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There is a certain type of REIT that tends to attract attention during uncertain markets, and it is usually the one investors trust to keep showing up quarter after quarter without surprises.
NNN REIT, Inc. (NYSE: NNN) has spent decades building exactly that reputation through a straightforward strategy focused on necessity-driven retail properties, conservative balance sheet management, and one of the longest dividend growth streaks in the REIT sector.
What makes the story more interesting today is that the market still seems hesitant to fully reward stability. While higher interest rates pressured real estate valuations across the sector, NNN continued doing what it has historically done best: collecting rent, expanding carefully, and protecting cash flow.
For dividend investors looking for dependable income rather than headline-grabbing growth, that combination is starting to stand out again.
A portfolio built around consistency
NNN’s business model is deliberately uncomplicated, which is part of its appeal. The company focuses primarily on single-tenant retail properties leased under long-term net-lease agreements, in which tenants are responsible for expenses such as maintenance, taxes, and insurance.
That structure helps create predictable cash flow while limiting operational volatility that can hurt other areas of commercial real estate.
The tenant mix also matters. NNN has historically leaned toward service-oriented and necessity-based businesses rather than heavily discretionary retail.
Convenience stores, automotive services, restaurants, and fitness operators make up a meaningful part of the portfolio, giving the REIT exposure to areas where consumers still spend even during slower economic periods.
One of the biggest strengths here is the stability of occupancy. NNN has consistently maintained high occupancy levels across multiple economic cycles, which speaks volumes about both tenant selection and management discipline.
This is not a REIT chasing aggressive growth through speculative development projects or riskier property categories. Management tends to prioritize durability over speed, and income investors have historically benefited from that approach.
The other important factor is balance sheet positioning. Higher rates put pressure across the REIT sector, as refinancing became more expensive and acquisition activity slowed.
NNN entered that environment in relatively strong shape, allowing it to stay selective while weaker players pulled back. That patience could become increasingly valuable if property valuations soften further and acquisition opportunities improve.
Action: NNN is a stock best suited to gradual accumulation rather than aggressive short-term trading.
The combination of reliable rent collection, disciplined expansion, and long-term dividend credibility gives it the profile of a defensive income holding that can continue compounding steadily over time.
NNN’s latest quarter reinforced why the company continues to stand out as one of the steadier names in the net lease REIT space. Portfolio occupancy climbed to 98.6%, moving above the company’s long-term average, while annualized base rent rose nearly 7% year over year to $934.6 million.
Management also raised full-year AFFO guidance after the quarter came in ahead of expectations.
What stands out most is that growth is still happening without the company taking on unnecessary risk. That suggests management is still finding deals capable of supporting long-term income growth without sacrificing portfolio quality.
When interest rates are elevated, how does it affect your approach to dividend stocks?
The balance sheet still looks like a major advantage
The other important takeaway was financial flexibility. NNN ended the quarter with $1.2 billion in available liquidity, limited floating-rate debt exposure, and a weighted average debt maturity of 10.5 years. In a sector where refinancing risk has become a growing concern, that positioning gives the company room to stay patient and opportunistic.
A yield built for income investors
NNN pays a quarterly dividend of 60 cents per share, yielding 5.43%, and comfortably ahead of the real estate sector average of 4.46%. The company has also now increased its dividend for 36 consecutive years, placing it in a very small group of REITs offering long-term income consistency.
The forward payout ratio of 114.09% will naturally attract attention, but payout ratios in the REIT sector often need to be viewed differently from traditional equities because of the heavy depreciation charges built into accounting results.
What matters more here is cash flow durability. NNN’s AFFO payout ratio came in at 69% in the latest quarter, leaving meaningful room to support the dividend while continuing to invest in the portfolio.
Action: If you’re searching for a dependable passive income with less operational drama than many higher-yield REITs, NNN is attractive as a long-term hold.
The combination of a conservative management style and a decades-long distribution growth record gives the stock a strong case for gradual accumulation amid broader REIT-sector weakness.
The main risk to watch
The biggest challenge for NNN remains the interest rate backdrop. Even well-run REITs can struggle to attract stronger valuations when borrowing costs stay elevated, and slower economic growth could eventually pressure some retail tenants despite the portfolio’s defensive positioning.
The market also tends to treat net lease REITs as bond-like income vehicles, which can limit upside during periods when investors rotate toward faster-growth sectors.
Why the long-term case still looks compelling
Even with those risks, NNN remains one of the more dependable income stories in the REIT market. The company is combining high occupancy, disciplined acquisitions, conservative financing, and a dividend track record few real estate names can match.
This is unlikely to be the flashiest stock in a portfolio, but for investors focused on reliable income and steady long-term compounding, that may be exactly what makes it attractive.
That’s all for today’s edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis DividendBrief.com
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Nio stock price may be on the cusp of a strong bullish breakout as the company prepares to publish its financial results on Thursday. More Info ➔15X Bigger Than SpaceX – Ad
You’ve probably heard all kinds of wild ideas about what Elon Musk is planning next… The problem is, all of those crazy predictions are WRONG. Away from the headlines, Elon has just made his next big move – a project he’s been planning to launch for 27 years. And it’s far bigger and much stranger than anything he’s done before. Get the full story while there’s still time here.What’s Going On With Micron Stock Monday?
When in doubt over picking which stocks to own it’s wise to look at what the experts are saying. Here are the 8 stocks with the highest percentage of buy ratings among analysts on Wall Street today.
BUENOS AIRES, Argentina (AP) — At 6 a.m., in the Mataderos neighborhood of , workers unload sides of beef from a truck outside a butcher shop as customers line up for wholesale purchases. Inside, 73-year-old owner Jorge García and his staff prepare meat orders before dawn. More Info ➔Satellite Confirms: Elon Musk Activating Strange ‘Dark Energy’ Across U.S. South – Ad
AI, semiconductor and digital infrastructure names led last week’s large-cap gainers as strong earnings, upbeat guidance and analyst optimism fueled broad investor momentum. More Info ➔
Information, charts, or examples contained in this email are for illustration and educational purposes only and not for individualized investment management. This message contains commercial elements, such as advertising and partner offers for which we may receive affiliate compensation. We only send these offers to those who have opted into our newsletter.
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2967 Dundas St. W. #990, Toronto, ON M6P 1Z2 | Phone Number: 917.672.7040
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The movement of basic materials stocks requires investors to keep a keen eye on the state of the economy to determine profitability. Raw materials such as plastic, steel, and lumber will always be in demand. Here are 7 stocks to take advantage of the growing demand!
SACRAMENTO, Calif. (AP) — One tech investor called him “the only sane” Democrat in the race for . Others have dumped millions to boost his campaign, even paying for a Super Bowl ad to introduce him to voters. He’s against a proposed that has the state’s wealthiest residents threatening an exodus. More Info ➔Top 3 Financial Stocks That Could Lead To Your Biggest Gains In May
Opportunity to buy undervalued financial stocks with RSI below 30. SPFI (-8%), KFS (-13%), TCBX (-6%) all have low RSI values and recent price drops. More Info ➔
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The banners waving through Jerusalem this year were not only blue-and-white Israeli flags. During the recent Jerusalem Day celebrations, another symbol appeared again and again among crowds marching through the Old City: images of a future Third Temple standing upon the Temple Mount.
Americans from across the country this past weekend made their way to our nation’s capital for a special rededication of our country as one nation under God. The event is part of a series of observances during America’s 250th anniversary, organized by Freedom 250 and promoted by the Trump administration.
Some advisers close to President Donald Trump now fear China could move against Taiwan within the next five years, after Xi Jinping used the summit to project China not as a rising power, but as America’s equal — and Taiwan as something Beijing ultimately intends to take. One adviser reportedly summarized Xi’s posture bluntly: “Taiwan is mine.”
If the competition were truly viewed as fair and equal, critics asked, why was there a need to have a shared podium when transgender athletes are involved?
May 18, 2026 TODAY IN HISTORY Congress passes the Selective Service Act, six weeks after the United States formally entered World War I, to temporarily conscript men for military service. 1917 TOP STORIES China’s Bad Medicine: Opinion
Can You Really Stop Hair Loss and Reverse Going Bald? What causes hair loss?–Is it the same in women, as it is in men?–Are there really ways to, turn hair loss…
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On Holdings’ (NYSE: ONON) share price has its share of headwinds, including macroeconomic pressures, a surprise CEO change, FX conversion, and slowing growth, but these are priced into the market. While headwinds remain, the company continues to perform well, sustaining a high growth pace and widening margins in a world with share for the taking.
Its biggest competitor is Nike (NYSE: NKE), and Nike is a long way from reclaiming its lost glory. The takeaway for ONON investors is that the stock trades at a significant discount to its outlook, an outlook that was juiced by its May guidance update, suggesting triple-digit upside for patient investors.
Angel investor Jason Calacanis – who made a fortune on an early Uber stake – says Elon Musk’s latest project could be worth a billion dollars after seeing it firsthand.
Bryan Bottarelli of Monument Traders Alliance has identified three overlooked small-cap partners tied to this technology, with an estimated 25,000% potential by 2036 – and expects them to move once details go public as soon as June 15.See all three picks before this goes public on June 15
ONON Stock Poised for Significant Near-Term Upside
Between now and then, there is a substantial near-to mid-term opportunity as well. The company not only trades at a discount to its forward outlook, a low-ball estimate, but to its competitor, suggesting price multiple expansion now and over the long-term. Additionally, analysts remain committed to this name, providing a solid support base for accumulating shares. Data tracked by MarketBeat reveals 19 current ratings, a Moderate Buy consensus, and a 79% Buy-side bias.
The price target is the operational detail following the Q1 2026 earnings report, forecasting more than 70% upside from the critical support level. As it stands, the price target has been steady on a trailing 12-month basis (TTM) and is unlikely to change significantly without a change in the outlook. The critical support level is near April lows, just below $32, and is likely to be tested.
Institutional data suggest that support at the critical level is strong and a rebound from there is likely. The institutional group owns only 37% of the stock but has been aggressively accumulating it over the TTM. The data reveals them buying at a nearly $2-to-$1 pace, with activity ramping sequentially to a record high in Q1 2026. The pace remained bullish in early Q2 and will likely remain so given the value proposition. The biggest risk from the sell-side is the insiders, but even that isn’t alarming. Ex-CEO Martin Hoffmann is exiting his stake as part of a prearranged plan triggered by his departure; aside from that, insiders, including the founders/co-CEOs, hold a significant stake and aren’t selling.
On Holdings Raises Profit Guidance After Hot Quarter
On Holdings had a solid Q1 report, with revenue growing by 14.5% year-over-year (YOY), 26.4% on a forex-neutral (FXN) basis, with strength across all channels, geos, and product lines. DTC, the higher-margin segment, grew by 16.4% and 28.7% FXN, while Wholesale grew by 13.3% and 25.1% FXN, with both underpinned by strength in Asia-Pacific (APAC) and Apparel.
Regionally, APAC led with gains of 44.4% and 61.4%, followed by 25.6% FXN increase in Europe, the Middle East, and Africa, and a 13.3% FXN gain in the Americas. Regarding the product channels, the core shoe segment grew by 12.2%, 24% FXN, while Apparel grew by 57.5% FXN to 20% of the business, and Accessories grew by 86.6%.
Margin news was also strong. The company logged improvements at the gross, EBITDA, and net income levels on both a GAAP and an adjusted basis. GAAP and adjusted earnings increased by 82% and 76%, respectively, both ahead of consensus and the impact of Q1 strengths on the outlook. The company cited operational strength and execution as drivers of margin, reaffirming the revenue forecast and raising the full-year margin outlook.
Executives expect an adjusted EBITDA margin in the 19.5% to 20% range, a full 100 bps better than the previous guide, and the revenue outlook is likely cautious. Either way, the revenue guide forecasts a YOY slowdown in growth, but sequential acceleration through year’s end.
Elon Musk recently warned that AI could force governments to introduce universal income. Mode Mobile isn’t waiting for policy debates – they’ve already built a platform that turns everyday phone use into real earnings.
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On Holdings: A Solid Brand With Catalysts Ahead
While the company’s headwinds are unlikely to ease, including uncertainty and tariff-related cost pressures, there are catalysts in place to drive outperformance. They include strength in DTC, APAC, and Apparel, as well as the LightSpray innovation. It enables rapid, wasteless, automated shoe construction, paving the way to significant margin improvement and operating efficiencies. It uses a robotic arm to spray a mile-long filament onto a shoe mold, which instantly hardens into a laceless upper.
The strength of On Holdings’ business and brand is reflected in the balance sheet highlights. The company increased its cash, working capital, current, and total assets while reducing total liabilities. Equity improved by 8.5% on a year-to-date basis and will likely continue increasing as the year progresses.
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Today’s Night Prayer is brought to you by Amazing Parish
A Night Prayer
Jesus Christ, my God, I adore You and thank You for all the graces You have given me this day. I offer You my sleep and all the moments of this night. I place myself and all my loved ones, wherever they may be, in Your sacred side and under the mantle of Our Blessed Mother. Let Your holy angels stand watch and keep us in peace. Amen.
Quote of the Day
“Today our Lord Jesus Christ ascended into heaven; let our hearts ascend with him.” -St. Augustine
Today’s Meditation
“What God does on a large scale in history, He does on a small scale in each soul. One day in Heaven, we shall understand the important role played in our sanctification by our frailties and our sins. And even though we regret having offended God, after all, perhaps we should paraphrase the words of the Church: “O happy sins of mine that merited so great a Redeemer.” O truly necessary faults, for our failings humiliate us by revealing to us our nothingness. This is one of the main purposes for which God permits them.” —Luis M. Martinez, p. 106
Leaders like you are gathering in Houston for the Amazing Parish Leadership Summit on August 3–5, 2026, to be renewed, equipped, and sent back ready to make a real difference.
You don’t have to be a pastor to change your parish. You just have to show up.
The daily examination of conscience is an ancient Catholic practice. It’s very simple, and it’s designed to help us identify our sins and weaknesses so that we can improve and grow stronger in the spiritual life, while providing an excellent ongoing preparation for regular Confession. It consists of taking a few minutes at the end of the day to prayerfully review our actions in the light of God’s commandments, followed by the Act of Contrition.
Reflect on the victories and losses
Actively reflecting on the high and low points of the day can help you live more intentionally and bring a renewed sense of resolve into the following day.
Review your actions, words, and thoughts today. Did you actively guard yourself against temptation? Where did sin creep in?
In what moments did you practice virtue and moral courage?
Were you attuned to the Holy Spirit’s promptings today? Where did you feel His inspiration?
Ask Him for the graces necessary to follow His Will more purposefully tomorrow.
Act of Contrition
O my God, I am heartily sorry for having offended Thee, and I detest all my sins because of Thy just punishments, but most of all because they offend Thee, my God, Who art all good and deserving of all my love. I firmly resolve with the help of Thy grace to sin no more and to avoid the near occasions of sin. Amen.
Practice gratitude
It is God’s love that has brought you into existence and to this exact moment. Practice looking for His hand in your day.
Where did you feel His loving gaze upon you today?
What people or moments helped you see God in your life?
Thank God for all these moments!
Ask Him to help you recognize His blessings and providence tomorrow.
Renew your commitment to Christ
Remember: our Faith is founded upon a Person—Christ! Renew your personal love and devotion to Him.
Thank God for the gift of His Son Jesus and our call to be His disciples.
Tell the Lord of your desire to know Christ more personally.
If possible, set an intention for your day tomorrow. Ask Our Lord to guide you in this act.
Pray a Hail Mary, Our Father, or another beloved prayer.
Rest with God
[He] made the Bear and Orion, the Plei′ades and the chambers of the south; Who does great things beyond understanding, and marvelous things without number. — Job 9:9-10
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Signals amid the chaos… Bond yields are rising around the world… Status quo in the Persian Gulf… ‘Higher for longer’ is back… There’s tech – and everything else…
The chaos continues…
Listening to a mainstream news report on the radio this morning was enough to upset a good mood.
A United Arab Emirates nuclear-power facility was attacked by drones, most likely from Iran… there’s an Ebola outbreak in Africa… and the Hantavirus cruise ship is being “disinfected” at a port in the Netherlands.
The reporter also said oil prices were “tempered.” That’s a matter of perspective, we suppose. Brent crude, the international benchmark, topped $110 per barrel this morning. And West Texas Intermediate was up to $108 per barrel. Those were their highest levels in about two weeks.
What a world…
I (Corey McLaughlin) won’t add to the chaos today, but I am sharing two significant signals we’re paying attention to right now that could help you protect and grow your portfolio…
The signal in the bond market…
In early April, we wrote that more inflation and the idea of higher Federal Reserve interest rates was the “next thing to think about” with the war in Iran dragging on.
Now, we’re finally seeing that show up in the market…
The U.S. 30-year Treasury yield traded near 5.13% today, its highest level since 2007, and the 10-year yield is at 4.6%, which is its highest level since this time last year. While the former may grab your attention, the latter might not sound dramatic on its own.
But consider that on February 27, just before the war in Iran started, the 30-year Treasury was at 4.6%, and the 10-year Treasury was yielding 4%. Both have jumped about 50 basis points in a little under three months.
Ten Stock Trader editor Greg Diamond wrote on Friday that this move could lead to a leg lower for stocks…
I want to highlight the U.S. 30-year interest rate, which is much higher this morning…
We’re going to keep an eye on the 5.15% level, where we’ve already gotten a double top. If the 30-year rate breaks above that level again (and it looks like it will), that’ll open a floodgate of bond selling (due to interest rates rising). And that, in turn, would weigh on the stock market.
It’s a similar story with the shorter-term U.S. 2-year yield. Today, it traded around 4%, up from its prewar 3.5% level.
This is the bond market adjusting to the idea of higher inflation expectations. As we’ve been reporting, bond traders are increasingly betting that the Federal Reserve will raise interest rates, if anything, this year.
When yields rise, bond prices fall as investors see that existing fixed-income payments are less valuable than newer, higher-yield bonds.
Essentially, the market is re-repricing inflation and/or growth expectations…
And it’s not just a U.S. story…
On Friday, the folks at the Chart Report newsletter shared these charts from Robin Brooks of the Brookings Institution, which show that bond yields and expectations are hitting new highs in many countries…
It looks like war-related inflation is the latest catalyst for yields moving higher, but as the charts above show, the trend has been in place since 2020’s monetary and fiscal responses to the onset of the COVID-19 pandemic.
The ‘higher for longer’ trade is on…
While oil prices and bond yields were higher today, the major U.S. stock indexes were mostly mixed. Once again, energy was one of the only S&P 500 sectors up, gaining nearly 2%.
The United States Commodity Index was up 0.3% and is trading near a record high. In the meantime, the “chaos” hedge of gold gained 0.5% to $4,550 per ounce.
Barring a sudden reopening of the Strait of Hormuz, these trends should stay in place. Today, finance ministers from the G7 countries began two-day meetings. Stalled Middle Eastern energy supply was the big topic and remains the status quo.
This afternoon, President Donald Trump posted on social media that a U.S. military “scheduled attack of Iran tomorrow” won’t be happening, at the request of leaders from Qatar, Saudi Arabia, and the United Arab Emirates. But that changes nothing about current tanker flow in the region.
And the longer the standoff in the Persian Gulf lasts, the more consequences build…
You might recall these ministers met in March, closer to the start of the war, and announced an oil-reserve release plan that was set to last into July. But “more” might be needed sooner.
Analysts at JPMorgan Chase are saying global oil stockpiles will hit an “operational stress” level of around 7.6 billion barrels by June, at which point Asian countries and other nations heavily reliant on oil imports will have to ration fuel.
The ‘biggest technical divergence I’ve ever seen’…
Greg has been tracking a potential top in the market heading into this year. And in this morning’s Ten Stock Trader Weekly Market Outlook, he said the final stage of the “topping-out process” is here…
We’re facing some of the biggest technical divergence I’ve ever seen in the market…
Semiconductor and technology stocks are topping, while financial, transportation, and small-cap stocks have already topped out. The S&P 500 and Nasdaq Composite Index may have topped out last week. And elsewhere, bitcoin isn’t looking too great… bonds are down… and silver and gold have crashed.
As Greg reminded subscribers, tops tend to play out over time, and semiconductors and tech stocks – which have been ripping higher the past few months – could be the last dominoes to fall in 2026.
I’ve been tracking the major S&P 500 Index sectors for several weeks…
And the “divergence” Greg is talking about is plain to see.
Of the 11 big S&P 500 sectors, only technology has been making new highs over the past few months.
Health care stocks are down about 9% since a February high. Financials are about 8% below their high from January. Consumer staples are down 5% from a high in February. Industrials and materials stocks also topped in February.
Consumer-discretionary stocks rebounded in March but last made a high in January… Communications stocks have been essentially flat since last October… And real estate stocks are slightly below highs made in 2024.
Utilities, which have long been a “defensive” play but became more AI-oriented in recent years with their ties to data-center and electricity demand, have quickly dropped about 8% in a month… And they just broke below their 200-day moving average.
Then there’s the technology sector, which began making new highs last month. It’s now up about 40% since the end of March. It’s like the old school exercise: “Which one of these doesn’t belong?”
Tech is the outlier, but because of its outsized stature in the market-cap-weighted S&P 500 Index, the U.S. benchmark has been making new highs. The equal-weight S&P 500, meantime, made a slight new high earlier this month, but has pulled back since.
You can take this a few ways…
If you’ve owned tech during this recent run, you’re probably pleased with the returns in your portfolio.
Over the weekend, I looked at part of my long-term portfolio and saw gains of 300% and 150% in a few positions that were only up double digits last quarter.
At first glance, that seems great…
But we’ve seen these types of parabolic moves before, and they don’t typically end with a whimper. It’s often some kind of pullback that you regret not selling ahead of later.
The question is how much of a pullback could be ahead. Over the past few trading days, tech stocks are down almost 4%. Today, the S&P 500 was about even, and the Nasdaq was down 0.5%.
After looking at my portfolio, I decided to sell around one-third of my biggest gainer because the stock is trading at an excessive valuation right now. I was happy to take profits and raise cash, which I’ll likely deploy elsewhere soon.
If you’re sitting on some huge gains in similar individual positions – in AI and tech stocks in particular – you might also want to consider trimming them. Because something has to give, and taking some risk off the table right now might make sense.
Either tech is leading a new phase of this bull market, and the other 10 sectors are simply being left behind… or tech is due for a pullback, and the sector will be the last of the dominoes to fall and take a lot of short-term gains with it.
In this situation, raising cash from big winners can be a good idea…
Stansberry Innovations Report editor John Engel alerted subscribers in his latest monthly issue on Friday to sell half of two AI-infrastructure positions that have had substantial run-ups.
It’s not because John has soured on the businesses themselves but because their premiums in the market have become extreme. Both were trading for around 110 times enterprise value (“EV”) to earnings before interest, taxes, depreciation, and amortization (“EBITDA”)…
That’s almost 10 times the S&P 500’s average EV-to-EBITDA multiple. As John wrote…
That is a huge premium.
To justify a valuation like that while keeping the current share price unchanged, the company’s earnings need to rise roughly 6.5 times, or about 550%. In other words, investors aren’t simply pricing in strong growth. They’re pricing in years of near-flawless execution and a massive expansion in future profitability.
This doesn’t mean the underlying business trends are weak. Quite the opposite.
But when stocks become this richly valued, the margin for error narrows considerably. Even strong business performance can disappoint investors if growth merely meets expectations instead of exceeding them.
Knowing how investor psychology influences share prices is one reason we trimmed portions of our positions earlier this year. But disciplined investing also means recognizing when optimism has already become deeply embedded into a stock’s price.
Stansberry InnovationsReport will record gains of 1,183% and 851%. That’s high enough to crack our Stansberry Research Hall of Fame of all-time highest-returning positions. You’ll find them in the list for the first time this evening.
Kudos to John and the subscribers who followed his advice.
2026 Stansberry Conference & Alliance Meeting: Get Your Ticket Today!
Registration is open for the 24th annual Conference & Alliance Meeting!
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Our featured speakers lineup for this year is fantastic, including famed actor Henry Winkler (aka “The Fonz” from Happy Days), and plenty of other bestselling authors and experts in tech, economics, and artificial intelligence.
You can expect three days packed with intriguing presentations and fun social events – all in the luxurious city of Las Vegas.
Stocks… employment… even electricity demand is becoming warped by the AI arms race. Now, an adviser to the world’s top money managers says the biggest distortions are showing up inside corporate earnings – and quietly revealing the next winners and losers of the AI boom before the rest of the market catches on. Click here to see the companies on his radar.
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New 52-week highs (as of 5/15/26): Alpha Architect 1-3 Month Box Fund (BOXX), Cisco Systems (CSCO), Datadog (DDOG), Fanuc (FANUY), Monster Beverage (MNST), Palo Alto Networks (PANW), Pembina Pipeline (PBA), Starbucks (SBUX), and Valaris (VAL).
“I don’t buy into this cheap market scenario. To the contrary I believe it is even more expensive than people think. I am particularly worried about the fact that the market is fed by these large investments made by the hyperscalers.
“I remember at the beginning of the 1990s when we were deploying fibre-optic undersea cables everywhere with huge investments. At the height of this cycle Nortel was trading at $C 125 and was representing more 30% of the Canadian index. When the music stopped Nortel fell like a rock to $10. What will happen when these companies stop investing and the music stop again?…” – Subscriber Serge F.
“I love my Fridays, even though I’m retired. Another great Digest. I’m glad you’re hanging with all those smart folks. I will rethink that recluse in the Pacific Northwest title someone gave you. I’m quite excited about your next Ferris Report . My commodities holdings are more volatile than I would like, but I’m a hundred of percent in the positive on many of the recommendations. I’m following Josh’s work as well, but the 90-day holding period may be too out of the box for me right now. I’ve been with Stansberry for a while now. I am still fine tuning my approaches to the work you all do. I need current income, but I also know my portfolio will outlive me. Bring it on.” – Stansberry Alliance member Jeffrey G.
All the best,
Corey McLaughlin Baltimore, Maryland May 18, 2026
Stansberry Research Top 10 Open Recommendations
Top 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation.InvestmentBuy DateReturnPublicationMSFT Microsoft11/11/101,387.5%Retirement MillionaireMSFT Microsoft02/10/121,362.3%Stansberry’s Investment AdvisoryGOOGL Alphabet12/15/16877.2%Retirement MillionaireCIEN Ciena10/20/22872.9%Stansberry Innovations ReportADP Automatic Data Processing10/09/08827.5%Extreme ValueBRK.B Berkshire Hathaway04/01/09774.5%Retirement MillionaireALS-T Altius Minerals03/26/09694.3%Extreme ValueWRB W.R. Berkley03/15/12617.4%Stansberry’s Investment AdvisoryLITE Lumentum04/15/21613.4%Stansberry Innovations ReportSII Sprott01/11/18597.0%Extreme Value
Please note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio.
Top 10 Totals3Extreme ValueFerris3Retirement MillionaireDoc2Stansberry Innovations ReportEngel2Stansberry’s Investment AdvisoryPorter
Top 5 Crypto Capital Open Recommendations
Top 5 highest-returning open positions in the Crypto Capital model portfolioInvestmentBuy DateReturnPublicationBTC/USD Bitcoin11/27/181,960.1%Crypto CapitalWSTETH/USD Wrapped Staked Ethereum12/07/181,762.2%Crypto CapitalONE/USD Harmony12/16/191,006.3%Crypto CapitalPOL/USD Polygon02/26/21640.7%Crypto CapitalQRL/USD Quantum Resistant Ledger01/19/21418.3%Crypto Capital
Please note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it’s still a recommended buy today, you must be a subscriber and refer to the most recent portfolio.
Stansberry Research Hall of Fame
Top 10 all-time, highest-returning closed positions across all Stansberry portfoliosInvestmentDurationGainPublicationNvidia (NVDA)^*5.96 years1,466%Venture Tech.Microsoft (MSFT)^12.74 years1,185%Retirement MillionaireCiena (CIEN)^3.57 years1,183%Innovations ReportEngelInovio Pharma. (INO)^1.01 years1,139%Venture Tech.Rocket Lab (RKLB)^2.35 years1,034%Venture Tech.Seabridge Gold (SA)^4.20 years995%Sjug Conf.Lumentum (LITE)^5.09 years851%Innovations ReportEngelBerkshire Hathaway (BRK-B)^16.13 years800%Retirement MillionaireIntellia Therapeutics (NTLA)1.95 years775%Amer. MoonshotsRite Aid 8.5% bond4.97 years773%True Income
^ These gains occurred with a partial position in the respective stocks. * Editor Dave Lashmet closed the first leg of this Nvidia position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could’ve recorded a total weighted average gain of more than 600%.
Stansberry Research Crypto Hall of Fame
Top 5 highest-returning closed positions in the Crypto Capital model portfolioInvestmentDurationGainAnalystBand Protocol (BAND)0.31 years1,169%Crypto CapitalTerra (LUNA)0.41 years1,166%Crypto CapitalPolymesh (POLYX)3.84 years1,157%Crypto CapitalFrontier (FRONT)0.09 years979%Crypto CapitalBinance Coin (BNB)1.78 years963%Crypto Capital
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Any brokers mentioned constitute a partial list of available brokers and is for your information only. Stansberry Research does not recommend or endorse any brokers, dealers, or investment advisors.
Stansberry Research forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Stansberry Research (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation.
This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. It’s your money and your responsibility.
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Insights, trends, and perspectives shaping today’s investment landscape.You Missed Out on Nvidia’s 700% Bull Run. Don’t Miss Out on This One. – Ad
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