1. The author upgrades Enterprise Products Partners to a Strong Buy due to recent insider purchases and the favorable outcome of the U.S. presidential election; 2. Co-CEO A.J. Teague's latest purchases were made at the end of August near $29; 3. EPD's current price is undervalued despite its strong dividend record and financial position.
Recent #dividend stocks news in the semiconductor industry
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 importance of staying updated with dividend information, especially for those who invest in high-quality dividend stocks. 3. The author mentions that the Dividend Kings marketplace service offers more in-depth analysis of high-quality dividend stocks.
1. The article discusses the historical optimism in January for investors, especially after the market rally following Donald Trump's election win and a strong dollar. 2. It highlights the potential challenges investors may face with incoming administration's proposed tariffs and fiscal policies. 3. The author suggests that dividend-paying stocks can help offset potential losses in a volatile market, and provides three stock recommendations from August 2024.
1. Scott Bessent predicts economic growth under a Trump presidency, driven by tariffs, energy expansion, and manufacturing revival; 2. The second term may focus on broad economic growth, addressing inflation while boosting U.S. manufacturing; 3. The author presents several dividend picks expected to perform well, offering income, dividend growth, secular tailwinds, and pricing power.
1. The S&P 500 is up 27% in 2024, with a 5.5% rally in November, indicating strong investor sentiment. 2. Despite expected higher volatility in 2025, there are still excellent blue-chip opportunities. 3. The 11 companies are 45% undervalued, growing at 18%, with an average 85% fundamental return potential in 2025.
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, upcoming ex-dividend dates, and upcoming pay dates; 3. The author emphasizes the importance of staying updated with dividend information and mentions additional resources available through The Dividend Kings service.
1. Realty Income provides stability and reliable income, making it suitable for risk-averse investors. 2. The company has a consistent dividend growth since 1994 and has shown resilience during crises. 3. Despite a narrow investment spread and slower dividend growth, Realty Income's strong financials and diversification make it a safe haven for conservative investors.
1. Donald Trump's victory has a significant impact on market behavior; 2. Analyzing the impact of his policy proposals on dividend stocks; 3. Identifying sectors that are particularly opportunistic and capital allocation strategies.
1. National Fuel Gas is a dividend king with a 54-year history of increases, offering a 3.21% yield and a BBB credit rating. 2. NFG's mixed regulated and unregulated business model provides resilience and potential for significant cash injections during favorable market conditions. 3. Despite higher commodity exposure, NFG's valuation is attractive, with a P/E of 10-12x and potential for 19-25% annualized returns. 4. The author maintains a 'BUY' rating for NFG with a target price of $70/share.
1. SpartanNash has experienced a downturn with a double-digit decline, leading to a revised price target of $25/share from $30/share. 2. Despite recent earnings declines and increased leverage, SpartanNash remains fundamentally attractive with a nearly 5% dividend yield. 3. The company's growth strategy includes inorganic growth and efficiency improvements, though headwinds like labor costs and inflation persist. 4. The author maintains a 'Buy' rating for SpartanNash, given its current valuation and potential upside.
1. Hershey's strong brand equity and pricing power make it an attractive value investment for dividend-focused investors; 2. Challenges include stagnant earnings growth, shifting consumer preferences, and rising cocoa prices; 3. A diversified approach and potential hedging strategies are recommended to mitigate risks.
1. The current market conditions are complex, influenced by various factors such as the Trump presidency, Fed policies, and elevated valuations. 2. The author focuses on sectors with strong recovery potential, such as transportation and defense, considering valuation and growth potential. 3. The picks include high-quality, dividend-paying stocks with growth potential, pricing power, and resilience, suitable for volatile markets.
1. The broader markets are currently soaring, but there are opportunities to buy discounted blue-chip high-yielding dividend growth stocks. 2. The author shares three high-yield dividend growth stocks that have recently sold off and are now trading at compelling valuations. 3. The article encourages readers to consider a value investing approach focused on high-yielding dividend stocks.
1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. 2. It includes companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 3. The author mentions that the Dividend Champions list is a monthly compilation of companies with consistently increasing annual dividend payouts, but the data can become outdated quickly.
1. The market has been bullish due to Fed rate cuts, reduced recession fears, and Republican sweep; 2. Discuss two 10-12% yield opportunities with growing payouts, strong balance sheets, and defensive business models; 3. High Yield Investor members gain access to exclusive portfolios.
1. This article highlights five large-cap, relatively safe dividend-paying companies offering large discounts to their historical norms. 2. The filtering process selects five conservative DGI stocks from over 7,500 companies on U.S. exchanges. 3. The article presents three groups of DGI stocks with yields ranging from 3.35% to 9%. 4. High Income DIY Portfolios service provides exclusive access to subscriber-only portfolios for such ideas.
1. The author revisits the investment thesis on Brookfield Renewable Partners L.P. after Trump's victory and the market's initial sell-off. 2. The author discusses the recent Q3 results of BEP and the impact of rising long-term interest rates on the stock. 3. The author emphasizes the importance of balancing safety, growth, yield, and value in investment decisions.
1. The article discusses two dividend stocks that have become attractive buys due to their decreased valuations; 2. Despite election uncertainty, these stocks are poised for long-term growth and reliable income; 3. The author is confident that these picks will deliver solid returns, combining strong fundamentals with attractive valuations.
1. Finding top-tier dividend stocks that combine quality and value is crucial in today's market; 2. Highlighting three high-quality dividend bargains offering reliable income and growth potential; 3. These stocks are notable for their strong fundamentals and resilient business models.
1. KYN has switched from quarterly to monthly dividends; 2. Management has increased the dividend by 9%; 3. KYN offers high-yield exposure to midstream energy companies without a K-1 form.