Dear Fellow Investor,
I almost kept this to myself.
I wanted to wait until after the third company’s IPO to go public with my research.
But when I saw what was happening behind the scenes…
I realized waiting could cost people a fortune.
I’m George Gilder. Over 40 years, I’ve called tech revolutions that could have turned hundreds into millions…
Smartphones, streaming, e-commerce…
Long before Wall Street believed.
Now three companies are quietly assembling what I call the “Trillion Dollar Triangle:”
One pioneered a wafer-scale chip architecture that’s 100X faster than current systems…
One has the manufacturing muscle to produce these chips at global scale…
And one is about to IPO with technology that may eliminate AI’s biggest bottleneck.
When these three converge, today’s data centers could become write-offs.
The Trump administration has already committed $200 billion.
Vanguard and BlackRock have poured in over $180 billion combined.
Once this IPO hits, Phase 1 pricing vanishes.
Phase II and III investors, the me-too investors, could be left with table scraps.
>> Get the names of all three companies before the IPO hits <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
3 Boring Infrastructure Stocks That Could Beat the Market in 2026
Author: Chris Markoch. Article Published: 3/18/2026.
Key Points
- TC Energy offers stable, contract-backed cash flows and benefits from rising energy demand regardless of oil prices.
- Canadian National Railway’s coast-to-coast network and strong grain shipments support steady earnings and dividend growth.
- Canadian Pacific Kansas City’s rail network in North America, as well as its merger synergies, position it for long-term earnings expansion.
- Special Report: Elon's "Hidden" Company
With AI enthusiasm, geopolitical conflict, and tariff uncertainty pulling markets in different directions, companies with predictable cash flows, durable infrastructure moats, and rising dividends may be ideal investments for 2026.
Investors may want to look north of the border at three Canadian companies with predictable (some might say boring) business models that could be well positioned in 2026. These stocks won't make headlines, but they might quietly make you money.
TC Energy: A Toll Booth on North America’s Energy Network
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See the 3 steps to profit before the summer regulatory shiftThere is no shortage of angles for investors in 2026. The tech trade, fueled by artificial intelligence, remains a fertile area. The conflict with Iran has also pushed defense and cybersecurity stocks to the forefront.
However, both of those investment themes still rely on energy. That helps explain why TC Energy (NYSE: TRP) is worth considering for 2026. The Calgary-based company transports and delivers natural gas and crude oil through an extensive network of pipelines across North America.
Energy stocks were expected to perform well in 2026 before the conflict in Iran sent crude oil prices surging.
With the possibility that oil prices may remain higher for longer, it makes sense to own companies that provide the network oil and gas need to move through, regardless of price.
TC Energy has been in TradeSmith’s Green Zone for nearly two years. The company generates 98% of its comparable EBITDA from rate‑regulated or long‑term take‑or‑pay contracts. In 2025, TC Energy put $8.3 billion in new projects into service, and each project came in significantly under budget — a factor that may not yet be fully reflected in the stock, even though TRP is up more than 16% over the past 12 months.
Investing in TRP requires some conviction. Institutional ownership, while still leaning bullish over the last year, fell sharply in the past two quarters. Yet the share price has been resilient — TRP is up more than 18% in the three months ending March 17.
Canadian National Railway: A Coast-to-Coast Freight Powerhouse
The next two picks are freight railways. First up is Canadian National Railway (NYSE: CNI). CN is the only railroad in North America that connects the Atlantic, Pacific and Gulf coasts — a toll‑booth effect similar to TC Energy’s, but applied to long‑haul freight.
Transportation stocks have sold off hard twice in 2026, but neither the AI scare nor the tariff shock materially hurt Canadian railways. That said, in its most recent earnings report the company disclosed roughly CAD $350 million (about $255 million U.S.) in revenue losses from tariffs and flat volumes for 2026. Still, CN has posted record grain shipments in the last two quarters.
That performance likely helped institutional buying shift from bearish to bullish in the fourth quarter and supports a forward outlook that forecasts about 12% earnings growth.
Analysts’ price targets have ticked down since the company’s last earnings report, but as of March 17 CNI still had a consensus target above $118 — roughly 16% upside. To help investors wait for that growth, the company recently raised its dividend by 3% and authorized buybacks for up to 24 million shares.
A Cross-Border Rail Growth Story
Canadian Pacific Kansas City (NYSE: CP) is another rail stock to consider. The company is the only single‑line railroad connecting Canada, the United States and Mexico, a clear advantage as supply‑chain resilience becomes a corporate priority.
The former Canadian Pacific Railway merged with Kansas City Southern in 2021. Investors might be unimpressed that CP has only risen about 6.2% over the last five years, but the integration is still in the early innings and synergies are continuing to flow to the bottom line.
Like Canadian National, CP faces tariff uncertainty. The company is projecting a C$200 million (approximately $146 million U.S.) impact from tariffs over the next 12 months.
Valuation is one concern. At roughly 25x earnings, CP trades at a premium to the rail average. However, analysts forecast about 14% earnings growth over the next year and have a consensus price target of $92, which implies roughly 14% upside.
5 High-Yield Stocks That Could Help Cushion Market Volatility
Author: Ryan Hasson. Article Published: 3/9/2026.
Key Points
- Geopolitical tensions and crude oil prices above $100 have reignited inflation concerns, pushing investors to consider defensive portfolio positioning.
- High-yield dividend stocks can help cushion volatility by providing steady income and exposure to companies with resilient business models.
- Defensive income plays such as Chevron, Energy Transfer, and Altria combine strong dividend yields with businesses that tend to hold up better during market stress.
- Special Report: Elon's "Hidden" Company
As tensions in the Middle East intensify, global equities are under pressure. Energy markets reacted quickly — Brent crude topped $100 per barrel on March 8 — reigniting concerns about inflation and the broader macro outlook.
Periods like this remind investors how quickly sentiment can shift. Markets that were previously focused on growth and risk appetite can suddenly pivot toward caution, capital preservation, and defensive positioning.
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Holding cash is one option. For investors who prefer to remain invested while adding stability and income, high-yield dividend stocks can be a useful middle ground. Defensive, income-generating companies tend to fare better during volatility because their underlying businesses produce steady demand regardless of economic conditions. Their above-average dividend yields also provide an extra layer of return that can help offset market drawdowns.
Here are five high-yielding stocks that could potentially soften the blow of market volatility.
Chevron: Energy Strength With a Long Dividend History
Chevron (NYSE: CVX) is well positioned amid the shifting geopolitical landscape. The energy giant has outperformed both the broader market and much of the energy sector this year, with shares up 24.6% year-to-date (YTD).
Earlier momentum followed developments in Venezuelan energy production, where Chevron was viewed as one of the best-positioned U.S. companies to benefit from potential production opportunities.
More recently, rising oil prices have added another tailwind. With crude prices pushing higher amid geopolitical tensions, energy companies like Chevron tend to benefit directly from stronger commodity pricing, making the stock a potential hedge against sectors that may struggle during inflationary or risk-off environments. But Chevron is not simply a momentum trade.
The company is also one of the market's most reliable dividend payers. Chevron has increased its dividend for 38 consecutive years, earning dividend-aristocrat status. The stock yields 3.7%, paying an annual dividend of $7.12 per share. Institutional sentiment appears strong: over the past 12 months the stock recorded nearly $50 billion in inflows versus about $13 billion in outflows, highlighting sustained institutional demand.
With sector momentum, a long dividend history, and favorable macro tailwinds, Chevron stands out as a defensive energy play.
Clorox: Consumer Staples Stability
The Clorox Company (NYSE: CLX) is a classic defensive stock in the consumer staples sector. Staples firms often act as safe havens during turbulence because they produce everyday products that consumers continue to buy regardless of economic conditions.
Clorox fits that profile. It manufactures and markets a broad range of household and professional products focused on cleaning, health, and sustainability, spanning household cleaners, food items, and water-filtration systems.
Analysts currently hold a consensus Reduce rating, yet the consensus price target still implies modest upside of about 4%. Despite that, the stock has shown relative strength this year, rising roughly 14% YTD and outperforming the S&P 500.
From a valuation perspective, Clorox trades at about 18 times earnings, a reasonable level for a defensive consumer staples company. More important for income investors, the company offers a dividend yield of roughly 4.5%.
Clorox also has a long dividend track record, having increased its payout for 47 consecutive years. With a payout ratio near 81%, the company remains committed to returning capital to shareholders.
Energy Transfer: High Yield With Midstream Stability
Energy Transfer (NYSE: ET) offers a compelling income opportunity in the energy sector. The company has benefited from sector strength this year; shares are up about 14% YTD and are consolidating near a key breakout level around $19.
Energy Transfer's business model differs from traditional oil and gas producers. It operates as a midstream provider, focusing on transportation, storage, and processing of hydrocarbons through a vast network of pipelines, terminals, and storage facilities that move natural gas, natural gas liquids, crude oil, and refined products across North America.
Because midstream firms derive much of their revenue from fee-based transportation contracts, they tend to be less sensitive to direct commodity-price swings. That structure often produces more stable and predictable cash flows.
Energy Transfer's dividend yield reflects that stability. The stock yields about 7.2%, well above the S&P 500 average, and it trades at an attractive valuation with a forward P/E near 11.
Analysts remain constructive, assigning a Moderate Buy rating and a consensus price target that implies roughly 13% upside potential.
Global Net Lease: REIT Income With Breakout Potential
Global Net Lease (NYSE: GNL) provides high dividend income through the real estate sector. The REIT focuses on acquiring and managing single-tenant commercial properties under long-term triple-net leases.
Under triple-net leases, tenants cover most property operating expenses, including taxes, insurance, and maintenance. That structure helps create predictable rental income and stable cash flow for the REIT.
As is common with REITs, Global Net Lease offers an attractive dividend yield. The stock yields 8.2%, making it one of the highest-yielding names on this list.
The stock has also shown encouraging technical momentum. After consolidating for nearly two years between $7 and $8, shares broke out earlier this year, signaling a potential trend shift. If the stock can hold support near the $9 level, the emerging uptrend could deliver both capital appreciation and steady income.
Overall analyst sentiment is bullish, with a Buy consensus rating and a $10 price target, implying about 8% upside.
Altria: A High-Yield Defensive Staple
Altria Group (NYSE: MO) is another defensive income play that has performed well this year. The company's core business is the manufacture and sale of tobacco products in the U.S., including cigarettes, smokeless tobacco, and cigars. Demand for tobacco products tends to be relatively stable regardless of economic conditions, which places tobacco companies in the defensive category.
Altria has benefited from the rotation into defensive sectors this year, with shares up nearly 15% YTD. Despite the rally, the stock trades at an attractive valuation: a P/E of 16 and a forward P/E of 11.4, putting it in clear value territory.
The company's dividend remains the main draw. Altria yields about 6.4% and has increased its dividend for 56 consecutive years. Institutional flows also support the bullish case: roughly $9 billion flowed into the stock over the past 12 months versus about $5 billion in outflows.
Income as a Volatility Buffer
When markets become uncertain, investors often shift focus from pure growth to income and stability.
High-yield dividend stocks won't eliminate volatility, but they can help cushion drawdowns while providing consistent cash flow. For investors seeking a balance between staying invested and reducing portfolio risk, defensive income plays can offer an effective layer of protection.
Chevron, Clorox, Energy Transfer, Global Net Lease, and Altria each offer different ways to pursue that objective, combining income generation with business models that have historically held up better during periods of market stress.
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