Summer is officially here. As people fire up grills and chase foul balls, there’s a certain optimism in the air – even if the financial markets haven’t quite caught the same summer spirit.

Despite the lighter mood on Main Street, Wall Street remains cautious. With the Fed’s latest meeting this week and inflation data showing only modest progress, investors are stuck between hoping for rate cuts and bracing for prolonged tightening. Meanwhile, commodity prices, particularly oil, have started to rise, which only adds fresh complexity to the inflation story as markets were hoping for a breather.

Rising geopolitical tension and supply chain disruptions also continue to cast shadows over corporate outlooks. Forward guidance across industries remains uneven, which can cause valuations to swing depending on the day’s macro mood.

Still, just like a scrappy softball team can win by sticking to fundamentals, investors can too. Our research looks beyond the headline volatility to spotlight the kind of fundamentals that tend to win, in any season.

This week we unveiled The Dividend Shortcut AI Investors Are Using to Win 2025, which shows how:

  1. bad dividend stocks can crush your portfolio, beware Fake Dividends, False Dividends, and Dividend-Trap Stocks, and
  2. to find the best dividend stocks, that deliver reliable dividend and offer capital appreciation.

Here’s a summary of what else we shared this week.

FREE Stock Pick: We shared a free stock pick from our Exec Comp Aligned with ROIC Model Portfolio. 

Our latest Long Idea is growing market share, has quality fundamentals, and superior profitability, but its stock still trades at a steep discount.

On the other hand, our Danger Zone report highlights three Dividend-Trap Stocks and explains why they could ruin any income portfolio.

On the Model Portfolio front, we updated our Safest Dividend Yields Model Portfolio – available to Pro and higher members.

Links to all our newly published research are below along with a preview for next week’s research.

We hope you have a great week!

Long Idea: High Quality Business Running at a Steep Discount

Members can read the latest Long Idea here.

Danger Zone: Red Alert: The Dangers of Dividend-Trap Stocks

Members can read the latest Danger Zone here.

What Most Retirees Miss: The Dividend Shortcut AI Investors Are Using to Win 2025 – Watch the Replay

Free Stock Pick from Our Exec Comp Aligned with ROIC Model Portfolio

Safest Dividend Yields Model Portfolio Update for June 2025

Danger Zone Podcast: 6/9/25: Why False Dividend Stocks Are in the Danger Zone

Upcoming Research