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Dear Reader,
By any conventional wisdom, putting 60% or your money into a single stock sounds crazy.
But that's what one of the most famous investors in America did with the stock I'm going to tell you about today.
And yes, I'm going to give you the name and stock ticker symbol for this company, totally free of charge. No credit card or e-mail address required.
Why am I doing this?
Because while I'm not recommending you put half your money in this stock, I do believe this is one of THE best retirement stocks in America today.
In short, it's a business few have heard of, but EVERYONE should own.
It's an incredible business... a company unlike any other in America.
The returns for this business are massive (more than Apple, Amazon, and the S&P 500 combined in recent years )... the dividends could be massive too... and the best part of all is that the next few years could be even more lucrative than the recent past.
And that's because the assets this company owns are critical for America's two most important industries right now (yes, AI is one of them).
That's why, besides Berkshire Hathaway, I believe this might be the "Greatest Retirement Stock in America" today.
To learn more, click here to get my full write-up and the name and ticker symbol of this amazing stock, totally free of charge. Again, no credit card or e-mail required.
Regards,
Whitney Tilson
Senior Analyst, Stansberry Research
P.S. On this page I'll also give you all the details on the famous investor who put 60% of his fund into this stock. He's made an absolute fortune on this business over the years, and I think you could do the same in the years to come. Click here to get all the specifics.
Moog Is More Than a Missile Maker, and Wall Street Is Noticing
Reported by Sam Quirke. Published: 7/22/2026.
Key Points
- Moog has rallied sharply this year as defense, aerospace and industrial demand continue to support the business.
- JPMorgan initiated coverage with an Overweight rating and a Street-high $520 price target, pointing to Moog’s multiyear transformation.
- The stock’s valuation has expanded, making the next earnings report an important test of whether growth can keep justifying the premium.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
With all the noise around semiconductor and AI companies, defense stocks have been one of the market's quieter success stories this year, and few have run harder than Moog Inc. (NYSE: MOG.A). Shares of the precision motion and control specialist are up more than 60% year to date, and the good news for investors just learning about the stock is that there could still be plenty of room to run.
Earlier this week, one of Wall Street's biggest banks, JPMorgan, initiated coverage on Moog with an Overweight rating and a fresh $520 price target. From where the stock is currently trading, that street-high target implies more than 30% upside.
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The company has real technology traction, including partnerships with Meta, Samsung, and Qualcomm.
Shares available at $0.79 through July 30. Invest today.JPMorgan is not alone in leaning bullish. Moog currently carries a Buy consensus rating, and other recent analyst moves have also been positive, including Truist’s Strong Buy rating and TD Cowen’s $450 price target. JPMorgan’s $520 target is still the highest of the group, but the broader takeaway is straightforward: Wall Street is increasingly buying into Moog’s turnaround story.
For a stock that’s been setting record high after record high in recent weeks, that's a bold call, and investors should be paying attention.
Why JPMorgan Thinks Moog’s Growth Story Is Still Early
JPMorgan analyst Tomohiko Sano's bullish thesis rests on two key ideas. The first is that Moog is only midway through a multi-year transformation, driven largely by changes in its manufacturing. That's the operational piece. The more interesting part is the breadth of what the company is exposed to.
In his view, Moog isn't the pure defense play that many on Wall Street might assume it is. Sano highlighted its diversified exposure across missile replacement, commercial aerospace, industrial automation, and the AI-driven infrastructure buildout, which is an unusually wide set of end markets for a company of its size. Each of those is currently in an upcycle, and few businesses sit at the intersection of all four.
That diversification is easiest to see in the programs themselves. On the defense side, Moog supplies content across missile systems, including PAC-3, THAAD and Tomahawk, all of which are seeing sustained replacement demand as global stockpiles are drawn down faster than they can be refilled.
Beyond missiles, the company also supports long-term military projects like the F-35 fighter and the MV-75 transport aircraft. It provides flight control equipment used in commercial aircraft production, all of which helps explain why JPMorgan called Moog a "resilient compounder" that's on track to keep growing revenue at current rates through 2028.
Record Backlog and Rising Guidance Support the Bull Case
The financials support the theory. In its most recent quarterly report, Moog reported one of its highest revenue prints ever, impressive margin growth, and increased forward guidance from management. Interestingly, all of Moog's business units contributed to the growth, backing up JPMorgan’s point that diversification is an asset.
The company’s backlog told its own story, with Moog's 12-month backlog jumping to record levels and showing just how strong underlying demand is right now. Given that Moog is set to release its next quarterly report at the end of July, investors will be watching closely for signs that this demand upswing is not only holding its momentum but also translating into even better results.
Moog’s Premium Valuation Leaves Little Room for Error
Here's where the bulls need to be honest with themselves. Moog currently trades with a price-to-earnings ratio of about 45, up from 26 last summer and 21 the year before. Based on that metric alone, shares of Moog are currently at their most expensive level in more than five years.
However, the bullish response is that Moog has simply narrowed its historical discount to missile system peers like Curtiss-Wright (NYSE: CW) and HEICO Corp (NYSE: HEI), both of which currently trade at even higher multiples.
That's fair as far as it goes, but those peers are also sitting near their own record valuations, so anchoring to them isn’t an ideal comparison. The more honest framing is that Moog is being priced as though the ongoing transformation is already complete.
The thing is, though, that’s not all that unusual for a company that’s currently in the middle of a generational upswing like Moog is. Like with many tech stocks, when investors believe they’re getting in on what could one day be considered the ground floor, they’re happy to pay a premium. And based on JPMorgan’s update, that could well be what we’re looking at here.
The Catalysts That Could Keep Moog’s Momentum Intact
As we head into the rest of the summer, the weight of analyst opinion sits firmly on the bullish side, and JPMorgan's latest update bodes well for the coming months—as long as the company delivers another strong report next week.
If it can do that, then there’s every reason to think JPMorgan’s $520 price target could soon come into view. Geopolitical tensions continue to drive demand, commercial aerospace production is solid, and the data center buildout is creating fresh industrial demand that Moog's cooling and automation products are well placed to serve. All of these are long-cycle stories, and that's ultimately what makes Moog such an attractive option right now.
3 Dividend Stocks with Growth on Tap for the Second Half
Reported by Chris Markoch. Published: 7/13/2026.
Key Points
- Amid stock market volatility, geopolitical tension, and sticky inflation, dividend-paying stocks offer investors a balance of safety and steady growth.
- IBM has grown its dividend for 30 consecutive years while expanding into AI and quantum computing, delivering a five-year total return exceeding 170%.
- Kinder Morgan and the Templeton Emerging Markets Fund both offer growing dividends and strong total returns despite volatile oil prices and global market swings.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
In the 30 days ending July 8, the S&P 500 made a directional move of 1% or more four times. Some analysts will dismiss that as a function of the index’s size. After all, the S&P 500 is now over 7,500 points. Five years ago, it was around 4,300, and 10 years ago, it was around 2,100.
But investors perceive that as volatility, and it has many looking for safety outside of the volatile artificial intelligence trade. It’s hard to fault that strategy. Investors, who are also consumers, are dealing with sticky inflation, which affects the outlook for interest rates and consumer sentiment.
Where to Put $100 Before Trump's New Tech Law Rolls Out (Ad)
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance estimates it could unlock $400 trillion - but analyst Jeff Brown, who was consulted by Congressional offices on the legislation, believes the real figure could reach $2.6 quadrillion.
Brown says this shift will pour onto a new type of investment exchange - and he's showing investors how to position themselves starting with just $100.
Click here to see how Jeff Brown says to claim your stakeThat would be enough on its own, but investors also have to consider a tense geopolitical environment in the Middle East and Europe that suggests there may be many more directional moves of 1% or more in the S&P 500 for the remainder of 2026.
Dividend Stocks Balance Safety With Growth
Despite the market gyrations, many investors sleep well at night. Their investment strategy includes dividend-paying stocks, so their portfolio generates regular passive income.
Many investors will dismiss dividend stocks as being too boring. It’s true that many of the best dividend stocks will not beat the performance of the S&P 500. That math doesn’t work for growth-oriented investors.
But for investors looking for safety in a turbulent market, dividend stocks offer an attractive balance of enough growth to go along with a safe, growing dividend. Whether investors reinvest the dividends or use the cash as supplemental income, these stocks do what they’re designed to do. Here are three names that have an attractive total return outlook in the second half of 2026.
IBM Delivers Dividend Growth Alongside AI Innovation
IBM (NYSE: IBM) has successfully pivoted from its hardware roots into a major player in cloud computing.
The company’s 2025 acquisition of Confluent is pushing it into the application layer of the AI stack, which gives IBM a direct role in how enterprises feed live, real-time data into their AI models instead of simply supplying the infrastructure underneath them.
IBM is also one of the large-cap names staking a claim in the quantum computing space. Not every name in this space will make it, but with its reputation and balance sheet, IBM shouldn’t be counted out.
Over the last five years, IBM has delivered stock price growth of over 100%. However, the total return, which includes its dividend, is over 170%. IBM increased that dividend for its 30th consecutive year in April 2026.
For investors looking for a growth and value play in the technology sector, IBM is a name to consider.
Kinder Morgan Offers Reliable Income Despite Energy Price Volatility
The U.S. conflict with Iran has caused oil prices to move from above $100 to around $60 in the first half of the year. That kind of movement in the underlying commodity has made some energy stocks as volatile as tech stocks.
That’s why investors may want to consider Kinder Morgan (NYSE: KMI). The company is a midstream operator. It is responsible for transporting oil and natural gas through its extensive pipeline network, and its business is agnostic to oil and natural gas prices. The work is contracted and predictable, which is good for its customers as well as investors.
KMI is up approximately 17% in 2026 and has delivered a total return of over 150% over the last five years. It’s trading within about 7% of its consensus price target of $34.71. However, UBS Group recently reiterated its $43 price target for the stock.
Plus, Kinder Morgan’s dividend yields 3.7% as of this writing, and the company has increased its dividend for nine consecutive years.
Templeton Emerging Markets Fund Adds Global Growth and Dividend Income
The Templeton Emerging Markets Fund (NYSE: EMF) is another avenue for investors looking to balance growth and safety. Heading into 2026, emerging markets were seen as a place to seek outsized performance. EMF is up about 34% in 2026.
Investing in emerging markets is important for a diversified portfolio. However, investing in companies outside the United States does require a different level of due diligence.
The Emerging Markets Fund uses a bottom-up, fundamental research approach to identify undervalued opportunities across local stock exchanges. The fund’s holdings span a range of industries, reducing the risk of exposure to any one country or sector.
The EMF pays a quarterly dividend that currently comes out to 90 cents per share on an annual basis.
However, the fund just increased its dividend to 24 cents per share in May. With a share price that’s around $22 as of this writing, investors have time to build a sizable position.
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