Core Insights - The article discusses the appeal of dividend stocks, particularly those with high yields, while cautioning that unusually high yields may indicate underlying issues with the stock price [1][4] - It emphasizes the benefits of dividend growth investing, which focuses on future income potential rather than immediate high yields [2][3] Dividend Stock Performance - Historical data indicates that high-dividend stocks have outperformed the broader market during periods of high inflation from 1940 to 2021, suggesting a strong performance in certain economic environments [4] - Research from July 1928 to June 2019 shows that high-dividend yield portfolios outperformed low-yield and zero-yield portfolios by 199 basis points and 330 basis points, respectively [5] Methodology for Stock Selection - The article outlines a methodology for selecting dividend stocks, focusing on companies with market caps of at least $2 billion and dividend yields above 6% as of January 9 [7] Company Highlights - **Amcor plc (NYSE:AMCR)**: - Dividend Yield as of January 9: 6.01% - Analyst upgrades indicate strong earnings growth potential through fiscal 2027, driven by synergies and debt reduction [10] - The company is moving forward with a 1-for-5 reverse stock split, expected to take effect on January 15, 2026 [11][12] - **United Parcel Service, Inc. (NYSE:UPS)**: - Dividend Yield as of January 9: 6.07% - Analyst raises price target and reassures that dividend concerns are overblown, with expectations for margin improvement and growth in higher-return markets [13] - Despite a nearly 20% drop in shares in 2025, UPS maintains a strong commitment to its dividend, having consistently increased it since going public in 1999 [14][15]

I strongly believe that this is the strongest period in modern history to be an income investor. The rise of different tactical income funds has unlocked flexibility for retirees seeking income generation within their portfolio. First Trust BuyWrite Income ETF (Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend st ...

Those who have followed my work over the years know that I'm a dividend growth-oriented analyst and investor. Thus, it shouldn't come as a surprise that I'm a fan of companies with a combination of consistent dividend growth and vigorous forward-looking fundamentals.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend inves ...

Those who have followed my work over the years know that I'm a dividend growth-oriented analyst and investor. Thus, it shouldn't come as a surprise that I'm a fan of companies with a combination of consistent dividend growth and vigorous forward-looking fundamentals.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend inves ...

Key Points The pool specialist's dividend yield currently sits at 2.1%. With a conservative payout ratio, there's plenty of room for Pool Corp.'s dividend to continue growing. Sales and earnings trends improved across 2025. 10 stocks we like better than Pool › For investors looking for a steadily growing dividend with meaningful long-term growth potential, Pool Corporation (NASDAQ: POOL) is a great option. Sure, it is a cyclical company -- and the cycle it faces now may not be exciting for invest ...

Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn more >>It's official. Warren Buffett has retired from his position as the CEO of Berkshire Hathaway ( BRK.A )( BRK.B ). The Oracle of Omaha put in hisHi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 20 ...

Core Viewpoint - The article emphasizes the importance of dividend growth investing as a strategy for achieving retirement goals through high-quality companies with a history of returning cash to shareholders [1]. Group 1: Investment Strategy - The focus is on identifying quality companies with competitive advantages that provide visibility towards future cash flow growth [1]. - Dividend growth profiles are highlighted as key indicators of management's commitment to returning cash to shareholders [1]. - The article advocates for building a core portfolio of dividend-paying equities to minimize risk while achieving investment objectives [1]. Group 2: Investor Philosophy - The philosophy presented is that patient investors can achieve their retirement goals without taking on unnecessary risk [1]. - The quote from Warren Buffet underscores the necessity of making money while resting, reinforcing the value of passive income through dividends [1]. - Fundamental analysis and patience are described as essential tools for constructing a successful investment portfolio [1].

Core Insights - The article discusses the author's journey in dividend growth investing and the establishment of a blog that documents this journey, aiming for financial independence [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since around 2009 [1]. - The blog "Kody's Dividends" was launched in July 2018 to document the author's financial independence journey through dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

Core Viewpoint - Paying a fair price for a strong business like Coca-Cola is a sound investment strategy, especially for long-term investors [1][2] Company Overview - Coca-Cola is the world's leading non-alcoholic beverage maker, operating within the consumer staples sector, and is essentially selling affordable luxuries that consumers continue to purchase even during economic downturns [5][6] - The company has a strong brand loyalty, with consumers preferring its products regardless of economic conditions [6] Financial Performance - Coca-Cola has demonstrated resilience in the current market, achieving a 6% increase in organic sales in Q3 2025, outperforming key competitor PepsiCo, which only saw a 1.3% increase [11] - The company's same-store sales rose from the second quarter, contrasting with PepsiCo's decline, indicating Coca-Cola's strong market position despite industry challenges [11] Valuation Metrics - Coca-Cola's current market capitalization is $301 billion, with a price-to-sales ratio in line with its five-year average, while its price-to-earnings and price-to-book ratios are below their five-year averages, suggesting an attractive valuation [12] - The company offers a dividend yield of 2.92%, which is significantly higher than the S&P 500's yield of 1.1% and the average yield of 2.7% for consumer staples stocks, making it appealing for long-term dividend investors [13]

Core Insights - Broadridge Financial Solutions (BR) is a financial services firm that provides essential proxy services, which are critical yet often overlooked by retail investors [1] Company Overview - Broadridge operates in a mundane but necessary sector, focusing on proxy services that are vital for corporate governance and shareholder communication [1] Investment Perspective - The company is positioned as an undervalued large-cap stock with potential for sustainable dividend growth and capital appreciation, appealing to long-term investors [1]