Professional Investment Research for the Discerning Investor

Access institutional-grade analysis and actionable investment strategies. Each report delivers deep-dive research, risk-adjusted recommendations, and implementation blueprints designed for sophisticated portfolio construction.

Dividend Titans 2025

2025 Dividend Titans: The Durable Income Portfolio

Build reliable income with a shortlist of companies that have weathered rate shocks, inflation scares, and market whiplash—while still raising their payouts.

What's Inside

  • 10 high-conviction picks screened for balance-sheet strength and free-cash-flow coverage.
  • Stress tests under multiple rate and recession scenarios.
  • Buy zones & trims with price targets, risk flags, and yield-on-cost projections.
  • Tax-smart tips for maximizing after-tax income in 2025.

Ideal for investors who prioritize steady dividends over headline hype.

Rising Yield Playbook 2025

2025 Rising Yield Playbook: Dividend Growers & Buybacks

Target firms that don't just pay you—they pay you more every year. This report spotlights businesses compounding shareholder returns through dividend growth, disciplined buybacks, and expanding free cash flow.

What's Inside

  • Growth-of-income ladder: 12 stocks with 5–15% historical dividend CAGR.
  • Capital return scorecards: Net buyback yield, payout ratios, and debt discipline.
  • Risk map: Sector-specific headwinds, valuation checks, and margin-of-safety levels.
  • Implementation guide: Model allocation, DRIP vs. cash, and rebalancing cadence.

Perfect for investors seeking faster income growth without abandoning quality.

AI Cash-Flow Compounders 2025

2025 AI Cash-Flow Compounders: The Picks & Shovels Portfolio

Cut through the AI hype and focus on durable cash generators powering the boom—semis, data centers, networking, software platforms, and the utilities keeping the lights on.

What's Inside

  • 12 high-conviction names with recurring revenue, strong free cash flow, and pricing power tied to AI demand.
  • Moat analysis across silicon, bandwidth, model training, and enterprise adoption layers.
  • Valuation guardrails: buy zones, scenario tables, and cash-flow yields.
  • Risk map: capex cycles, power constraints, regulation, and competitive pressure.
  • Implementation guide: core vs. satellite weights, rebalance rules, and tax-aware tactics.

For investors who want AI exposure without betting on the next fad—own the infrastructure and toll-takers.

Hard Asset Havens 2025

2025 Hard Asset Havens: Gold & Commodities Income Strategy

Inflation jitters and rate pivots have investors eyeing real assets again. This report zeroes in on cash-flowing exposures across gold and broad commodities—so you're not just hedging, you're getting paid.

What's Inside

  • Gold core & satellites: Physical-backed funds for stability, plus royalty/streaming firms with high-margin cash flows.
  • Commodity income stack: Midstream energy toll-takers, diversified miners, and covered-call overlays for yield.
  • Cycle-aware buy zones: Entry ranges using cost curves, inventory-to-use, and term structure (contango/backwardation).
  • Risk map: FX shocks, policy shifts, capex blowouts, and correlation breakdowns—what to watch and how to size.
  • Implementation guide: Model allocations (core/satellite), rebalancing cadence, and tax-aware placement ideas.

Built for investors seeking resilient purchasing power, downside buffers, and real cash generation from hard assets.