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Strategies & Market Trends : Young and Older Folk Portfolio

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From: garygr10/3/2025 7:50:09 AM
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Top 3 for October By Marc Lichtenfeld | October 02, 2025

Today is the first Thursday of the month, which means it’s time for my Top 3. The Top 3 highlights three stocks that I believe are good places to put new money to work.

That being said, any of the stocks in the portfolios that are rated “Buy” can be added to your portfolio.

Now, let’s get to the Top 3.

1. Brightstar Lottery (NYSE: BRSL)

I recommended Brightstar last month in the September issue. The company provides lottery technology and services to 90 customers on six continents, including more than half of the lottery jurisdictions in the United States.

Brightstar was formerly known as International Game Technology and recently shed its non-lottery business, making it a lottery pure play. The company is expected to more than double its earnings next year. It trades at just 12 times forward earnings, which is a screaming bargain.

It also pays an impressive 4.7% yield.

The stock remains a “Buy” in the High Yield Portfolio.

2. Enterprise Products Partners (NYSE: EPD)

Oil prices remain low, but lower interest rates should provide a sparkplug for the economy, which could increase demand for oil. Additionally, the war in Ukraine shows no signs of slowing down, and Ukraine has been hitting Russia where it hurts – its oil production.

Ukraine has been increasingly attacking Russian oil refineries, knocking out 1.5 million barrels of refining capacity.

Enterprise Products Partners transports oil. Its business is not widely affected by the price of oil, which is one reason I like it. The company’s cash flow should remain fairly steady whether crude is trading at $60 or $90.

However, its stock price does tend to trade in line with oil prices.

Should demand increase and supply become more constricted, it could mean a big push higher for oil and oil stocks, including Enterprise Products Partners.

The stock pays a 7% yield, and the company has raised its dividend every year for 27 years.

Enterprise Products Partners remains a “Buy” in the Instant Income and Compound Income portfolios.

3. Verizon (NYSE: VZ)

This is a “slow and steady wins the race” stock. With more than a 6% yield, the dividend itself is more than halfway to achieving the goals of the 10-11-12 System. (In the Compound Income Portfolio, we aim to generate a 12% average annual total return.)

Last quarter, management raised guidance after Verizon added 300,000 new subscribers. When the company reports earnings on October 21, I expect another strong quarter.

With interest rates falling, that 6% yield looks even more attractive. Grab it while you still can.

Verizon remains a “Buy” in the Compound Income Portfolio.
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