Core Insights - Jabil Inc. reported stronger-than-expected fiscal first-quarter 2026 results, with adjusted earnings per share of $2.85, surpassing the analyst consensus estimate of $2.70, and net revenue of $8.31 billion, reflecting an 18.7% year-over-year increase [1] - The company raised its full-year outlook, projecting fiscal 2026 net revenue of $32.400 billion, up from a prior forecast of $31.30 billion, and adjusted EPS of $11.55, an increase from previous guidance of $11.00 [2] Financial Performance - Quarterly adjusted earnings per share were $2.85, exceeding the consensus estimate of $2.70 [1] - Quarterly net revenue reached $8.31 billion, which is an 18.7% increase year-over-year and above the analyst consensus estimate of $8.09 billion [1] Future Projections - Jabil's fiscal 2026 net revenue is now projected at $32.400 billion, compared to the previous forecast of $31.30 billion, and adjusted EPS is expected to be $11.55, up from $11.00 [2] - The analyst consensus for fiscal 2026 net revenue was $31.523 billion, and for adjusted EPS, it was $11.11 [2] Dividend Information - Jabil currently offers an annual dividend yield of 0.14%, translating to a quarterly dividend of 8 cents per share, or 32 cents annually [2] - To generate a monthly dividend income of $500, an investor would need to own approximately 18,750 shares, equating to a total investment of about $4,308,375 [3][4] - For a more conservative monthly income goal of $100, an investment of approximately $861,675 would be required for 3,750 shares [4] Stock Performance - Jabil's shares increased by 1.4%, closing at $229.78 on the latest trading day [7]

Core Insights - Jabil Inc. reported stronger-than-expected fiscal first-quarter 2026 results, with adjusted earnings per share of $2.85, surpassing the analyst consensus estimate of $2.70 [1] - The company also raised its full-year outlook, projecting fiscal 2026 net revenue of $32.400 billion, an increase from the prior forecast of $31.30 billion, and adjusted EPS of $11.55, up from previous guidance of $11.00 [2] Financial Performance - Quarterly net revenue reached $8.31 billion, reflecting an 18.7% year-over-year increase, exceeding the analyst consensus estimate of $8.09 billion [1] - The annual dividend yield stands at 0.14%, with a quarterly dividend amount of 8 cents per share, totaling 32 cents annually [2] Investment Considerations - To generate a monthly dividend income of $500, an investor would need to own approximately 18,750 shares of Jabil, equating to a total investment of about $4,308,375 [3][4] - For a more conservative monthly income goal of $100, an investment of approximately $861,675 would be required for 3,750 shares [4] Stock Performance - Jabil's shares gained 1.4%, closing at $229.78 on the latest trading day [7]

Core Viewpoint - The article raises a question about the availability of ETFs that yield over 5% without utilizing covered call strategies, indicating a potential gap in the market for high-yield investment options [1] Group 1 - The focus is on identifying ETFs that provide high yields, specifically those exceeding 5% [1] - The article suggests that many investors may be unaware of such ETFs that do not rely on covered call strategies, highlighting a potential area for further exploration [1]

Company Overview - Sempra (NYSE:SRE) shares closed slightly lower, down 0.4% to $86.94 during Friday's session [5] - The company has narrowed its FY2025 adjusted EPS forecast from a range of $4.30-$4.70 to $4.70, which is above market estimates of $4.54 [1] Dividend Information - Sempra currently offers an annual dividend yield of 2.97%, translating to a quarterly dividend of 64.5 cents per share, or $2.58 annually [1] - To earn $500 monthly or $6,000 annually from dividends, an investment of approximately $202,222 or around 2,326 shares is required [2] - For a more modest income of $100 monthly or $1,200 annually, an investment of roughly $40,514 or 466 shares is needed [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in both the dividend payment and the stock price [3][4] - For example, if a stock pays an annual dividend of $2 and is priced at $50, the yield would be 4%. If the price increases to $60, the yield drops to 3.33%, and if it falls to $40, the yield rises to 5% [4]

Core Insights - The Vanguard High Dividend Yield ETF (VYM) and Fidelity High Dividend ETF (FDVV) both target U.S. companies with above-average dividend yields but differ in their strategies and characteristics [1][2]. Cost and Size Comparison - FDVV has an expense ratio of 0.15% and assets under management (AUM) of $7.7 billion, while VYM has a lower expense ratio of 0.06% and AUM of $84.6 billion [3]. - As of December 18, 2025, FDVV's one-year return is 10.62% compared to VYM's 9.99%, and FDVV offers a higher dividend yield of 3.02% versus VYM's 2.42% [3]. Performance and Risk Analysis - Over the past five years, FDVV experienced a maximum drawdown of -20.17%, while VYM had a drawdown of -15.87% [4]. - An investment of $1,000 in FDVV would grow to $1,754 over five years, compared to $1,567 for VYM [4]. Portfolio Composition - VYM tracks the FTSE High Dividend Yield Index with 566 holdings, primarily in financial services (21%), technology (18%), and healthcare (13%), featuring top stocks like Broadcom, JPMorgan Chase, and Exxon Mobil [5]. - FDVV has a more concentrated portfolio with 107 holdings, focusing heavily on technology (26%) and consumer defensive (12%) sectors, with major positions in Nvidia, Microsoft, and Apple [6]. Investment Implications - While FDVV offers a higher dividend yield, its higher expense ratio may offset some income benefits, making the net earnings from both funds relatively similar for most investors [7][8]. - The sector allocation indicates that VYM is more stable due to its focus on financial services, whereas FDVV's heavier tech exposure may lead to higher volatility and potential returns [9][10].

Core Insights - AngloGold Ashanti has experienced a remarkable 245% gain this year, with a 262% increase over the past five years, indicating a transformation from a slow-moving equity to a high-growth stock [1] Company Performance - The company operates mines in Africa, Australia, and the Americas, and has effectively managed costs, allowing it to benefit from rising gold prices while providing a quarterly dividend with a yield of 2.59%, outperforming the S&P 500 this year and over the past five years [2] - AngloGold Ashanti's gold production increased by 17% year over year in Q3, resulting in a record $920 million in free cash flow, which is up 141% year over year [5] Market Dynamics - Gold prices have surged by more than 60% this year, creating a favorable environment for gold mining stocks, although company-specific factors also influence individual stock performance [4] - The company is preparing to further increase gold production in 2026 through investments in its Mineral Reserve base and enhancing operational flexibility [6] Financial Health - AngloGold Ashanti closed the quarter with $4.54 billion in current assets and $1.76 billion in current liabilities, resulting in a healthy current ratio of 2.58, which supports potential dividend increases and additional mining projects [7]

Core Viewpoint - The Vanguard Dividend Appreciation ETF (VIG) and the Schwab U.S. Dividend Equity ETF (SCHD) are both focused on dividend-paying U.S. companies, but they differ significantly in terms of yield, sector exposure, and portfolio construction [5][6]. Fund Overview - VIG tracks the S&P U.S. Dividend Growers Index, consisting of 338 stocks that have raised dividends for at least 10 consecutive years, with a sector emphasis on technology (27.8%), financial services (21.4%), and healthcare (16.7) [1] - SCHD tracks the Dow Jones U.S. Dividend 100 Index, focusing on 103 high-yielding, high-quality U.S. stocks, with a sector mix heavily weighted towards energy (19.3%), consumer defensive (18.5%), and healthcare (16.1%) [2] Performance and Yield - SCHD has a dividend yield of 3.8%, which is more than double that of VIG, appealing to income-focused investors [8] - VIG emphasizes dividend growth rather than yield, excluding the top 25% highest-yielding companies to focus on stable dividend payers [9] Portfolio Construction - VIG offers broader diversification with over three times as many holdings compared to SCHD, which may attract investors looking for stability and consistent dividend growth [6][11] - SCHD's concentrated approach may appeal to those seeking a targeted, income-oriented portfolio [2][5] Investment Strategy - Both ETFs provide a low-cost way to generate passive income without the need for extensive stock analysis [7] - VIG demonstrates that dividend growth stocks, with reinvested dividends, can outperform high-yielding stocks over the long term [10]

Chevron Corp (CVX) could raise its dividend per share (DPS) next month, as it has done for the past 38 years. That implies the value of CVX stock could be 15% too cheap, based on its average yield. Shorting out-of-the-money puts also works here. CVX closed at $147.75 on Friday, Dec. 19. It's well off a recent peak of $157.72 on Oct. 31. But, if Chevron raises the DPS by 5% as expected in January, it could be worth $170.27, or over 15% higher than Friday's close. This article will show why and some ways to ...

Core Viewpoint - The comparison between Omega Healthcare Investors and Brookfield Infrastructure Partners highlights the strengths and weaknesses of both companies across various financial metrics, suggesting that while Omega Healthcare Investors excels in profitability and dividends, Brookfield Infrastructure Partners shows stronger growth potential and analyst support [1][11]. Profitability - Omega Healthcare Investors has a net margin of 46.83%, return on equity of 10.72%, and return on assets of 5.29% [2] - In contrast, Brookfield Infrastructure Partners has a net margin of 3.70%, return on equity of 2.74%, and return on assets of 0.75% [2] Dividends - Omega Healthcare Investors pays an annual dividend of $2.68 per share with a dividend yield of 6.1%, while Brookfield Infrastructure Partners pays $1.72 per share with a yield of 4.9% [3] - Omega Healthcare Investors has a payout ratio of 149.7%, indicating potential sustainability issues, whereas Brookfield Infrastructure Partners has a payout ratio of 256.7% [3] - Brookfield Infrastructure Partners has increased its dividend for 18 consecutive years, but Omega Healthcare Investors is considered the better dividend stock due to its higher yield and lower payout ratio [3] Valuation and Earnings - Omega Healthcare Investors has gross revenue of $1.05 billion, a price/sales ratio of 12.37, net income of $406.33 million, earnings per share (EPS) of $1.79, and a price/earnings ratio of 24.58 [5] - Brookfield Infrastructure Partners has gross revenue of $21.04 billion, a price/sales ratio of 0.76, net income of $351.00 million, EPS of $0.67, and a price/earnings ratio of 52.04 [5] - Omega Healthcare Investors has higher earnings but lower revenue compared to Brookfield Infrastructure Partners, and it is trading at a lower price-to-earnings ratio, indicating it is more affordable [6] Risk and Volatility - Omega Healthcare Investors has a beta of 0.56, indicating it is 44% less volatile than the S&P 500 [7] - Brookfield Infrastructure Partners has a beta of 1.09, suggesting it is 9% more volatile than the S&P 500 [7] Insider and Institutional Ownership - 65.3% of Omega Healthcare Investors shares are owned by institutional investors, while 57.9% of Brookfield Infrastructure Partners shares are held by institutional investors [8] - 1.5% of Omega Healthcare Investors shares are owned by company insiders, indicating strong institutional ownership which suggests confidence in long-term performance [8] Analyst Recommendations - Omega Healthcare Investors has a consensus target price of $46.44, indicating a potential upside of 5.56%, while Brookfield Infrastructure Partners has a target price of $41.25, suggesting a potential upside of 18.30% [10] - Omega Healthcare Investors has a rating score of 2.50, while Brookfield Infrastructure Partners has a score of 2.89, indicating a stronger consensus rating for Brookfield [10]

Core Viewpoint - The Alerian MLP ETF (NYSEARCA:AMLP) provides retirees with an attractive dividend yield of 8.75% by investing in master limited partnerships that focus on energy infrastructure assets such as pipelines, storage facilities, and processing plants [1] Investment Opportunity - The ETF targets master limited partnerships, which are known for their stable cash flows and potential for high dividend yields, making them appealing for income-focused investors [1] - The focus on energy infrastructure assets positions the ETF to benefit from ongoing demand in the energy sector, particularly in the context of increasing energy consumption and infrastructure needs [1] Dividend Yield - The reported dividend yield of 8.75% is significantly higher than many traditional income-generating investments, which may attract retirees seeking reliable income streams [1] - This yield reflects the underlying performance of the energy infrastructure sector, which is critical for the overall economy [1]