California Grapes International Inc. (CAGR)
EXPM EXPM Primary 
CTO Realty Q1: High Quality REIT With Growth Potential
CTO Realty Growth, Inc. is a REIT with a high-quality portfolio of shopping centers in attractive MSAs. The quarterly dividend is currently yielding 8.6% with an ex-dividend approximately 6/13/25. CTO's enterprise value grows at 26% CAGR, and rentable square footage increases by 19% CAGR, showcasing robust financial health and strategic growth.
Exchange Income - Safety And Value
Exchange Income is a diversified aeronautical and manufacturing business with a strong focus on regional and specialty aviation, providing stable and consistent performance. EIF has delivered a 19% CAGR of shareholder returns over 20 years, with a 5% dividend CAGR and a current yield of 5.3%, paid monthly. Recent acquisitions, including Duhamel and Spartan, have diversified EIF's portfolio and reduced aviation dependence, with Canadian North acquisition further expanding essential aviation services.
United Therapeutics: Don't Fear The Patent Expiration Too Much
United Therapeutics is rated as a BUY due to high financial growth, positive long-term outlook, and current undervaluation despite patent expiration concerns. The company's revenue is heavily reliant on Treprostinil-based drugs, with Tyvaso being the highest revenue generator, facing competition from Liquidia Corporation post-2025. UTHR shows strong financial metrics: 5Y revenue CAGR of 14.47%, net income CAGR of 20.41%, and FCF CAGR of 16.20%, with almost no debt.
Ulta Beauty: Undervalued, With High Growth Potential
Ulta Beauty is rated as a strong buy due to its undervaluation, strong financial growth, and innovative market adaptation. The company has a robust customer loyalty program, contributing to 95% of total sales, and is heavily investing in E-commerce. ULTA's financials show significant growth with a 5Y revenue CAGR of 10.58%, net income CAGR of 14.63%, and FCF CAGR of 9.40%.
Post-Election Picks: My Fantastic 5 Blue-Chip Bargains For 2025
Each month, in the DK Top Buy list, I present my top 5 buy ideas and what I would buy if I were starting from scratch. I swapped two overvalued Ultra SWANs for two new Ultra bargains targeting 3% yield and 20% CAGR income growth. The Fantastic Five offers a 3.1% yield, 20% CAGR long-term income growth, 30% upside in a year, 76% in 2 years, and 165% in five years.
Saab: 21% CAGR On Free Cash Flow, Growing Dividends Provide A Strong Buy Case
The Saab AB (publ) backlog has grown to nearly $18 billion. Earnings growth is outpacing sales growth. Strong demand for defense equipment supports higher value for shareholders.
3 Reasons To Buy Google Before Everyone Else Does
Alphabet is a strong buy ahead of earnings due to its 97% Ultra SWAN quality, hyper-growth dividend potential, and 22% discount to historical fair value. Expected returns: One-year 30%, two-year 52% (21% CAGR), and five-year 142% (19% CAGR), significantly outperforming the S&P. Key risks: Regulatory challenges, technological disruption, and intense market competition, but Alphabet's exceptional risk management (89th percentile) and AA+ credit rating mitigate long-term concerns.
Macy's Bold New Chapter Strategy Faces Too Many Uncertainties
Macy's, Inc.'s CAGR is -17.70%, with a ten-period moving average CAGR of -5.37%, indicating a significant decline. Net sales have decreased in seven of the last ten years, with the latest report showing the second-weakest year since 2020. Despite declining metrics, Macy's management has introduced a restructuring plan titled "A Bold New Chapter" to revitalize the company.
Carnival Corporation: Fed's Rate Cuts Ease Its Debt Load
Cruise stocks present a compelling risk-reward balance, with strong demand and potential interest rate cuts enhancing margins, especially for debt-laden operators like Carnival Corp. CCL's Q3 earnings are expected to show significant growth, driven by robust demand and a strategic focus on margin expansion, justifying an upgrade to a Buy rating. The Company's valuation suggests an 8% sales CAGR and a 16% adj. EBITDA CAGR through CY26, implying a 17-18% upside despite high interest expenses.
Alimentation Couche-Tard: 18% Compounding And 26% Dividend Growth, Cheaper Than The Index
Alimentation Couche-Tard (ACT) has shown impressive growth, trading at ~CAD 77 from CAD 0.18 in 1996, with a CAGR of ~24% over 28 years. ACT's stock CAGR over the last 10 years is 18% in CAD and 16% in USD, with dividends growing at a CAGR of ~26%. ACT trades at a trailing P/E ratio of ~20, lower than the S&P 500, making it an attractive investment despite its premium valuation.
Berkshire Hathaway: Japanese Bets May Now Be Approaching A Top 5 Position
In 2020, Warren Buffett was looking for deals to place a sizable sum with, this bet on 5 Japanese Companies was initially about $8 Billion in size. Using a portfolio back test, this $8 Billion investment would have compounded into $21.141 Billion by 2024. This was a CAGR of 23.15% versus a 14.46% CAGR for the S&P 500 during this same period. That was almost 10 points of Alpha.
Elevance Health: Strong Earnings Growth Supports Strong Dividend Growth
Elevance Health has shown consistent earnings growth, with a 16% CAGR since 2014, and recent quarterly results exceeded expectations despite a slight revenue decline. The company's Carelon segment is a key growth driver, benefiting from cost savings and external revenue, with nearly 10% growth year-over-year. Elevance has a strong dividend growth history, with a 14.5% CAGR over the last decade, supported by robust earnings and a low payout ratio.
