Group 1 - The article promotes a subscription service called "The Dividend Dogcatcher," which focuses on identifying dividend-paying stocks that are considered safer investments [1] - It highlights a live video segment called "Underdog Daily Dividend Show," where a portfolio candidate is discussed every trading day [1] - The content encourages audience engagement by inviting comments on stock tickers for potential inclusion in future reports [1]

Core Insights - The article emphasizes the importance of high-quality dividend growth and undervalued investment opportunities, aiming for strong total returns through cash dividends and capital gains [1] Group 1: Analyst Background - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1] Group 2: Investment Focus - The focus is on identifying opportunities that provide a robust total return, combining both cash dividends and strong capital gains [1]

Core Viewpoint - Realty Income is a leading real estate investment trust (REIT) specializing in triple-net leases, providing a steady income stream and appealing to fixed income investors [1][2]. Group 1: Triple-Net Leases - Realty Income utilizes triple-net leases, where tenants are responsible for property taxes, insurance, and maintenance costs, allowing the company to collect consistent rent payments that typically increase with inflation [4][5][6]. - The company has a strong track record of managing tenant defaults and quickly filling vacancies, contributing to its financial stability [6]. Group 2: Tenant Resilience - A significant portion of Realty Income's tenants operates in recession-resistant industries, with grocery stores making up 10.8% and convenience stores 9.7% of its portfolio [7][8]. - The company maintains a high portfolio occupancy rate of 98.7%, indicating effective management and tenant selection [8]. Group 3: Dividend Growth - Realty Income is known for its monthly cash distributions, which have historically increased over time, marking 666 consecutive months of payouts and 133 dividend hikes [9][10][11]. - The company is classified as a Dividend Aristocrat, having raised its dividend for at least 30 consecutive years, showcasing its commitment to returning value to shareholders [11]. - With a forward dividend yield of 5.8%, Realty Income presents an attractive option for investors, especially in a climate of declining fixed income rates [12].

Core Insights - The primary focus for income investors is generating consistent cash flow from liquid investments, which can come from various sources including dividends [1][2] Company Overview - WaFd (WAFD), based in Seattle, operates in the Finance sector and has experienced a price change of 2.42% this year [3] - The company currently pays a dividend of $0.27 per share, resulting in a dividend yield of 3.27%, which is higher than the Banks - West industry's yield of 2.89% and the S&P 500's yield of 1.4% [3] Dividend Analysis - WaFd's annualized dividend of $1.08 has increased by 0.9% from the previous year, with a historical average annual increase of 4.27% over the last five years [4] - The company's current payout ratio is 40%, indicating that it pays out 40% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for WaFd's earnings in 2025 is $3.06 per share, reflecting an expected increase of 12.50% from the previous year [5] Investment Considerations - WaFd is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6]

Ares Capital ( ARCC ) is the largest BDC I own in my portfolio. I kept it at "hold" for quite some time now, but reviewing its latest financials and comparing them to other BDC players, as well as watching ARCC's valuationWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most acces ...

分组1 - Ares Capital (ARCC) is identified as the largest Business Development Company (BDC) in the portfolio, with a current rating of "hold" based on its latest financials and valuation compared to other BDCs [1] - The author emphasizes the importance of dividend investing as a pathway to financial freedom, highlighting its accessibility and potential for long-term wealth building [1] - The author's professional background includes extensive experience in mergers and acquisitions (M&A), business valuation, and financial modeling across various sectors such as tech, real estate, software, finance, and consumer staples [1] 分组2 - The article aims to share insights and experiences related to dividend investing, with the goal of demystifying the process for others seeking financial independence [1] - The author expresses a commitment to facilitating a collective journey towards financial freedom through shared knowledge and investment strategies [1]

Over the past 2 or 3 years, I've watched several businesses see slowdowns due to higher for longer interest rates. And with tariff implementations, this has become more evident, particularly from businesses with operations in China.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 take ...

Key Points AvalonBay is one of the largest apartment landlords, with a 3.9% yield and a generally rising dividend. Realty Income is the net lease giant, offering a yield of 5.7% backed by 30 annual dividend increases. Federal Realty is the only Dividend King REIT, with a focus on quality over quantity backing its 4.4% yield. 10 stocks we like better than Realty Income › The S&P 500 is currently offering investors a tiny yield of 1.1%. The average real estate investment trust (REIT) has a yield o ...

Has the stock market gotten it wrong?The Straits Times Index (SGX: ^STI) has been on a bull run in 2025, rising by over 21% year-to-date (YTD) as of 15 December 2025. Yet, three blue-chip stocks have seen their stock price languish, trailing the broader market.But it can also spell opportunity.Let’s examine what’s really happening beneath the surface.Thai Beverage (SGX: Y92): Total Returns -11.1% YTDThai Beverage, or ThaiBev, is one of Southeast Asia’s largest beverage companies, with a portfolio spanning s ...

As I said several times before, the first time I invested in Nvidia Corporation ( NVDA ) was in late 2022. Since then, NVDA has been one of my favorite businesses to follow and continue investing. Yes, IWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achi ...