1. Brookfield Asset Management (BAM) is a leading alternative asset manager with $1T+ in assets, growing earnings and dividends through a debt-free, capital-light model; 2. New revenue streams like carried interests and insurance operations drive predictable, scalable growth; 3. The stock offers a 3.2% yield, distributes nearly all earnings as dividends, and is positioned for 15% annual dividend growth, making it ideal for dividend growth investors.

1. Dividend Aristocrats (tracked by NOBL) outperformed SPY in August 2025 but lagged year-to-date, with significant performance variation among individual stocks; 2. Dividend growth remains strong, with 55 of 69 Aristocrats raising payouts in 2025 at an average rate of 5.19%, nearing 2024 levels; 3. 22 Dividend Aristocrats are identified as undervalued, offering projected long-term annualized returns of at least 10% based on dividend yield theory and earnings growth, though investors should conduct independent due diligence.

1. The author maintains a dividend growth portfolio and tracks MLPs/midstream companies, emphasizing their income and growth potential; 2. U.S. energy infrastructure, particularly in the Permian Basin, is critical for sustaining energy leadership amid pipeline capacity challenges; 3. Two specific MLPs are highlighted as top picks for combining income, growth, and infrastructure resilience.

1. The article screens for high-yield dividend stocks with a history of dividend growth and safe payout metrics; 2. Two new stocks top the list but may carry significant risks; 3. The analysis is part of a premium service offering exclusive investment insights and income-building strategies.

1. The author prioritizes investments that balance safety, income, and growth, focusing on undervalued sectors like REITs and infrastructure; 2. These sectors offer inflation protection, steady income, and long-term capital appreciation potential; 3. Emphasis is placed on professional management, liquidity, and dual benefits of income and growth for patient investors.

1. The author prioritizes stocks with consistent dividend growth, stable cash flows, and strong financial metrics; 2. Realty Income is a top pick, but a higher-yielding alternative (yield >5%) with undervalued potential and a robust balance sheet is highlighted; 3. Amid economic challenges, the recommended stock combines safety, growth, and income for long-term returns.

1. The 4-Factor Dividend Growth Portfolio combines SCHD's methodology with a growth focus and annual rebalancing, targeting a 12%+ long-term CAGR; 2. Despite underperforming the S&P 500 recently, the portfolio has achieved a 14.66% CAGR since inception, significantly outperforming SCHD's 6.69%; 3. It demonstrates strong dividend growth, with a 27.68% increase in projected annual income and a 9.29% dividend CAGR, emphasizing long-term potential over 5-10 years.

1. FDVV combines dividend income with tech exposure, offering higher growth potential than traditional dividend ETFs like SCHD; 2. Its mix of stable dividend payers and growth-oriented tech stocks supports long-term returns and market resilience; 3. With a 3% yield, low fees, and diversification, it suits retirees seeking defensive growth despite slightly lower tax efficiency.

1. Renewed market volatility due to tariffs and inflation fears highlights the resilience of consumer staples stocks; 2. Essential goods demand makes consumer staples a safer investment during economic uncertainty; 3. Three 'Strong Buy' stocks with robust fundamentals and an average 7.12% dividend yield are recommended.

1. The article recommends Salesforce, ASML, and Equinix as stable, long-term investments due to their industry leadership, strong financials, and exposure to secular growth trends. 2. These companies offer sustainable dividend growth, investment-grade credit ratings, and are currently undervalued. 3. Projected returns include 19% upside by mid-2026 and 13% annualized returns through 2030, aligning with transformative market opportunities.

1. The author reiterates a buy rating on British American Tobacco (BTI) despite its recent price surge, citing new product categories as key growth drivers; 2. The company's capital allocation strategy, including debt reduction and share buybacks, enhances shareholder value; 3. BTI offers a 5.94% dividend yield, with total shareholder yield further boosted by buybacks and debt management.

1. The author highlights Blue Owl Capital (OWL) as their top investment pick for H2 2025, following Patria Investments (PAX); 2. OWL is positioned for 20%+ annual growth, offers a near 5% dividend yield, and potential multiple expansion, with a projected 3-4x return over five years; 3. The analysis emphasizes the author’s confidence in asset managers and aligns with their track record of high-yield investment strategies.

1. The article highlights two public royalty companies offering low-risk, high-margin, and inflation-protected cash flows; 2. One company provides oil-linked income with no production costs and significant dividend potential, while the other focuses on gold royalties with 18 years of dividend growth and minimal operational risks; 3. Both are positioned as strategic long-term income investments in the royalty sector.

1. Political decisions drive market opportunities, with a focus on U.S. defense investments; 2. A U.S. missile defense project, inspired by Israel's Iron Dome, is receiving substantial funding and international interest, creating long-term growth potential; 3. Select defense companies with advanced technology and strategic positioning are poised to benefit, enhancing dividend prospects for investors.

1. REITs offer diversified, inflation-hedged income and capital appreciation, making them a strategic long-term investment; 2. Attractive valuations are present in sectors like data centers, industrial, net lease, and residential properties, with strong growth projections; 3. Focus on high-quality REITs trading below historical multiples while avoiding high-risk sectors such as residential mREITs, hotels, and office spaces.

1. A list of high-quality dividend-growth stocks near 52-week lows is analyzed using historical and future valuation metrics; 2. Alphabet (GOOG) is highlighted for its robust financials, attractive valuation, and growth potential despite risks like AI competition and regulatory scrutiny; 3. Other undervalued dividend growth stocks include UPS, Merck, Pfizer, UnitedHealth Group, and Chevron, among others.

1. REITs currently offer the highest dividend yields in a decade, with some reaching up to 12%; 2. Dividend payments from select REITs are increasing despite market volatility; 3. The author highlights three undervalued REITs as top high-yield investment opportunities.

1. Provides a weekly summary of dividend activity for companies categorized as Dividend Champions, Contenders, and Challengers; 2. Highlights companies that recently changed their dividend payouts and lists those with upcoming ex-dividend and payment dates; 3. Mentions the Dividend Kings service offering deeper analysis and portfolio tools for dividend-focused investors.

1. SCHD consistently underperforms the S&P 500 due to focusing on dividend growth without considering valuation; 2. The ETF's top holdings often reach high valuations due to gains, not because they were bought cheaply; 3. SCHD's performance during market downturns is only slightly better than the market, failing to close the gap with the S&P 500.

1. DT Midstream has shown impressive growth, leading to solid total returns; 2. Shares have declined and entered bear territory, down 23% from its 52-week high; 3. DTM's valuation is not stretched compared to peers like Enbridge and Hess Midstream, given its strong growth prospects.