Dear Reader,
Dr. Mark Skousen here.
You want to know what makes me furious?
Watching the same scam play out over and over.
A company like SpaceX could go public any day now… in what Bloomberg is touting as "the biggest IPO of ALL TIME."
And who is allowed to get in early?
The hedge fund guys. The Goldman partners. The private equity sharks. The same people who've already won the game ten times over.
They gobble up shares at pre-IPO prices… where around 95% of the gains are made.
Then they open the gates to everyone else — after they've already locked in their fortunes.
Regular investors get the leftovers. The scraps.
I've been fortunate…
Early in my career, I made the right connections. CIA directors. I’ve met four US presidents. Wall Street power players. The types of people who can get you in Pre-IPO.
I've had a seat at the table my whole life. And it's made me wealthy.
But I'm 77 years old now.
I'm tired of watching good people get shut out of opportunities that could change their lives.
So when I heard SpaceX could be getting ready for a $1.5 TRILLION IPO... I decided to pay it forward.
Today, I’m prepared to share an "access code" that lets my readers grab a pre-IPO stake in SpaceX. Before Elon’s big announcement. Before the feeding frenzy. Before regular investors get shut out again.
For once, the door is open. And I'm holding it for you.
Click here to see how to get your pre-IPO ‘access code’.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. After meeting Elon face-to-face and conducting my own due diligence… Im now convinced he’ll announce the IPO on March 26, 2026. Don’t miss your shot at life-changing returns. Click here before this window closes forever.
This Retail Stock Keeps Winning—Even After a 200% Run
By Thomas Hughes. Article Published: 2/27/2026.
Key Points
- The TJX Companies is growing across segments and regions, with cash flow and capital returns following suit.
- Analysts are lifting price targets, underpinning a stock price rally that has yet to peak. Fresh highs are forecasted for this year.
- Institutions pose a risk as a headwind in early 2026, but it is unlikely to persist given the capital return and stock price outlook.
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Periodic consolidation and correction aside, the uptrend in The TJX Companies (NYSE: TJX) looks set to continue. The company is growing, well-positioned in the retail market, and has a strong track record of capital returns.
Capital returns are a critical factor for TJX and many other stocks, especially in 2026 as the market places a premium on quality over growth.
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On the quality front, The TJX Companies is among the best-operated retailers, focused on cash-flow-generating off-price merchandise at a time when consumers remain value-conscious.
TJX reinforced the quality of its outlook and cash flow by boosting capital returns alongside its February 2026 earnings report.
The company announced a 13% distribution increase, sustaining a double-digit compound annual growth rate (CAGR), and expanded its buyback authorization. The dividend yield is modest—about 1.1% as of late February—but it is reliable and growing, as are the buybacks.
Buybacks reduced share count by slightly more than 1.2% in fiscal 2026 (FY2026) and are likely to trim shares at a similar pace in FY2027. The reauthorization is worth at least $2.5 billion this year, or roughly 1.45% of the pre-release market cap.
Analysts Underpin the TJX Rally: Institutions Present a Risk
The analyst response to TJX's FY2026 results was broadly bullish, sustaining the positive trend. MarketBeat tracked multiple reaffirmed price targets and upward revisions, pushing the consensus toward an above-consensus price point. Today's consensus implies about a 5% move from a critical support target—enough to set a fresh all-time high.
The high end of the target range, including the recently set high near $193, assumes as much as 22% upside from that key level, consistent with highs reached at the end of 2025 and in early January 2026.
The takeaway for investors is that analysts provide a triple tailwind for the stock: coverage has increased on a trailing-twelve-month (TTM) basis, sentiment has firmed to Buy, and price targets are rising.
Sentiment is strong, with 24 ratings—a unanimous Buy.
The main risk is institutional selling. MarketBeat data shows institutional buying through the first three quarters of 2025, followed by a bearish stance in Q4 and ramped-up selling in Q1 2026.
If sustained, that selling could cap near-term gains, as reflected in recent price action. However, the trend could reverse: profit-taking and a sector rotation after nearly a 200% four-year gain may ease, potentially restoring a more bullish institutional posture later this year.
TJX's Results Point to Outperformance This Year
TJX delivered a strong Q4, with revenue up 8.5% and better-than-expected comparable sales aided by new store openings. Revenue beat consensus by more than 200 basis points, with comps up about 5% and same-store sales up roughly 2.5%. Canada and international markets were particularly strong, rising about 11% and 15%, respectively; all segments reported at least mid-to-high single-digit comparable-store growth, further supported by a higher store count.
Margins were another positive. The company benefited from gross margin improvement, lower selling, general, and administrative (SG&A) expenses, and lower-than-expected shrink, leaving gross and operating margins slightly ahead of the prior year. Net income was $1.8 billion, up more than 26% year-over-year, and adjusted earnings rose about 16%, helped by buybacks.
Guidance was the only cautionary note, coming in slightly below consensus. Management is forecasting positive comps and continued store-count growth and appears cautious in its outlook. The most likely scenario is that the Q4 momentum persists and future reports drive guidance upgrades and favorable analyst reactions.
The TJX Balance Sheet: Attractive for Buy-and-Hold Investors
TJX's balance sheet underscores the quality of its operations and the strength of its business. Year-end highlights include increases in cash, inventories, and assets, only partially offset by higher liabilities. Shareholders' equity rose about 20%, and leverage remains low at roughly 0.2x equity, leaving the company well positioned to continue executing its strategy, generating cash flow, and returning capital to investors.
Is Realty Income's 4.8% Yield Worth the Risk Now?
Submitted by Jordan Chussler. Publication Date: 2/28/2026.
Key Points
- With fixed-income yields compressed, equity income has become more attractive—but it brings principal risk.
- Realty Income’s appeal continues to center on stable cash flow and high occupancy, alongside its monthly dividend cadence.
- The dividend remains dependable, but slow dividend growth and an elevated payout ratio are key items to monitor.
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With the Federal Reserve's last interest rate cut in December 2025, the central bank's benchmark effective federal funds rate sits at just 3.64%. That decline has pushed yields on many fixed-income products low enough that some income-focused investors are turning to equities to make up the shortfall.
Today's best rates on CDs, for example, are hovering around 4%, while only longer-dated Treasury notes and bonds are offering coupon rates above 4%.
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Certain corners of the equity market are already providing higher yields. Yardeni Research data shows that dividends from the real estate sector average 5% — the highest of any sector — with utilities and energy following at 3.9% and 3.7%, respectively.
For one stock in particular, the dividend has become a defining feature. Its most recent earnings report provides a fresh look at the business and the risks investors should weigh.
Realty Income's Monthly Dividend Brand Rests on Stable Cash Flow and High Occupancy
Among yield-focused investors, Realty Income (NYSE: O) is a familiar name. The real estate investment trust (REIT) has raised its dividend for 113 consecutive quarters, and its distribution cadence has helped it bill itself as The Monthly Dividend Company.
When the REIT reported full-year and Q4 2025 financials on Feb. 24, it announced adjusted funds from operations (AFFO) of $1.08 per share, in line with analyst expectations. The company also beat revenue estimates, reporting $1.49 billion versus expectations of roughly $1.4 billion.
Because REITs are legally required to distribute roughly 90% of their taxable income as dividends, investors don't typically expect outsized funds from operations. Instead, the focus is on how the company delivers stability and predictable cash flow.
Realty Income's portfolio — roughly 15,511 properties covering about 355 million square feet — reports a total occupancy rate of 98.9%. About 91% of that portfolio is leased to non-discretionary, service-oriented retail or low-price-point businesses, which tend to be more resilient during downturns.
Valuation metrics also point to potential value. While the REIT's trailing 12-month price-to-earnings (P/E) ratio of 61.54 is elevated, its forward P/E of 15.86 suggests the market is pricing in future earnings growth, and alongside its attractive yield, Realty Income may offer some value now.
Chasing Equity Income Comes With Principal Risk
That said, investors who shift from fixed income into equities to boost income take on principal risk. Equities can erode in value, and higher yields don't eliminate the possibility of capital loss.
After trading in a relatively tight range for much of the past year, Realty Income has broken out with a gain of more than 15% year-to-date. Still, shares remain nearly 12% below their five-year high from Aug. 12, 2022 — declines that haven't necessarily been offset by dividend income.
Realty Income's Dividend Is (Slowly) Growing
The dividend that draws many investors currently yields about 4.8%, equivalent to roughly $3.24 per share annually. That yield is higher than most fixed-income instruments and close to the real estate sector's average of 5%.
With 113 consecutive quarterly increases — nearly 28.5 years of higher payouts — Realty Income is also a member of the Dividend Aristocrats club.
Checking Realty Income's Financial Health
That long track record doesn't necessarily imply the dividend is at risk. According to TradeSmith, Realty Income's financial health has been firmly in the Green Zone for over seven months.
Q4 revenue rose 11% year over year, and the company's revenue growth has averaged an eye-catching 29.85% over the past five years.
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