1. Chevron's consistent strategy and focus on oil and gas have led to superior performance and strong dividend growth; 2. Unlike Shell and BP, Chevron maintains a clear 'molecules' strategy, avoiding the 'valley of death'; 3. Recent acquisitions enhance Chevron's portfolio and align with its high returns, low carbon approach.

1. Exxon Mobil's management emphasizes their commitment to avoiding past stagnation; 2. The company aims to maintain superior performance through consistent cost monitoring and value disposal of non-core units; 3. Management's focus on new goals after achieving current ones shows a proactive approach to business growth and dividend growth.

1. Over the next 25 years, $124 trillion in inheritances will be transferred, reshaping wealth distribution and offering new investment opportunities for younger generations; 2. Three dividend growth companies with impressive potential are highlighted; 3. These companies, though not mainstream, have solid business models and growth prospects, making them excellent picks for long-term investors.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers; 2. It highlights companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates; 3. The author emphasizes the importance of staying updated with dividend information and mentions additional resources available through The Dividend Kings service.

1. Schwab U.S. Dividend Equity ETF™ (SCHD) combines dividend income and growth but lacks diversification in some sectors; 2. This article demonstrates how to build a $50,000 dividend portfolio by enhancing SCHD with November's top 10 high dividend yield companies; 3. The portfolio has a weighted average dividend yield of 4.32% and a 5-year weighted average dividend growth rate of 9.02%.

1. Suncor Energy demonstrates operational efficiency, impressive cost controls, and strong shareholder returns, making it a standout in the energy sector with significant upside potential. 2. The company has record-breaking refining throughput, a 26-year reserve profile, and mostly zero decline rates, providing stability and growth potential. 3. Suncor's strategy of combining dividend growth with substantial buybacks enhances per-share value while maintaining financial flexibility.

1. Delek Logistics Partners, LP has demonstrated impressive yield growth, now at nearly 11%, with 47 consecutive quarterly dividend increases despite recent capital losses. 2. The Q3 earnings report highlighted a record $107M in quarterly adjusted EBITDA, an 8.5% YoY increase, and successful integration of new acquisitions. 3. DKL management's focus on operational efficiency and strategic acquisitions supports ongoing dividend hikes and financial stability.

1. Honeywell reported better-than-expected profits in Q3 2024, but reduced its full-year sales and profit forecast due to cost pressures and weaker performance in Industrial Automation. 2. Aerospace Technologies and Building Automation segments showed strong double-digit sales growth, partially offsetting a 5% sales decline in Industrial Automation. 3. Despite the sell-off, Honeywell remains attractive for passive income investors with a reliable 2% dividend yield and a lower valuation, especially with potential for long-term dividend growth.

1. Market timing can be tempting, but it is challenging for many investors to predict market movements effectively; 2. Missing key days can significantly impact long-term returns; 3. Focus on staying fully invested and leveraging major trends to optimize portfolio risk/reward; 4. Avoid emotional decisions and make small adjustments based on long-term developments.

1. Last year, I gave AT&T a buy rating due to its cheap valuation and earnings beat. The stock has since rallied 40%. 2. Today, AT&T is at 10 times earnings with no growth, no longer a 'deep value' play. 3. I am downgrading my AT&T rating to hold.

1. I prefer a concentrated portfolio with high-conviction picks aiming for 12-15% annual growth to achieve a care-free retirement; 2. I recommend allocating $100,000 across 10 well-known equities with a mix of overweight and underweight positions based on current valuations and growth prospects; 3. Key picks include LVMH, Amazon, ASML, and Microsoft, each offering unique value propositions and potential for significant returns despite market challenges.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers; 2. It highlights companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates; 3. The author, Justin Law, discusses the importance of staying updated with dividend information and offers additional resources for in-depth analysis of high-quality dividend stocks.

1. Amgen's dividend growth is strong with a 2.8% yield and consistent hikes since 2011, providing reliable income and a healthy payout ratio; 2. A robust R&D pipeline in obesity, cardiovascular, and oncology, along with strong financials, positions Amgen for long-term growth and stability; 3. Despite underperforming the S&P 500, Amgen's focus on high-growth areas and promising new drugs offers a compelling growth narrative; 4. Trading at a reasonable valuation, Amgen's combination of consistent dividend growth and promising R&D developments makes it a worthy pick for conservative investors.

1. Paccar has outperformed the market due to a strong brand portfolio, superior service, and a robust spare parts business; 2. The company benefits from high market share in the vocational truck sector and infrastructure investments, with no industrial debt and a growing dividend yield; 3. Despite market weakness and a lower outlook, Paccar's valuation is becoming attractive.

1. The Williams Companies is a growing midstream firm with significant long-term EBITDA and cash flow upside. 2. The company has a strong dividend coverage profile and pays a growing dividend, making it a solid long-term income growth bet. 3. Key growth drivers include the TransCo pipeline and increasing energy demand, with projected EBITDA growth to $7.4B by FY 2025.

1. As a dividend growth investor, the author recommends raising cash and selling lower-quality stocks due to potential recession risks. 2. Historical data suggests that rate cuts often precede recessions, making it prudent to increase cash positions. 3. Despite some buying opportunities, the author prefers holding cash in ETFs like SGOV for liquidity and safety.

1. The article discusses the focus on selecting robust businesses with stable cash flows for long-term investment. 2. It highlights the potential in the equity REIT segment for finding companies that match these objectives. 3. The author shares two REITs he has purchased with the intention of holding them indefinitely.

1. Combining ETFs and individual companies offers benefits for investors aiming to balance dividend income and growth; 2. The September 2024 Top Dividend Picks Portfolio has a weighted average dividend yield of 3.92% and a 5-year weighted average dividend growth rate of 9.62%; 3. The portfolio includes top 10 high dividend yield companies, five dividend growth-focused companies, and SCHD.

1. Canadian Natural Resources offers sustainable dividends and production growth, leveraging vast low-decline oil reserves, a strong balance sheet, and shareholder-friendly capital returns. 2. CNQ's attractive valuation, near-5% dividend yield, and quality assets position it for potential market-beating returns and robust forward growth prospects. 3. Rexford Industrial excels in the supply constrained Southern California market, showcasing impressive FFO and NOI growth driven by strong tenant demand and value-added initiatives. 4. REXR's strong balance sheet, high growth expectations, and growing dividend make it a compelling investment for potential market-beating total returns.

1. Broadcom's strong 3Q24 results and substantial pullback present a compelling contrarian buying opportunity; 2. The company enjoys enormous sales momentum and high margins driven by AI-tailored hardware products and the VMware merger; 3. Broadcom's impressive dividend growth and consistent profit returns make it a valuable long-term investment.