Core Insights - The article emphasizes the importance of identifying businesses with growth prospects that are not yet fully recognized by the market, as this can lead to significant alpha when the market catches on [1]. Group 1 - The analyst enjoys covering businesses with untapped growth potential, which can result in meaningful investment returns once the market acknowledges these opportunities [1].

Core Insights - The article emphasizes the importance of identifying businesses with growth prospects that are not yet fully recognized by the market, as this can lead to significant alpha once the market acknowledges these opportunities [1]. Group 1 - The author has been investing since September 2017 and has a strong interest in dividend investing since 2009, indicating a long-term commitment to this investment strategy [2]. - The blog "Kody's Dividends" documents the journey towards financial independence through dividend growth investing, showcasing a practical application of investment strategies [2]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community, highlighting the importance of community in investment analysis [2]. Group 2 - The article does not provide specific financial data or performance metrics related to any particular company or industry, focusing instead on the author's investment philosophy and approach [3].

I am a value-oriented investor who seeks out high-quality companies with long histories of dividend growth. I believe that patient investors who build a core portfolio of dividend paying equities can achieve their retirement goals without taking on unnecessary risk. Dividend growth profiles are the best indicators of management's commitment to returning cash to shareholders. Dividend growth investing involves identifying quality companies with competitive advantages that provide visibility towards future ca ...

Group 1 - The author has been investing since September 2017 and has a focus on dividend investing since 2009 [1] - The blog "Kody's Dividends" documents the journey towards financial independence through 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 article does not provide specific investment recommendations or advice [2] - It emphasizes that past performance is not indicative of future results [2] - The views expressed may not reflect those of Seeking Alpha as a whole [2]

Core Insights - Markets are trending near all-time highs, prompting investors to seek security amid uncertainties [1] - The Nuveen S&P 500 Dynamic Overwrite Fund (NYSE: SPXX) is highlighted as a valuable investment option [1] - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds is suggested for boosting investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The approach focuses on uncovering high-quality dividend stocks and assets with long-term growth potential [1] - The strategy aims to create a balance between growth and income, allowing for efficient investment income generation [1] - The total return achieved is reported to be on par with the S&P 500 index [1]

Core Viewpoint - Manitou Investment Management Ltd. has reduced its stake in The Home Depot by selling 30,004 shares, valued at approximately $11.80 million, during Q3 2025, resulting in a remaining holding of 37,869 shares [1][2]. Company Overview - The Home Depot, Inc. is a leading home improvement retailer with a diverse product portfolio and a significant presence across the United States [5]. - The company reported a revenue of $165.05 billion and a net income of $14.63 billion for the trailing twelve months (TTM) [4]. - The dividend yield stands at 2.33%, with the stock price at $387.39 as of October 16, 2025 [4]. Investment Insights - Following the sale, The Home Depot now constitutes 2.68% of Manitou's assets under management (AUM) [3]. - The stock has experienced a 7.46% decline over the past year, underperforming the S&P 500 by 19 percentage points [3]. - The stock was trading at 29 times earnings during the last quarter, marking its highest valuation in the past decade [9]. Recent Developments - Home Depot has recently invested approximately $22 billion in acquiring distributors related to its core operations, indicating a strategy for growth [10]. - The company continues to offer mid-single digit sales growth rates, a growing dividend, and stock buybacks, positioning itself as a solid dividend growth stock [10].

As market indexes continue to experience volatility related to the US government shutdown , investors may be looking for a way to add a defensive flair to their portfolio. PIMCO Dynamic Income Fund (Financial 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 that offer potential for long term-growth ...

Hi, 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 towards financial independence using dividend growth investing as the means to transform the dream of financial independence into a reality. It's also th ...

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 around 2009 [1]. - The blog "Kody's Dividends" was launched in July 2018 to document the author's financial independence journey through dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

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 around 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 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 shares of companies such as MO, BTI, and PM, either through stock ownership, options, or other derivatives [1] - The article reflects the author's personal opinions and does not involve compensation from any mentioned companies [1]