Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment arena, starting as an analyst and progressing to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1].

Group 1 - AdvanSix Inc. (NYSE: ASIX) is trading at low multiples due to the cyclical nature of its revenue and the industry it operates in, which is considered one of the worst in US markets [1] - The market is believed to be mispricing AdvanSix, indicating potential undervaluation [1] Group 2 - The analysis is grounded in a mix of financial education, including CFA studies and valuation books, focusing on fundamental analysis while considering other relevant perspectives [1] - The investment research approach is primarily bottom-up, covering sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials across the Americas [1] - The focus is on stocks with a mid-term return perspective, specifically within a 1 to 3-year timeframe [1]

Core Insights - The article emphasizes the effectiveness of investing in dividend growth stocks and reinvesting dividends as a strategy for long-term wealth growth [1] Group 1: Investment Strategy - The individual investor has explored various investment styles over 25 years, concluding that dividend growth stocks are a reliable method for wealth accumulation [1] - The investor has experience with a diverse range of investment vehicles, including stocks, options, ETFs, treasury notes, and mutual funds [1] - The blog, HarvestingDividends.com, focuses on providing information about S&P Dividend Aristocrats and other dividend growth stocks [1]

Core Viewpoint - The private sector is experiencing job losses, which is beneficial for earnings season and dividend growth stocks due to easing wage pressures and lower inflation, leading to better profit margins and dividend hikes [2]. Dividend Growth Stocks Dividend Growth Stock 1: T-Mobile US (TMUS) - T-Mobile US initiated a new dividend program in 2023 and raised its dividend by 35% to 88 cents per share after merging with Sprint [6][8]. - The company is expanding its margins and free cash flow, which supports its dividend growth strategy [7][9]. Dividend Growth Stock 2: Amphenol (APH) - Amphenol has seen significant growth, particularly in AI-related applications, with total orders increasing by nearly 60% year-over-year in Q1 2025 [12]. - The company raised its dividend by 50% last year, marking one of its largest increases [12]. Dividend Growth Stock 3: California Resources (CRC) - California Resources has shifted towards green-energy initiatives and has increased its quarterly distribution by 128% since its initiation [15]. - The company has been profitable since emerging from bankruptcy in 2021 and has seen its shares triple since relisting [16]. Dividend Growth Stock 4: RLJ Lodging Trust (RLJ) - RLJ Lodging Trust reduced its dividend significantly during the pandemic but has since increased it by 1,400% from its low point [19]. - Analysts project a 40% AFFO payout ratio for RLJ, indicating potential for further dividend growth [20]. Dividend Growth Stock 5: Coca-Cola Consolidated (COKE) - Coca-Cola Consolidated has shown consistent top-line growth and recently announced a $16-per-share special dividend, along with a quintupled regular payout to $2.50 per share [24]. - The company currently pays out only 15% of its earnings as dividends, suggesting room for future increases [24].

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2][3] - It emphasizes the importance of conducting individual research before making investment decisions [2]

AbbVie - AbbVie is a pharmaceutical leader with a strong portfolio, particularly in immunology with products Skyrizi and Rinvoq, achieving a revenue increase of 8.4% year-over-year to $13.3 billion in Q1, with adjusted earnings per share at $2.46, a 6.5% increase [3][4] - Skyrizi generated $3.4 billion in sales, a 70.5% year-over-year increase, while Rinvoq's revenue was $1.7 billion, up 57.2% year-over-year; management forecasts combined annual sales exceeding $31 billion by 2027, significantly higher than the previous year's $17.7 billion [4][5] - AbbVie has a deep pipeline with approximately 90 products in development, allowing it to navigate patent cliffs and maintain long-term success [5][7] - AbbVie has increased its dividends by 310% since 2013 and has a track record of 53 consecutive years of payout increases, indicating strong potential for sustained passive income [8] Abbott Laboratories - Abbott Laboratories is a leader in the medical device space, with a diversified operation across diagnostics, pharmaceuticals, and nutrition, which helps mitigate challenges in specific segments [9][10] - The diabetes care segment, particularly the FreeStyle Libre continuous glucose monitoring system, has been a significant growth driver, becoming the most successful medical device in history in terms of dollar sales [11][12] - Abbott has increased its dividends by almost 146% over the past decade, reinforcing its reputation as a Dividend King and indicating a strong foundation for long-term dividend growth [13]

In the case of REITs ( XLRE ), I think in the next few years, investors will see some nice price appreciation as the sector sees tailwinds from lower interest rates.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend ...

Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting its positive testimonials [1] Group 2 - The content includes a humorous exchange between a young boy and his grandfather, illustrating cultural perspectives on curiosity and questioning, but does not provide relevant information on companies or industries [2] Group 3 - The disclosures from Seeking Alpha emphasize that past performance does not guarantee future results and clarify that no specific investment recommendations are being made, indicating a lack of direct company or industry analysis [3]

Group 1: Prologis Overview - Prologis is a leading industrial REIT with a market cap of nearly $100 billion, focusing on warehouses in key transportation hubs [2][4] - The company has demonstrated resilience amid tariff concerns, with a significant 32% increase in rents on renewing leases in Q1 2025 [5] - Prologis has maintained an average annualized dividend growth rate of 11% over the past decade, with a current yield of 3.8%, which is near the high end of its 10-year yield range [5] Group 2: Agree Realty Overview - Agree Realty is a smaller net lease REIT with a market cap of $8 billion, focusing on single-tenant retail properties across the U.S. [6][7] - The company has a diversified portfolio of over 2,400 properties and offers a current dividend yield of approximately 4.2% [7] - Agree Realty has achieved a dividend growth rate exceeding 5% over the past decade, outperforming larger competitors like Realty Income [8] Group 3: Investment Appeal - Both Prologis and Agree Realty provide a combination of attractive yield and dividend growth prospects, making them appealing options for dividend investors [9] - These REITs may not suit every dividend investor, but they offer a compelling mix of income and growth potential [9]

Core Viewpoint - Coca-Cola is a dominant player in the beverage industry with a strong brand presence and consistent product quality, making it a potentially attractive investment for those seeking steady income rather than high capital appreciation [3][4][9]. Brand Strength and Pricing Power - Coca-Cola's strong brand contributes to its economic moat, allowing the company to maintain product quality and effective marketing strategies [3]. - The company experienced a 5% increase in prices in Q1 2025, demonstrating its pricing power and customer loyalty [4]. Resilience and Revenue Growth - Coca-Cola's products are small, repeat purchases, making the company resilient to recessionary pressures, as consumers are unlikely to cut spending on these items during tough economic times [5]. - In Q1 2025, Coca-Cola reported a 6% year-over-year increase in organic revenue and a 2% growth in unit volume, indicating strong performance amid macroeconomic uncertainty [6]. Operational Efficiency - By outsourcing bottling and distribution, Coca-Cola has created an efficient organization, resulting in significant profits, with Q1 operating income reported at $3.7 billion and an operating margin of 32.9% [7]. Long-term Durability - Coca-Cola has been in business for over 100 years, showcasing its durability and stability in a slower-paced beverage market compared to tech-driven industries [8]. Dividend Performance - Coca-Cola is recognized as a Dividend King, having raised its dividend payout for 63 consecutive years, reflecting its strong profitability and commitment to returning value to shareholders [9]. - The current dividend yield stands at 2.81%, providing a reliable income stream for investors focused on consistent returns [10]. Growth Potential - Despite its attractive traits, Coca-Cola is considered a mature business with limited growth potential, as evidenced by a total return of 146% over the past 10 years, which is below the broader S&P 500 Index [11].