1. The market's large cap returns have been driven by the performance of the 'Magnificent Seven' stocks. 2. Market volatility is elevated in September and October, with third quarter returns being volatile. 3. The investment strategy focuses on companies with steady returns and high-quality dividend growth.

1. The article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including changes in dividend rates, upcoming ex-dividend dates, and pay dates. 2. It highlights companies that have increased their dividends, such as First American Financial Corporation and Fifth Third Bancorp, and those with upcoming ex-dividend dates, like Amphenol Corporation and Broadcom Inc. 3. It also lists companies with dividend pay dates in the upcoming week, such as Analog Devices, Inc. and Arthur J. Gallagher & Co.

1. Alimentation Couche-Tard has shown impressive growth with a CAGR of ~24% over 28 years. 2. The company's stock has a CAGR of 18% in CAD and 16% in USD over the last 10 years, with dividends growing at a CAGR of ~26%. 3. ACT trades at a trailing P/E ratio of ~20, making it an attractive investment despite its premium valuation.

1. The article discusses selecting high-growth dividend stocks with a focus on rapidly increasing dividends rather than high current yields. 2. It outlines a step-by-step guide for structuring a portfolio based on high-growth dividend stocks. 3. The selection process involves a rigorous filtering system and subjective analysis to ensure a diversified and high-quality portfolio.

1. Antero Midstream is a high-yield stock with a 6.3% dividend yield, supported by strategic acquisitions and a strong partnership with Antero Resources. 2. The company's financials are solid, with upcoming buybacks and low leverage, making it attractive for growth and income investors. 3. Despite market volatility, Antero Midstream's operations remain resilient, and it is well-positioned for future growth and increased shareholder returns.

1. The article discusses the importance of compounding interest in long-term investing and highlights three stocks with strong dividend growth and robust balance sheets. 2. It emphasizes the current market challenges such as high S&P 500 valuations and geopolitical risks, yet sees significant opportunities. 3. The three recommended stocks are PepsiCo, Norfolk Southern, and GE Aerospace, each expected to offer at least 10% annual returns.

1. Texas Instruments has demonstrated strong capital allocation and dividend growth, outperforming the S&P 500 by 20% since April. 2. Despite lagging peers post-pandemic, strategic investments in automation and electrification are expected to yield significant returns. 3. The company is expanding its manufacturing capabilities with new facilities like RFAB2 and LFAB1, positioning itself for long-term growth and profitability.

1. Brookfield Infrastructure Partners (BIP) will benefit from macro trends such as AI and a growing EV market. 2. BIP has an excellent track record and should be able to deliver appealing FFO per share growth going forward. 3. Investors get a nice starting yield of more than 5%, while BIP also trades at an inexpensive valuation.

1. The article presents a quality scoring system for dividend growth stocks using six indicators. 2. Only 25 stocks passed the stringent quality screens, with three achieving perfect scores. 3. A bonus list includes stocks that scored at least 26 points but failed other quality screens.