Core Insights - The article emphasizes the importance of both dividend growth and capital growth in building wealth, suggesting a hybrid investment strategy that combines classic dividend stocks with growth-oriented assets [1] Group 1: Investment Strategy - The company advocates for manually reinvesting dividends into growth positions to enhance overall returns [1] - A hybrid system that integrates dividend growth stocks, Business Development Companies, REITs, and Closed End Funds is proposed as an efficient way to increase investment income while achieving total returns comparable to traditional index funds [1] - The approach aims to capture total returns that align with the performance of the S&P 500 [1]

Core Insights - The company reported solid property and financial performance with an increase in dividend for the 11th consecutive year [1][3] Financial Performance - EPRA occupancy rate stands at 97.2% [1] - Gross yield on the portfolio is 6.96% [1] - Average cost of debt is 2.15% [1] - Interest rates hedge ratio is 96.6% [1] - Gross dividend yield is 8.7% [1] Dividend Information - Proposed distribution of a gross dividend of €4.45 per share, up by 3.5% from €4.30 per share the previous year [3] Operational Results - Rental income reached €53.9 million, an increase of 1.0% compared to €53.3 million at 30/09/2024 [5] - EPRA earnings amounted to €36.7 million, up by 1.4% from €36.2 million at 30/09/2024 [5] - EPRA earnings per share is €5.56, compared to €5.49 at 30/09/2024 [5] - Net result is €35.6 million, an increase from €25.5 million at 30/09/2024 [5] Balance Sheet Information - Fair value of the portfolio is €746.5 million, down from €748.6 million at 30/09/2024 [5] - EPRA Debt ratio (EPRA LTV) is 40.7%, down from 42.1% at 30/09/2024 [5] - Net asset value (EPRA NTA) per share is €67.14, compared to €65.80 at 30/09/2024 [5]

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1: Research and Analysis - iREIT on Alpha offers comprehensive research services aimed at providing insights into real estate investment trusts and other income alternatives [1] - Leo Nelissen is highlighted as an analyst focusing on significant economic developments, particularly in supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] Group 2: Analyst Disclosures - The article includes disclosures regarding beneficial long positions in specific shares, indicating the analyst's vested interest in TPL and LB [3] - It clarifies that the opinions expressed are those of the analyst and not influenced by compensation from external sources [3]

Core Insights - The current growth in the market is significantly driven by the tech industry, particularly companies like NVIDIA, amidst discussions of a potential "AI bubble" [1][2] - The mega-cap tech sector has seen extraordinary profits, validating their high valuations, but future returns may not match the past 18 months' performance [2][4] - Dividend-growth stocks are gaining attention as a way to mitigate risks associated with mega-cap tech stocks, with sectors like utilities, financials, and consumer staples being more attractively valued [3][5] Group 1 - The tech sector has delivered exceptional gains, but elevated valuations suggest that future growth may not be as robust as in the past [4][7] - Dividend-paying sectors have been overlooked and are trading at more attractive valuations compared to tech, indicating a potential shift in market leadership [5][7] - Companies in the Dividend Aristocrats index have consistently increased their payouts for 25-50 years, showcasing their durability and recession resistance [6]

Core Insights - The rise of high yield ETFs has led to a cautious approach towards crypto-related funds, particularly as Bitcoin has seen a pullback from its all-time highs [1] Investment Strategy - The company emphasizes a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]

Group 1 - The article discusses the investment strategy of focusing on high-quality dividend growth ideas to build stable and growing income for investors [2][3] - It highlights the importance of investing in industry leaders to ensure stability and long-term wealth creation [2] - The leader of the Cash Builder Opportunities group emphasizes the use of covered calls and option writing as methods to enhance income from investments [3] Group 2 - The article mentions that the leader of Cash Builder Opportunities has 14 years of investing experience and focuses on closed-end funds, dividend growth stocks, and option writing [3] - It indicates that the group provides model portfolios and research to assist investors in making informed decisions [3]

Core Insights - McCormick & Company has increased its quarterly dividend by 3 cents, or 6.7%, to 48 cents per share, marking its 102nd year of continuous dividend payments and the 40th consecutive year of quarterly dividend hikes [1][7]. Financial Performance - In the first nine months of fiscal 2025, McCormick returned $362.2 million to shareholders through dividends, with net cash from operating activities totaling $420.2 million [2]. - The company is focused on cash allocation towards growth investments, shareholder dividends, and debt reduction while maintaining a strong investment-grade rating [2]. Market Position and Growth - McCormick operates from a position of category strength, driven by volume-led growth and resilient demand for flavor across global markets [3]. - The company has achieved its fifth consecutive quarter of volume-led growth in Q3 of fiscal 2025, supported by strong performance in the Consumer segment across the Americas and EMEA [4]. Challenges and Strategies - McCormick is navigating a complex cost environment due to higher commodity prices and tariffs, which pressure margins [5]. - The company is leveraging its Comprehensive Continuous Improvement program, targeted pricing actions, and alternative sourcing strategies to offset these challenges while balancing growth investments with disciplined cost control [5]. Strategic Outlook - The latest dividend increase reflects McCormick's commitment to dependable shareholder returns and its strategy of volume-led growth [9]. - Despite challenges from rising commodity costs and tariffs, McCormick's efficiency programs and resilient cash generation reinforce management's confidence in sustaining growth [9].

Group 1 - Tesla shareholders approved Elon Musk's $1 trillion pay package, raising questions about the prudent use of capital amid significant company headwinds [2] - Mismanagement of capital can lead to reduced shareholder returns, particularly through reduced or suspended dividends [2][3] Group 2 - Amdocs has shown consistent revenue and net operating profit after-tax (NOPAT) growth, with revenue increasing by 2% and NOPAT by 4% compounded annually since 2014 [4] - Amdocs' NOPAT margin improved from 12% in 2019 to 14% in the trailing twelve months (TTM), while invested capital turns decreased from 1.0 to 0.9 [4] - The return on invested capital (ROIC) for Amdocs increased from 11% in 2019 to 12% over the TTM [4] Group 3 - Amdocs has increased its quarterly dividend from $0.29 per share in 3Q19 to $0.53 per share in 3Q25, resulting in an annualized dividend of $2.12 per share and a 2.5% dividend yield [5] - Cumulative free cash flow (FCF) for Amdocs from 2019 through the first nine months of 2025 reached $2.9 billion, significantly exceeding the $1.3 billion paid in dividends [6] Group 4 - Amdocs is currently undervalued with a price-to-economic book value (PEBV) ratio of 1.0, indicating market expectations of no NOPAT growth [8] - If Amdocs' NOPAT grows at a conservative rate of 3% compounded annually through 2034, the stock could be valued at $98 per share, representing a 17% upside [8] Group 5 - Amdocs' dividend growth history and current yield of 2.5% make it a strong candidate for inclusion in the Dividend Growth Stocks Model Portfolio [9] - Financial adjustments made by the firm's Robo-Analyst technology revealed over $200 million in adjustments to the income statement and over $1 billion in adjustments to the balance sheet [11][12]

Core Insights - The article emphasizes the importance of in-depth research in various investment vehicles, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the potential for dividend growth opportunities [1]. Group 1: Analyst Background - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities [1]. - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas [1]. Group 2: Research Offerings - The article promotes a free 2-week trial for in-depth research on income alternatives, supported by 438 testimonials, most of which are rated 5 stars [1].

Core Insights - Three major energy companies are increasing their dividends, providing attractive opportunities for income-focused investors in the oil and nuclear sectors [2][7] Exxon Mobil - Exxon Mobil has increased its dividend for the 43rd consecutive year, now offering a 3.5% yield with a recent payout of $1.03 per share, marking a 4% increase from the previous dividend [4][7] - The company has a market capitalization of $500 billion, significantly larger than its closest competitor, Chevron, which has a market cap of $315 billion [3] - In 2025, Exxon has delivered a solid 15% return, outperforming the Energy Select Sector SPDR Fund's 10% return but still lagging behind the S&P 500's 16% return [3] Cameco - Cameco, a $37 billion nuclear energy company, has surprised investors with a 50% dividend hike, raising its annual payout to 24 cents per share, which was initially expected to be reached in 2026 [5][8] - The company operates the world's largest high-grade uranium mine and mill, and its shares have surged approximately 65% in 2025 [5] - Pre-tax earnings in Cameco's core uranium business increased by around 11% to $681 million in the first nine months of 2025, compared to $615 million in the same period of 2024 [6] Dividend Trends in Energy Sector - Dividend growth in the energy sector remains robust despite mixed stock performance in 2025, indicating confidence in long-term cash flows [7] - Alongside Exxon Mobil and Cameco, ConocoPhillips has also raised its dividends, with a shift to a pure base dividend strategy [7]