Editor's note: CNBC nicknamed him "The Prophet." He called Netflix at 78 cents, Apple at 38 cents, and Amazon at $2.80 – long before anyone knew their names. He's appeared on 60 Minutes twice. Now former hedge-fund manager Whitney Tilson is naming what he calls "America's Greatest Retirement Stock" right now – one company at the center of the AI and energy boom. He's giving away the name and ticker, free. See below...
A better retirement stock than Berkshire?
For years, I've called Berkshire Hathaway my No. 1 retirement stock in America.
I've attended 27 of Buffett's last 28 annual shareholder meetings in Omaha.
I've urged my readers to put a significant chunk of their retirement savings into Berkshire.
And it's worked out extraordinarily well.
But today I want to tell you about a company I believe might be even MORE powerful.
It doesn't manufacture a single chip, write a single line of code, or produce a single drop of energy or gas.
Instead, it controls assets so rare and irreplaceable that the entire AI boom grinds to a halt without them.
Every AI giant. Every energy company. Every pipeline operator that needs access... has to pay.
I call it the world's most profitable tollbooth – one that collects on the largest flood of spending in American history, whether markets rise or fall.
And unlike Berkshire – which hasn't paid a dividend since 1967 – this company sends enormous piles of cash directly to shareholders.
Not one check... But TWO.
Including a special payout that can run 5 to 10 TIMES bigger than the regular quarterly dividend.
>>> Learn how to collect both checks <<<
Over the past decade, it's outperformed Apple, Amazon, AND the S&P 500 – combined.
Right now, it's trading at a rare discount. Past windows like this one have turned a $10,000 stake into $55,000 – in just over 12 months.
The next dividend hits in weeks.
I'm giving away the name, ticker, and full story – completely free.
>>> Watch: Why This "Tollbooth" Stock May Be America's New Greatest Retirement Stock <<<
I flew to West Texas to see what this tollbooth actually controls...
Sitting above it in a helicopter, looking down at 9,000 construction workers crawling across a single stretch of desert...
I understood immediately why the smartest money in the world is rushing in.
Regards,
Whitney Tilson
Senior Analyst, Stansberry Research
P.S. The discount window is already narrow.
But here's what makes July 13th the real deadline...
On February 2nd, Trump signed "Project Vault" — a plan to set hard price floors on the exact critical assets this tollbooth controls.
July 13th is when Washington makes that call.
If those price floors get the greenlight, every fund and every trading desk rushes in at once.
The tollbooth gets even more valuable overnight.
And this discount disappears with them.
Remember — the next dividend hits in weeks too.
The window to get in before both of those events is closing fast.
>>> Watch the free presentation before July 13th. <<<
Constellation Brands: Beer Growth and Buybacks Mask Stock's Slump
Authored by Chris Markoch. Date Posted: 7/9/2026.
Key Points
- Constellation Brands topped revenue expectations but missed on adjusted EPS in its fiscal 2027 first-quarter report, even as the stock trades near multi-year lows.
- The beer segment, led by Modelo Especial and Corona Extra, kept growing while Wine and Spirits posted strong organic sales gains despite a large reported decline tied to a divestiture.
- New CEO Nicholas Fink outlined an occasion-based growth strategy as the company continued returning cash to shareholders through buybacks and dividends amid raised full-year guidance.
- Special Report: SpaceX is offering you shares. Don't take them.
Constellation Brands (NYSE: STZ) delivered its fiscal year 2027 Q1 report on June 30 with mixed results. Revenue of $2.43 billion beat expectations of $2.39 billion. However, Constellation missed the bottom line, reporting adjusted earnings per share (EPS) of $3.43, below expectations of $3.70.
Even so, earnings were higher year over year (YOY). Management also raised its full-year reported EPS outlook to $11.50 to $12.20 and reaffirmed comparable guidance of $11.20 to $11.90. At the midpoint, reported EPS would be 23% higher YOY.
Google signed. Gates wrote a 100 million dollar check. Here's why. (Ad)
A drilling crew in rural Utah was handed a 64-day timeline to bore through nearly three miles of solid granite. They finished in 16 days - twelve years ahead of the DOE's own performance projections.
Drilling costs were cut in half in 18 months. Google signed a 15-year contract. Bill Gates reversed his position and committed $100 million. When Congress rewrote energy tax credits, this was the one source that kept them through 2033. The company behind it has been operating for sixty years.
See the company that just rewrote the DOE's timelineThat hasn’t done much to satisfy investors. As of the market close on July 8, STZ continues to trade near multi-year lows around $130, keeping shares below their 200-day moving average of roughly $146. The stock's MACD also remains in negative territory.
When it comes to earnings reports, investors often pay too much attention to what a company did and not enough to what it expects next. In the case of Constellation Brands, that disconnect is worth examining, particularly since STZ is trading approximately 29% below the analysts’ consensus price target of $167.89.
Constellation's Beer Business Continues to Drive Growth
Constellation's beer segment, anchored by Modelo Especial and Corona Extra, grew net sales 2% on a 1.8% increase in shipment volumes. Operating margin held roughly flat at 39%. Depletions, a measure of what's actually moving off store shelves, dipped by a modest 0.3%. The company remained the top dollar-share gainer in the U.S. beer category during the quarter, with five of the 15 top share-gaining brands nationally.
Wine and Spirits told a more complicated story. Reported net sales fell 47%, but that decline was almost entirely due to last year's divestiture of a large portion of the mainstream wine portfolio. Strip that out, and organic net sales actually grew 8%, with depletions up 6.6%. The Kim Crawford brand’s depletions grew by roughly 4%, while Mi CAMPO Tequila surged 62%. The segment's operating loss narrowed sharply, improving 140 basis points to a margin of negative 0.7%.
Constellation Challenges the GLP-1 Bear Case
A popular bear thesis for beer and wine stocks holds that GLP-1 weight-loss drugs are suppressing overall drinking. Constellation's numbers argue against that story, at least for now. If GLP-1 adoption were driving a broad pullback in alcohol consumption, beer volumes should be falling alongside wine and spirits. Instead, beer shipments grew, and organic sales and depletions for wine and spirits both increased.
This suggests that Constellation Brands is adapting to changing consumer tastes. That's different from a company stuck in a doom loop of declining demand.
What stands out in the numbers is pressure lower on the income ladder. Management described a "discerning and value-conscious consumer mindset," particularly among lower-income households, as gas prices rose more than 50% nationally during the quarter.
That's the K-shaped economy playing out in real time: a bifurcated consumer base, with higher-end brands that have strong equity, like Modelo and Kim Crawford, continuing to find buyers even as lower-income households pull back elsewhere.
Constellation Rewards Shareholders With Buybacks and Dividends
Constellation returned over $400 million to shareholders during the quarter. That total was split between $324 million in year-to-date share repurchases and a quarterly dividend of $1.03 per share. Management is targeting a comparable net leverage ratio of approximately 3x while continuing to fund the construction of a third brewery in Veracruz, Mexico. Operating cash flow rose 4% to $662 million, and free cash flow increased 9% to $485 million.
New CEO Nicholas Fink Outlines Constellation's Growth Strategy
This was the first earnings report with Nicholas Fink as President and Chief Executive Officer (CEO). Fink used the earnings commentary to lay out an occasion-based growth strategy. The plan centers on understanding when, where, and why consumers choose specific brands, rather than treating growth purely as a distribution or pricing exercise.
Fink singled out Modelo Especial's continued distribution runway and relatively low brand awareness as a specific opportunity, alongside continued investment in fast-growing Pacifico and Mi CAMPO.
Constellation Stock Offers Value for Patient Investors
At roughly 11x earnings, Constellation trades at a discount that looks reasonable for a defensive consumer name with a dominant beer franchise and an improving wine-and-spirits business. The stock's continued technical weakness suggests the market hasn't fully priced in the operating improvement yet.
To be fair, risks remain. Wine and Spirits still operates near breakeven, tariff exposure on agricultural inputs is an ongoing concern the company flags directly in its filings, and the broader beverage alcohol category faces real questions about long-term consumption trends.
But this quarter's results suggest the pressure so far is more about consumer selectivity than a structural retreat from alcohol altogether. For patient investors, Constellation's combination of earnings growth, aggressive capital returns, and a still-skeptical stock chart is worth watching closely.
5 Dividend Kings to Buy in July with Irresistible Value and Yield
Authored by Thomas Hughes. Date Posted: 7/8/2026.
Key Points
- Several Dividend Kings, including Procter & Gamble, Hormel, Stanley Black & Decker, Genuine Parts, and Lowe's, are trading at discounted valuations despite decades of consecutive dividend increases.
- Each company faces distinct headwinds, such as sluggish demand, rising costs, a CEO transition, a proposed corporate split, or a weak housing market, yet maintains sustainable dividend payouts.
- Institutional investors have been accumulating shares across these companies, and analysts note improving fundamentals that could support future price appreciation and continued capital returns.
- Special Report: SpaceX is offering you shares. Don't take them.
Dividend Kings are attractive investments because their 50-year streak of consecutive dividend payments reflects business stability through different economic cycles, flexibility to adapt over time, durable cash flows, and a commitment to capital returns that can help reduce portfolio volatility and compound wealth.
The best time to buy these stocks is when they are unloved and their prices are low. These companies have already proven their resilience and their ability to create value over time, and buying them at lower prices offers more attractive value-to-yield ratios.
Procter & Gamble Offers Rare Discount on Premium Brand
Google signed. Gates wrote a 100 million dollar check. Here's why. (Ad)
A drilling crew in rural Utah was handed a 64-day timeline to bore through nearly three miles of solid granite. They finished in 16 days - twelve years ahead of the DOE's own performance projections.
Drilling costs were cut in half in 18 months. Google signed a 15-year contract. Bill Gates reversed his position and committed $100 million. When Congress rewrote energy tax credits, this was the one source that kept them through 2033. The company behind it has been operating for sixty years.
See the company that just rewrote the DOE's timelineProcter & Gamble (NYSE: PG) shares are down from their post-COVID highs amid macroeconomic headwinds, sluggish demand, and shifting consumer habits, but the company is far from out of the fight. As the leading global manufacturer of home health and hygiene products, it is well-positioned for success. Its 70-year streak of dividend increases attests to that.
The key detail investors should focus on is valuation. At first glance, it still looks rich relative to peers, but it has fallen significantly from historical norms.
Procter & Gamble stock tends to trade at a premium valuation because of its strong dividend payout, which amounts to about 60% of the company’s earnings and yields nearly 3%. The company’s cash flow also supports share buybacks. Q1 activity contributed to a 1.35% trailing 12-month (TTM) reduction, a pace that is likely to continue.
Analysts' trends reflect a cautious tone but do not raise any red flags. MarketBeat tracks 22 analysts rating the stock as a Moderate Buy, with a 55% Buy-side bias and modest upside at the midpoint target. Institutions, which collectively own 65% of the stock, limit downside as they have been accumulating shares at a pace greater than $2 to $1.
Hormel’s 50% Discount Is a High-Yield Opportunity
Hormel (NYSE: HRL) faces headwinds like any consumer staple, with rising costs and shifting consumer preferences affecting both the top and bottom lines. However, the resilient food processor has a 60-year streak of dividend increases, suggesting it can weather this storm as well.
Among its efforts is the divestiture of underperforming businesses in favor of higher-margin, value-added foods. The massive 50% stock price discount offered in 2026 comes with a dividend yield approaching 5%.
Reasons to buy HRL in 2026 include its fiscal Q2 results, which showed that its strategy is working. Prepared foods helped sustain modest growth, outperformance, and margin improvement, leading to a bottoming in analyst sentiment. Meanwhile, institutions have been aggressively accumulating, setting the stage for a market reversal when a catalyst emerges. That could come as soon as year-end, assuming further progress on the repositioning.
Stanley Black & Decker Is Reverting to Sustainable Growth
Stanley Black & Decker (NYSE: SWK) faces the same headwinds as other consumer-facing Dividend Kings, compounded by a CEO transition.
Effective in late 2025, the leadership change brings a renewed focus on margins, profitability, and the quality of capital returns. CEO Christopher Nelson is taking a margin-first, revenue-second approach, which has resulted in sluggish top-line performance offset by improving profitability.
The takeaway is that SWK’s dividend, which yields approximately 3.6% as of early July, is safer than ever. Looking ahead, quarterly results are forecast to remain mixed this year, with tepid top-line growth offset by margin improvement, before shifting to top- and bottom-line growth the following year. Institutions, which own approximately 87% of the stock, show a high degree of confidence in the outlook, having aggressively accumulated over the TTM period.
Genuine Parts Company: A King by Any Other Name Will Pay as Sweetly
Genuine Parts Company (NYSE: GPC) stock is down due to a combination of factors, including concerns about the proposed split. Expected to be completed in early 2027, Genuine Parts Company will split into two pure plays, one focused on the consumer market and one on the industrial market.
The core consumer brand is NAPA, comparable to capital-return machines such as AutoZone (NYSE: AZO) and O’Reilly (NASDAQ: ORLY), and both new companies are expected to return capital. While technically the 70-year streak of increases will end, dropping GPC from the Dividend King ranks, the new companies can be lumped in with names like AbbVie (NASDAQ: ABBV), which retains King-like status despite its split from Abbott Laboratories (NYSE: ABT).
Investors who buy in this summer get a yield above 3% and an outlook for not only sustained returns, but also price-multiple expansion. Trading at approximately 16x its current-year earnings forecast, Genuine Parts Company presents a discount relative to AutoZone’s 19.5x and a deep value relative to O’Reilly, which trades above 25x. The industrial-focused company is expected to see a more robust expansion, as its peers trade in the 30x range.
Lowe’s Positions to Sustain Growth Ahead—Waiting for Housing Recovery
Lowe’s (NYSE: LOW) is down due to sluggish growth, persistent weakness in the housing market, and consumers shying away from discretionary projects.
The offset is that Lowe’s business is supported by baseline demand underpinned by housing supply-and-demand imbalances that sustain homebuilding, remodeling, and upkeep activity, even if at subdued levels.
The takeaway is that Lowe’s cash flow, though diminished relative to more robust periods, is sufficient to sustain capital returns while the company invests in the future. Lowe’s future includes an intensified focus on pro markets. Pro markets provide a dual revenue stream and customers who purchase more frequently, in larger volumes, and across categories.
Lowe’s is the lowest-yielding name on this list, paying just over 2.2% in annualized yield as of early July, but it is also the safest. The payout ratio is in the 40% range, allowing for a more robust pace of annual increases.
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