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2 Retirement Yield Picks That Give You The Right To Win

Seeking Alpha
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⚡ Quantum Brief
A CFA charterholder with corporate finance expertise identifies two high-yield stocks—ENB and T—as durable income picks for retirees, emphasizing tangible yields backed by strong fundamentals and growth potential. The author frames "winning" for income investors as stress-free, compounding returns, arguing this requires strategic allocation toward assets with resilient cash flows and dividend reliability. Both picks leverage robust sector fundamentals: ENB in energy infrastructure with regulated revenue streams, and T in telecommunications with steady demand and dividend history. The analysis stems from a management consulting principle—"right to win"—applying it to portfolio construction by prioritizing assets with structural advantages and income durability. Disclosures note the author holds long positions in both stocks, reinforcing conviction but acknowledging potential bias in the recommendations.
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Roberts Berzins, CFA14.08K FollowersFollow5ShareSavePlay(9min)CommentsSummary"Winning" for the retiree or the durable income investor is about achieving great and durable income compounding results without too much stress.However, to have the right to win, we have to earn it.The way we can do that is by tilting our investments towards tangible yields that are underpinned by robust fundamentals and even some income growth potential.In this article I discuss two picks that have these characteristics as their strengths that we could "play" (integrate in the income portfolios). Andrii Yalanskyi/iStock via Getty Images In management consulting, which is my background, there is a common question that consultants and corporate leaders try to address together before embarking on new capital allocation: Does your strategy give you the right to win? It is a holisticThis article was written byRoberts Berzins, CFA14.08K FollowersFollowRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ENB, T either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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