My name is Porter Stansberry.
I’m the founder of one of the largest financial research firms in the world. Over the last 26 years we’ve helped investors navigate almost every major economic cycle.
We’ve also been on the forefront of every big financial story from the rise of Bitcoin and MRNA vaccines to robotics and artificial intelligence – just to name a few.
But today, I’m breaking the biggest story of my career…
An economic story the likes of which we’ve not seen in centuries. In fact, the last – and only time – this happened was in 1776. But now, on the eve of America’s 250th anniversary, it’s happening again.
And as you’ll discover today, the aftershock of this event could “reset” not just your personal wealth, but the entire U.S. economic system:
How you work, how you vote, how you protect and build your wealth… it’s all being turned upside down by what one famous Stanford economist says is:
“The biggest change ever… bigger than electricity… bigger than the steam engine.”
Yet almost nobody is prepared for it. So, if you’ve been watching the chaos of the past year unfold, struggling to understand what it all means… you’re about to get many - if not all - of the answers you’ve been searching for.
And, most importantly, what it all means for you, your money, and your investment portfolio in the months ahead
Because as you’ll discover, everything from the government taking stakes in companies like Intel, Lithium Americas, and MP Materials.
To Trump’s strike on Venezuela… his deal with Greenland… his seemingly never-ending slew of executive orders… and increasingly centralized grip over the economy…
All the way to the surging popularity of radical socialist politicians like Bernie Sanders, AOC, and Zohran Mamdani…
It’s all deeply and inexorably intertwined in what is, without a doubt, the most consequential story of the year.
A turning point that one Nobel Prize winner says is dividing not just the economy but our entire society.
And, as my guest and I explain, the financial decisions you make in the face of this New 1776 Moment… they could dictate whether you’re enriched, left stuck in the past, or potentially even impoverished by the seismic changes barreling down upon America.
The stocks to buy… the stocks to sell… and the three money moves to ensure you and your loved ones end up on the winning side of this new economic reality.
It’s all laid out here for you…
Good investing,
Porter Stansberry
High Yield Revival: 3 Cash-Rich Dividend Payers on Sale
Author: Chris Markoch. Publication Date: 2/20/2026.
Key Points
- Market rotation is boosting demand for high-yield dividend stocks as investors shift from growth-heavy tech names to value-oriented companies with reliable cash flow.
- Omega Healthcare, Perrigo, and Omnicom offer yields well above the SPHD ETF benchmark, making them attractive options for income-focused portfolios in a lower-rate environment.
- Strong institutional ownership and durable business models support dividend reliability, helping investors balance income generation with defensive positioning during market volatility.
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Investors aren't putting cash under their mattresses, but they're taking some risk off the table—rotating out of high-growth technology stocks and looking for value.
Dividend-paying stocks are one way to find that value. The appeal is the "why" behind the payout: companies that pay higher yields often have steady cash flows, which can provide a more reliable source of income for investors.
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This approach can help defend against market volatility and also generate income if interest rates move lower. The timing of future rate cuts is uncertain, but there is broad consensus that the next moves will likely be downward.
Critics note that some high-yield payers are dividend traps—firms that have no better use for cash than handing it back to shareholders. That can be true, but income-focused investors prioritize payout reliability over growth, so assessing dividend sustainability is key.
For investors interested in this strategy, here are three high-yield names to consider. For this article, "high yield" is defined relative to an exchange-traded fund (ETF) like the Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA: SPHD). That fund holds 50 of the least volatile, highest-dividend-yielding S&P 500 stocks and yielded 3.82% as of Feb. 18.
A Demographic Tailwind Supports This Healthcare REIT
Real estate investment trusts (REITs) fell out of favor during the AI-driven tech rally of 2024–2025. That's changing in 2026 as income investors seek yield. By design, REITs distribute a large portion of their taxable income to shareholders—typically in the form of dividends—making them natural income plays.
That's the foundation for Omega Healthcare Inc. (NYSE: OHI). Omega acquires and leases long-term care properties, such as skilled nursing facilities (SNFs) and assisted living communities, under net-lease agreements. The company owns 1,024 facilities across 42 states and the District of Columbia.
Omega is a play on America's aging population, a trend expected to drive multi-decade demand for SNFs. In its December 2025 investor presentation, the company noted more patients are discharged to SNFs than to any other post-acute care setting.
Regulatory limits on adding new supply could further support both growth and income. OHI shares are up about 29% over the past 12 months and pay a 5.7% dividend yield, with an annual payout of $2.68 per share.
Deep Value Appeal With One of the Market's Highest Yields
Perrigo Company (NYSE: PRGO) offers a different route to high yield in the medical sector. Perrigo is a global supplier of over-the-counter (OTC) and self-care products, and it also produces generic prescription drugs and active pharmaceutical ingredients.
The PRGO stock chart has performed poorly over the last five years, falling more than 65%.
Still, there are signs that value investors are circling. Institutional ownership remains above 95%, and buyers have outnumbered sellers by roughly 2:1 over the past 12 months and nearly 4:1 in Q4 2025—suggesting large investors see an opportunity. PRGO is up about 9% over the past three months.
Perrigo currently pays the highest yield of the names on this list at 7.9%. That yield may keep income-focused investors interested while the company navigates a class-action lawsuit related to its acquisition of Nestlé's infant formula plant.
A Steady Cash Generator Leveraging AI-Driven Marketing Demand
Omnicom Group Inc. (NYSE: OMC) is a global marketing and corporate communications holding company and the parent to some of the world's largest advertising agencies. The company operates in more than 70 countries and serves over 5,000 clients.
This is Omnicom's play on artificial intelligence: the company has developed an AI-driven marketing intelligence platform intended to "help brands grow with greater clarity, speed, and measurable impact in the age of influence."
OMC shares have been relatively range-bound over the past five years, delivering roughly 4.5% price growth in that period. The dividend is the main draw: the stock yields about 4.5%, with an annual payout of $3.29 per share.
Institutions increased their position in the last quarter—perhaps anticipating the Super Bowl ad season—and overall institutional ownership sits near 91%, marking Omnicom as a name to watch for income-seeking investors.
Wendy's Stock Is Cheap, But Can the Turnaround Actually Work?
Author: Thomas Hughes. Publication Date: 2/17/2026.
Key Points
- Wendy's is well-positioned to rebound, but the timing is questionable amid competitors taking market share.
- Analysts are trimming targets but remain highly confident in the Hold rating.
- Institutions and short-sellers have the market set up to be squeezed when a catalyst emerges.
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Wendy’s (NASDAQ: WEN) stock has pulled back significantly from its highs, presenting what may be a deep-value opportunity. Trading at roughly 12x this year's earnings and under 8x the 2030 forecast, the valuation implies potential, even triple-digit, upside versus industry leaders. The key question is whether management can deliver a credible turnaround. The international growth story remains intact and supports current results, but self-inflicted issues in the core U.S. market are likely to weigh on performance this year.
Management acknowledges several missteps and has begun corrective actions. The harder problem is shifting public perception: the company has lost market share to competitors such as McDonald’s (NYSE: MCD) and is still fighting to rebuild traffic. Several quarters of declining U.S. comparable sales, margin pressure and cautious guidance have compounded the challenge.
Analysts Lead Wendy’s Stock to Long-Term Low
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Wendy’s analyst trends are bearish, skewing toward the low end of the target range. These signals point to a modest, single-digit downside from mid-February levels, though there is a silver lining.
Some trends are more positive: the number of analysts covering Wendy's started rising in 2025 and climbed about 30% to 26 analysts in Q1 2026. Despite the headwinds, analysts rate the stock a Hold, with a relatively high 62% conviction rate and ratings split evenly between Buy and Sell.
Analysts also suggest a $7 price floor, consistent with long-term lows, and consensus estimates imply roughly 30% upside. A clear catalyst for that move would be improving earnings accompanied by stronger cash flow and a credible capital-return plan.
Wendy’s has already trimmed its dividend and curtailed buybacks; without noticeable improvement, the dividend could face further cuts or suspension.
Free cash flow is declining but positive and currently sufficient to cover distributions. The 2025 free cash flow payout ratio is about 62% — elevated but still allowing some room for debt service. Cash, current assets and total assets have fallen while long-term debt and liabilities have risen, shrinking shareholder equity by more than 50%. Shareholder equity stands near $117.3 million and leverage is high: long-term debt is roughly 23x equity and about 0.6x assets.
Short-Sellers Set Wendy’s Market Up For Rebound
Short interest is not at record highs but is hovering near historical peaks — about 20% of the float as of late January. That elevated short position is a headwind for a sustained rally; when it does unwind, however, the rebound could be pronounced.
Institutional investors own more than 85% of the stock, providing a degree of support. Institutions have accumulated shares as the market fell, and early-2026 buying activity ran roughly twice the pace of selling, suggesting a potential tailwind once a recovery begins.
Technically, critical support sits near the long-term lows recorded during the height of the COVID-19 panic — roughly $6.82, just below the low-end analyst target of $7. Momentum indicators, including MACD and stochastic, point to an oversold market, and rising trading volume during the decline suggests buyers are stepping in.
Volume has increased as the price has dropped, indicating bargain buying. Still, if upcoming results fail to show improvement or disappoint relative to expectations, any rebound could be limited and there is a real risk of new lows, which would likely accelerate the selloff. Wendy’s expects weak comp sales to persist, plans additional store closures to improve footprint efficiency, and has guided revenue and earnings below consensus.
Consumer Tailwinds Can Be a Catalyst for Wendy’s
Early indicators point to modest consumer tailwinds for 2026: labor markets remain resilient and tax refunds appear larger than last year. Initial data show refunds averaging more than 10% higher than in 2025, which should support consumer spending and benefit consumer discretionary stocks.
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