- Both Warner Bros. Discovery and Paramount Global have seen significant declines in their shares since April 2022.
- Warner Bros. is considering making a deal with Paramount or another media company to enhance its streaming content package.
- Shares have the potential for a substantial revaluation to the upside as the company works towards its synergy savings and streaming growth targets.
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- PotlatchDeltic Corporation's Timberland segment should benefit from favorable long-term demand characteristics for lumber and housing.
- PotlatchDeltic is trading at an attractive valuation in comparison to both its historical multiples and peers.
- Timberland offers portfolio diversification benefits due to a low correlation to stocks and bonds and can potentially act as an inflation hedge.
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- The drop in Ichor shares is in stark contrast to customer and end-product demand.
- Ichor supplies critical equipment to a major and ever-more-critical growth industry.
- Domestically and internationally, countries are aiming to assist in boosting their semiconductor manufacturing capacity.
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- Adding some stocks from the Materials sector to a portfolio can act as an inflation hedge.
- Air Products is one of the highest quality options with its proven track record of generating positive free cash flow and delivering consistent results throughout the full economic cycle.
- Growth drivers include the potential for dramatic future increases in hydrogen demand as research and technology advancements multiply its industrial applications.
- Air Products and Chemicals is a dividend aristocrat with 39 straight years of dividend hikes.
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- The market is viewing AT&T with a healthy amount of pessimism which has brought the valuation to an attractive level.
- The company can surprise investors by seizing the giant opportunities coming with the 5G rollout and evolution of its streaming business.
- While waiting for AT&T to deliver on these enormous opportunities, investors will collect a seven-plus percent dividend yield.
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- Nutrien is the world's largest fertilizer producer.
- Its digital investments, scale, and low cost production assets are poised to allow it to benefit more than competitors as crop input prices rebound.
- Nutrien's fertilizers drive crop yields to provide food for the world's growing population.
- Collect a hefty dividend yield while you wait for demand to become more apparent and the share price to rebound.
Read the full Seeking Alpha article HERE
- Collect a hefty yield while waiting for a market share leader in personal computing and printing to rebound.
- Both the PC and printing market represent large stable markets with areas of growth potential.
- HP Inc comes with a solid balance sheet as well as the ability to generate attractive free cash flow reliably.
Read the Full SeekingAlpha Article HERE
