Group 1 - Investors are currently analyzing retailers to identify potential beneficiaries of seasonal consumer spending trends [1] Group 2 - The focus is on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [2] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is emphasized as a more reliable driver of returns than valuation alone [2] - The investment strategy aims to balance asset management to ensure financial freedom while maintaining the ability to work in fulfilling environments [2]

Group 1 - Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique specializing in REIT investing, consulting hedge funds, family offices, and private equity firms [1] - Askola has authored award-winning academic papers on REIT investing and has passed all three CFA exams, indicating a strong academic and professional background [1] - He leads the investing group High Yield Landlord, which shares a real-money REIT portfolio and transactions in real-time, providing features like buy/sell alerts and direct access to analysts [1]

Core Points - TXNM Energy, Inc. has announced a 3.7% increase in its annual dividend payment, raising it by $0.06 to an indicated annual rate of $1.69 per share [1][2] - The increase reflects the company's ongoing dividend growth strategy, supported by underlying earnings growth and increased capital investment plans [2] - The board declared a quarterly stock dividend of $0.4225 per share, payable on February 13, 2026, to shareholders of record by January 30, 2026 [3] Company Background - TXNM Energy is an energy holding company based in Albuquerque, New Mexico, providing energy to over 800,000 homes and businesses across Texas and New Mexico through its regulated utilities, TNMP and PNM [3]

Core Insights - The article emphasizes the importance of 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 company advocates for a balanced approach to investing, suggesting that a solid base of dividend growth stocks can be effectively supplemented with other asset types to maximize income potential [1]. - The strategy aims to achieve a total return that aligns with the performance of the S&P index, indicating a focus on both growth and income [1].

ONE Gas (NYSE:OGS) Update / Briefing December 02, 2025 08:00 AM ET Company ParticipantsCurtis Dinan - SVP and COOSelman Akyol - Managing DirectorChris Sighinolfi - SVP and CFOErin Dailey - Head of Investor RelationsDavid Arcaro - Executive Director of Equity ResearchSid McAnnally - President and CEOConference Call ParticipantsGabe Moreen - Managing Director and Senior Equity Research AnalystOperatorGood day and welcome to the ONE Gas 2026 Financial Guidance Conference Call and Webcast. Today's conference is ...

Group 1 - The article emphasizes the opportunity to join a community focused on achieving high dividend yields of 6-7% while maintaining conservative risk-taking strategies [1][2] - Scott Kaufman, known as Treading Softly, is highlighted as the lead analyst for Dividend Kings, leveraging over a decade of experience in the financial sector to provide insights into high-quality dividend growth and undervalued investment opportunities [2] Group 2 - The platform, Seeking Alpha, is noted for its ability to attract new readers consistently, indicating a growing interest in investment insights and strategies [2]

We do expect rates to come down in the US to around 3% by the middle of next year. And that coupled with ongoing economic growth and some moderation in the dollar, is a reasonably good set up, I think, for risk assets and equities in general. You're right that tech stocks have continued to dominate the US market.They make up almost 40% of that index and they've done well. But let's not forget, this year is a year where diversification has really worked. This US stock market has actually underperformed most ...

Group 1 - The current interest rate environment poses challenges for investors, particularly in selecting which business development companies (BDCs) to invest in due to concerns over portfolio health and growth potential [1] - A hybrid investment strategy that combines classic dividend growth stocks with BDCs, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]

Core Insights - The article emphasizes the opportunity to join a community focused on achieving high dividend yields and total returns while maintaining a conservative risk profile [1]. Group 1: Investment Strategy - The community aims for a Model Portfolio targeting yields of 6-7% [1]. - The lead analyst, Scott Kaufman, has over a decade of experience in the financial sector and provides insights into high-quality dividend growth and undervalued opportunities [1]. Group 2: Analyst Background - Scott Kaufman, known as Treading Softly, focuses on generating cash dividends and strong capital gains to ensure robust total returns [1].

Core Insights - High-yield funds, particularly YieldMax funds, have been assessed for performance, use cases, and payout sustainability across various market environments, indicating their optimal utilization for income generation [1] Group 1: Investment Strategy - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Group 2: Performance Measurement - The performance of high-yield funds has been measured over the past year, showcasing their effectiveness in different market conditions [1]