Research reports
Each report takes one investing theme and explains it start to finish: what's happening, why it matters, and which kinds of companies sit at the center of it.
The Monthly Dividend Paycheck
Most dividend stocks pay four times a year. Your bills come twelve.
This report shows how income investors stagger payment dates across stocks, REITs, and funds so cash arrives every month instead of in quarterly lumps. It covers how to judge whether a dividend is sustainable, the warning signs that come before a cut, and how to think about taxes on income.
Inside the report
- How to build a 12-month payment calendar from quarterly and monthly payers
- Five checks for dividend safety, including payout ratio and free cash flow coverage
- The yield trap: why the highest yields are often the riskiest
- REITs, BDCs, and covered-call funds explained in plain English
- A watchlist of 12 monthly and staggered payers with notes on each
The AI Power Trade
Every AI model needs a data center. Every data center needs power.
Most investors look at chipmakers and software companies. This report looks one layer down, at the utilities, grid equipment makers, cooling specialists, and raw material suppliers the AI buildout depends on, and explains why electricity has become one of the biggest bottlenecks in tech.
Inside the report
- How much power a modern AI data center uses, and where it comes from
- The four "picks and shovels" categories: generation, grid, cooling, and materials
- Why nuclear and natural gas are back in the conversation
- Risks to the theme, including overbuilding and regulatory delays
- Profiles of 10 companies positioned across the supply chain
The Mega-IPO Watchlist
Some of the most valuable companies in the world still don't trade on any exchange.
This report tracks the largest private companies in AI, space, and fintech that have been linked to future public listings. It explains how IPOs actually work, why most retail investors can't get shares at the offering price, and the publicly traded companies that already hold stakes in or do business with these private names.
Inside the report
- The IPO process from filing to first trade, and where retail investors fit in
- Profiles of 8 high-profile private companies and what's known about their plans
- Public companies with indirect exposure through ownership stakes or partnerships
- What history says about first-day pops and the months that follow
- A pre-IPO checklist for reading an S-1 filing
The Retirement Shield
A 30% drop at 35 is a buying opportunity. At 65, it's a different conversation.
This report is about defense. It walks through how past bear markets and inflationary periods hit retirement portfolios, and the tools investors have historically used to soften the blow, from sector choices and bond ladders to precious metals and cash buffers.
Inside the report
- Sequence-of-returns risk and why the first years of retirement matter most
- How defensive sectors have performed in past recessions
- Gold, silver, and TIPS as inflation hedges: what they do and don't do
- The "bucket" approach to keeping spending money out of the market's reach
- A portfolio stress-test worksheet you can fill in yourself
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No. Our reports are educational and general in nature. Speak with a licensed professional about your own situation.
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Infotelligence Pub, LLC is a publisher of financial information and is not a registered investment adviser or broker-dealer. Reports are provided for educational and informational purposes only and do not constitute a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Companies mentioned may be discussed for illustrative purposes. See our Terms of Service for full details.