In a market that often feels like a casino, it’s refreshing to find stocks that consistently deliver impressive results year after year. One such company is Kimberly-Clark (NYSE: KMB), the consumer staples giant behind iconic brands like Kleenex, Huggies and Cottonelle. This dividend dynamo has been a reliable wealth compounder for generations, so I decided to put it through my Value Meter. To begin with, let’s examine Kimberly-Clark’s valuation. The company currently trades at an enterprise value-to-net asset value (EV/NAV) ratio of 48.7. At first glance, that may seem astronomically high com ..read more

Ladies and gentlemen, I am happy to announce that it’s that time of year again! That’s right. It’s time to play one of our favorite games here at Safety Net… Is Ares Capital’s Dividend Still Safe? Ares Capital (Nasdaq: ARCC) is a business development company (BDC) that Chief Income Strategist Marc Lichtenfeld has reviewed in each of the past two years – first in March 2022 and again last August. At this point, I say we make it a tradition to review Ares yearly, as it’s one of our most popular requests – and it seems to be the gift that keeps on giving. In 2022, the stock had an attractive yiel ..read more

Editor’s Note: It’s been a while since we’ve mentioned Chief Income Strategist Marc Lichtenfeld’s core investing system, the 10-11-12 System, here in Wealthy Retirement. In case you aren’t familiar with it, I’m re-sharing this article from last year to help you get up to speed. (As you’ll find – or as you may already know – the system is aptly named!) The 10-11-12 System underlies Marc’s entire investing philosophy. Keep reading below to learn more about what’s made Marc so successful over the years. – James Ogletree, Managing Editor Over the weekend, a friend told me his teenage daughter is g ..read more

  Good afternoon! I have a treat for you today: a sneak peek at Chief Income Strategist Marc Lichtenfeld’s Private Executive Call from a couple of weeks ago. These calls are for Oxford Income Letter subscribers only, so I obviously can’t share the full thing with you. But since we got so much positive feedback from Members, I wanted to give you a small glimpse of the kinds of topics Marc covers. In this call alone, he shared his thoughts on artificial intelligence, market sentiment, “Dividend Aristocrats,” where to keep your short-term cash and more. Plus, this call was a special occasi ..read more

It’s not every day you come across a stock that looks as deeply undervalued as Teekay (NYSE: TK). The marine shipping company has been one of my favorite under-the-radar value plays for a while now. And given its stock chart, I’m sure its shareholders have felt much the same way. After a more than threefold rise from mid-2022 to February of this year, the stock has come down about 20% from its high. Even so, I’m more convinced than ever that the market is missing the boat here. Let me explain. To start, consider Teekay’s valuation. The company currently trades at an enterprise value-to-net as ..read more

As the saying goes, where there’s smoke, there’s fire. But in the case of British American Tobacco (NYSE: BTI), where there’s smoke, there’s a giant 10% dividend yield. Can the company sustain it, or will it burn through its cash like the embers on the end of a forgotten cigarette? In 2023, British American Tobacco posted its largest free cash flow figure in at least a decade. The company generated $10.8 billion in free cash flow last year and paid out $6.3 billion in dividends for a payout ratio of 58%. This year, free cash flow is forecast to decline to $10.3 billion, and the total dividend ..read more

Yesterday was Tax Day – also known as the most infuriating day of the year. Why? Because even if you received a refund, you know your tax dollars are going to pay for things like a $2.7 million bike park in White Sulphur Springs, West Virginia (which has just over 2,000 residents), a new $5 million trail at Coastal Carolina University and a $500,000 restoration of a traffic signal in Falls Church, Virginia. Now, don’t get me wrong. I’m all for bike parks, trails and working traffic lights. I just happen to believe that the people who use them should be the ones who pay for them. When it comes ..read more

From the Desk of Chief Income Strategist Marc Lichtenfeld: Hey, Marc here. I’d like to make sure you’re aware of an exciting new development from my colleagues Bryan Bottarelli and Karim Rahemtulla over at Monument Traders Alliance. I’ve known these two for a long time. I’ve played several games of poker with Bryan over the years, and Karim was actually one of the people who hired me here at The Oxford Club more than a decade ago. I can tell you firsthand that they’re two of the best in the business at recognizing where money is flowing and using that information to make winning trades. That’s ..read more

There’s no hotter topic in tech these days than artificial intelligence (AI). And when it comes to the proverbial “picks and shovels” enabling the AI gold rush, all roads lead to Nvidia (Nasdaq: NVDA). The graphics-chip pioneer has reinvented itself as the undisputed leader in accelerated computing, and its cutting-edge software and processors power everything from autonomous vehicles to ChatGPT to drug discovery. Naturally, that’s sent Nvidia’s stock skyrocketing in recent years. In fact, since the start of 2023, shares have surged more than 500%. With the stock trading at such sky-high pric ..read more

When my son was in elementary school, he was on a robotics team that competed around the state. One of his favorite traditions with the team was stopping at Cracker Barrel (Nasdaq: CBRL) on the way home from tournaments. It’s too bad the Poinciana Tazbots aren’t still together, because Cracker Barrel could use the extra business to help fund its 8% dividend yield. Is the company serving up enough Chicken n’ Dumplins to continue to pay shareholders that strong of a dividend? Free cash flow has been heading the wrong way since the initial rebound after the pandemic. Even though revenue has incre ..read more