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SPXX: Attractive Valuation On This Steady Income Fund (NYSE:SPXX)
Seeking Alpha· 2025-10-23 02:30
Markets continue to trend near all-time highs, and investors may be looking for a sense of security to navigate uncertainties. Funds like Nuveen S&P 500 Dynamic Overwrite Fund (NYSE: SPXX ) are valuable becauseFinancial 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 ...
Manitou Investment Management Offloads $12 Million of Home Depot (NYSE: HD) Shares: What Should Investors Do?
The Motley Fool· 2025-10-20 23:30
Core Viewpoint - Manitou Investment Management Ltd. has reduced its stake in The Home Depot by selling 30,004 shares, valued at approximately $11.80 million, during Q3 2025, resulting in a remaining holding of 37,869 shares [1][2]. Company Overview - The Home Depot, Inc. is a leading home improvement retailer with a diverse product portfolio and a significant presence across the United States [5]. - The company reported a revenue of $165.05 billion and a net income of $14.63 billion for the trailing twelve months (TTM) [4]. - The dividend yield stands at 2.33%, with the stock price at $387.39 as of October 16, 2025 [4]. Investment Insights - Following the sale, The Home Depot now constitutes 2.68% of Manitou's assets under management (AUM) [3]. - The stock has experienced a 7.46% decline over the past year, underperforming the S&P 500 by 19 percentage points [3]. - The stock was trading at 29 times earnings during the last quarter, marking its highest valuation in the past decade [9]. Recent Developments - Home Depot has recently invested approximately $22 billion in acquiring distributors related to its core operations, indicating a strategy for growth [10]. - The company continues to offer mid-single digit sales growth rates, a growing dividend, and stock buybacks, positioning itself as a solid dividend growth stock [10].
PDI: Solid Fund But Struggling To Generate Excess Earnings (Rating Downgrade)
Seeking Alpha· 2025-10-20 12:07
As market indexes continue to experience volatility related to the US government shutdown , investors may be looking for a way to add a defensive flair to their portfolio. PIMCO Dynamic Income Fund (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 ...
Air Products & Chemicals: Snap Up This Dividend Aristocrat Deal Now
Seeking Alpha· 2025-10-18 13:43
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 investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey towards financial independence using dividend growth investing as the means to transform the dream of financial independence into a reality. It's also th ...
Altria Group: No Longer The Time To Buy Now (Rating Downgrade) (NYSE:MO)
Seeking Alpha· 2025-10-13 16:30
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].
Altria Group: No Longer The Time To Buy Now (Rating Downgrade)
Seeking Alpha· 2025-10-13 16:30
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 share insights and experiences related to dividend growth investing [1] - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1] Group 2 - The author holds long positions in shares of companies such as MO, BTI, and PM, either through stock ownership, options, or other derivatives [1] - The article reflects the author's personal opinions and does not involve compensation from any mentioned companies [1]
Portland General Electric: An AI Income Play To Buy Now
Seeking Alpha· 2025-10-11 11:30
Core Insights - The article emphasizes the importance of identifying companies with consistently growing income as potential investment candidates [1] Group 1: Company Insights - The author has been involved in dividend investing since 2009 and has been documenting their journey towards financial independence through dividend growth investing since July 2018 [1] - The author contributes to various financial platforms, indicating a commitment to sharing insights on dividend growth stocks and growth stocks [1] Group 2: Investment Philosophy - The focus is on dividend growth investing as a strategy to achieve financial independence, highlighting its significance in the author's investment approach [1] - The article reflects a personal narrative that connects the author's investment journey with the broader community of investors [1]
Cummins: Watch This Dividend Aristocrat In The Making Now (NYSE:CMI)
Seeking Alpha· 2025-10-09 11:15
Core Insights - The article emphasizes the importance of dividend growth investing as a pathway to financial independence, highlighting the concept of passive income exceeding expenses [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the journey towards financial independence 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].
Cummins: Watch This Dividend Aristocrat In The Making Now
Seeking Alpha· 2025-10-09 11:15
Core Insights - The article discusses the journey towards financial independence through dividend growth investing, emphasizing the importance of passive income exceeding expenses [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the author's path to financial independence using dividend growth investing as a strategy [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].
H2O America: Buy This Dividend King On Sale Now
Seeking Alpha· 2025-10-08 11:00
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 2009 [1]. - The blog "Kody's Dividends" was launched in July 2018 to share insights and experiences related to dividend growth investing [1]. - The author credits the blog for connecting with the Seeking Alpha community as an analyst [1].