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written by reader Motley Fool again – Their “Great Rotation Blueprint”

By andy727, September 6, 2024

Hello Travis,
The Motley Fool Canada has just offered a “sneak peek” at three of their Top 10 “Must Buy” stocks ready to Soar as soon as the Fed rates drop”. I haven’t always found their deals worth the price, so wondering if you would like to offer an idea of how valuable their package might look, based on their teasers. The three are:

A small-cap Real Estate Powerhouse primed for Growth:
This leader in commercial real estate financing might be flying under the radar, but its resilience through rising interest rates and declining transactions is nothing short of impressive. With a market cap of just US$3.4 billion, it has leveraged a diverse revenue stream to keep its balance sheet rock solid. The real opportunity, though, lies ahead: With US$450 billion in maturing multifamily loans, this company is perfectly positioned to reignite its growth. And with a solid, growing dividend to sweeten the deal, savvy investors could see substantial gains when rates drop and the Great Rotation kicks into full gear.

Second, there’s one of our top dividend-growers, which is…
A Dividend Dynamo That Just Keeps Delivering:
This company has been a beacon of stability for income-focused investors, boasting an incredible streak of 109 dividend increases since 1994! But it’s not resting on its laurels – in 2024 alone, it has already raised its monthly dividend four times! With a commitment to rewarding its loyal shareholders and a rock-solid financial foundation, this dividend-grower is perfectly positioned to continue delivering consistent returns. As the market shifts, investors looking for steady income and growth potential won’t want to miss it.

Finally, to give you a hint at one of our top high-growth opportunities, there’s… a Biotech Winner with a US$2B Pipeline:
As the US Fed prepares to pivot, the businesses that suffered from rapid rate hikes are now primed to surge — and this leader in clinical research is at the top of that list. Specializing in drug trials for smaller biotech firms, this company continued to build its backlog of nearly US$2 billion in future projects, even as the market tightened. Now, with interest rates set to drop, the funding pipelines for its biotech clients are expected to open up, fueling a surge in demand. Combine that with its rock-solid cash flow and a business model that profits regardless of the outcome of the trials, and you have a high-growth stock positioned for outsized gains.

Would you like to offer a Thinkolater guess at these?

Always ready to hear you trustworthy ideas.
Thanks in advance,
Andy

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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