Dividend Delight: Altria’s 6.2% Yield and the Art of Cigar Smoke Investing



Though its trajectory has been anything but linear, SoFi has danced with grace through the chaos, its vision of financial disruption as audacious as a dandy’s cravat. Growth, one might say, is the only thing it has not been shy about. Yet, the question lingers: can a stock already so ascendant still offer the thrill of the chase?

Yet beneath this carnival of numbers lies a tale more complex than mere financial charts can convey. It is a story of ambition colliding with reality, of promises whispered into the void, and of investors who might do well to remember that even the most dazzling alchemy can turn lead into gold only in fairy tales.

This brings us, oddly enough, to blockchain. Specifically, Circle Internet Group‘s (CRCL) announcement of Arc, its shiny new Layer-1 blockchain tailored for stablecoin finance. For holders of XRP (XRP), this feels like one of those moments when two modes of transportation-or in this case, payment systems-start treading on each other’s turf. The overlaps? Payments, foreign exchange (FX), international money transfers, and transaction settlement. All rather crucial bits of financial plumbing, wouldn’t you say?

Since the dawn of the artificial intelligence era in 2023, these seven have marched forward with the resolve of pioneers. Their median return of 163% has outpaced the S&P 500’s 67%, a chasm that leaves many small investors gazing upward, their portfolios diminished by the shadow of these giants. The market’s fickle heart may turn cold, but for now, the Magnificent Seven reign.

These selections, though differing in stature and circumstance, share a common thread: the allure of potential, tempered by the specter of disappointment. The market, as ever, is a stage where ambition and folly perform in tandem.

Here’s what I gathered: Ford, that old stalwart of American manufacturing, is betting big on electric vehicles (EVs). Not just any EVs, mind you, but ones affordable enough to make your accountant cheer. The plan? Roll out a $30,000 electric pickup truck by 2027 using something called the “Ford Universal EV Platform.” It sounds impressive, though if we’re being honest, so does “quantum computing,” and I still don’t know what that means either.

From 2007 to 2024, MercadoLibre’s revenue grew at a CAGR of 38%, a pace that would make even the most ambitious of investment bankers blush. It secured its position as Latin America’s e-commerce hegemon, wove a logistics web through the region’s less-than-civilized terrain, and lured shoppers into its Mercado Pago financial services with the charm of a well-tied cravat. Profitability, that elusive beast, returned in 2021, with net income leaping at a CAGR of 184% over three years. One suspects the company has mastered the art of selling higher-margin goods, expanding credit services, and leveraging scale with the precision of a Swiss watchmaker.

But ah, the contrarian heart beats on. While the market yawns, I, a man of eccentric convictions, doubled down in 2021 and 2022. A fool’s errand, some might say, but what is life without a touch of madness? The numbers, though, tell a tale of resilience: a 16% gain, a testament to the alchemy of patience and poor judgment.

Which is why, dear reader, when the U.S. Army announced last month that it had bestowed upon Palantir (PLTR) a staggering $10 billion contract, I felt as though someone had tossed a bucket of cold water onto my desk. Surely, this was no ordinary drizzle; it was a monsoon of military largesse.