An American Icon Finds a New Gear

The most famous pony in the stable isn’t riding off into the sunset. Management is leaning on hybrids, broader body styles, and international demand to extend the run while EV appetite cools. If execution matches the ambition, this could turn nostalgia into numbers.

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Duke Energy

Ticker: DUK | Market Cap: $94.5B | Catalyst: Dividend hike and a multiyear Carolinas modernization plan

A fresh dividend increase and filings for a wide grid and generation update put DUK squarely in the regulated growth lane. The plan spans nuclear, gas, solar, storage, and targeted coal, with fast growing service territories driving load. 

The math investors care about is allowed ROE and capex visibility. Yes, the new shelf registration underscores ongoing external funding needs, but demand and rate base growth can support steady total returns if regulators keep the glide path intact.

What you should watch: Milestones on plan approvals, nuclear and storage procurement cadence, and outcomes in upcoming rate cases. If allowed returns hold and project execution stays on schedule, a 3 to 4 percent yield plus mid single digit EPS growth remains in play.

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Lamb Weston

Ticker: LW | Total Assets: $8.7B | Catalyst: Volume driven rebound and a surprisingly durable fry habit

Quarter one beat on both revenue and EPS, powered by 6 percent volume growth and a still elevated fry attachment rate at quick service chains. International sales grew while North America dipped modestly as pricing was trimmed to stay competitive.

The core truth is unchanged, fries remain the most reliable side order on the planet, and scale matters when volumes accelerate. Shares are down year to date despite the bounce, leaving room if execution steadies.

What you should watch: Contract renewals into calendar Q4, potato input costs, and whether North America volumes flip positive next print. A clean quarter with stable pricing and mix would argue the reset is taking hold.

Cloudflare

Ticker: NET | Market Cap: $78.3B | Catalyst: Cash flow acceleration and AI plus edge platform momentum

Top line growth north of 25 percent and sharply higher operating cash flow give the premium narrative teeth. NET sits in front of the hyperscalers with security, edge compute, and developer services, monetizing network effects as enterprise adoption deepens. 

The bear case is the valuation leaves little room for error. The bull case is leverage, sustained growth, and expanding free cash flow margins as newer products scale.

What you should watch: Remaining performance obligations, large deal adds, and free cash flow margin progression. If FCF margins grind higher alongside mid 20s growth, the multiple can hold; any wobble likely brings a tradable pullback.

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Las Vegas Sands

Ticker: LVS | Market Cap: $37.8B | Catalyst: Macau GGR uptick and continuing Singapore strength

September saw Macau gaming revenue rise again, a welcome tailwind for the operator with the deepest premium mass exposure. Marina Bay Sands continues to post standout profitability, funding refresh cycles and debt service. 

The recovery is maturing, and valuation has crept toward the high end of recent ranges, so incremental gains need to be earned through mix and operational discipline. Balance sheet leverage keeps rate sensitivity front and center.

What you should watch: Monthly Macau GGR trajectories, hold adjusted property EBITDA, and any updates on room or floor renovations that support pricing. Watch promotional intensity, as stable comps with higher mass volumes are the recipe for another leg up.

Ford Motor Co.

Ticker: F | Market Cap: $48.6B | Catalyst: Mustang expansion, hybrid pivot, and product breadth into 2026

Ford is using its strongest badge to bridge performance and profitability. Prototypes are proving out a hybrid S650, with leadership signaling a wider Mustang family that could include a four door sedan and an off road variant. 

Global demand is doing the heavy lifting, even as U.S. volumes waver, and multibillion dollar plant upgrades aim to cut unit costs while boosting output. The strategy is to keep the V8 soundtrack for loyalists, add hybrid torque and efficiency for everyone else, and preserve pricing power under tighter emissions rules abroad. A near 5 percent dividend pays you to wait while the mix shift plays through.

What you should watch: Official specs and EPA numbers for hybrid trims, early order mix, and margin disclosure versus pure ICE. Track timing on new body styles and any update to North America demand into holiday. Clean proof that hybrid mix lifts revenue per unit without heavier incentives is the green light.

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This lineup balances reinvention and reliability. Ford is modernizing a franchise with hybrid torque and broader appeal. Duke offers regulated visibility if approvals land on time. Lamb Weston’s volumes hint at a quiet recovery.

Cloudflare keeps converting growth into cash, the only real answer to a premium tag. Las Vegas Sands rides Asia’s steady normalization while watching leverage. Pick your risk lane, let the catalysts set your entries, and keep stops honest.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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