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PepsiCo Q2: Scoop Up This Dividend All-Star Now
Seeking Alpha· 2025-07-17 21:29
Core Insights - The article discusses the author's journey in dividend growth investing and the establishment of a blog that documents this journey towards 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" serves as a platform for sharing insights and experiences related to dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1]. Group 2 - The author holds long positions in several companies, including PEP, NVDA, AMZN, GOOGL, EPD, O, and BTI, through various investment vehicles [1].
Hormel: An Undervalued Protein Market Leader
Seeking Alpha· 2025-07-14 10:46
Analyst's Disclosure:I/we have a beneficial long position in the shares of HRL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...
Kinder Morgan's Strategic Role In U.S.-EU LNG Diplomacy (Earnings Preview)
Seeking Alpha· 2025-07-14 07:28
Core Insights - Kinder Morgan (KMI) is recognized as one of the largest and most renowned companies in the energy sector, headquartered in Houston, Texas [1] Investment Strategy - The focus is on long-term growth and dividend growth investing, with an emphasis on identifying undervalued stocks and high-quality dividend-growing companies [1] - Profitability is prioritized as a safer driver of gains compared to low valuation, highlighting the importance of margins, free cash flow stability and growth, and returns on invested capital [1] - Continuous research is conducted on high-quality companies to uncover potential investment opportunities [1]
CONY: High Yield Has Offset Price Declines But More Downside Possible
Seeking Alpha· 2025-07-10 20:30
Core Insights - YieldMax COIN Option Income Strategy ETF (NYSEARCA: CONY) is highlighted as a unique investment product, being the first option ETF covered by the analyst [1] - The analyst emphasizes a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The investment approach focuses on uncovering high-quality dividend stocks and assets that provide long-term growth potential, which is essential for generating income [1] - The strategy aims to create a balanced portfolio that captures total returns on par with the S&P 500, indicating a robust performance benchmark [1]
AVK: Leverage Needs To Be Reduced To Increase Appeal
Seeking Alpha· 2025-07-10 12:50
Group 1 - Advent Convertible & Income Fund (NYSE: AVK) aims to provide attractive returns through a portfolio of convertible and high-yield securities, making it suitable for investors seeking steady income [1] - The fund is positioned as a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1] - The investment approach emphasizes a balance between growth and income, targeting a total return that aligns with the performance of the S&P [1]
WEC Energy: A Dividend Star For The Watch List
Seeking Alpha· 2025-07-10 12:00
Group 1 - The cost of living is consistently increasing each year, with the expectation that this trend will continue unless a significant economic downturn occurs [1] - The article discusses the author's journey towards financial independence through dividend growth investing, highlighting the importance of this strategy in achieving financial goals [2] - The author has been actively involved in the investment community since 2017 and has contributed to various financial platforms, indicating a commitment to sharing insights on dividend growth stocks [2] Group 2 - The article does not provide specific investment recommendations or guarantees regarding future performance, emphasizing the inherent uncertainties in investment decisions [3] - It is noted that the views expressed in the article may not represent the opinions of the broader Seeking Alpha community, highlighting the diversity of perspectives among contributors [3] - The article clarifies that the authors are not licensed investment advisers, which underscores the importance of conducting independent research before making investment decisions [3]
Nordson: An Undervalued Dividend Stock Generating Consistent Growth
Seeking Alpha· 2025-06-30 13:00
Core Insights - The article discusses the journey to financial independence through disciplined living and strategic investing [2] - It emphasizes the importance of dividend growth investing and identifying undervalued high-quality stocks [2] Group 1: Financial Independence Journey - The individual transitioned from being financially unstable at age 27 to achieving financial freedom by age 33 [2] - The approach involved living below means and making intelligent investment decisions [2] Group 2: Investment Strategies - Focus on dividend growth investing as a primary strategy for generating income [2] - Highlighting the significance of high-yield situations and long-term investment opportunities [2]
Constellation Brands: I'm Not Sure Berkshire's Bet Will Be A Toast (Earnings Preview)
Seeking Alpha· 2025-06-26 17:53
Group 1 - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - The analysis prioritizes margins, free cash flow stability and growth, and returns on invested capital as key metrics for evaluating companies [1] - The approach involves thorough research of stocks within specific areas of competence, particularly high-quality companies [1]
High-Quality Dividend Growth Near 52-Week Lows: Salesforce Is Super
Seeking Alpha· 2025-06-23 17:47
A seer, I am not. I do, however, believe that buying high-quality companies at or below fair value and letting the market, with its compounding magic go to work, is a long-term winning investment strategy. Add the power ofWhy DividendRodeo? It's not the wild ride that investing sometimes provides that I'm addicted to, it's that rush that an ever-increasing flow of passive income provides.I do not have a financial background - my background is actually engineering - but I have been a self-directed investor f ...
How A Poet's Words Shed Light On Nike's Business And Earnings
Seeking Alpha· 2025-06-23 16:12
Group 1 - Nike is a highly debated stock this year, alongside companies like Hershey, Starbucks, and Intel [1] - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - Key metrics for evaluation include margins, free cash flow stability and growth, and returns on invested capital [1] Group 2 - The analysis is based on research within specific areas of competence, with a preference for high-quality companies [1]