Anti-Solar? Love Solar? This Company Profits Either Way
The solar boom moved fast. Panels went up everywhere. But the industry wasn't built for what follows.
That gap is now creating a new opportunity and it's driven by necessity, not hype.
One NYSE company built its business around this exact moment.
See Why Wall Street is Watching This NYSE Company
Cleveland-Cliffs Sinks After Earnings—Is the Selloff Overdone?
Reported by Chris Markoch. Publication Date: 2/10/2026.
Key Points
- Cleveland-Cliffs stock was down nearly 19% in intraday trading following its mixed earnings report and soft revenue guidance.
- Management believes 2026 will be a stronger year, driven by tariffs, higher shipments, and asset utilization.
- Investors remain cautious due to limited clarity around the proposed POSCO partnership.
- Special Report: [Sponsorship-Ad-6-Format3]
Cleveland-Cliffs (NYSE: CLF) reported mixed results the morning after the Super Bowl. The initial market reaction was bearish; however, after the sell-off the stock may merit a fresh look.
Shares of the U.S.-based steelmaker plunged about 18.9% in midday trading the day after the report. The results were strong in some areas but weak in others: a better-than-expected earnings loss was offset by revenue that came in below forecasts.
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A roughly 6% revenue miss wasn't ideal, but it wasn't unexpected, and the company gave investors several tangible reasons to believe 2026 will be a better year. Still, with CLF stock up more than 47% in the 12 months leading into the report, many investors felt management's forward guidance needed to be stronger.
Setting Up the Opportunity in CLF Stock
The stock now sits at a level that acted as support back in October and as resistance about a year ago. This level aligns with the stock's 150-day simple moving average (SMA), making it a key support area.
The stock is not technically oversold yet, but selling has pushed it below its lower Bollinger band—suggesting oversold conditions could emerge.
A Lot of “Ifs” to Consider
If Cleveland-Cliffs doesn't meet management's expectations in 2026, it won't be for lack of optimism. Chairman, president and CEO Lourenco Goncalves painted a bullish picture for investors on the earnings call.
The bull case for CLF in 2026 is straightforward. As with other basic materials companies, this will be the first full year under 50% steel tariffs, which should support demand for domestic steel. That aligns with the company having all assets fully operational—something that was not the case in 2025.
The company also cited gains in market share in its key automotive sector and cited broader improvements in manufacturing conditions, including lower coal prices, as reasons for optimism.
Supporting the bullish outlook, Cleveland-Cliffs expects to ship roughly 16.8 million tons of steel in 2026, up about 3% from 16.2 million tons in 2025. The company also plans capital expenditures (CapEx) of approximately $700 million, consistent with recent years.
Where Analysts Needed to Hear More
In contrast to his broad optimism, Goncalves was more ambiguous about the company's strategic partnership with Korean steelmaker POSCO.
Under the terms of the proposed agreement, POSCO could take an equity investment in Cleveland-Cliffs.
Nothing concrete emerged from the call, leaving investors to question whether the agreement—expected to close in the first half of 2026—is still on track.
However, the company didn't tie its initial 2026 outlook to the POSCO deal. It may come down to whether investors believe the company's outlook—excluding the POSCO equity investment—is sufficient to support CLF's stock price going forward.
The Cash Flow Sensitivity Investors May Be Ignoring
One overlooked takeaway from Cleveland-Cliffs' earnings presentation is how well-positioned the company could be. Even modest improvements in steel pricing and capacity utilization could meaningfully boost the firm's earnings. Management emphasized that 2025 results were weighed down by contract pricing lag and underutilized assets—factors that distort near-term revenue but don't reflect normalized cash-flow potential.
With all facilities now fully operational and automotive contracts resetting through 2026, incremental volume gains could translate disproportionately into free cash flow as fixed costs are absorbed. That dynamic helps explain why management maintained steady CapEx guidance while expressing confidence in improving margins.
In other words, this quarter's weakness looks more like a timing issue than a structural demand problem. For investors focused solely on the revenue miss, the market may be underestimating how quickly CLF's earnings power could recover if pricing and shipments improve even slightly.
Bottom line: the post-earnings sell-off could present a buying opportunity for investors who believe tariffs, improved utilization and a pricing reset will materialize. If those catalysts fail to appear, downside risk remains.
High Yield Revival: 3 Cash-Rich Dividend Payers on Sale
Reported by 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.
- Special Report: [Sponsorship-Ad-6-Format3]
Investors aren't putting cash under their mattresses, but they are taking some risk off the table. That has meant a rotation out of high-growth technology stocks and toward value.
One way to find that value is through dividend-paying stocks. The attraction is in the "why" behind the payout: companies that offer high-yield dividends often have steady cash flows, which can provide more reliable income for investors.
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Dividend-focused strategies can help defend against market volatility and also generate yield if interest rates move lower. The timing and pace of future rate cuts aren't clear, but there's broad consensus that the next moves will be downward.
Critics warn that high-yield payers can be dividend traps—companies with no better use for cash than distributions. That can be true, but for income-focused investors the priority is reliable cash returns rather than growth, so dividend durability is the key consideration.
For readers considering this approach, here are three high-yield names to watch. For this article, "high yield" is defined as a yield above an exchange-traded fund (ETF) like the Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA: SPHD), which yields 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-fueled tech boom of 2024 and 2025. That began to change in 2026 as income investors sought yield. By design, REITs must distribute roughly 90% of taxable income to shareholders, typically in the form of dividends.
That's the foundation for Omega Healthcare Inc. (NYSE: OHI). The company acquires and leases long-term care properties—such as skilled nursing facilities (SNFs) and assisted living communities—under net-lease agreements. OHI owns 1,024 facilities across 42 states and the District of Columbia.
Omega Healthcare is a play on America's aging population, which is expected to drive multidecade demand for SNFs. In its December 2025 investor presentation, the company noted that more patients are discharged to SNFs than to any other type of care setting.
Regulatory constraints also limit how quickly new supply can come online, supporting both potential growth and stable income. OHI stock is up 29% over the past 12 months. The company pays a dividend yielding 5.7%, 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 way to capture high yield in the medical sector. Perrigo is a global healthcare supplier focused on over-the-counter and self-care products, along with generic prescription drugs and active pharmaceutical ingredients.
The PRGO stock chart looks battered over the past five years, falling more than 65%.
Still, the stock may be entering a "so bad it's good" phase. Institutional ownership remains above 95%, and buyers have outnumbered sellers by roughly 2:1 over the last 12 months and nearly 4:1 in Q4 2025.
That pattern suggests large investors see opportunity; PRGO is up 9% in the past three months.
Perrigo currently pays the highest yield of the companies on this list—about 7.9%. That income may keep investors engaged while the company navigates a class-action lawsuit tied 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 that owns some of the world's largest advertising agencies. It operates in more than 70 countries and serves over 5,000 clients.
This is also a play on artificial intelligence (AI), with Omnicom promoting an AI-driven marketing intelligence platform to "help brands grow with greater clarity, speed, and measurable impact in the age of influence."
OMC stock has largely traded sideways over the last five years, delivering about 4.5% share-price growth. The dividend makes the stock more appealing: the yield is 4.5%, the lowest among these names, but it translates to an attractive $3.29 annual payout per share.
Institutions increased their positions last quarter, perhaps anticipating the Super Bowl ad blitz. Overall institutional ownership remains around 91%, suggesting Omnicom is a name for income investors to watch as they seek value.
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