 acting as major resistance. In the months ahead, it will be vital for bulls to defend the support zone if bullish momentum is to persist.
NNN REIT: A Monthly-Like Income Machine at Fresh 52-Week Highs
NNN REIT (NYSE: NNN) is the very definition of a boring business done exceptionally well. The Orlando-based REIT owns more than 3,000 single-tenant retail properties across the United States. The properties are leased to necessity-based operators like convenience stores, quick-service restaurants, and auto service centers under long-term triple-net leases. Tenants cover taxes, insurance, and maintenance, leaving NNN with predictable, bond-like cash flows. That model has funded 35 consecutive years of dividend increases, a streak only a handful of REITs in America can match. The current yield is 5.1%.
The stock closed Tuesday up 2.18% at $45.98, a fresh 52-week closing high, and is now up 16% year to date. Notably, Tuesday’s surge also confirmed a major multi-month breakout. Since February, the stock had been stuck in a sideways bullish consolidation. But Tuesday’s move pushed it through $45 resistance, confirming the breakout. Momentum is now firmly in the bulls' favor, but for that to continue, the stock will need to hold above $45.
At a forward P/E of almost 13 with close to a 99% occupancy rate, the valuation remains reasonable for the consistency on offer.
Analysts hold a consensus Hold rating, with 13 analysts and a price target of $45.65, which is roughly where the stock is currently trading.
3 Non-Pharma Firms That Could Benefit From the GLP-1 Trend
Submitted by Nathan Reiff. Published: 6/20/2026.
Key Points
- With the GLP-1 agonist market still growing at a rapid pace, companies outside of the pharma industry are increasingly likely to benefit.
- Three potentially overlooked beneficiaries of GLP-1s may be TDOC, OLLI, and DXCM.
- TDOC and DXCM are health care firms providing telehealth services and continuous glucose monitoring devices, respectively, while OLLI is a bargain clothing store.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
The GLP-1 revolution is quietly continuing, even as investor attention has shifted to more timely topics. One of the best ways to gain exposure to the fast-growing weight loss drug space is through makers like Novo Nordisk (NYSE: NVO) or Eli Lilly (NYSE: LLY), the leading companies behind products such as Ozempic and Zepbound.
There are, of course, less direct ways investors can benefit from the GLP-1 surge as well. The prospect of the market tripling in size over the coming years has drawn a host of other drug developers to pursue their own offerings, and several up-and-coming pharma firms may be worth watching—or investors can look at dedicated exchange-traded funds (ETFs) like the Roundhill GLP-1 & Weight Loss ETF (NASDAQ: OZEM) for a broader view.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidBut the impact of GLP-1 agonists is extending beyond the pharma space, and the companies below could benefit from this trend despite their lack of direct involvement.
GLP-1 Telehealth Business Positioned to Thrive
Teladoc Health (NYSE: TDOC) operates a telehealth platform that provides patients with virtual care services related to obesity management and metabolic health, among other offerings.
These parts of Teladoc's business, along with GLP-1 prescription initiation, are growing particularly quickly. The company makes it easier for qualified patients to gain access to GLP-1 treatment, which can be a game-changer for those without convenient access to in-person specialists.
This has had a real impact on Teladoc's results. In Q1 2026, for example, the company beat revenue expectations by about $3 million, reporting $614 million, and adjusted EBITDA of $58 million also came in ahead of guidance. Visit-based care is being enhanced by AI-enabled 24/7 offerings that will likely be a sales and margin driver throughout at least the rest of this year.
At the same time, Teladoc is working to strengthen its balance sheet by initiating a multi-step debt reduction process and planning to limit stock-based compensation to $55 million or less in the coming year. The company is also building financial strength with a cash reserve that reached $751 million at the end of the first quarter.
This is a welcome change for investors after several consecutive quarters of shaky financial health, as indicated by a TradeSmith health indicator in the red zone.
GLP-1 Customers Buying New Wardrobes Might Fuel This Retailer's Growth
Discount retailer Ollie's Bargain Outlet (NASDAQ: OLLI) may seem like an unlikely GLP-1 beneficiary, but this and similar clothing stores could play an increasingly important role for patients losing weight and needing to buy new clothes.
Ollie's is among the most aggressive discount retailers when it comes to pricing and could be well-positioned to gain business from GLP-1 patients seeking to replace a large volume of clothing quickly.
For Q1 2026, Ollie's reported strong results overall, including sales growth of 14% year over year (YOY) and comparable store sales growth of 1.7% over the same period.
Adjusted earnings per share (EPS) also increased by 21% YOY, despite headwinds including inflation and higher fuel prices.
Ollie's is also expanding rapidly, with 27 new stores opened in the first quarter and a planned total of 75 new openings this year.
OLLI stock is a Moderate Buy across Wall Street, based on 14 Buy ratings and three Holds. Shares have fallen by almost 30% year-to-date (YTD) but still have about 60% upside potential based on analyst price targets.
Glucose Monitoring Devices Could Surge in Popularity
Although not a pharma company, health care peer DexCom (NASDAQ: DXCM) is a medical device firm that could benefit from the GLP-1 trend because of its continuous glucose monitoring (CGM) tools. CGMs are vital for GLP-1 patients with type 2 diabetes, making these products a useful companion to GLP-1 treatment in some cases.
Care providers may increasingly view CGMs and GLP-1s as a combined solution for patients with diabetes. CGMs have long been associated with insulin treatments, but the rapid expansion of GLP-1s beyond the population of patients with diabetes could open the door to greater monitoring needs for those interested in tracking glucose trends even if they are not using insulin. DexCom has responded by launching over-the-counter products for a wider patient population.
Overall, growing awareness of metabolic health and a rising interest in monitoring glucose levels could mean a surge in business for DexCom. This may contribute to DexCom's strong popularity among analysts: the stock has 22 Buy ratings compared to three Holds and one Sell, alongside 17% predicted upside potential.
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