Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by ...

Core Insights - The article emphasizes the importance of in-depth research in various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting a free trial offer for potential investors [1] Group 1 - Leo Nelissen is identified as a long-term investor and macro-focused strategist, known for his focus on dividend growth and high-quality compounders [2] - The approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [2] Group 2 - The article includes disclosures indicating that the author has no current stock or derivative positions in the mentioned companies and no plans to initiate any within the next 72 hours [3] - It also notes that past performance is not indicative of future results, and no specific investment recommendations are provided [4]

Core Viewpoint - Marriott International is positioned as a strong dividend stock despite a modest yield of approximately 0.8%, supported by a robust business model that emphasizes steady growth and significant cash returns to shareholders through share repurchases [4][15]. Business Model and Financial Performance - Marriott operates on an "asset light" business model, primarily acting as a platform operator for hotels owned by other companies, which allows for strong cash flow without heavy capital investment in real estate [6][7]. - In Q3, Marriott's total revenue increased by 4% year-over-year to about $6.5 billion, with base management and franchise fees rising nearly 6% to approximately $1.2 billion, while net income surged by 25% year-over-year [8]. - The company returned a total of $3.1 billion to shareholders over the past three quarters, with expectations to return about $4 billion for the full year, reflecting a solid return for a company with a market capitalization of around $88 billion [9]. Growth Opportunities - Marriott's growth is expected to continue, driven by an increase in hotel openings, room additions, and enhanced customer loyalty engagement, with 17,900 net rooms added in Q3, marking a 4.7% year-over-year increase [10]. - The development pipeline reached a record of approximately 3,900 properties and over 596,000 rooms, which is anticipated to drive fee growth and customer acquisition [10]. - The Marriott Bonvoy loyalty program added 12 million members in Q3, bringing total membership to nearly 260 million, which supports pricing power and enhances brand value for hotel owners [12]. Market Position and Valuation - Marriott's stock trades at a price-to-earnings ratio of 34 and a forward price-to-earnings ratio of 27, indicating that investors are willing to pay a premium for its growth story [15]. - The company’s dividend is underpinned by a fee-based model, a strong loyalty platform, and consistent room growth, which are expected to contribute to both share price appreciation and dividend growth over the long term [15].

BREAKING: Futures Fall, Defense Stocks Rebound Today's Spotlight MarketSurge New Year Sale Invest smarter in 2026 with our BEST deal—14 months of MarketSurge for $1,499 ($600 off). Listen to IBD's podcast for new investing tips and trade ideas every week. Subscribe today! Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with top market analysts. More News Partner Center Investors looking for a dependable dividend stock with a long history of annual increases ...

With a market cap of $88 billion, Texas-based Waste Management, Inc. (WM) is the largest integrated waste services and environmental solutions company in North America. It provides comprehensive waste and recycling services to residential, commercial, industrial, and municipal customers across the United States and Canada, including waste collection, transfer, disposal, recycling, and landfill gas-to-energy operations. The company is expected to release its fiscal Q4 2025 results after the market closes ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It pays to go off the beaten path from highly priced growth stocks in favor of value. For one thing, the S&P 500 ( SPX ) currently has a high P/E ratio of 25 ...

Group 1 - The article promotes iREIT on Alpha as a platform providing in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting its positive testimonials [1] - Leo Nelissen is identified as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas with an emphasis on dividend growth opportunities [1] Group 2 - The article includes a disclosure regarding the analyst's long positions in several companies, indicating a personal investment interest in CNQ, CME, TPL, ODFL, RTX, HD, and UNP [2] - It is noted that the article expresses the author's opinions and does not involve compensation from the companies mentioned, emphasizing an independent analysis [2]

Cash is King – everyone is undoubtedly familiar with this saying. But did you know it rings true for corporations? Especially in today’s volatile economic climate, having a strong cash position is of paramount importance. In this piece, we spotlight five companies that boast strong cash balances: Sheng Siong Group Ltd (SGX: OV8), Wee Hur Holdings Ltd (SGX: E3B), Propnex Ltd (SGX: OYY), Raffles Medical Group Ltd (SGX: BSL), and Riverstone Holdings Ltd (SGX: AP4).What Defines a “Cash-Rich, Rock-Solid” Company ...

Core Insights - NNN REIT (NNN) provides an attractive yield with a nearly 6% dividend yield and has a history of over 35 years of steady dividend growth [3] Group 1: Company Overview - NNN REIT is recognized for its reliable dividend growth, appealing to investors seeking stable income [3] - The company has maintained a strong performance in the real estate investment trust sector, focusing on long-term wealth creation [2] Group 2: Investment Strategy - The Cash Builder Opportunities service emphasizes high-quality dividend growth investments and options writing to enhance income for investors [2][3] - The leader of Cash Builder Opportunities has 14 years of investing experience, focusing on closed-end funds and dividend growth stocks [3]

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .As much as I like the holiday season, especially the days before Christmas and the time between Christmas and New Year's Eve, I'm quite happy we're going back to "normal," as it's getting annoying not knowing what dayLeo Nelissen is an analyst focusing on major economic developm ...