Until last year, I was unfamiliar with Casey's General Stores (NASDAQ: CASY ), a dividend growth stock that seemed to be of the highest-quality. And this is apparent by their expensive valuation. With a current forward P/E over 30x, above their 5-year average, theContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes o ...

Collateralized Loan Obligations are essentially pools of debt that have been bundled together and broken down and categorized by rating and risk profile, otherwise known as tranches. As we remain in a higher interest rate environment, CLOFinancial 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 ...

Visa (NYSE: V ) has served as a cornerstone of my portfolio since 2016 and my conviction in the company and industry outlook has never wavered. It’s truly a ‘hold forever’ stock in my opinion. I haven’t addedEarly 30s 'buy and hold' investor trying to achieve financial freedom to the greatest extent possible. Main focus within dividend growth investing & value. I've been investing for 10+ years and worked across several industries including finance, logistics, oil and pharma. Holding a Graduate Diploma with ...

Core Viewpoint - Becton, Dickinson and Company (NYSE: BDX) is identified as a leading provider of medical supplies with significant undervaluation and a high dividend yield of nearly 2.5%, the highest in over a decade [1] Company Overview - Becton, Dickinson operates in various sectors including life sciences, infusion, and diagnostics [1] - The company is noted for its excellent dividend safety, making it an attractive option for dividend growth investors [1] Investment Strategy - The focus is on identifying undervalued large-cap stocks with sustainable dividend growth and potential for capital appreciation [1] - There is also an interest in tech and small- or mid-cap stocks for their growth potential, regardless of dividend status [1] Performance Metrics - The dividend yield of BDX is highlighted as being the highest in over ten years, indicating strong performance in terms of returns to shareholders [1]

Core Viewpoint - Investing in high-yielding dividend stocks like ExxonMobil and Kinder Morgan offers potential for passive income while also presenting growth opportunities through significant capital investments and predictable cash flows [1][2][15] ExxonMobil - ExxonMobil has a strong track record of increasing its dividend for 42 consecutive years, leading the oil industry and achieving a milestone only 4% of S&P 500 companies have reached [4] - The company plans to invest $140 billion in major projects and its Permian Basin development program through 2030, expecting returns of over 30% on these investments [5] - This investment strategy could yield an additional $20 billion in earnings and $30 billion in cash flow by 2030, assuming oil prices average around $60 per barrel, translating to a 10% compound annual growth rate for earnings and an 8% growth rate for cash flow [6] - ExxonMobil estimates it could generate $165 billion in surplus cash through 2030, which would allow for increased shareholder distributions, including a planned $20 billion stock repurchase in 2026 [7][8] Kinder Morgan - Kinder Morgan has extended its dividend growth streak to eight consecutive years, with a current yield of over 4%, and expects to continue this growth for at least the next five years [9] - The company benefits from highly contracted and predictable cash flows, with only 5% exposed to commodity prices and 69% secured through take-or-pay agreements or hedging contracts [10] - Kinder Morgan has $8.8 billion in commercially secured expansion projects, a $5.8 billion increase from the previous year, including $8 billion in natural gas-related expansions expected to generate steady cash flow through 2030 [11] - The company recently acquired a natural gas gathering and processing system for $640 million, which will immediately enhance cash flow, and it has the financial flexibility to pursue further growth opportunities [12] - Kinder Morgan is actively exploring additional projects to supply gas to LNG export terminals and the power sector, anticipating increased demand driven by factors such as AI data centers [13][14] Growth Visibility - Both ExxonMobil and Kinder Morgan exhibit strong growth visibility through 2030, making them attractive options for investors seeking to buy and hold high-yielding dividend stocks [15]

Group 1 - The focus is on income-oriented investments, particularly those with higher dividend yields, while being cautious of the associated risks [1] - The service offers insights into high-quality and reliable dividend growth investments aimed at building growing income for investors [1] - Emphasis is placed on investments that are industry leaders to ensure stability and long-term wealth creation [1] Group 2 - The service also provides ideas for writing options to further enhance investors' income [1] - Membership includes access to a portfolio, watchlist, and live chat, along with exclusive articles not available elsewhere [2]

My more established readers probably already know that I have an affinity toward dividend growth stocks. It's a subject that I've touched on in plentyHi, 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 documenting my journey tow ...

One of the strangest earnings seasons is almost over. We paid more attention to geopolitical news and its consequences on the listed companies' guidance rather than focusing on the reports themselves and what the numbers showed. After all, we are all asking ourselvesI 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 ...

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Core Insights - The article discusses the author's journey in dividend growth investing and the establishment of a blog that documents this journey, aiming for financial independence [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" was launched in July 2018 to share insights and experiences related to dividend growth investing [1]. - The author credits the blog for introducing them to the Seeking Alpha community as an analyst [1].