| Morgan Stanley pegs a market Elon Musk is chasing at up to $40 trillion. A small microcap supplier, trading under $25, sits at the center of it.
Jon Najarian says Musk has already secured rights to acquire up to 15% of the company. He believes it could be the next supplier Musk takes off the open market entirely.
A key deadline falls on December 8th.  |
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| | Elon can't build his satellite network without one key supplier, and he's paid this company since 2012.
His plan for 1,000,000 satellites could multiply that bill significantly, putting this overlooked stock back in focus.
Dylan has circled December 8th as a key date for this pick.  |
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| Ex-Dividend Stocks for Monday, November 9th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ALX Alexander's | $251.00 | $4.50
quarterly | 7.24% | $4.50 | 48.4% | 11/20/26
| | AMP Ameriprise Financial | $502.44 | $1.70
quarterly | 1.36% | $1.70 | 15.3% | 11/27/26
| | CNS Cohen & Steers | $73.12 | $0.67
quarterly | 3.67% | $0.67 | 82.2% | 11/19/26
| | CWT California Water Service Group | $51.01 | $0.34
quarterly | 2.85% | $0.34 | 59.8% | 11/20/26
| | EVTC Evertec | $33.69 | $0.05
quarterly | 0.65% | $0.05 | 13.2% | 12/4/26
| | GLP Global Partners | $44.13 | $0.79
quarterly | 6.54% | $0.78 | 63.5% | 11/13/26
| | GWW W.W. Grainger | $1,440.41 | $2.49
quarterly | 0.74% | $2.49 | 21.9% | 12/1/26
| | HBT HBT Financial | $37.00 | $0.25
quarterly | 2.75% | $0.25 | 39.1% | 11/17/26
| | HCC Warrior Met Coal | $84.20 | $0.08
quarterly | 0.37% | $0.08 | 7.7% | 11/20/26
| | HCC Warrior Met Coal | $84.20 | $0.08
quarterly | 0.37% | $0.08 | 7.7% | 11/20/26
| | HTO H2O America | $62.95 | $0.44
quarterly | 3.01% | $0.44 | 69.0% | 12/1/26
| | INGM Ingram Micro | $25.46 | $0.09
quarterly | 1.23% | $0.09 | 17.2% | 11/23/26
| | KMT Kennametal | $23.06 | $0.20
quarterly | 2.65% | $0.20 | 10.6% | 11/23/26
| | LNG Cheniere Energy | $278.00 | $0.63
quarterly | 0.78% | $0.56 | 15.5% | 11/17/26
| | LPG Dorian LPG | $46.66 | $1.25
special | - | - | 8.9% | 11/24/26
| | MWA Mueller Water Products | $24.07 | $0.08
quarterly | 1.43% | $0.07 | 19.9% | 11/19/26
| | NBN Northeast Bancorp | $126.29 | $0.01
quarterly | 0.03% | $0.01 | 0.3% | 11/23/26
| | NMM Navios Maritime Partners | $85.52 | $0.06
quarterly | 0.27% | $0.06 | 1.2% | 11/12/26
| | OCFC OceanFirst Financial | $18.13 | $0.20
quarterly | 4.80% | $0.20 | 111.1% | 11/20/26
| | OGN Organon & Co. | $13.84 | $0.02
quarterly | 0.58% | $0.02 | 10.5% | 12/10/26
| | OMF OneMain | $56.12 | $1.05
quarterly | 7.43% | $1.05 | 63.9% | 11/13/26
| | PAC Grupo Aeroportuario Del Pacifico | $247.91 | $11.19
annual | 5.00% | - | - | 11/16/26
| | STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | $99.84 | $0.03 | - | $0.03 | - | 11/10/26
| | STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | $99.84 | $0.04 | - | $0.03 | - | 11/10/26
| | SXT Sensient Technologies | $119.25 | $0.41
quarterly | 1.24% | $0.41 | 41.3% | 12/1/26
| | TEX Terex | $54.94 | $0.17
quarterly | 1.29% | $0.17 | 34.3% | 12/18/26
| | TPG TPG | $46.50 | $0.55
quarterly | 4.59% | $0.59 | 271.3% | 11/23/26
| | VMC Vulcan Materials | $283.23 | $0.52
quarterly | 0.85% | $0.52 | 24.6% | 11/24/26
| | WMK Weis Markets | $77.74 | $0.34
quarterly | 1.82% | $0.34 | 32.5% | 11/23/26
| | Please note you must purchase shares of these companies by the market close today to receive the next dividend payment. |
Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years.  |
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Ex-Dividend Stocks for Tuesday, November 10th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AEP American Electric Power | $126.53 | $0.97
quarterly | 3.05% | $0.95 | 61.4% | 12/10/26
| | AER AerCap | $169.31 | $0.40
quarterly | 1.03% | $0.40 | 8.2% | 12/3/26
| | AMRZ Amrize | $41.90 | $0.11 | - | $0.11 | 5.0% | 11/18/26
| | AMX America Movil | $25.71 | $0.29
special | - | - | 34.1% | 11/18/26
| | BKR Baker Hughes | $47.87 | $0.23
quarterly | 1.56% | $0.23 | 31.7% | 11/20/26
| | CAKE Cheesecake Factory | $106.76 | $0.30
quarterly | 1.11% | $0.30 | 28.4% | 11/24/26
| | CLBK Columbia Financial | $11.11 | $0.05
quarterly | 1.86% | $0.05 | 69.0% | 11/25/26
| | CNXN PC Connection | $79.15 | $0.20
quarterly | 0.92% | $0.20 | 19.8% | 11/27/26
| | DK Delek US | $63.66 | $0.30
quarterly | 1.69% | $0.26 | 28.7% | 11/18/26
| | DMC Fresh Del Monte Produce | $27.38 | $0.30
quarterly | 4.13% | $0.30 | 70.2% | 12/4/26
| | ETN Eaton | $341.80 | $1.10
quarterly | 1.15% | $1.10 | 44.0% | 11/27/26
| | F Ford Motor | $12.45 | $0.15
quarterly | 5.02% | $0.15 | -30.5% | 12/1/26
| | FBK FB Financial | $54.23 | $0.21
quarterly | 1.56% | $0.21 | 18.7% | 11/24/26
| | FTAI FTAI Aviation | $180.27 | $0.50
quarterly | 1.01% | $0.50 | 40.6% | 11/23/26
| | GABC German American Bancorp | $50.08 | $0.31
quarterly | 2.43% | $0.31 | 32.0% | 11/20/26
| | GBX Greenbrier Companies | $41.52 | $0.34
quarterly | 3.55% | $0.34 | 54.8% | 12/2/26
| | HOMB Home BancShares | $29.90 | $0.23
quarterly | 3.14% | $0.23 | 37.7% | 12/2/26
| | HTGC Hercules Capital | $16.17 | $0.07
quarterly | 1.69% | $0.40 | 86.0% | 11/17/26
| | HWKN Hawkins | $150.95 | $0.20
quarterly | 0.59% | $0.19 | 19.4% | 11/25/26
| | IBM International Business Machines | $244.71 | $1.69
quarterly | 2.70% | $1.69 | 57.6% | 12/10/26
| | MGY Magnolia Oil & Gas | $23.66 | $0.18
quarterly | 2.70% | $0.18 | 31.6% | 12/1/26
| | MKTX MarketAxess | $165.59 | $0.78
quarterly | 1.89% | $0.78 | 38.2% | 11/25/26
| | MSM MSC Industrial Direct | $113.26 | $0.89
quarterly | 2.69% | $0.87 | 89.4% | 11/25/26
| | MTDR Matador Resources | $50.38 | $0.44
quarterly | 3.03% | $0.38 | 25.9% | 12/4/26
| | NOMD Nomad Foods | $11.76 | $0.17
quarterly | 5.66% | $0.17 | 66.7% | 11/27/26
| | NTB Bank of N.T. Butterfield & Son | $54.78 | $0.50
quarterly | 3.40% | $0.50 | 34.9% | 11/25/26
| | OWL Blue Owl Capital | $9.82 | $0.23
quarterly | 8.88% | $0.23 | 657.1% | 11/23/26
| | PCAR PACCAR | $101.98 | $0.35
quarterly | 1.19% | $0.35 | 26.7% | 12/2/26
| | POOL Pool | $211.70 | $1.30
quarterly | 2.66% | $1.30 | 47.8% | 11/25/26
| | PPG PPG Industries | $122.51 | $0.74
quarterly | 2.75% | $0.74 | 42.3% | 12/11/26
| | RES RPC | $5.31 | $0.04
quarterly | 2.51% | $0.04 | -94.1% | 12/10/26
| | ROL Rollins | $37.96 | $0.20
quarterly | 2.40% | $0.18 | 67.0% | 12/10/26
| | RUSHA Rush Enterprises | $44.20 | $0.14
quarterly | 1.23% | $0.14 | 24.2% | 12/10/26
| | RUSHB Rush Enterprises | $58.61 | $0.14
quarterly | 0.94% | $0.14 | 24.2% | 12/10/26
| | RYAN Ryan Specialty | $47.71 | $0.13
quarterly | 1.20% | $0.13 | 64.2% | 11/24/26
| | SON Sonoco Products | $50.50 | $0.54
quarterly | 4.25% | $0.54 | -93.9% | 12/10/26
| | ST Sensata Technologies | $39.37 | $0.12
quarterly | 1.18% | $0.12 | 19.2% | 11/25/26
| | STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | $99.84 | $0.06 | - | $0.04 | - | 11/12/26
| | TGT Target | $158.16 | $1.16
quarterly | 2.97% | $1.16 | 48.2% | 12/1/26
| | TRU TransUnion | $81.38 | $0.14
quarterly | 0.72% | $0.13 | 13.1% | 11/25/26
| | URI United Rentals | $1,053.32 | $1.97
quarterly | 0.74% | $1.97 | 17.3% | 11/25/26
| | UVSP Univest Corporation of Pennsylvania | $40.47 | $0.23
quarterly | 2.19% | $0.23 | 27.5% | 11/25/26
| | V Visa | $422.76 | $0.78
quarterly | 0.78% | $0.67 | 21.7% | 12/1/26
| | WELL Welltower | $245.32 | $0.85
quarterly | 1.42% | $0.85 | 147.2% | 11/19/26
| | WST West Pharmaceutical Services | $399.62 | $0.26
quarterly | 0.27% | $0.22 | 9.9% | 11/18/26
| | WT WisdomTree | $19.46 | $0.03
quarterly | 0.58% | $0.03 | 16.9% | 11/25/26
| | WTRG Essential Utilities | $45.49 | $0.36
quarterly | 3.54% | $0.36 | 72.4% | 12/1/26
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal.
Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty.
Dylan believes shares could react by December 8th.  |
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| Dividend Stock IdeasThis is a list of companies that meet common criteria that investors use to evaluate dividend stocks. This list contains companies that have dividend yields greater than 3%, payout ratios of less than 75% (or less than 100% for REITs), five-year average annual dividend growth of at least 1.5% and a minimum market cap of $1 billion. |
| | Company | Dividend Yield | Annual Payout | Payout Ratio | Annual Dividend Growth | P/E Ratio | Market Cap | | TBCG TBC Bank Group PLC | 4.16% | GBX 897.92 | 33.81% | 5.29% | 1.83 | £2.64B | | FSK FS KKR Capital Corp. | 15.04% | $1.76 | N/A | 1.81% | N/A | $3.23B | | EFC Ellington Financial Inc. | 13.85% | $1.56 | 93.98% | 4.36% | 6.80 | $1.45B | | CYRBY Cyrela Brazil Realty SA | 12.63% | $0.44 | 46.81% | 11.38% | 3.74 | $1.35B | | BBSEY BB Seguridade Participacoes SA | 9.62% | $0.66 | 72.53% | 6.13% | 7.53 | $13.30B | | BRSL Brightstar Lottery | 9.29% | $0.92 | 70.77% | 80.39% | 7.61 | $1.85B |
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