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A message from i2i Marketing Group, LLC
The Defense Angle Most People Miss Modern defense isn't just hardware. It's materials. Uranium. Titanium. Vanadium. They sit behind aircraft, naval systems, energy storage, and infrastructure, yet much of global supply remains concentrated overseas. That's why attention is shifting to early-stage North American projects capable of supporting long-term domestic sourcing. One group has quietly positioned itself across several of these materials, with active work underway in historically productive regions. Why investors are taking a closer look:
- Exposure to defense-linked materials
- Assets in geopolitically secure locations
- Portfolio approach across multiple sectors
- Ongoing exploration creating future optionality
Defense priorities don't change overnight. But positioning starts early. Learn what makes this strategically important >
Today's Exclusive Content
5 Baby Boomer Stock Favorites Now Trading at a DiscountSubmitted by Ryan Hasson. Posted: 4/6/2026. 
Key Points
- Five popular Baby Boomer stocks are trading in discount territory, with MSFT down 23% YTD, RCL 25% off its highs, and VZ and KMB offering yields above 5%.
- Microsoft trades at a forward P/E below 20, Verizon offers a 5.58% yield with a forward P/E below 10, and Kimberly-Clark's yield has climbed to 5.33%.
- Despite the pullbacks, analyst sentiment remains broadly bullish across all five names, with Microsoft leading the way at nearly 58% implied upside from current levels.
- Special Report: The REAL Reason Trump is Invading Iran
The current market selloff is creating something that hasn't been easy to find in recent years: genuine discounts in high-quality companies. With the S&P 500 under pressure from Middle East tensions, rising oil prices, and fading rate-cut expectations, some of the most battle-tested, time-tested stocks are now trading at valuations that are hard to ignore. These are the names that have helped build real wealth over the past few decades and have become favorites among the baby boomer generation. Right now, several of them are on sale or quickly approaching attractive levels. Below are five popular stocks among baby boomer investors that are now moving into value territory. Microsoft: One of the world's largest companies trading at a bargain P/E
Bill Spetrino, editor of The Dividend Machine, started with just an $8,000 IRA and invested it in a single dividend stock he calls the World's Greatest Dividend Stock - and he's sharing a free report that names it.
Spetrino has identified what he calls The Great American Turnaround, an economic shift driven by three catalysts he believes will reward dividend-focused investors who position early. His free bulletin outlines why waiting for markets to settle could mean paying more for the same yields. Read the free bulletin now and discover the dividend stocks to watch
Microsoft (NASDAQ: MSFT) needs little introduction. From the PC era to cloud computing to artificial intelligence, it has reinvented itself multiple times and kept winning. The 10-year return speaks for itself: the stock is up almost 600%. Looking further back, one can see why this has been one of the baby boomers’ most admired stocks. Since the tech giant's debut in 1986, it has returned a staggering 274,230%, adjusted for inflation and including reinvested dividends. After a 22% year-to-date decline, the stock now trades at a trailing P/E of about 23 and a forward P/E near 19. Those metrics are well below its historical averages and significantly below the broader technology sector. Earnings are expected to grow 12.39% in the coming year to $14.70 per share. The stock also offers an income component: the company has a 23-year dividend increase streak and a yield of about 1%. Analysts are broadly bullish, with 40 of 45 rating the stock a Buy and a consensus price target of $588.97, implying over 50% upside. At these levels, it's one of the more compelling setups in the market. From a technical perspective, the stock has retraced into a major area of potential support: the 2025 lows, near $350, have so far acted as support this year. If MSFT can maintain its footing above those lows, the stock could firm up and stage a recovery bounce, potentially entering a new phase. Berkshire Hathaway: Warren Buffett's legacy at a reasonable valuationFew stocks carry the same weight among long-term investors as Berkshire Hathaway (NYSE: BRK.B). Warren Buffett's holding company has delivered exceptional compounded gains since 1965. Between 1965 and 2024, the stock averaged 19.9% annually, vastly outperforming the S&P 500 and providing outsized returns to baby boomer investors. This year, the financial giant is down just 5%, holding up relatively well amid the broader selloff. It trades at a trailing P/E of about 15, well below the market average, with a forward P/E of 24. Greg Abel recently resumed share buybacks as the CEO transition unfolds. With over $300 billion in cash on hand, Berkshire has more financial firepower than almost any other company, ready to deploy during these dislocations. Wall Street is optimistic, with the consensus price target forecasting double-digit upside. The $537 target implies roughly 12% upside potential. On a higher timeframe, the stock is nearing a critical support level: $450 is a major zone that could spark a short-term trend reversal if it holds. If the stock maintains relative strength above that support, current levels could be an attractive entry point. Verizon: A telecom giant with a 5.5% yield and a forward P/E below 10Verizon Communications (NYSE: VZ) has been a reliable income staple for decades. The telecom giant offers about a 5.5% dividend yield and has raised its dividend for 20 consecutive years. For investors prioritizing income, that consistency matters as much as any price target. It’s been a favorite since its debut, with the stock returning close to 9.2% annually, including dividends reinvested, since 1984. Despite a strong run over the past year — the stock is up more than 20% year-to-date and almost 11% over the prior 12 months — the valuation remains attractive. Its trailing P/E sits near 12, while the forward P/E has compressed to about 10, placing it squarely in value territory. A $25 billion share buyback program adds further support for shareholders. Its most recent earnings report delivered solid results, including the best postpaid phone subscriber additions in six years. The company posted Q4 2025 results on Jan. 30, topping earnings per share estimates by 3 cents and growing quarterly revenue 2% year over year. The 5G network buildout continues to drive subscriber growth, and if rate-cut expectations revive later this year, high-yield defensive names like VZ tend to benefit. Royal Caribbean: A leisure favorite with almost 30% upsideRoyal Caribbean (NYSE: RCL) has been a strong wealth creator since its IPO in April 1993. Since debuting, the stock has returned over 2,000%, adjusted for inflation. Over the past three years, it has returned more than 300% to shareholders. But the Middle East conflict and rising fuel costs have pressured cruise stocks, sending RCL well off its 52-week high and creating a pullback that historically rewards patient buyers. The stock has fallen more than 25% from its 52-week high and is now slightly negative on the year, down about 2%. That selloff may have created an opportunity. The stock trades at a P/E of about 17 and a forward P/E near 13, which is modest for a company growing earnings at double-digit rates. Booking levels remain at record highs, new Icon-class ships are driving capacity growth, and the private island destination strategy continues to expand high-margin revenue. Analysts are largely bullish, with a consensus Moderate Buy rating based on 22 analyst ratings and a price target of $353.30, implying nearly 30% upside. Technically, the stock needs to hold major multi-year support near $250. For the uptrend to remain intact on the weekly chart, RCL would need to hold above this support band and reclaim its 200-day simple moving average near $300. Kimberly-Clark: Consumer defensive income with a 5.3% yieldKimberly-Clark (NYSE: KMB) isn't as headline-grabbing as Microsoft or Berkshire Hathaway, but its returns for the baby boomer generation have been noteworthy. It makes Huggies, Kleenex, and Depend—products people buy in bull markets, bear markets, recessions, and wars. That's made this a staple in many individual investors' portfolios. Since the stock's debut in 1980, it has returned a respectable 1,488%, adjusted for inflation and including reinvested dividends. Not as spectacular as Microsoft’s return, but impressive given its defensive positioning. The stock has faced headwinds in recent years from shifting consumer preferences and volume pressure in North America. But the selloff has pushed the dividend yield to about 5% and the forward P/E to roughly 12, making it more interesting for income-focused investors. Analysts are neutral on the name, with a consensus Hold rating. However, the consensus price target implies meaningful upside. The $115.85 consensus target forecasts close to 20% upside. Momentum and trend could shift if the stock reclaims $100 and its 50-day simple moving average in the coming weeks. That would be the first step toward putting in a bottom on the higher timeframe. |
