1. Mondelez International is a leader in snacking, chocolate, and candy with strong brands and market share; 2. Despite recent investor interest due to inflation and obesity drugs, the company's consistent operating results, dividend safety, and undervaluation are appealing; 3. Mondelez has a robust dividend growth history, supported by stable revenue, EPS growth, and a strong share repurchase plan.

1. The Fed's unexpected 50 basis point rate cut signals a shift to economic growth over inflation; 2. Projections show rates falling to 3% in the coming years; 3. Despite sticky inflation, the Fed's shift supports the thesis of prioritizing economic stability, making high-quality dividend stocks attractive investments.

1. JPMorgan forecasts a significant drop in S&P 500 returns, predicting a shift from high gains to lower future performance. 2. Current valuations are unfavorable, with the market expected to offer average annual returns of just 5.7% in the next decade. 3. Focusing on high-yield dividend stocks and cautious valuation is crucial for long-term success in a lower-return environment.

1. Crescent Capital BDC has a well-diversified, defensive portfolio with 89.2% first-lien debt and decreasing non-accruals, indicating high portfolio quality. 2. CCAP is sensitive to interest rate cuts due to its floating-rate debt investments, but lower interest expenses and increased market activity could somewhat offset this. 3. Despite potential interest rate cuts, CCAP's dividends remain well-covered, with a strong net investment income per share providing robust dividend coverage.

1. High-yield stocks have rebounded due to optimism over Federal Reserve rate cuts; 2. Compass Diversified (CODI) and Golub Capital BDC (GBDC) are highlighted as undervalued high-yield opportunities; 3. Both companies offer attractive risk-adjusted returns with strong fundamentals and solid balance sheets.

1. Enbridge's valuation has surged to over $40/share, making it less attractive compared to our initial buy at $31.7/share. 2. Despite solid operational performance and growth prospects, the current price limits upside potential, prompting a 'Hold' rating. 3. Enbridge remains a safe income investment in the NA energy sector, but we recommend buying only below $36/share for optimal returns.

1. The article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including changes in dividend rates, upcoming ex-dividend dates, and pay dates. 2. It highlights companies that have increased their dividends, such as First American Financial Corporation and Fifth Third Bancorp, and those with upcoming ex-dividend dates, like Amphenol Corporation and Broadcom Inc. 3. It also lists companies with dividend pay dates in the upcoming week, such as Analog Devices, Inc. and Arthur J. Gallagher & Co.

1. AT&T's 2024 share performance has been strong, with a nearly 50% return in income and gains since last September. 2. Despite revenue challenges, AT&T has managed expenses well, leading to a slight decline in operating income and a significant reduction in debt. 3. The transformation from wireline to fiber is progressing, with substantial growth in fiber customers and revenue, supporting future earnings and free cash flow.

1. Liberty All-Star Equity offers a high yield of 10.67% with a balanced allocation to value and growth investment managers. 2. The fund includes top sectors like Tech and Financials, with notable holdings such as Nvidia and Capital One. 3. Despite recent underperformance, the fund's attractive dividend yield and sector exposure make it a compelling buy. 4. The fund is trading at a discount to NAV, providing a valuable entry point for income-focused investors.

1. The article identifies 10 undervalued dividend stocks expected to yield over 4.5% sustainably. 2. A filtering method based on Morningstar ratings and economic moat is used to select candidates. 3. These stocks are poised for decent dividend growth and are likely to exceed inflation rates.

1. The article compares AI stocks with high total return dividend value stocks, analyzing their earnings growth, dividend yield, and valuation. 2. It finds that balanced stocks offer potential returns three times that of the Magnificent Seven AI stocks. 3. The analysis uses FASTGraphs to estimate future returns, emphasizing the importance of earnings growth and historical price multiples.

1. Dividend stocks have underperformed the S&P 500 due to AI investments and high-yield bonds. 2. Enterprise Products Partners (EPD) stands out with consistent distribution growth and strong financials. 3. Potential rate cuts could drive capital back to high-yield alternatives, benefiting EPD.

1. The article discusses the potential economic impacts of a Republican sweep in the US elections, focusing on Trump's policies of protectionism, immigration restriction, and loose fiscal policy. 2. It analyzes the effects of tariffs on US manufacturing, highlighting the negative impact and the potential for a wage-price spiral due to immigration restrictions. 3. The author shares his contrarian investment strategy, buying stocks in renewable energy and real estate sectors, anticipating a market dip.