1. The article highlights five large-cap, relatively safe dividend stocks trading at significant discounts to historical norms, part of a monthly series for income-focused investors; 2. A proprietary filtering process selects conservative dividend growth stocks from over 7,500 U.S.-traded companies; 3. Additional groups of dividend stocks with moderate to high yields (up to 9%) are presented, accessible via a subscription service offering model portfolios and strategies.

1. The author, a dividend investing advocate, outlines three reasons to avoid dividend stocks in H2 2025; 2. Highlights include market volatility, economic uncertainty, and shifting investor preferences; 3. Emphasizes caution and strategic portfolio adjustments for dividend-focused investors.

1. REITs provide accessible real estate diversification and steady income for retirement portfolios, benefiting from regulatory advantages; 2. EastGroup is highlighted for its high-growth industrial properties, strong financials, and projected 20% annualized returns; 3. Realty Income offers a globally diversified portfolio, sustained dividend growth, and similar return potential, making both REITs foundational for low-risk retirement strategies.

1. The article highlights two high-quality, moat-worthy stocks trading significantly below historical valuations; 2. Both companies exhibit strong operating fundamentals and offer well-covered dividends; 3. A market dislocation between intrinsic value and current price creates an attractive investment opportunity for income-focused investors.

1. Nexus Industrial REIT, a Canadian industrial-focused REIT, demonstrates strong performance with 6.6% NOI and 12% FFO growth year-over-year; 2. Its AFFO payout ratio remains elevated but shows improvement, supported by management's guidance for mid-single-digit NOI growth in 2025; 3. Insider buying activity and a significant margin of safety position the REIT as an attractive investment opportunity.

1. The article emphasizes compounding strategies for wealth-building through monthly dividend REITs, recommending Realty Income, LTC Properties, Agree Realty, Healthpeak, and Apple Hospitality. 2. These REITs are highlighted for their attractive valuations, strong financial health, and sustainable above-average yields, ensuring retirement income stability. 3. The author prioritizes high-quality, undervalued REITs with growth potential while avoiding overvalued or lower-quality options to maximize compounding returns.

1. Rising tariff risks and potential taxes on foreign capital threaten market stability, inflation, and global investor confidence; 2. The author advises non-U.S. investors to cautiously prepare contingency plans while maintaining a bullish outlook on U.S. markets; 3. Emphasizes prioritizing high-quality dividend stocks with inflation resistance, safety, and value amid macroeconomic uncertainties.

1. The author argues that even professionals struggle to outperform the market, advocating for a focus on quality dividend stocks; 2. Two undervalued dividend stocks are highlighted, offering strong income potential and long-term upside due to market pessimism; 3. Despite risks, the reward potential is deemed to outweigh the risks, presenting a contrarian opportunity.

1. The author contrasts luxury watch purchases with dividend growth investing, emphasizing the latter's potential for reliable long-term returns; 2. Historical examples (e.g., McDonald's $10K investment in 2004 yielding $22K+ dividends) highlight the power of dividend stocks; 3. Research indicates second-quintile dividend stocks consistently outperform the market with lower risk, advocating for a disciplined dividend growth strategy.

1. The author emphasizes long-term stock investing and aims for above-average returns by focusing on high-conviction dividend stocks instead of ETFs; 2. Three high-risk, high-reward dividend stocks are highlighted, with the belief they could double in value while providing consistent payouts; 3. The strategy involves concentrated investments in well-researched sectors, balancing potential short-term volatility with long-term growth confidence.

1. The author argues that stocks outperform bonds long-term, especially during inflation, but recent trends show bonds gaining competitiveness; 2. Rising bond yields and elevated stock valuations have reduced the risk/reward appeal of defensive, income-focused stocks; 3. High-quality dividend stocks with strong growth potential, currently undervalued, present significant opportunities despite short-term market shifts.

1. The article argues that cash is a long-term wealth destroyer, while equities with strong competitive advantages (moats) offer better wealth protection and compounding potential; 2. It highlights Warren Buffett's success in investing in durable businesses and advocates for a similar strategy focused on companies with long-term value; 3. The author recommends three dividend-paying companies with resilient business models and consistent income streams, positioning them as core holdings for retirement portfolios.

1. The article presents a hypothetical 2-stock retirement portfolio as a mental exercise to identify safe long-term investments; 2. The author selects Brookfield Infrastructure Partners (BIP) and Realty Income (O) for their stability, dividend reliability, and growth potential; 3. Emphasis is placed on the importance of diversification despite the exercise, highlighting these picks as foundational holdings for income-focused investors.

1. The author reflects on painful mistakes made during their dividend investing journey that led to underperformance; 2. Key lessons from these mistakes are shared to help others improve their investment strategies; 3. The article promotes a premium service offering exclusive research and portfolios for high-yield investors.

1. The author, with 15 years of market experience, advocates a long-term investment strategy amid economic unpredictability; 2. He emphasizes a 'higher for longer' economic outlook and highlights two high-yield dividend stocks (7% and 8%) resilient in uncertain conditions; 3. These stocks aim to provide stable income and growth without requiring precise market timing.

1. High-yield securities like BDCs, REITs, MLPs, and CEFs are commonly used for retirement income but face challenges such as stagnant income growth and high correlation; 2. The author highlights two top investment picks aimed at addressing these limitations; 3. The article provides actionable insights for constructing a diversified retirement portfolio focused on sustainable income generation.

1. The author has aggressively invested in 2025, capitalizing on market volatility and favorable risk/reward opportunities despite uncertain timing; 2. Emphasizes that market downturns provide prime long-term buying opportunities despite prevailing fears and trade uncertainties; 3. Five largest holdings now constitute half of the portfolio, reflecting strong conviction in energy, cyclical industrials, and newly added stocks.

1. The article highlights three undervalued dividend stocks: a Class I railroad operator, a water/gas utility, and a building/weatherproofing products provider, trading 8%-17% below fair value estimates. 2. These stocks offer an average dividend yield of 2.2% (above market average) and have strong credit ratings (BBB to A-). 3. The companies are positioned for robust long-term total returns due to their resilient business models and compounding potential.

1. Dividend-paying stocks surged in popularity during April's market turbulence, with major ETFs attracting significant inflows; 2. Dividend stocks provide steady income and lower volatility, helping stabilize portfolios amid economic uncertainty; 3. SA Quant identifies five 'Strong Buy' dividend stocks with a 3.54% average forward yield, outperforming the S&P 500's 1.21% yield.

1. The article emphasizes time-tested strategies to outperform Wall Street by focusing on wide-moat stocks with strong fundamentals and disciplined capital allocation. 2. It highlights the importance of maintaining investment discipline amid the rise of passive investing and low-cost ETFs. 3. The author recommends two high-quality businesses capable of generating consistent income and compounding returns across market conditions.