1. Big dividend infrastructure stocks have surged recently; 2. We discuss the two major catalysts for this surge; 3. Several opportunities remain very attractive in the space.

1. Ford's stock has seen significant volatility, rising 176% post-pandemic before reversing and losing 63.32% by August 2024. 2. Despite earnings weaknesses, Ford's auto revenues beat estimates, and management raised free cash flow guidance, supporting its attractive 7.17% dividend yield. 3. Ford's valuation metrics are historically low, with a forward price-sales ratio of 0.246x and a forward price-earnings ratio of 5.858x, suggesting potential upside.

1. We will explain how to structure a retirement portfolio for sustainable income; 2. A balanced portfolio of five funds and 10 individual stocks with an initial yield of 5.4% will be presented; 3. The selected funds offer reasonable growth and high yield, while the stocks offer high growth and medium yield, providing wide diversification and SWAN-like characteristics.

1. The article emphasizes the importance of stock picking in today's market due to elevated valuations and sector rotations. 2. Two dividend stocks are identified for their strong fundamentals and growth potential. 3. These picks are suitable for income investors seeking stability and long-term success.

1. ETFs mitigate risks associated with individual stocks; 2. The author's ZEUS Family Portfolio for 2025 will include six ETFs; 3. The author emphasizes the importance of growth and hedging ETFs, such as KMLM and CTA, and the potential of VFLO for deep value investing.

1. Goldman Sachs BDC has experienced a price drop due to rising non-accrual rates; 2. The company's portfolio is diversified with 92.3% in senior secured debt; 3. The high dividend yield of 13.3% is well-covered by earnings; 4. Future interest rate cuts could improve portfolio quality and NAV growth.

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 keeping up-to-date with dividend changes and upcoming dates for investors. 3. The author mentions the Dividend Kings marketplace service for more in-depth analysis of high-quality dividend stocks.

1. Blackstone Secured Lending stands out due to its strong portfolio strategy, low non-accrual rate, and consistent dividend coverage. 2. The BDC prioritizes first lien debt investments, ensuring high repayment priority and diverse industry exposure. 3. BXSL's financials are robust with increasing net investment income and liquidity level. 4. Future interest rate cuts may enhance BXSL's growth potential by making debt financing more affordable for borrowers, improving portfolio quality and expansion opportunities.

1. High-yield infrastructure stocks are a favorite investment sector; 2. Lessons learned from winners and losers in the sector; 3. Importance of strong and sustainable dividend growth and total return outperformance.

1. South Bow Corporation, spun off from TC Energy, offers a 9% yield and focuses on connecting Canada's crude oil supply to high-demand U.S. markets. 2. Despite a current unsustainable 125% payout ratio, the company aims to reduce leverage and grow dividends through strategic investments. 3. South Bow's mission-critical assets and growth plans make it a compelling long-term play, with potential outperformance compared to many high-yield stocks.

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, Justin Law, discusses the importance of staying updated with dividend information and offers additional resources for in-depth analysis of high-quality dividend stocks.

1. Peter Lynch's investment strategy emphasizes undervalued, high-quality stocks with growth potential; 2. The article introduces two picks, one BDC and one equity REIT, that meet these criteria; 3. These picks are also suitable for high-income-seeking portfolios.

1. Despite high market valuations, opportunities still exist for dividend investors; 2. Energy stocks stand out with attractive valuations; 3. The third pick combines dividend growth with buybacks and innovative strategies.

1. Drawing from successful hedge funds like Millennium, the focus is on minimizing risks by investing in companies with strong pricing power; 2. These companies have wide moats and recurring revenue to protect against economic downturns; 3. Three dividend stocks are highlighted for their pricing power, market leadership, and sustainable long-term returns.

1. Whirlpool offers a 6.5% yield with a potential 24% CAGR through 2026; 2. The company is expected to recover 67% EPS by 2029, driven by economic growth, tax cuts, and AI economic boosts; 3. Despite cyclical industry and high volatility, Whirlpool's strong dividend history and improving balance sheet provide confidence.

1. Dividend stocks have been rising recently; 2. The Federal Reserve's recent interest rate cut and inflation moderation; 3. Concerns about the sustainability of the dividend stock rally and portfolio positioning.

1. The stock market appears richly valued, with REITs and utilities outperforming tech stocks since the June CPI report, reflecting a defensive, yield-oriented investor shift. 2. The author plans to allocate dividends to the iShares 0-3 Month Treasury ETF for stability and also buy 8 dividend stocks, including a brand-new position. 3. The dividend growth projection involves analyzing management's earnings growth expectations, payout ratios, historical dividend growth, and potential obstacles.

1. Maximizing income per dollar invested is key to creating a portfolio that exceeds income needs; 2. Avoid aimless risk-taking and conduct research to enhance safety; 3. The article discusses AT&T's high dividend yield and its attractiveness as an investment.

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 offers an alternative for more in-depth analysis. 3. The author, Justin Law, is a member of The Dividend Kings, a group that teaches individuals how to invest more wisely in dividend stocks.

1. AT&T's Fiber Broadband growth and increased free cash flow make it an attractive option for passive income investors with a low dividend payout ratio. 2. The Telco's reaffirmed 2024 free cash flow forecast and low valuation based on profits support the investment thesis despite recent 52-week highs. 3. AT&T's stock is moderately valued at 9.5x leading profits, with an intrinsic value estimate of $23-$25 driven by robust FCF growth.