LNG - Deep Discounts And Powerful Tailwinds: 3 Deeply Undervalued Dividend Stocks To Buy Now

2024-05-29 07:30:00 ET

Summary

• A small pension fund recently outperformed larger peers by making strategic portfolio adjustments aligned with big-picture trends. This approach led to impressive returns, proving the value of smart, focused investments.
• The fund emphasized avoiding losses and predicting economic shifts, investing in alternative assets at opportune times. This strategy resulted in significantly better performance compared to other national pension funds.
• Inspired by this, I've identified three stocks that align with major trends like energy demand, inflation, and defense modernization. These stocks offer attractive valuations, dividend growth, and long-term potential.

Introduction

The other day, I read a very interesting article in The Wall Street Journal about a very small pension fund that outperformed the "big guys" over the past three years by making just a few minor changes.

When I read the title, I had to dig deeper.

After all, who doesn't like a good David versus Goliath story?

Essentially, a $1.4 billion pension fund managed by Peter Manning, a 65-year-old former schoolteacher, has achieved considerable outperformance compared to other pension funds.

The pension fund, which manages money for firefighters, bus drivers, and custodians, returned 5.7% per year over the past three years....

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