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 ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yie ...

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]

Key Takeaways EXPD, FDX, and DAL announced dividend hikes of 5.5%, 5.1%, and 25%, respectively, in 2025. Each stock maintains a payout ratio under 60% and a track record of five-year dividend growth. Sector headwinds persist, but growing dividends highlight shareholder-focused capital strategies.The widely diversified Zacks Transportation sector is facing multiple headwinds, ranging from escalated expenses, inflation-induced elevated interest rates, a downturn in freight demand and supply-chain woes. Geop ...

Core Insights - The utilities sector began 2025 strong, ranking high among sectors as a safe haven during market volatility and decreasing expectations for rate cuts [1] - Recently, the sector has underperformed as market sentiment has shifted back towards risk-on assets [1] - Concerns regarding tariffs and broader questions about returns are impacting the sector's performance [1]

Group 1 - The article expresses a growing appreciation for railroads as an investment opportunity and their relevance in consumers' daily lives [1] - The author has been involved in dividend investing since 2009 and has documented their journey towards financial independence through a blog focused on dividend growth investing [2] - The author has a beneficial long position in the shares of UNP, indicating a personal investment interest in the company [2] Group 2 - The article does not provide specific financial data or performance metrics related to the railroad industry or UNP [3]

Group 1 - Mortgage REITs, such as BrightSpire Capital (NYSE: BRSP), are influenced by interest rate environments, which can make them challenging investments [1] - BrightSpire Capital aims to deliver attractive total returns through a diversified portfolio of senior loans [1] - The investment strategy includes a mix of classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds to enhance income while achieving total returns comparable to traditional index funds like the S&P [1]

Core Viewpoint - Dividend growth stocks may not be the most exciting investments but are designed to build growing income for investors [1] Group 1: Investment Strategy - The focus is on high-quality and reliable dividend growth ideas that provide stability and long-term wealth creation [1] - The service also includes ideas for writing options to further enhance investors' income [1] Group 2: Membership Benefits - Membership provides access to a portfolio, watchlist, and live chat [2] - Members receive early access to all publications and exclusive articles not available elsewhere [2]

Key Takeaways FedEx raised its quarterly dividend by 5.1% to $1.45 per share, marking its fifth straight annual hike. FDX executed $2.52B in share repurchases in the first nine months of 2025, exceeding full-year 2024 totals. Despite shareholder returns, FDX faces weak EPS forecasts and rising costs amid macroeconomic pressures.FedEx Corporation’s (FDX) board of directors recently announced a 5.1% hike in its quarterly dividend payout, raising this transportation heavyweight’s quarterly cash dividend to $ ...

Core Insights - Target Corporation (TGT) has announced a 1.8% increase in its quarterly dividend to $1.14 per share, marking the 54th consecutive year of annual dividend growth, demonstrating a strong commitment to shareholder returns [1][9] - The company has maintained a consistent dividend payment record, with 232 straight payments since October 1967, showcasing its reliability as an income stock [2][9] - Target's first-quarter fiscal 2025 dividend payout totaled $510 million, slightly up from $508 million a year ago, indicating confidence in ongoing cash generation despite a competitive retail landscape [3][4] Financial Performance - Target's trailing 12-month after-tax return on invested capital (ROIC) is 15.1%, slightly down from 15.4% a year ago, reflecting disciplined capital use and consistent profitability [4][9] - The current dividend payout ratio stands at approximately 55%, indicating a balanced approach to returning capital to shareholders [4] - Target's stock has declined 8.8% over the past three months, contrasting with the industry's growth of 9.8% [8] Valuation and Estimates - Target's forward 12-month price-to-earnings ratio is 12.36, significantly lower than the industry's average of 32.47, suggesting a favorable valuation [10] - The Zacks Consensus Estimate indicates a year-over-year decline in sales and earnings per share of 1.9% and 15.2%, respectively, for the current financial year [11] - Sales estimates for the current quarter are projected at $24.86 billion, with a year-over-year growth estimate of -2.34% [14]