Hormel (HRL) is presented as a cheap, high-yield stock with significant upside potential due to its sub-15x P/E ratio and over 5% dividend yield, making it an attractive alternative to bonds.
Source Post
Four Safe, High Yields
Sep 4, 2026
The creators discuss the current interest rate environment and its impact on income-sensitive investments like REITs. They acknowledge the unexpected hawkishness from the Federal Reserve, contrasting it with earlier expectations of rate cuts. The focus is on identifying high-quality income picks that can provide dependable income regardless of rate movements, emphasizing their proprietary scoring models for various income-generating asset classes.
Linked Mentions
Tickers discussed in this post
Ladder Capital (LADR) is a quality mortgage REIT with a multi-cylinder investment strategy and a moat score, held within the Wide Moat Letter portfolio.
UTF is mentioned as a previously covered utility/infrastructure-centric CEF that the creator has discussed on the Wide Moat channel.
The creator recommends BUI, a BlackRock CEF, for its high yield (6.9%) and diversified exposure to utilities, including international ones, making it a better option than ETFs like XLU.
Nike's stock is viewed very negatively, described as potentially the worst chart in the market, down 80% from its highs, and the company is considered terrible.
Dick's Sporting Goods experienced a significant sell-off after acquiring Foot Locker, prompting an article from the creator.
Howard Hughes is mentioned as a company the creator plans to cover further, with a follow-up visit to Las Vegas planned.
MGM is mentioned as a tenant of VICI Properties, with its Las Vegas strip real estate not disappearing despite ownership changes, highlighting VICI's landlord position.
Caesars is mentioned as a tenant of VICI Properties, with potential involvement in a new NBA facility in Las Vegas, but the focus remains on VICI's landlord status rather than Caesars' operations.
Vici Properties (VICI) offers a 7% dividend yield, but despite significant growth, its stock has underperformed, with concerns around tenant concentration and Caesars' potential acquisition.