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.

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.