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.
Recent #dividend stocks news in the semiconductor industry
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.
1. Exxon Mobil's acquisition of Pioneer Resources expands its Permian Basin reach, doubling its acreage and enhancing its growth prospects. 2. The recent share price drop due to the Federal Reserve's slower rate cut pace for 2025 presents a buying opportunity for long-term dividend investors. 3. Exxon Mobil has the largest free cash flow among large-cap energy firms, making it a strong value proposition despite recent market volatility. 4. Risks include potential declines in petroleum prices and production efficiency in the Permian. 5. Shares trade just slightly above the 3-year average forward P/E ratio and have an attractive risk profile on the drop.
1. Merck's shares have declined significantly, increasing its dividend yield and compressing its valuation, presenting an attractive investment opportunity. 2. Keytruda, the company's largest drug, is showing strong revenue growth and potential for further approvals and market expansion. 3. Merck's diverse drug portfolio and robust pipeline support future growth. 4. Merck is trading at a significant discount compared to historical valuations, offering a solid dividend yield and potential for attractive total returns.
1. Inflation poses a challenge to dividend investors; 2. Focus on companies with pricing power and low input costs; 3. Prioritize revenue growth and controlled operating expenses; 4. Business models like royalties, exchange operators, and streamers offer unique advantages during inflationary times.
1. The current market environment is favorable for value investors, with Schlumberger Ltd. and Blue Owl Capital Corp. presenting attractive entry points. 2. SLB's strong total return potential stems from its global leadership in oilfield services, robust profitability, and expanding digital segment. 3. OBDC offers a high yield through a diversified, conservatively managed portfolio, supported by strong lender-borrower relationships and disciplined financial management. 4. SLB and OBDC provide opportunities for value investors to leverage growth and income, balancing risk with strategic positioning and solid fundamentals.
1. AT&T stock has recently broken out of key resistance levels, indicating bullish potential; 2. Despite recent rallies, T stock remains attractively valued with a PEGY ratio below 1x; 3. The article discusses the stock's growth potential and dividend yield.
1. Investing in blue-chip stocks at 52-week lows can potentially yield significant returns if fundamentals are strong; 2. Focus on companies with solid fundamentals like Elevance Health, Becton, Dickinson, LyondellBasell, Rogers Communications, and Rexford Industrial Realty; 3. These companies offer a 3.7% yield and a 27% discount to fair value, and have historically outperformed the market with 27% less volatility.
1. Altria's stock price has risen by over 14% since the last article was written; 2. The increase is notable, especially considering the overall market context; 3. The stock's rise is driven by a Q3 earnings surprise and the rising market share of NJOY vapes.