Few stocks are being debated as much as Nike (NYSE: NKE ) this year. Leaving aside big tech and AI plays, I think that Nike, together with Hershey ( HSY ), Starbucks ( SBUX ), and Intel (I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low ...

Key Takeaways EXPD, FDX, and DAL announced dividend hikes of 5.5%, 5.1%, and 25%, respectively, in 2025. Each stock maintains a payout ratio under 60% and a track record of five-year dividend growth. Sector headwinds persist, but growing dividends highlight shareholder-focused capital strategies.The widely diversified Zacks Transportation sector is facing multiple headwinds, ranging from escalated expenses, inflation-induced elevated interest rates, a downturn in freight demand and supply-chain woes. Geop ...

Core Insights - The utilities sector began 2025 strong, ranking high among sectors as a safe haven during market volatility and decreasing expectations for rate cuts [1] - Recently, the sector has underperformed as market sentiment has shifted back towards risk-on assets [1] - Concerns regarding tariffs and broader questions about returns are impacting the sector's performance [1]

Over the years, I have come to appreciate railroads as an analyst/investor and their application to the daily lives of consumers. My fascination is for a couple of reasons.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 docu ...

Mortgage REITs have always been tricky because of their dependence on a favorable interest rate environment. BrightSpire Capital (NYSE: BRSP ) is an mREIT that aims to provide attractive total returns through a diverse portfolio of seniorFinancial 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 th ...

Join us today to have access to our portfolio, watchlist and live chat. Members get the first look at all publications and even exclusive articles not posted elsewhere. Interested in more income ideas? Check out Cash Builder Opportunities, where we provide ideas about high-quality and reliable dividend growth ideas. These investments are designed to build growing income for investors. A special focus on investments that are leaders within their industry to provide stability and long-term wealth creation. Al ...

Key Takeaways FedEx raised its quarterly dividend by 5.1% to $1.45 per share, marking its fifth straight annual hike. FDX executed $2.52B in share repurchases in the first nine months of 2025, exceeding full-year 2024 totals. Despite shareholder returns, FDX faces weak EPS forecasts and rising costs amid macroeconomic pressures.FedEx Corporation’s (FDX) board of directors recently announced a 5.1% hike in its quarterly dividend payout, raising this transportation heavyweight’s quarterly cash dividend to $ ...

Key Takeaways Target raised its quarterly dividend by 1.8% to $1.14, marking 54 consecutive years of growth. TGT has paid 232 straight dividends since 1967, signaling strong payout consistency over decades. TGT's 15.1% trailing 12-month ROIC supports its ongoing confidence in steady cash generation.Target Corporation (TGT) has once again rewarded income-focused investors, announcing a 1.8% increase in its quarterly dividend to $1.14 per share. While modest in percentage terms, the hike underscores the ret ...

Group 1 - The article discusses the investment community High Yield Landlord, which focuses on real estate investment trusts (REITs) and offers exclusive research and portfolios to its members [1] - Austin Rogers, a REIT specialist, emphasizes the importance of high-quality dividend growth stocks for generating safe and growing passive income streams [1] - The investment strategy highlighted is centered around long-term holding with a focus on portfolio income growth rather than total returns [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

Core Viewpoint - ConocoPhillips is currently viewed as the better investment option compared to EOG Resources due to its diversified portfolio and growth potential in LNG and Alaska, which enhances its ability to return cash to shareholders [12][13]. ConocoPhillips Overview - ConocoPhillips holds a leading position in Tier 1 acreage across key regions, including No. 1 in Delaware and Eagle Ford, No. 2 in Bakken, and No. 3 in Midland, with a cost of supply below $40 per barrel [3]. - The company anticipates generating $6 billion in incremental annual free cash flow through 2029, assuming oil prices average $70 per barrel, indicating a strong growth profile [4]. - ConocoPhillips plans to return a significant portion of its rising free cash flow to shareholders, aiming to grow its dividend, which currently yields over 3%, and repurchase over $20 billion of its stock in the next three years [5]. EOG Resources Overview - EOG Resources focuses on organic exploration in the lower 48 states and has recently made bolt-on acquisitions, including a $5.6 billion deal for Encino Acquisition Partners, to enhance its position in the Utica [7][9]. - The company expects to generate between $12 billion and $22 billion of cumulative free cash flow from 2024 to 2026, with oil prices averaging between $65 and $85 per barrel, allowing for over 6% annual growth in free cash flow per share [10]. - EOG has been increasing its dividend at a rate twice that of its peer group since 2019, with recent raises pushing its yield above 3% [11]. Comparative Analysis - Both ConocoPhillips and EOG Resources are recognized as well-managed companies with strong resource positions and balance sheets, enabling substantial cash generation and shareholder returns [12]. - ConocoPhillips is highlighted as the superior choice for investment due to its strategic investments in LNG and Alaska, which provide greater growth visibility and the potential for higher total returns compared to EOG [13].