Workflow
Dividend Investing
icon
Search documents
Jenny Harrington's top dividend plays for 2026
Youtube· 2025-12-23 18:56
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].
Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026
ZACKS· 2025-12-23 17:16
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. ...
GBUG: A High-Octane Way To Ride Precious Metals Momentum
Seeking Alpha· 2025-12-23 14:30
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 ...
JEPI Does The Job, But I Like GPIQ Better
Seeking Alpha· 2025-12-23 12:05
Group 1 - The article discusses the author's background as a financial expert and a Navy veteran who focuses on dividend investing in quality blue-chip stocks, BDCs, and REITs [1] - The author aims to help lower and middle-class workers build investment portfolios of high-quality, dividend-paying companies to achieve financial independence [1] - The investment strategy is centered around a buy-and-hold approach, with a plan to supplement retirement income through dividends within the next 5-7 years [1] Group 2 - The author has a beneficial long position in the shares of GPIQ, indicating a personal investment interest in the company [2] - The article expresses the author's own opinions and does not involve compensation from any company mentioned [2] - There is no business relationship with any company whose stock is discussed in the article, emphasizing an independent viewpoint [2]
FDRR: Okay To Hold Even If You Think Rates Move Lower In 2026 (NYSEARCA:FDRR)
Seeking Alpha· 2025-12-23 04:30
Core Viewpoint - The Fidelity Dividend ETF for Rising Rates (FDRR) targets U.S. large- and mid-cap companies that are likely to pay and increase dividends, showing a positive correlation with rising interest rates [1] Group 1 - FDRR provides exposure to companies expected to enhance their dividend payouts [1] - The ETF focuses on large- and mid-cap companies within the U.S. market [1] - The strategy is designed to benefit from a rising interest rate environment [1]
Trinity Capital: Beautiful Monthly Dividends, 13.5% Yield, My 2026 Income Pick (TRIN)
Seeking Alpha· 2025-12-22 22:55
Trinity Capital Inc.'s ( TRIN ) move to a monthly dividend payout structure, its double-digit dividend yield, an expanding venture debt portfolio, and its growing asset management business have placed the internally managed BDC as my top income pick for 2026. This is across theThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalu ...
5 Stocks That Pay Out Dividends Like Apple
Yahoo Finance· 2025-12-22 15:55
In the not-too-distant past, you would be hard-pressed to find any technology company that paid a dividend. But in the modern market, many of the more mature tech companies have begun focusing more on direct returns to shareholders in the form of dividends. Apple, the beloved tech company that is currently the 2nd-largest in the S&P 500, pays an annual dividend of $1.04 per share as of November 2025. That means if you own 100 shares of Apple, the company will pay you $104 in cash every year. While that ...
FFA: Deep Discount Opportunity Going Into 2026
Seeking Alpha· 2025-12-22 13:00
I've always been fascinated with the idea of building a passive income stream with dividends. However, it can be difficult to locate a high-yield fund that has a consistent dividend history while also providing capital appreciation. FirstFinancial 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 ...
SCHD vs. VYM: A Higher Yield Or High Total Return Potential
The Motley Fool· 2025-12-22 04:45
Core Insights - The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM) both focus on dividend-paying U.S. stocks but differ in sector allocation, portfolio concentration, and yield [1][2] Group 1: Fund Characteristics - SCHD has a higher dividend yield of 3.8% compared to VYM's 2.4% [3][4] - Both funds have an expense ratio of 0.06% [3][4] - SCHD has assets under management (AUM) of $72.8 billion, while VYM has $68.6 billion [3] Group 2: Performance Metrics - Over the past year, VYM has returned 9.6%, while SCHD has seen a decline of 1.4% [3] - The maximum drawdown over five years for VYM is 15.85%, compared to SCHD's 16.86% [5] - An investment of $1,000 in VYM would have grown to $1,573 over five years, while the same investment in SCHD would have grown to $1,285 [5] Group 3: Portfolio Composition - SCHD tracks the Dow Jones U.S. Dividend 100 Index and holds approximately 100 stocks, with significant allocations in energy (20%), consumer staples (18%), and healthcare (16%) [6] - VYM holds over 565 companies, with a tilt towards financial services (21%), technology (14%), and healthcare (13%) [7] - SCHD's top holdings include Merck, Cisco Systems, and Amgen, while VYM's largest positions are Broadcom, JPMorgan Chase, and Exxon Mobil [6][7] Group 4: Investment Strategy - VYM aims for broad exposure to high-yield dividend stocks, weighting companies based on market capitalization [8][9] - SCHD focuses on high-quality dividend stocks, screening companies based on dividend yield and growth characteristics [10] - VYM is suitable for investors seeking broad exposure, while SCHD appeals to those prioritizing high-quality dividend stocks [11]
5 Global Dividend Stocks to Add Stability to Your Singapore Portfolio
The Smart Investor· 2025-12-22 03:30
Singapore’s stock market offers banks, which are among the best in the world, and a large and tightly regulated REIT market. These are perfect for local investors to invest within their circle of competence.Yet, portfolios overconcentrated in finance and property are exposed to sector-specific risks.Here are five global dividend stocks that might beef up diversification in a portfolio.Johnson & Johnson (NYSE: JNJ) – Pursuing High-Margin GrowthAfter spinning off its consumer businesses to Kenvue in 2023, Joh ...