1. The article discusses the potential for outperformance in industrials, energy, and transportation sectors due to improving indicators and global growth; 2. The author is positioning their portfolio for this shift by adding to railroads, machinery, and energy stocks; 3. The author acknowledges risks such as geopolitical tensions, inflation, or economic slowdowns but believes the risk/reward is favorable.

1. The author's strategy involves buying high-quality, high-yield stocks at discounts, holding until they re-appreciate, and then selling to reinvest in undervalued stocks. 2. The article details some of the most attractive, high-quality big dividend stocks available right now and why they are good buys. 3. The author invites readers to join High Yield Investor for exclusive access to subscriber-only portfolios and a 2-week free trial.

1. Recent sell-offs in attractive dividend sectors have created opportunities to purchase high-quality dividend growth companies at significant discounts and attractive yields. 2. Factors such as rising interest rates, concerns over Canadian oil import tariffs, and energy oversupply have impacted REITs and energy production sectors. 3. High Yield Investor shares their top picks in these sectors.

1. The author emphasizes long-term investments with stability, income, and growth; 2. Despite market volatility, balanced portfolios and high-quality assets are favored; 3. Three retirement-friendly stocks are highlighted: one with high yield, one defensive, and one top REIT.

1. The S&P 500 has outperformed global stocks since 1988, especially post-Great Financial Crisis. 2. Goldman Sachs' ISG supports overweighting US stocks due to economic and structural advantages, despite predicting lower future returns. 3. Focus on undervalued dividend growers in North America for market outperformance with minimal risk.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the limitations of the monthly Dividend Champions list and the need for regular updates. 3. The author, Justin Law, mentions his background in chemistry and finance, and his role as a contributor to The Dividend Kings investing group.

1. The 'Dividend and Dynamite' approach combines ultra-yielding blue chips with top-tier growth stocks for robust current income and strong long-term appreciation. 2. This strategy minimizes exposure to dividend cutters and overpriced stocks, reducing volatility and boosting returns. 3. The 10 selected blue-chip stocks yield 3.4%, are undervalued by 24%, have a 39% upside potential in the next year, and offer a 21.4% CAGR long-term return potential.

1. The author expresses his love for investing in REITs, BDCs, and MLPs due to their tax benefits and high, sustainable yields; 2. He shares his favorite picks in each sector; 3. He promotes the High Yield Investor service for exclusive access to subscriber-only portfolios.

1. The article identifies two dividend stocks that could benefit significantly from a shift in political and economic trends under President Trump's administration. 2. These stocks offer unique long-term growth opportunities with strong fundamentals. 3. The author suggests these picks could provide stability and growth for maximizing portfolio returns.

1. The Deep Value portfolio targets Ultra SWAN companies at substantial discounts, achieving remarkable returns since 2019; 2. Concentrated portfolios require periodic rebalancing to avoid value traps, with a max risk cap of 20% for Ultra SWANs; 3. Six Ultra SWANs for 2025 offer a 3.1% yield, 68%-95% upside potential in 12 months, and a 23% CAGR over five years; 4. Investing in high-quality, undervalued blue-chip stocks can achieve Buffett-like returns and significant income growth over time; 5. Limiting individual holdings to 20% each, guarding against 'value traps' like GE in 2000, aiming for maximum upside from winners without devastating losses from a single stock.

1. The market is experiencing a trillion-dollar shift, making dividend stocks crucial for steady, long-term gains. 2. The right dividend stocks can thrive in turbulent times and are more than just income, serving as powerful portfolio builders. 3. Amid uncertainty, finding the right dividend gems is critical, offering growth potential, stability, and long-term value.

1. Charlie Munger advocates for highly concentrated portfolios; 2. The author shares the criteria for a highly concentrated portfolio; 3. One of the author's picks may come as a surprise.

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, those with upcoming ex-dividend dates, and companies with upcoming pay dates. 3. The author mentions additional resources available through The Dividend Kings marketplace service.

1. The article highlights three dividend stocks for building generational wealth; 2. These stocks offer stability and consistent income growth; 3. Each stock has a strong, reliable track record; 4. The focus is on long-term investment strategy.

1. High-yield dividend stocks can be powerful income machines but also risky; 2. We discuss two 14%+ yielding stocks, one to buy and one to avoid; 3. High Yield Investor offers exclusive access to subscriber-only portfolios.

1. The author downgrades Barings BDC due to increased non-accruals, lower earnings, and weaker dividend coverage; 2. Despite a 10.7% dividend yield and a diversified portfolio, no significant dividend increases are expected; 3. The recent 5% price drop presents an entry point, but concerns remain about future performance due to NAV decline and higher non-accrual rates.

1. This article highlights five large-cap, relatively safe dividend-paying companies offering significant discounts to their historical norms; 2. The filtering process involved selecting five conservative DGI stocks from over 7,500 companies; 3. The article also presents two other groups of five DGI stocks with yields ranging from moderate to high, up to 8%.

1. The market's high valuations make it difficult to find value, but dividend stocks remain a stable and growing option for long-term investors. 2. Three dividend stocks with strong fundamentals, attractive yields, and resilience in the current market are highlighted. 3. These picks balance income and growth, making them suitable for navigating challenging conditions and building wealth over time.

1. The author discusses his dislike for New Year's Eve and market predictions, focusing instead on a reader-selected stock for a 10-year investment horizon. 2. He analyzes various picks, considering long-term prospects and potential outperformance. 3. The companies chosen are believed to have qualities crucial for long-term investment success, regardless of economic uncertainty or market volatility.

1. The author compares stock picking to gift giving, emphasizing the selection of investments that contribute to happiness, longevity, and value. 2. He shares three specific investments he would recommend at the moment. 3. The article promotes the High Yield Investor service, offering access to exclusive portfolios and educational content.