Core Viewpoint - Investors are increasingly favoring established companies like Coca-Cola for passive income amid market uncertainty, but Campbell's is presented as a more attractive investment option due to its valuation and dividend yield [1][2]. Coca-Cola - Coca-Cola has a strong history of increasing dividends for 64 consecutive years, currently offering a yield of 2.6% [1]. - The stock price of Coca-Cola increased by 12.3% in 2025 and is up 14.2% year-to-date, significantly outperforming the S&P 500's return of 0.9% [2]. - Coca-Cola's market cap stands at $347 billion, with a gross margin of 61.75% and a dividend yield of 2.53% [8][9]. - The company remains heavily reliant on its soft drink products, which accounted for 69% of its worldwide case volume in 2025, with its trademark cola making up 42% of U.S. unit case volume [6][7]. Campbell's - Campbell's is diversified beyond soup, owning various meal and snack brands, and is focusing on health-conscious products [4]. - The current market cap for Campbell's is $8.1 billion, with a gross margin of 29.84% and a dividend yield of 5.72% [5][6]. - Campbell's has a forward price-to-earnings ratio of 11.1, significantly lower than Coca-Cola's 24.7, indicating it is undervalued [9]. - The company has maintained or raised its dividend every year since 2002, currently yielding 5.8%, which is substantially higher than Coca-Cola's yield [13][14]. - Despite challenges in passing costs to consumers, Campbell's generates sufficient free cash flow to cover its dividend, with a payout ratio similar to Coca-Cola's [11].

Shares of farm-and-ranch retail chain Tractor Supply (NASDAQ: TSCO) have pulled ahead of the broader market in early 2026. As of this writing, the stock was up about 7% year to date, while the S&P 500 is up less than 1%. Tractor Supply is not only a resilient business, but it's a good dividend stock with a long history of increases. Earlier this month, the company raised its dividend 4.3% year over year to $0.96 per share on an annualized basis. That marked the company's 17th consecutive year of dividend ...

Core Insights - Novartis is a major Swiss drug company with a market capitalization exceeding $300 billion, focusing on various therapeutic areas including oncology, immunology, neuroscience, and more [1][2] - The company has a strong operational history and diversified business model, making it an attractive option for conservative investors [1][2] Financial Performance - Novartis currently offers a dividend yield of 2.9%, significantly higher than the S&P 500's 1.1% and the pharmaceutical sector's average of 1.7% [3] - The dividend has been increasing over the past 20 years, with a payout ratio around 45%, indicating a conservative dividend profile [4] Market Challenges - The pharmaceutical industry is highly competitive and technical, with drugs facing limited patent protection, leading to revenue challenges as older drugs lose market share to generics [5] - Despite these challenges, Novartis has identified five drugs in its pipeline that are advancing or gaining new indications, which may help offset future revenue losses from patent expirations [6] Investment Perspective - Novartis is positioned as a core holding for conservative dividend investors, focusing on building a sustainable business rather than seeking high volatility [7]

With high-occupancy and long-term lease terms, this REIT is built for stability. But, is it still a buy?Realty Income (O +0.92%) just expanded into Mexico and secured a $1.5 billion joint venture while maintaining a 5% monthly dividend. With 98.7% occupancy and long-term leases, this REIT is built for stability, but the real opportunity may lie in its new growth runway. The question is whether investors should act before momentum builds further in 2026.Stock prices used were the market prices of Feb. 13, 20 ...

While tech stocks have borne the brunt of the recent market sell-off, other sectors have also felt the pain, which has opened up some buying opportunities. Specifically, Citigroup (C)—which gained 66% last year and outperformed most of its U.S. large-cap banking peers—is down over 11% from its 2026 highs. In my previous article, I had noted that Citi’s valuations left little on the table as the risk-reward was quite balanced. Here we’ll discuss whether the stock has entered a buy zone after the recent corr ...

Core Viewpoint - AbbVie's recent stock price decline is seen as an overreaction despite solid fourth-quarter results, with a strong long-term outlook remaining intact [1] Group 1: Financial Performance - AbbVie's fourth-quarter revenue increased by 10% year over year to $16.6 billion, driven primarily by immunology medicines Skyrizi and Rinvoq, which showed significant sales growth [2] - Humira, despite being AbbVie's third-best-selling medicine, is experiencing declining sales due to biosimilar competition after losing patent exclusivity in 2023 [4][5] Group 2: Future Growth Prospects - AbbVie projects a sales growth of 9.5% by 2026, with combined sales for Skyrizi and Rinvoq expected to exceed $31 billion, indicating better-than-expected performance [6][7] - The company has a robust pipeline with potential new approvals, including a Parkinson's disease treatment, and has made strategic investments in promising assets [8] Group 3: Dividend and Investment Appeal - AbbVie has a strong dividend track record, having increased its payout for 54 consecutive years, qualifying it as a Dividend King, which enhances its appeal for long-term income investors [9]

Core Insights - Enbridge has demonstrated consistent earnings predictability and dividend growth, achieving record earnings and cash flow for the year 2025 while meeting its financial guidance for the 20th consecutive year [1][11] Financial Performance - Enbridge generated CA$20 billion ($14.7 billion) in adjusted EBITDA for the last year, reflecting a 7% increase from the previous year [4] - The company produced CA$12.5 billion ($9.2 billion) in distributable cash flow, marking a 4% increase from 2024 [4] - Enbridge raised its dividend by 3% for 2026, resulting in a yield of 5.2% [4] Business Model and Growth Drivers - The company's low-risk business model, supported by stable cost-of-service agreements and long-term contracts, underpins 98% of its earnings, providing a solid foundation for growth [5] - Enbridge has CA$10 billion to CA$11 billion ($7.3 billion-$8.1 billion) in annual investment capacity, allowing for reinvestment in operations [8] - The company secured CA$14 billion ($10.3 billion) in new expansion projects last year, increasing its backlog to CA$39 billion ($28.6 billion) [9] Future Outlook - Enbridge expects to deliver around 3% growth in its distributable cash flow per share this year and approximately 5% annual growth beyond 2026, supporting a similar dividend growth rate [10] - The company anticipates approving an additional CA$10 billion to CA$20 billion ($7.3 billion-$14.7 billion) in expansion projects over the next two years, enhancing its growth visibility [9]

Core Viewpoint - DHT Holdings is positioned for growth with a focus on providing stable shareholder distributions while leveraging incremental cash flow for future opportunities [1][6]. Company Overview - DHT Holdings operates a fleet valued at $2.49 billion, consisting of three Very Large Crude Carriers, two Suezmax tankers, and four Aframax tankers [1]. - The company is trading at a new 15-year high, with shares up 41% over the past 52 weeks [6]. Financial Performance - Revenue is expected to grow by 73.79% this year, while earnings are estimated to increase by 72.27% [8]. - DHT Holdings pays a dividend yielding 4.7% [6][7]. Technical Indicators - DHT has a Weighted Alpha of +53.63 and a 100% "Buy" opinion from Barchart [7]. - The stock has gained 41.31% over the past 52 weeks and has a current trading price of $15.83, with a 50-day moving average of $13.26 [7]. - The Relative Strength Index (RSI) is at 78.30, indicating strong momentum [7]. Analyst Sentiment - Analysts have given DHT Holdings 7 "Strong Buy" opinions, with price targets ranging from $12.80 to $18.00 [8]. - Morningstar rates the stock as 17% overvalued, while Value Line rates it "Above Average" [8]. - The stock has a trailing price-earnings ratio of 12.9x [7].

Core Viewpoint - The Kroger Company's stock surged 3.9% following the appointment of Greg Foran as CEO, marking a significant leadership change after a year-long search [1] Group 1: Leadership and Management - Greg Foran, the new CEO, has a strong track record, having previously led Walmart's U.S. operations and served as CEO of Air New Zealand, where he achieved 20 consecutive quarters of comparable sales growth [2] - Foran's operational expertise is expected to help Kroger navigate challenges such as pressured consumer spending and increased competition, particularly from Walmart [3] Group 2: Company Overview - Kroger operates over 2,700 supermarkets, 2,200 pharmacies, and 1,700 fuel centers across 35 states and Washington, D.C., with a market capitalization of nearly $44.4 billion [4] - The company integrates physical retail with digital platforms and has a focus on omnichannel pickup and delivery [4] Group 3: Stock Performance - Kroger's stock has increased by 4.2% over the past year and 5.56% in the last three months, with a notable 6% rise in the last five trading sessions due to leadership changes [5] - The stock is currently trading at 14.61 times forward adjusted earnings and 0.30 times sales, both below industry averages, indicating a potentially discounted valuation [8] Group 4: Dividend Information - Kroger has a strong dividend history, having raised its dividends for 19 consecutive years, with an annual payment of $1.40 per share, yielding 2% [8] - The next dividend payment of $0.35 per share is scheduled for March 1, payable to shareholders of record on February 13 [8]

Group 1: Gold Market Overview - Gold prices have increased by more than 50% through October 2025, reaching over $4,000 per troy ounce, marking the strongest annual gain since 1979 [1] - Forecasts for 2026 suggest gold will average above $4,000 per ounce, with some analysts predicting it could approach $5,000 during the year [1] Group 2: Gold Mining Stocks - As gold prices rise, gold mining stocks have generally followed suit, providing opportunities for investors to gain both price appreciation and dividend income [2] - Caledonia Mining Corporation (CMCL) is highlighted as a profitable producer that fits this investment profile [2] Group 3: Caledonia Mining Corporation - Caledonia Mining operates the Blanket Mine in Zimbabwe and has a forward annual dividend of $0.56 per share, yielding 2.11% [3] - The stock has appreciated approximately 187% over the past 52 weeks and is up around 11% year-to-date in early 2026 [4] - CMCL trades at about 8.5x forward earnings, which is lower than the materials sector average of roughly 18.55x [5] Group 4: Dividend and Financial Performance - Caledonia Mining has a forward payout ratio of about 18.72% and has raised its dividend for one consecutive year [6] - The company generates approximately $183 million in annual sales and around $18 million in annual net income [6]