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Better Dividend Stock: United Parcel Service vs. Enterprise Products Partners
The Motley Fool· 2025-12-29 19:30
The risk-versus-reward profile is vastly different for UPS and Enterprise, but in this instance, dividend lovers are the big winners.If you are a dividend lover, you'll probably find the 6.5% yield from United Parcel Service (UPS 1.05%) attractive. You'll also likely appreciate the 6.8% yield on offer from Enterprise Products Partners (EPD +0.55%). However, investors must always balance risk and reward. From an income investor's perspective, the risk-reward balance between these two investments should produ ...
EMO: Potential Gains From Data Centers, But Unlikely To Deliver Much Price Appreciation
Seeking Alpha· 2025-12-29 16:44
Group 1 - The core objective of Energy Profits in Dividends is to generate a 7%+ income yield by investing in energy stocks while minimizing principal loss [1] - The ClearBridge Energy Midstream Opportunity Fund (EMO) is a closed-end fund that offers investors exposure to the high-yielding American midstream energy sector, providing attractive yields from its assets [1] - Power Hedge has been analyzing both traditional and renewable energy sectors since 2010, focusing on international companies that have competitive advantages and strong dividend yields [1] Group 2 - The investment strategy includes managing risk through options while providing both micro and macro-analysis of domestic and international energy companies [1]
The Most Overlooked Dividend Stock on the SGX Right Now
The Smart Investor· 2025-12-28 23:30
Core Viewpoint - Singapore's dividend-focused market often leads investors to well-known blue-chip stocks and REITs, causing them to overlook lesser-known companies that may offer better value due to higher income potential and lower valuations [1] Group 1: Characteristics of Overlooked Stocks - An overlooked stock typically has limited analytical coverage and little mainstream financial attention, despite stable fundamentals and stagnant share prices [2] - The lack of attention may stem from the company operating in a misunderstood sector or utilizing an under-appreciated business model [2] - Quality fundamentals, such as a solid balance sheet, healthy cash flows, and consistent dividend payouts, are essential to distinguish valuable overlooked stocks from others [3] Group 2: Thai Beverage Public Company Limited (ThaiBev) - ThaiBev, known for brands like Chang Beer and Oishi Green Tea, reported a total revenue decline of 2.1% year-on-year for FY2025, amounting to THB333.3 billion [4] - The net profit attributable to shareholders was THB25.4 billion, with free cash flow increasing from THB29.2 billion to THB33 billion [5] - The company's net debt to EBITDA ratio is 3.33x, and the net debt to equity ratio is 1.09x, indicating elevated leverage but reasonable capitalization [5] Group 3: Dividend and Yield - ThaiBev declared a dividend of 0.62 baht (approximately S$0.025) per share, resulting in a dividend payout ratio of 61% [6] - The stock's dividend yield is around 5.6%, which is above the average of the Straits Times Index [7] - ThaiBev is not a popular stock due to its nature as a diversified consumer-staples company, lacking the excitement of tech or growth stocks [7] Group 4: Investment Approach - ThaiBev is best suited as a core dividend stock, held alongside other stable dividend-paying stocks, focusing on long-term income generation rather than short-term price movements [11] - The business's stability allows for infrequent reviews, typically once or twice a year [11] - Overlooked stocks like ThaiBev can provide better income value compared to popular stocks that are often priced for perfection [12]
Should You Forget AGNC Investment and Buy Realty Income Instead?
The Motley Fool· 2025-12-28 13:22
Core Viewpoint - AGNC Investment offers a significantly higher dividend yield of 13.5% compared to Realty Income's 5.7%, but Realty Income is considered the better choice for investors seeking reliable and sustainable income streams [2][12]. Group 1: Investment Goals - Investors should define their goals before purchasing stocks, particularly focusing on generating substantial and sustainable income to cover living expenses [3]. - The challenge lies in finding companies that can maintain or grow their dividends over the long term, rather than just seeking high yields [5]. Group 2: Dividend Stability - AGNC Investment's dividend has been highly volatile, while Realty Income has demonstrated stability with a consistently rising dividend for three decades [8]. - Realty Income is designed to provide a reliable and growing dividend stream, making it more suitable for those needing dividends to supplement retirement income [12]. Group 3: Company Profiles - AGNC Investment operates by managing a portfolio of mortgages pooled into bond-like securities, focusing on maximizing total returns [9]. - Realty Income is a traditional property-owning REIT, primarily focused on single-tenant properties under net lease agreements, with a diverse portfolio across the U.S. and Europe [11]. Group 4: Yield Comparison - Realty Income's 5.7% yield is attractive compared to the S&P 500's 1.1% and the average REIT yield of 3.9%, despite being lower than AGNC's yield [12]. - AGNC's high yield may indicate potential risks, including the likelihood of dividend cuts, which are common in the mREIT sector [13].
EYLD: Emerging Markets ETF With Compelling Dividend, Value, And Return
Seeking Alpha· 2025-12-28 08:06
Core Insights - The article highlights the expertise of Fred Piard, a quantitative analyst with over 30 years in technology, focusing on data-driven systematic investment strategies since 2010 [1]. Group 1: Expertise and Background - Fred Piard has authored three books and runs an investing group called Quantitative Risk & Value, which focuses on quality dividend stocks and innovative tech companies [1]. - The article emphasizes Piard's extensive experience in technology and investment, showcasing his role in providing market risk indicators and various investment strategies [1]. Group 2: Investment Strategies - The investing group led by Piard offers a portfolio that includes quality dividend stocks and companies at the forefront of technological innovation [1]. - In addition to equity strategies, Piard also provides strategies related to real estate, bonds, and income in closed-end funds [1].
3 Superb High-Yield Dividend Stocks With Yields North of 5% That Make for No-Brainer Buys Right Now
The Motley Fool· 2025-12-27 11:30
Core Insights - High dividend yields are attractive but must be supported by quality businesses to avoid yield traps [3][10][16] Group 1: Realty Income - Realty Income has a dividend yield of approximately 5.8% and a history of over 56 years of consistent monthly payments [5][6] - The company reported adjusted funds from operations (AFFO) per share of $1.08 and total revenue of $1.47 billion in Q3 2025, reflecting an 11% year-over-year increase [7] - Realty Income has a diversified portfolio of over 15,500 properties leased to more than 1,600 clients across nearly 100 industries, with a high portfolio occupancy rate of 98.7% [8][9] Group 2: Pfizer - Pfizer offers a dividend yield of around 6.8% and has increased its payout annually for 16 consecutive years [10][11] - The company generated $14 billion in free cash flow over the last 12 months and reported total revenues of $63.6 billion for 2024, a 7% operational increase from 2023 [12] - Pfizer's strategic acquisitions, including a pivotal $43 billion acquisition of Seagen, are expected to enhance its oncology portfolio significantly [12][14] Group 3: Verizon - Verizon's dividend yield is just shy of 7%, with a history of raising its dividend for over 21 consecutive years [16][20] - The company reported total operating revenue of $33.8 billion in Q3 2025, a 1.5% year-over-year increase, and free cash flow rose to $15.8 billion [17][18] - Verizon is undergoing a major restructuring, including layoffs of over 13,000 non-union employees, to address competition and improve its financial position [20][21]
EFR: Lower Interest Rates Will Have Mixed Effects On This Fund
Seeking Alpha· 2025-12-27 04:39
Core Insights - The stock market provides opportunities to capitalize on various sectors and macroeconomic conditions, particularly during rising interest rates [1] - A hybrid investment strategy combining classic dividend growth stocks, 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 [1] Investment Strategy - The approach focuses on high-quality dividend stocks and assets with long-term growth potential, which can significantly contribute to income generation [1] - The strategy aims to create a balance between growth and income, allowing investors to capture total returns that align with market benchmarks [1]
High Yield Meets High Conviction: 3 Dividend Stocks Built for Any Market
Yahoo Finance· 2025-12-27 00:00
As the year comes to a close, many investors are reflecting on what worked, what didn’t, and how to position their portfolios in 2026- myself included. Dividend stocks often move to the top of that list, especially for those looking to create a new or additional source of reliable income. Indeed, not all dividend stocks are created equal. Sure, high yields are tempting- but the long-term winners are usually the companies that manage to balance dependable payouts with disciplined reinvestment and market c ...
BlackRock Owns The World (NYSE:BLK)
Seeking Alpha· 2025-12-26 13:00
Scott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate ...
Best Buy: A Beaten-Down, Attractively Priced, 5% Yielder Hiding In Plain Sight (NYSE:BBY)
Seeking Alpha· 2025-12-26 12:15
Although I haven't stepped foot in a Best Buy ( BBY ) for years, I've kept them on my radar. Despite lingering headwinds, the company has remained resilient over the past few years.Formerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purp ...