US Stocks prediction

Dividend-paying stocks offer a stream of income, a trickle of resources against the potential flood. It’s not *getting* richer, precisely. It’s more…avoiding poorer at quite the same rate.¹ And let’s be clear, it requires a modicum of faith. Faith that the company in question can actually *afford* to send you cheques, or these days, deposit a few coppers into your digital pouch. Here are three establishments warranting a closer look, as of this particular rotation of the celestial spheres.

Crypto treasuries, those modern-day alchemists, have turned Bitcoin into a corporate trophy. Strategy (NASDAQ: MSTR), once a name that evoked spreadsheets, now hoards 3% of Bitcoin’s supply. But the real spectacle lies in the copycats—pork processors turned Dogecoin barons, and dot-com survivors pivoting to NFTs with the urgency of a man fleeing a sinking ship. This is not fiscal prudence; it is the financial equivalent of a stampede of ostriches, heads buried in sand, hoping the ground won’t crack beneath them.

And get this: Exxon’s not just resting on its laurels. No, no. They’re positioning themselves to keep delivering these leading results, which makes them a pretty compelling oil stock to buy and hold for the long term. But let’s be honest, are we really surprised? This is Exxon we’re talking about. They’re like the guy who always wins at poker, even when you’re convinced you’ve got the better hand.

Wall Street. A colony of hyperactive squirrels. Short attention spans, easily distracted by the next shiny thing. This is exquisitely good news for those of us capable of remembering what day it is, let alone thinking in *decades*. General Mills, the silent overlord of breakfast cereals and processed everything, is experiencing a mild…malaise. Sales down 2% last quarter. Cue the panic. The vultures circling. Which, naturally, pumps the dividend yield to a screaming 4.8%. SWEET.

At $1.9 trillion, Meta’s ascent appears inevitable to the optimists. Its stock, they say, needs but a 53% rise—a mere stumble in Wall Street’s casino. The prophets chant of AI-driven ads converting clicks into gold, of virtual realms where avatars dance while flesh-and-blood laborers prop up the machine. But let us not mistake the map for the territory.

Valuations soar like kites untethered from earth, their strings cut by winds of speculative fervor. The Nasdaq Composite and the S&P 500, those twin towers of market triumph, have scaled heights that would make even the most ardent optimist pause. Is it still wise to entrust one’s capital to an exchange-traded fund (ETF) tracking the Nasdaq-100, or has this ascent become a perilous climb, demanding a retreat into safer havens?

In the second quarter, Altria’s adjusted EPS growth and revised guidance might make one believe in miracles. Revenue net of excise taxes fell 1.7% to $5.29 billion, while EPS climbed 8.3% to $1.44. One might call this progress, but let’s not confuse a sleight of hand for a standing ovation. The elephant in the room—declining shipment volumes—remains unacknowledged, like a bureaucratic memo buried in a drawer.

Yet, what predictions might be considered appropriate from such a vantage as three years hence? Shall we peer through our crystal balls or simply observe quietly the tableau of data center developments to divine the future? Let us indulge in a modest examination.

To declare Meta a continuing ‘hot buy’ would be premature. Too many uncertainties remain. This assessment will examine the recent performance – the causes of its upward trajectory – and, more importantly, the substantial risks that linger beneath the surface, risks which the market appears, with characteristic short-sightedness, to have largely ignored.

But as any expert in dividends (and, for that matter, Mel Brooks movies) will tell you, even the biggest fish eventually find themselves dodging smaller, scrappier fish with much sharper teeth. Enter, stage left (possibly tripping over his own shoes for comedic effect): Shopify (SHOP). This plucky Canadian outfit has done for e-commerce what sliced bread did for… well, unsliced bread.