Happy holidays and welcome to Investing Insights. I'm your host, Ivya Hampton. This week, we're looking back at three discussions we held earlier this year about exchange traded funds that income investors might find attractive.You'll hear from two Morning Star ETF specialists. They're talking about dividend, bond, and cover call ETFs in 2025. Let's start with dividend ETFs.This style of investing can focus on income or growth. The strategies can have different riskreward profiles. I sat down with Brian Arm ...

Market Analysis by covering: S&P 500, Main Street Capital Corporation, Adams Diversified Equity Closed Fund, Owl Rock Capital Corp. Read 's Market Analysis on Investing.com ...

Core Insights - Market indices are near all-time highs, raising concerns about overvaluation while income-focused funds present attractive value propositions [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 strategy emphasizes the importance of a solid base of high-quality dividend stocks to generate income [1] - Incorporating various asset types can create a balanced approach that captures both growth and income [1]

分组1: Bristol Myers Squibb - Bristol Myers Squibb offers an attractive dividend yield of 4.6% with a payout ratio of around 85%, indicating a balance of risk and reward for investors [4][6][12] - The company faces potential patent cliffs, with its cancer drugs Revlimid and Pomalyst facing generic competition in 2026, and cardiovascular drug Eliquis losing patent protections in 2028 [6][4] - Despite these challenges, Bristol Myers Squibb has been investing in its drug pipeline through acquisitions, suggesting a likelihood of sustaining its dividend [6][4] 分组2: Medtronic - Medtronic has a dividend yield of 2.9% and has experienced a slowdown in dividend growth, which has dropped from mid to high single digits to low single digits [8][11] - The company is undergoing a restructuring to refocus on growth, including exiting certain businesses and investing in new products, with a notable spinoff of its diabetes division planned [9][11] - Medtronic has increased its dividend for 48 consecutive years, indicating strong potential for future growth and a payout ratio of around 75%, positioning it well for long-term investors [11][12]

Group 1 - Several businesses have experienced slowdowns over the past 2 to 3 years due to prolonged high interest rates [1] - The impact of tariff implementations has become more evident, particularly affecting businesses with operations in China [1] Group 2 - The article emphasizes the importance of due diligence for investors and encourages building investment portfolios of high-quality, dividend-paying companies [2]

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These dividend investments can provide you with a growing income stream in 2026.Most gifts you buy this holiday season will cost you money. Some might end up costing you more than just the initial purchase price due to unexpected repairs or hidden fees. However, investing in dividend-paying stocks is one gift that you can buy for yourself this holiday season that will keep on giving to you in 2026. Here are some top dividend investments to consider buying to bring you more income in the coming year. Realty ...

Core Viewpoint - The article discusses top dividend stock picks for the upcoming year, highlighting a diverse selection across different sectors, including a REIT, materials, energy, and healthcare stocks, aimed at providing stable income regardless of market conditions [1][3]. Group 1: Stock Selections - Amcor is highlighted for its recent merger with Barry, projecting 13% earnings growth next year and 11% the following year, and is considered a dividend aristocrat [4]. - Bristol Myers is noted for its strong cash flow and potential for earnings growth, although its growth is expected to materialize further out [2][4][16]. - Enbridge, a major pipeline company with 40,000 miles of oil and gas pipelines, is positioned to benefit from ongoing energy demand without being overly exposed to oil and gas price cycles [5]. - Vichy, primarily a REIT focused on casinos, maintained 100% occupancy during the pandemic and is currently trading nearly 10% below its recent high, offering a 6.4% yield [6][9]. Group 2: Market Context and Performance - The selected stocks generally yield around 6%, with Bristol Myers yielding approximately 4.5%, and all are trading at about 10 times earnings [2]. - The healthcare sector, particularly for Bristol Myers, is expected to see improved clarity and appreciation due to ongoing discussions around drug pricing [5]. - Vichy's stock performance has been impacted by perceptions of weakness in Las Vegas, despite its strong occupancy rates and long-term leases with high-quality tenants [7][11]. Group 3: Dividend Strategy and Economic Considerations - The discussion emphasizes the importance of dividend income, especially in a context of potentially higher interest rates, suggesting that dividends may still provide better income growth compared to treasury yields [18][19]. - The historical growth rate of dividend income is noted to be around 5.5%, aligning with the S&P's dividend growth, making dividend-paying stocks attractive for income-seeking investors [19]. - Companies like Amcor face challenges in assessing their debt portfolios and interest expenses in a rising rate environment, particularly with significant maturities approaching in 2027 [20][21].

Key Takeaways High-yield dividend stocks offer predictable income and help cushion portfolios amid market volatility.Reinvesting dividends can enhance long-term wealth through compounding while retaining equity exposure.Strong cash flow, disciplined payouts and steady business models aid sustainable dividends across cycles.In 2025, the U.S. economy showed modest growth amid mixed signals. After a weak start to the year, real GDP rebounded sharply in the second quarter, expanding 3.8%, according to the U.S. ...

Aside from artificial intelligence, precious metals have been garnering a lot of investors' attention lately. While I'm not sure where Gold ( GLD ) and Silver ( SLV ) will end up, it looks like theFormerly 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 ...