The Reaves Utility Income Trust (UTG) is a special, utility sector focused, closed-end fund (“CEF”) offering big, tax-advantaged, monthly income (7.6% yield) and unique exposure to the AI datacenter megatrend, which has just pulled back and thereby offers some compelling price appreciation potential (not to mention it also trades at a small but attractive discount to net asset value (“NAV”)). This report reviews the fund’s strategy, holdings, distribution safety, valuation (and megatrend exposure) and risks, and then concludes with our strong opinion on investing.

The market has been primed for a correction for quite some time (e.g. valuations were rich and investors were overconfident in continuing high growth), and President Trump just pushed stocks over the edge with his draconian tariffs. We don’t know when the selloff will end, but we can estimate the three phases of this trade war. We can also say with significant confidence, the economy is still growing, and stocks will eventually trade higher (likely much higher). In this report, we count down our top 10 highly-attractive stock rankings, which includes an alternating mix of high-growth and high-income opportunities, to help you customize your portfolio to take full advantage of the impressive opportunities being created by this rip-your-face-off market correction.

Nvidia is ground zero for the Artificial Intelligence (“AI”) megatrend and Trump’s draconian trade war tariffs. The shares are now down nearly 40%, but this whole mess is far from over. In this report, I review the US trade imbalance and the AI megatrend through the lens of Nvidia’s massive business growth, current valuation and risks. I conclude with my strong opinion on investing.

If you like unique businesses that stand out for wide-moat competitive advantages, strong cash flows and secular tailwinds, then you may want to consider Texas Pacific Land Corp (TPL). This unique “oil & gas” company blends real estate (Permian basin land), energy royalties and water resources, and the shares have pulled back despite ongoing strong fundamentals. This report reviews the business, growth, valuation, risks and competitive advantages, and then concludes with a strong opinion about investing.