$100 U.S. banknotes in stacked bundles. photoman/iStock via Getty Images As my investment philosophy, I believe in picking quality businesses operating in industries with trends on their side. That is because, over the long run, such companies tend to deliver revenue and earnings growth. The global alternative asset management industry is one industry that appears…
JamesBrey Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) is an outstanding dividend growth ETF, which I have highlighted as my favorite in a recent article. In fact, if I were limited to owning just one dividend growth ETF, SCHD would be my choice. Despite its many strengths, however, SCHD does have a few shortcomings for income-focused…
JHVEPhoto Rio Tinto Group (NYSE:RIO), a company with a rich history dating back to 1873, has been a trusted name in the mining industry for over a century and a half. The company’s profile states: RIO Company Profile (Seeking Alpha) RIO, a global player in metals and minerals mining, processing, and distribution, offers an attractive…
A view of a power transmission line at sunset. energyy As a dividend growth investor, I tend to balance the past with a forward-looking focus. The past can’t tell an investor everything, but it could be a decent place to start. In the case of 3M (MMM) which I alluded to in a recent article…
spxChrome/E+ via Getty Images Introduction Don’t worry, I did not put Warren Buffett’s name in the title for clickbait reasons. While I’m aware that some readers hate it when people use his name in titles, I’m dedicating this article to his investment strategy, especially as I am highlighting three Buffett-like plays that, I believe, are…
Hill Street Studios/DigitalVision via Getty Images ONEY strategy SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) started investing operations on 12/02/2015 and tracks the Russell 1000 Yield Focused Factor Index. It has 300 holdings, a 30-day SEC yield of 3.32% and an expense ratio of 0.20%. Distributions are paid quarterly. As described by FTSE Russell, the…
S_Z Apple, Inc. (NASDAQ:AAPL) was largely able to quell market fears into the end of last week, as the iPhone producer released a quarterly earnings report that slightly beat prior estimates (both in terms of income and revenue) and announced the largest share buyback program in the company’s history. But while these results technically fall…
A closeup view of a kitchen sink with water running down the drain. deepblue4you In investing, it’s important to enjoy the journey and to remember the “why” behind it. This is because the phase when investors focus on building wealth (e.g., accumulation) can take a handful of years, even decades to move past. My reason…
4kodiak/E+ via Getty Images I’ve been buying more Trinity Capital (NASDAQ:TRIN) since the internally managed venture debt BDC last declared a quarterly cash dividend of $0.51 per share, this was a 2% increase from its prior quarter and $2.04 annualized for a 13.8% dividend yield. This hike came as the Fed gears to keep base…
PM Images We are always on the lookout for dividend increases. Whether it is on our website or social media platforms, we are always sharing dividend increase news. In this article, we are featuring 5 expected dividend increases in May 2024. Why do we suspect these companies are going to announce a dividend increase in…
Luis Alvarez/DigitalVision via Getty Images AGNC (NASDAQ:AGNC), an Agency Residential Mortgage REIT, reported on April 22nd giving shareholders an even clearer picture of its path forward. Investors questioning the dividend safety with its high yield near 15% certainly have valid reasons. This article adds to our others such as Status Of AGNC Investment’s Dividend And…
RobsonPL/iStock Editorial via Getty Images Finding investments with solid growth and strong cash is hard. While some companies in sectors such as tobacco and the utility industry have stable revenues, finding corporations that can offer investors consistent capital gains and impressive dividends is hard. One sector that has offered investors very strong returns and solid…
Hathairat Dokbunnark/iStock via Getty Images Introduction I have been following Ardagh Metal Packaging (NYSE:AMBP) since the company went public through a spinoff from the Ardagh Group, which remains the company’s majority shareholder. Shareholders from day one in AMBP haven’t had a lot of reasons to be too happy yet. Yes, the company pays a handsome…
filadendron Co-authored by Treading Softly In sports, it is important to have a solid defense, but a common phrase goes, “The best defense is a good offense.” The concept behind this phrase is that aggressively scoring points puts pressure on the opposing team to keep up. This gives you two ways to win – either…
PeopleImages Introduction One of my most successful investments in recent years is Carlisle Companies (NYSE:CSL), a stock I bought at $211 in May of last year. Since then, shares have appreciated 90%. Including dividends, CSL shares have returned 117% over the past three years, beating the S&P 500 by roughly 90 points. Data by YCharts…
tum3123 Stocks peaked about a month ago. Since late March, the S&P 500 has been down about 3%. Nothing to write home about in terms of a market correction, but it’s generally red across the board. One area that has been a quiet outperformer lately, though, is emerging markets. In a plot twist, EM has…
pidjoe Thesis The iron boot of the Fed has dropped on dividend-paying companies, with interest rates hitting REITs and mREITs especially hard. Hannon Armstrong Sustainable Infrastructure Capital (NYSE:HASI) has been beaten down especially hard and now yields above 6%. However, the dividend is secure and growing steadily, supported by growing cash flows and operational resilience,…
Prostock-Studio PDO CEF’s 12% dividend yield The PIMCO Dynamic Income Opportunities Fund (NYSE:PDO) is a relatively new addition to the PIMCO fund family. I’ve written two articles in the past to introduce this new member. In this article, I want to draw your attention to the first one I wrote back in May 2023 (see…
peeterv Earnings of Hanmi Financial Corporation (NASDAQ: NASDAQ:HAFC) will likely decline this year on the back of margin contraction. Pressure on asset yields was already visible during the first quarter. I’m expecting the company to report earnings of $2.18 per share for 2024, down 16.8% year-over-year. Compared to my last report on the company, I’ve…
iridi/iStock via Getty Images Foreword All but two equities and all the funds listed in this March monthly pay batch live up to the ideal of paying annual dividends from a $1K investment, exceeding their single share price. Here, in the MoPay collection, lie affordable (yet volatile and risky) bargains. The dogcatcher rule of thumb…
Alexyz3d Introduction It’s time to do one of my favorite things: Discuss L3Harris Technologies, Inc. (NYSE:LHX). It’s one of the four defense giants in my portfolio, which together hold roughly a fifth of my net worth. On top of that, I have given this high-conviction investment a Strong Buy rating as I believe it offers…
PM Images Overview The rise of interest rates has left many investors scrambling to find the best deals in the market. Unfortunately, many people in the world are on the wrong side of the cash register; they provide the dividends, interest, and debt for the major corporations in the world and dish out most of…
PM Images The first quarter has come to a close! We are pumped up to share our March dividend income summary. My wife and I earned almost $5,000 in passive income this month. In this article, we will break down the dividend income received, the individual breakdown, and share how much of the income came…
MARHARYTA MARKO Since our last coverage, both AT&T Inc. (NYSE:T) and Verizon Communications Inc. (VZ) stocks have continued to demonstrate close correlation to movements in long-end Treasury yield, as expected. Specifically, both stocks have maintained a consistent yield differential of about three points on a relative basis to U.S. 10-year Treasury yield (US10Y) at current…
Kevin Brine/iStock Editorial via Getty Images All values are in CAD unless noted otherwise. Diversified Royalty Corp. (OTCPK:BEVFF, TSX:DIV:CA) earns royalty and management fees from varied businesses across North America. Its royalty roster includes well-known names like Mr. Lube, AIR MILES, Sutton, Mr. Mikes, Nurse Next Door, Oxford Learning Centres, and BarBurrito. The latter was…
PM Images UniFirst Corporation (NYSE:UNF) recently received significant attention from investors as a result of recent implementation of new ERP and CRM systems. In my view, analysts increased their quarterly EPS expectations because they expect net income growth coming from new efficiency from automatization of certain processes. A 5 year dividend growth rate of close…
pepifoto Investment Thesis The O’Shares U.S. Quality Dividend ETF (BATS:OUSA) is one of the highest-quality ETFs on the market. This monthly payer yields 1.77% and has matched the returns of more popular funds like the Vanguard Dividend Appreciation ETF (VIG) and the iShares Core Dividend Growth ETF (DGRO) in recent years. While this feature makes…
FabioIm Petróleo Brasileiro S.A. (NYSE:PBR) investors endured a torrid two months as they dealt with the uncertainties emanating from Petrobras’s extraordinary dividend payout. As a reminder, the government seems displeased with paying these dividends to shareholders. Still, the irony is that the Brazilian government also needs the payout to support its fiscal budget. Moreover, the…
benedek This is what dividend investing is all about! Investing in dividend stocks allows you to earn dividend income, the best passive income stream! Bias, you better believe it. Time to dive into Lanny’s March 2024 dividend income results! Were records set? Love the end of the year Dividend Tally, as the retirement account is…
JillLang I’ve been buying Healthcare Realty Trust (NYSE:HR) in recent weeks as REITs pulled back in response to sticky inflation numbers and comments from the Fed that they’re willing to keep base interest rates higher for longer. HR is an internally managed medical office building (“MOB”) REIT with a 688-property portfolio at the end of…
Justin Sullivan/Getty Images News Introduction and Background The market, as a whole, continues to appear to be overvalued, and it has been hard to find good opportunities to put my capital to work at valuations that I am comfortable with. I am not necessarily a deep value investor, but I also don’t like to feel…
J Studios/DigitalVision via Getty Images Come for the dividend stock picks, stay for the economic analysis. Or come for the economic analysis and stay for the stock picks. Or just read one section and skip the other. Whyever you’re here, let’s get to it. The market has given us plenty to ruminate on, both on…
This article was written by Follow Justin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute Investment Foundations certificate. He applies his knowledge to deep value and dividend paying stocks. Justin is a contributor to the investing group The Dividend Kings where he curates the Dividend Champions list, a…
PM Images Enbridge Inc. (NYSE:ENB) hasn’t had the best start to 2024 as its shares have declined by -6.62%. Shares of ENB have been in a perpetual decline as they have shed -9.36% of their value over the past five years, and -29.08% over the last decade. ENB reached $46.81 on May 30, 2022, and…
tadamichi It’s not often that the bluest of the blue chip compounders go on sale. And knowing this, when these moments arrive, I do my best to tune out the macro noise and buy shares. Yes, a war between Israel and Iran is scary. And that’s just one of many geopolitical headwinds that the market…
sommart Richmond Mutual Bancorporation (NASDAQ:RMBI) investment case relies highly on its above-average dividend yield compared to other regional banks, while its growth prospects and business diversification could be better. I analyzed Richmond Mutual Bancorporation back in November and concluded that its relatively high-dividend yield was the most attractive feature of its investment case. Since then,…
Gary Yeowell Vinci SA (OTCPK:VCISF, OTCPK:VCISY), which we covered last year during its ongoing recovery from the COVID-19 hit to its airport concessions, continues to make dramatic improvements thanks to passenger recovery and margin lift in its construction businesses. Order intake continues to grow within the energy, Cobra and the construction businesses. With EPC economics…
alubalish/E+ via Getty Images “Looming retirement crisis.” These are the words of the CEO of the world’s largest asset manager, BlackRock, Inc. (BLK). Larry Fink has warned investors of a retirement crisis in the future as pension savings fail to keep up with the ever-increasing longevity, thanks to medical breakthroughs. While increasing longevity is a…
JamesBrey Article Thesis Prudential Financial, Inc. (NYSE:PRU) is an insurance company that has delivered compelling total returns in the recent past. But while the dividend yield is not as high as it was at times in the past, Prudential Financial is still far from an expensive stock. Past Coverage I have covered Prudential Financial several…
gsheldon Chocolatier The Hershey Company (NYSE:HSY) hasn’t seen its stock go anywhere in 2024, which compares to the 7.4% increase in the S&P 500 (SP500) year-to-date [YTD]. To be fair, consumer staple stocks tend to be relatively slow-moving, and this also shows up in the fact that even over the past decade it has risen…
The New York Stock Exchange On Wall Street. Matteo Colombo In any given year, there are no guarantees that the stock market will go up. It may even fall in two consecutive years or even three consecutive years (as was the case in 2000-2002). Fortunately, the brilliance of capitalism is that the markets can’t be…
PM Images Medallion Financial (NASDAQ:MFIN) is a niche bank that has successfully pivoted away from lending to taxicab drivers. Today, the bank manages deposits and lends them out for recreational and home improvement loans. Recently, I came across the bank’s 8% fix to floating preferred share (NASDAQ:MBNKP). After reviewing the financials, I believe the fixed…
ampueroleonardo/iStock Unreleased via Getty Images I’ve been buying Simon Property Group (NYSE:SPG) over the last few months. The shopping mall and outlet center REIT last declared a quarterly cash dividend of $1.950 per share, a 2.6% sequential hike, and $7.8 per share annualized for a 5.4% yield. SPG has raised its dividend by a 3-year…
urbazon Continuing my series of updates on dividend ETFs, today I would like to offer a fresh look at the Invesco S&P Ultra Dividend Revenue ETF (NYSEARCA:RDIV), which I previously assessed in August 2023, concluding with a Hold rating. Why we should discuss RDIV once again? As this is a high-turnover, highly selective dividend strategy…
JamesBrey Investing in high-yield, low-risk dividend stocks is a popular strategy with many retirees and conservative-oriented investors due to its focus on generating dependable passive income while simultaneously preserving or even growing principal over the long term. In contrast to growth stocks that generate their entire total return through capital appreciation, dividend stocks generate total…
karandaev Introduction Perhaps the most important feature of a quality business is that it maintains a repeatable process that can be sustained, and ideally grown, over time. In this sense, most good businesses work similarly to an algorithm. Good businesses take raw materials, run them through a standardized process that transforms them in some way…
byakkaya Introduction Infrastructure plays are more and more part of the few key ideas I am building my portfolio. The property of key assets that are essential for an economy is a way to benefit from the overall economic activity of a certain area. Often, infrastructure businesses have a moat due to high barriers to…
JHVEPhoto One of the best things about investing is the passive income it can throw off. It takes work to initially make the money to invest, but once it’s invested in shares of companies or funds that pay dividends, a stream of unearned income will start to flow. Invest enough money for a long enough…
Eoneren Overview Black Hills Corporation (NYSE:BKH) is one of those quality dividend stocks that do not get enough attention. Perhaps the business sits in a ‘boring’ industry, so there isn’t an enormous amount of attention for it. However, BKH has always provided consistent growth, albeit slow at times, and has managed to reached dividend king…
PM Images If you find yourself in a similar situation as I am, with over 30 years to go before retirement, prioritizing dividend compounders might prove to be a superior strategy, than chasing high-yield stocks. The key criteria for my investing style is to benefit from both capital appreciation and dividends (reinvesting back in the…