Long-Term Plays Worth Watching

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Long-Term Plays Worth Watching

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In a market where short-term swings dominate headlines, it’s the patient, long-term investors who often come out ahead. The following stocks stand out not for quick gains, but for their strong fundamentals, reliable dividends, and compelling valuations. From healthcare to agriculture, these are long-term plays worth watching closely in 2025 and beyond.

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Let’s dive in.

THE MONEY IDEA💡
Long-Term Plays Worth Watching

Nutrien Ltd. (NYSE: NTR) – Fertilizer Leader With Rising Tailwinds

Industry: Agricultural Inputs
Current Status: 28% undervalued with a dividend yield over 4%; high uncertainty rating but promising upside.

• Potash Market Momentum – Potash prices are expected to rise in 2025 as demand improves and supply constraints from Russia and Belarus tighten the market.

• Retail Margin Expansion – Cost-cutting measures and a strategic shift toward proprietary products aim to improve profit margins in Nutrien’s retail segment.

• Narrow Economic Moat – Vertical integration and global distribution scale create operational advantages in a competitive market.

• Cyclical Growth Catalyst – Nutrien is well-positioned to benefit from long-term structural food demand and agricultural investment.

Bottom Line: Nutrien presents a compelling value proposition for investors seeking exposure to global agriculture and consistent income.

Healthpeak Properties (NYSE: DOC) – Healthcare REIT With Defensive Strength

Industry: Real Estate Investment Trusts (REITs)
Current Status: 27% below Morningstar’s fair value estimate of $27.50; nearly 6% dividend yield and medium uncertainty.

• Rate-Sensitive Upside – As interest rates decline over time, REITs like Healthpeak may benefit from capital appreciation and improved investor sentiment.

• Strategic Asset Focus – The company exited senior housing in 2020 to concentrate on life sciences and medical office buildings, both of which offer stable, long-term demand.

• Dividend Growth Resumed – After holding its dividend steady since 2021, Healthpeak raised it by 1.7% in Q1 2025, signaling financial stability.

• Recession-Resilient Demand – Healthcare-related real estate tends to perform well regardless of economic cycles, offering steady cash flows.

• Stable Performance Outlook – Morningstar expects reliable growth from Healthpeak’s concentrated portfolio in essential medical facilities.

Bottom Line: Healthpeak offers a unique blend of income, stability, and growth potential tied to healthcare infrastructure and falling interest rates.

Baxter International (NYSE: BAX) – Healthcare Innovator in Rebound Mode

Industry: Medical Devices & Healthcare Equipment
Current Status: Trading in 4-star territory with high uncertainty; poised for margin expansion and operational growth.

• Strong Earnings Momentum – Baxter posted solid Q4 results and issued positive 2025 guidance, indicating improved business execution.

• Revenue Growth Targets – Management projects mid-single-digit revenue increases and adjusted EPS between $2.45–$2.55 for 2025.

• Narrow Economic Moat – Baxter’s leadership in essential healthcare products and therapies supports long-term competitive positioning.

• Post-Restructuring Upside – Operational improvements and portfolio optimization may help expand margins and earnings stability.

• Dividend Continuity – Ongoing dividend payments provide income stability while the company focuses on profitability.

Bottom Line: With improving financials and a focused strategy, Baxter represents an appealing opportunity for healthcare investors looking for value and operational leverage.

Aflac Inc. (NYSE: AFL) – Insurance Giant With Dividend Power

Industry: Insurance – Life & Supplemental Health
Current Status: Stock trading near $111; up 85% since 2022, with strong capital returns and an elevated dividend.

• Improved Operating Environment – Rising interest rates have boosted returns on Aflac’s investment portfolio, reversing a decade of pressure from low yields.

• Claims Cost Decline – COVID-era claims spikes have normalized, helping restore profitability across key insurance segments.

• Inflation-Resilient Model – Aflac is well-positioned if inflation remains elevated due to its pricing flexibility and defensive product mix.

• Dividend Growth Track Record – The company recently raised its dividend by 16%, marking 42 consecutive years of increases.

• Capital Discipline – Strong capital management and share repurchase programs support total shareholder return and long-term confidence.

Bottom Line: Aflac’s combination of consistent dividend growth and operational strength make it a reliable pick in the insurance space.

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