Group 1 - The article emphasizes the importance of having at least 30 stocks for a well-diversified portfolio, suggesting a focus on diversification in investment strategies [1] - Leo Nelissen is identified as an analyst specializing in major economic developments related to supply chains, infrastructure, and commodities, indicating a focus on these sectors for investment opportunities [1] - The iREIT®+HOYA Capital team aims to provide insightful analysis and actionable investment ideas, particularly emphasizing dividend growth opportunities, which may attract income-focused investors [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or industries [2][3]

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 stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

Core Insights - ETFs are commonly used for diversification in equities, but they may not be the optimal choice for all investors [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P 500 [1] Investment Strategy - The article emphasizes the importance of a solid base of high-quality dividend stocks for long-term growth and income generation [1] - The approach of mixing different asset types can lead to a more efficient investment income strategy [1]

A golden coin sprout emerges from rich soil beside a stacked pile of gold coins, symbolizing dividend yield and financial growth. Key Points Coca-Cola offers long-term dividend growth and steady upside, appealing to conservative investors shifting from tech. Merck has rebounded strongly in Q4 2025 and is backed by bullish analyst ratings and a strong dividend yield. MPLX provides a high-yield income opportunity with upside potential, despite higher volatility and mixed analyst sentiment. Interested in ...

Economic Outlook - The Federal Open Market Committee (FOMC) is expected to cut the Fed funds rate by 25 basis points with a nearly 90% probability [1] - Lower short-term interest rates may ease refinancing conditions for businesses, but could signal economic weakness if not managed properly [2] Investment Opportunities - In a soft landing scenario, investors are encouraged to consider dividend stocks for steady income and potential capital appreciation as bond yields decline [3] NNN REIT - NNN REIT offers a 6.01% dividend yield with a quarterly payout of $0.6 per share, benefiting from a stable demand for single-tenant retail properties [4][6] - The REIT has increased its annualized base rent (ABR) by 7.2% year-over-year and has $1.4 billion in available liquidity with no floating rate debt [8] - NNN REIT's stock has a price target of $44.41, above its current price of $40.01 per share [8] Verizon Communications - Verizon has announced layoffs of 13,000 employees, about 13% of its workforce, as part of an AI integration strategy, incurring a severance charge of $1.6-$1.8 billion in Q4 [9][10] - The company reported $33.8 billion in total operating revenue for Q3, a 1.5% year-over-year growth, while reducing unsecured debt by $6.7 billion [10] - Verizon's stock has a price target of $46.55, compared to its current price of $40.89 per share, making it an attractive entry point [11] Amcor - Amcor, a leader in flexible and rigid packaging, is poised for growth due to increasing consumer demand for convenience and e-commerce, with the online food delivery packaging market expected to grow from $4.9 billion in 2024 to $10.2 billion by 2033 [12][13] - For fiscal Q1 2026, Amcor reported a 25% year-over-year increase in net sales of flexible packaging solutions to $3.3 billion, with a 205% increase in rigid packaging sales to $2.48 billion [14] - Amcor's stock has a price target of $10.63, above its current price of $8.22 per share, with analysts maintaining bullish ratings [15]

Group 1: Price Target and Ratings - National Bank analyst Adam Shine raised the price target on TELUS Corporation to C$21.50 from C$21 while maintaining an Outperform rating on the shares [1] Group 2: Financial Performance - In Q3 2025, TELUS Corporation reported revenue of C$5.06 billion, reflecting a 0.2% increase year-over-year, while net income surged by 68% to C$437 million [2] - The company's TTech subscriber base grew by 5% over the last 12 months to 20.8 million, and internet connections increased by 2% to 2.8 million [2] Group 3: Cash Flow Outlook - TELUS expects free cash flow (FCF) of $2.15 billion in 2025, with a target to grow FCF by at least 10% annually from 2026 to 2028, projecting FCF of $2.4 billion for 2026 [3] - The company has paid $2.9 billion in dividends and share repurchases since 2004 but is currently pausing dividend growth at the current level [3] Group 4: Company Overview - TELUS Corporation is a major Canadian telecommunications and IT company offering a wide range of services related to mobile, internet, and digital customer experiences [4]

NNN REIT, Inc. (NYSE:NNN) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. Wells Fargo Highlights Resilient Operations for NNN REIT in Sector Review Image by Alexsander-777 from Pixabay On November 26, Wells Fargo increased its price target on NNN REIT, Inc. (NYSE:NNN) to $44 from $43 and kept an Equal Weight rating on the stock. The firm’s update was a part of its broader outlook on the REIT sector and its earnings, which have revealed healthy operating conditions regardless of labor ...

分组1 - Dividend stocks are considered reliable investments, providing a secure income stream and potential for total return, which includes interest, capital gains, dividends, and distributions over time [1][6] - Total return can be illustrated with an example: purchasing a stock at $20 with a 3% dividend that rises to $22 results in a total return of 13%, combining a 10% price increase and the 3% dividend [2] - A screening of dividend stocks priced under $30 identified five companies with solid dividends and significant upside potential, all rated Buy by top Wall Street firms [3] 分组2 - Coterra Energy was established through a $17 billion merger of Cabot Oil & Gas and Cimarex Energy in 2021, and it offers a dividend yield of 3.31% [5][9] - Coterra Energy is involved in the exploration, development, and production of oil and natural gas, holding approximately 186,000 net acres in the Marcellus Shale, 296,000 net acres in the Permian Basin, and 182,000 net acres in the Anadarko Basin [8][10]

Cramer highlighted Costco’s membership model, which drives consistent revenue, with renewal rates consistently above 90%. This cash flow stability supports its dividend growth, making it a favorite for income investors. He also noted Costco’s resilience in inflationary environments, as its bulk-buying model and private-label Kirkland brand keep costs low and margins strong. Cramer sees Costco’s ability to thrive amid economic shifts -- whether inflation or consumer caution -- as a reason to buy, especially ...

Hi, I'm David Herrell, editor of the Morning Star dividend investor newsletter. In this monthly series, we take a look at the dividend prospects of three stocks that are popular with income investors. Omnicom was the second largest traditional advertising holding company.And following its just completed acquisition of the Interpublic Group, it is now the world's largest marketing company. While Omnicom had kept its dividend rate unchanged since its first payout of 2021, it just announced a 14% increase for ...