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Sirius XM Holdings exemplifies the "ideal" dividend dog, with dividends from $1k invested exceeding its share price, despite recent negative returns. Top 10 ReFa/Ro Dogs for February 2026 offer projected net gains of 15.5% to 57.43% by February 2027, based on analyst targets and high yields. All top 10 ReFa/Ro Dogs have share prices below projected annual dividends from $1k invested, aligning with the contrarian dividend dogcatcher strategy.

Smurfit Westrock is emerging as the global leader in packaging following the merger, with operational synergies and a clear margin expansion roadmap supporting the long-term investment case. While North American volumes declined due to customer mix optimisation, improving pricing dynamics and potential price increases could add meaningful EBITDA upside. Even when applying the lower end of the company's guidance, the stock offers ~30% potential upside alongside a ~4.5% yield.

Smurfit Westrock (SW) reported earnings 30 days ago. What's next for the stock?

Linde was purchased due to its essential and resilient business model, anchored by long-term contracts and leadership in industrial gases. We sold Oracle due to concerns about downside risk as its investment in AI infrastructure has caused rising debt and negative free cash flow. Stryker, a medical technology company, was sold because we believed the risk/reward profile had become less attractive as its valuation rose.

The broader market is expensive right now. Price-to-earnings (P/E) ratios in the 20s and even 30s and higher are the current “norm.

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Smurfit Westrock Plc (SW) Q4 2025 Earnings Call Transcript