1. SCHD is a solid instrument for prudent income-investors to diversify their current income streams. 2. The core investment case of SCHD is related to an acceptable initial yield and around double-digit dividend growth rate. 3. In the current market environment, SCHD has become an even more attractive dividend paying vehicle.
Recent #Dividend news in the semiconductor industry
1. ASM International N.V. announces the availability of the 2025 Annual General Meeting (AGM) materials on its website. 2. The AGM is scheduled for May 12, 2025, at the Van der Valk Hotel in Almere, the Netherlands. 3. The agenda includes approvals of the 2024 annual accounts, dividend declaration, and appointments of board members.
1. Market volatility requires exposure to defensive ETFs like FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for resilience and reliable dividend income. 2. KNG offers a generous 9% starting dividend yield with monthly distributions, supported by an ATM option strategy. 3. Despite a modest 4.5% price decline, KNG's price stability and income generation make it a buy in the current uncertain market environment.
1. FS KKR Capital offers high dividend income and upside revaluation potential; 2. The company's non-accrual percentage increased slightly in the last quarter; 3. Shares are trading at a discount to NAV and are expectedly cheaper than other BDC investment options.
1. SCHD is a 'Strong buy' due to its balanced dividend yield and growth; 2. Growth stocks face challenges from peak optimism, geopolitical risks, and inflation; 3. SCHD's main competitors, VIG and VYM, have less defensive sector exposure and weaker dividend scores.
1. Eagle Point Income remains a buy due to strong net investment income, low default rates, and a growing NAV. 2. EIC's portfolio, heavily focused on CLO debt investments, benefits from higher interest rates, ensuring elevated cash flows and dividend sustainability. 3. The fund's diversified portfolio and high dividend yield of around 15% make it an attractive option for income-focused investors.
➀ TSMC's board approved the 2024 employee performance bonus and salary (dividend) totaling 140.59 billion New Taiwan Dollars (about 31.2 billion RMB);
➁ TSMC's 2024 annual revenue is about 2.894 trillion New Taiwan Dollars, with a year-on-year increase of 33.9%, and a net profit after tax of 1.1732 trillion New Taiwan Dollars;
➂ TSMC provides services to most leading chip developers, including Apple, Qualcomm, and MediaTek.
1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the importance of staying updated with dividend information and the availability of additional resources through the Dividend Kings marketplace service. 3. The author, Justin Law, is a contributor to The Dividend Kings and has a Ph.D. in Chemistry from Rice University.
1. Chevron has continued to pay a strong and increasing dividend funded by FCF. 2. The company has a number of exciting growth projects coming online to drive returns. 3. Investors who invest today and hold on for the next several years will be well rewarded.
1. Silicon Motion Technology Corporation confirms its quarterly cash dividend; 2. The dividend will be paid in four quarterly installments; 3. The next installment is scheduled for February 27, 2025.
1. Brookfield Infrastructure Partners is a diversified infrastructure investor with strong FFO growth, focusing on Transportation, Utilities, Midstream, and Data sectors. 2. BIP is prioritizing the Data segment, allocating 72% of its capital backlog to data centers, which are poised for significant growth. 3. BIP has a low FFO payout ratio, aiming for 10% annual growth and offering a 5% dividend yield, with potential for future hikes.
1. Realty Income offers a 6% yield and long-term growth potential at a 33% undervalued price; 2. The company's low-cost capital allows for nearly unlimited growth; 3. Realty Income has demonstrated strong cash flow and occupancy through economic downturns, positioning it as a stable dividend aristocrat; 4. The company's entry into data centers positions it for growth in the AI infrastructure market.
1. ONEOK is a strong buy due to reliable EBITDA growth and business expansion; 2. The acquisition of Magellan Midstream Partners in 2023 significantly expanded ONEOK's pipeline network, enhancing its cash flow and long-term growth potential; 3. Other midstream acquisitions (EnLink, Medallion) are set to make positive EPS, EBITDA and cash flow contributions.
1. The Schwab U.S. Dividend Equity ETF offers consistent dividends, high diversification, and long-term growth, making it ideal for passive income investors. 2. With receding inflation and a robust U.S. economy, equity-oriented ETFs like SCHD are compelling investment opportunities for 2025. 3. The ETF's diversification across industries and strong dividend record provide stability and growth potential, even amid macroeconomic fluctuations. 4. The recent price drop to the 20-day moving average presents a buying opportunity for passive income investors.
1. The current market sentiment is characterized by 'greed' according to CNN's Fear & Greed Index; 2. The author's strategy focuses on dividend-paying businesses trading below their true worth; 3. Two standout stocks have been identified, which are not only high-yield but also future-proof investments.
1. A buy and hold strategy is beneficial for maximizing compounding and avoiding market timing issues, especially for retirement investing; 2. The article discusses two picks that the author intends to hold until retirement, emphasizing their defensive nature and steady cash growth profiles; 3. The author, Roberts Berzins, has extensive experience in financial management and has contributed to the development of financial strategies for top-tier corporates.
1. Goldman Sachs predicts a 3% annual return for the S&P 500 over the next decade, making income-focused strategies like RDTE's covered call ETF appealing; 2. RDTE offers a high dividend yield with weekly distributions but lacks underlying equities, relying on synthetic covered call strategies, which may limit price stability; 3. RDTE's heavy reliance on return of capital for distributions raises concerns about the sustainability of its high yield and potential for future dividend cuts.
1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the importance of staying updated with dividend information and the benefits of using resources like The Dividend Kings for in-depth analysis. 3. The author, Justin Law, mentions his background in chemistry and finance, and his role in curating the Dividend Champions list.
1. The YieldMax NVDA Option Income Strategy ETF (NVDY) offers high dividend yields through synthetic option strategies, providing indirect exposure to Nvidia with a 51.5% dividend yield; 2. NVDY's synthetic covered call strategy generates income but comes with higher risk and capped upside, suitable mainly for income-focused investors; 3. The fund's high distributions can be used for supplemental income or reinvested, but investors should be cautious of price volatility and potential capital deterioration.
1. Blue Owl Capital comfortably covered its $0.37 base dividend with net investment income in 3Q24; 2. The BDC's portfolio quality improved significantly with the non-accrual ratio dropping to 0.7%; 3. Despite potential yield compression, Blue Owl Capital's 11% dividend yield remains safe and attractive for passive income investors.
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