Group 1: Goodman Group (GMG) - Goodman Group's share price has decreased approximately 5.9% since the beginning of 2025, making it the largest ASX-listed property group in 2025 with operations across multiple continents including Australia, New Zealand, the UK, Japan, the US, and Brazil [1] - The company specializes in warehouses, large-scale logistics facilities, and business and office parks, aiming to build long-term relationships with customers and deliver high-quality assets [2] - The current dividend yield for Goodman Group shares is around 0.88%, which is lower than its 5-year average of 1.28%, indicating a potential decline in dividends or an increase in share price [6] Group 2: Sonic Healthcare (SHL) - Sonic Healthcare, listed in April 1987, is one of the largest pathology businesses globally, with operations in Australia, New Zealand, Europe, and North America, offering services such as laboratory medicine, pathology, diagnostic imaging, and corporate medical services [3][4] - The current price-sales ratio for Sonic Healthcare shares is 1.19x, which is below its 5-year long-term average of 1.94x, suggesting that SHL shares may be undervalued [7] - Sonic Healthcare focuses on acting in the best interests of doctors and patients, striving for medical excellence and being a desirable workplace [4]

Core Viewpoint - CTO Realty's dividend yield offers a temporary opportunity for investors to secure a high level of income from its retail portfolio located in rapidly growing Sun Belt markets [1] Group 1: Company Overview - CTO Realty is focused on an open-air center retail portfolio [1] - The company operates in fast-growing Sun Belt markets, which are characterized by significant economic expansion [1] Group 2: Investment Strategy - The equity market is described as a powerful mechanism for wealth creation or destruction over the long term [1] - Pacifica Yield aims to create long-term wealth by focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Core Points - AT&T, Verizon Communications, and Brady will trade ex-dividend on 10/10/25, with AT&T paying $0.2775, Verizon $0.69, and Brady $0.245 [1] - The expected price adjustments for the stocks are approximately 1.06% lower for AT&T, 1.67% lower for Verizon, and 0.33% lower for Brady upon opening on the ex-dividend date [2] - Historical dividend yields indicate potential future stability, with estimated annualized yields of 4.24% for AT&T, 6.67% for Verizon, and 1.31% for Brady [6] Company Summaries - AT&T's quarterly dividend is set at $0.2775, translating to an expected yield of 1.06% based on its recent stock price of $26.16 [1][2] - Verizon Communications will pay a quarterly dividend of $0.69, with an anticipated yield of 6.67% [1][6] - Brady's quarterly dividend is $0.245, leading to an expected yield of 1.31% [1][6] Market Performance - On the day of reporting, AT&T shares increased by approximately 1.1%, while Verizon Communications shares decreased by about 0.1%, and Brady shares fell by around 1.6% [7]

Home Builders Industry - Evercore has downgraded the home builders sector, indicating that margins must bottom before stocks can rerate, which is not expected to happen in the next several months [1] - D.R. Horton (DHI) shares fell by 5%, reflecting a broader negative sentiment in the home builders group [1] Milrose Properties - Milrose Properties was spun off from Lennar (LAR) in February and operates as a land bank, separating high-risk, high-reward growth from asset-heavy, slow-growth cash flow operations [3][4] - The company holds thousands of acres of land across 10 states and offers a 9% dividend yield, with plans to distribute all earnings and funds from operations as dividends [4][5] - Milrose has a unique external management structure by Kennedy Lewis, which may impose a valuation cap but allows for consistent cash flow through land options for builders like Lennar [6][5] Kimberly Clark - Kimberly Clark, known for brands like Kleenex and Huggies, is trading at a 52-week low with a 4.2% dividend yield and a price-to-earnings ratio of 16.5 [8][10] - The company has divested its international family care and professional business, which analysts believe has not been fully accounted for in earnings projections [9] - JP Morgan has set a price target of $144 for Kimberly Clark, suggesting potential for earnings growth of 3-6% in the future, with possible upward revisions from analysts [10][11]

Core Viewpoint - The focus is on constructing investment portfolios that generate additional income through dividends, emphasizing companies with competitive advantages and strong financials to provide attractive Dividend Yield and Dividend Growth [1] Group 1: Investment Strategy - The investment strategy aims to combine high Dividend Yield and Dividend Growth companies to reduce dependence on broader stock market fluctuations [1] - A well-diversified portfolio across various sectors and industries is recommended to minimize volatility and mitigate risk [1] - Incorporating companies with a low Beta Factor is suggested to further reduce the overall risk level of the investment portfolio [1] Group 2: Portfolio Composition - Suggested investment portfolios typically consist of a blend of ETFs and individual companies, focusing on broad diversification and risk reduction [1] - The selection process for high dividend yield and dividend growth companies is meticulously curated, prioritizing total return, which includes both capital gains and dividends [1] - This approach ensures that the portfolio is designed to maximize returns while considering a full spectrum of potential income sources [1]

Core Insights - The article emphasizes the importance of receiving a safe and growing stream of dividends as a means of generating passive income, highlighting that this process requires time and strategic investment choices [1]. Investment Strategy - The investor, Philipp, has nearly 20 years of experience and adopts a global approach to identify undervalued companies that provide a significant margin of safety, which leads to attractive dividend yields and returns [1]. - Philipp focuses on companies with a solid earnings track record that are trading at less than 8 times free cash flow, indicating a preference for value investments with potential for future growth [1].

Earnings Results - AZZ Inc. is set to release its second-quarter earnings results on October 8, with analysts expecting earnings of $1.57 per share, an increase from $1.37 per share in the same period last year [1] - The company projects quarterly revenue of $426.55 million, compared to $409.01 million a year earlier [1] Dividend Information - AZZ currently offers an annual dividend yield of 0.66%, translating to a semi-annual dividend of $0.20 per share, or $0.71 annually [2] - To earn $500 monthly from dividends, an investment of approximately $915,835 or around 8,451 shares is required, while a more modest $100 monthly would need $183,145 or about 1,690 shares [2] Dividend Yield Dynamics - The dividend yield can fluctuate based on changes in the stock price and dividend payments [3][4] - For instance, if a stock's price increases while the dividend remains the same, the yield decreases, and vice versa [4][5] Stock Performance - AZZ shares fell by 0.7% to close at $108.37 [5] - Analyst Lucas Pipes from B. Riley Securities maintained a Buy rating on AZZ and raised the price target from $131 to $140 [5]

Core Insights - Sysco Corp. is the leading distributor of food and related products to the food-away-from-home industry, serving restaurants, healthcare facilities, and lodging establishments [1] Financial Performance - Sysco is set to report its Q3 2025 earnings on October 28, with analysts expecting an EPS of $1.12, an increase from $1.09 in the prior-year period. Quarterly revenue is anticipated to be $21.05 billion, up from $20.48 billion a year earlier [2] - In Q4 2025, Sysco reported an adjusted EPS of $1.48, surpassing the analyst consensus estimate of $1.36, with quarterly sales of $21.14 billion exceeding the expected $21 billion [3] - For the full year 2026, Sysco expects adjusted EPS to be in the range of $4.50 to $4.60, which is below the analyst estimate of $4.68. Projected sales are between $84 billion and $85 billion, compared to the consensus of $84.34 billion [4] Stock and Dividend Information - Sysco's stock price has ranged from $67.12 to $83.47 over the past 52 weeks. The company has a dividend yield of 2.59%, having paid $2.16 per share in dividends over the last 12 months [2] - To earn $100 per month from Sysco dividends, an investment of approximately $46,332 is needed, which equates to around 556 shares at a price of $83.27 each [4][5]

Core Insights - A new breed of ETFs is emerging that promises high dividend yields, often exceeding 50%, by holding single stocks like Palantir, Tesla, or NVIDIA and trading options on them [3][4] - These high-yield ETFs can be risky, as their substantial yields may not be sustainable and can lead to significant capital losses [4][5] ETF Performance and Risks - The YieldMax AI Option Income Strategy ETF (AIYY) claims a 71% distribution rate, but its actual 30-day SEC yield is only 4.8%, indicating a discrepancy between stated yields and actual income [6] - AIYY has experienced a total return of nearly negative 50% in 2025, raising concerns among investors about the viability of such high-yield strategies [5][7] - The YieldMax PLTR Option Income Strategy ETF (PLTY) has a stated yield of 49.4% and has returned 77.9% for 2025, but it lags behind the performance of the underlying stock, Palantir [8][10] Investment Strategy Considerations - Single-stock ETFs attempt to convert growth stock gains into dividends, exposing investors to the risks associated with individual stocks while offering less upside potential [11] - The YieldMax MRNA Option Income Strategy ETF (MRNY), which holds Moderna, is down 39% in 2025, illustrating the volatility and risks of these funds [12] - Investors may be better off purchasing the underlying stocks directly rather than investing in these high-yield ETFs [13] Alternative Investment Options - Closed-end funds (CEFs) provide a more stable and predictable income stream, often yielding more than 8%, without the extreme risks associated with high-yield ETFs [15] - CEFs can also offer discounts to net asset value (NAV), presenting potential for future upside, unlike single-stock ETFs [15]

Core Insights - Medtronic plc is a global leader in healthcare technology, focusing on device-based medical therapies and services for various health conditions [1] Financial Performance - Medtronic is set to report its Q2 2026 earnings on November 18, with analysts expecting an EPS of $1.31, an increase from $1.26 in the previous year [2] - Quarterly revenue is anticipated to reach $8.85 billion, up from $8.40 billion a year earlier [2] - The company reported Q1 2026 earnings with an adjusted EPS of $1.26, exceeding the consensus estimate of $1.23, and revenues of $8.58 billion, surpassing the consensus of $8.38 billion [3] Growth Outlook - The CEO highlighted a consistent quarter of mid-single-digit organic revenue growth, driven by innovative product categories such as Pulsed Field Ablation and Transcatheter Valves [4] - Medtronic raised its full-year 2026 diluted non-GAAP EPS guidance to a new range of $5.60 to $5.66, up from the previous range of $5.50 to $5.60 [4] Dividend Information - Medtronic's dividend yield stands at 2.98%, with a total dividend payout of $2.84 per share over the last 12 months [2] - To generate an income of $100 per month from dividends, an investment of approximately $40,268 is required, based on the current dividend yield [5][6]