Core Insights - Fidelity Investments is recognized as one of the largest asset managers globally, offering a comprehensive range of investment vehicles [1] Company Overview - Fidelity Investments provides a full menu of investment options, indicating its extensive capabilities in asset management [1]

The Goldman Sachs Group, Inc. (NYSE:GS) will release earnings for the fourth quarter before the opening bell on Thursday, Jan. 15.Analysts expect the bank to report fourth-quarter earnings of $11.57 per share. That’s down from $11.95 per share in the year-ago period. The consensus estimate for Goldman Sachs' quarterly revenue is $14.11 billion (it reported $13.87 billion last year), according to Benzinga Pro.On Jan. 8, JPMorgan analyst Kian Abouhossein maintained a Neutral rating on Goldman Sachs and raised ...

Core Insights - Enbridge Inc. (ENB) is a leading midstream energy company that generates stable fee-based revenues, making it less vulnerable to oil and natural gas price volatility [1] Group 1: Financial Performance and Dividend - ENB is positioned to generate incremental cash flows for shareholders, supported by over C$30 billion in secured capital projects across various sectors including liquid pipelines, gas transmissions, renewables, and gas distribution & storage [2] - The current dividend yield of ENB is 5.9%, which exceeds the industry average of 5.36%, and its three-year median dividend yield is 6.66%, higher than the industry's 6.06% [3][6] - ENB has a history of rewarding shareholders with dividend hikes for 31 consecutive years, with additional cash flows expected as new projects come online [2][6] Group 2: Comparison with Competitors - Kinder Morgan Inc. (KMI) and Williams (WMB) have lower dividend yields of 4.35% and 3.36%, respectively, compared to ENB's yield [4] Group 3: Stock Performance and Valuation - ENB shares have increased by 10.4% over the past year, outperforming the industry composite stocks, which improved by 7.8% [5] - ENB trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 14.76X, above the broader industry average of 13.63X [8]

Earnings Report - Wells Fargo is set to release its fourth-quarter earnings on January 14, with analysts expecting earnings of $1.67 per share, an increase from $1.43 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $21.66 billion, up from $20.38 billion reported last year [1] Analyst Ratings - TD Cowen analyst Steven Alexopoulos has maintained a Hold rating on Wells Fargo and raised the price target from $93 to $102 [2] - The current annual dividend yield for Wells Fargo is 1.90%, translating to a quarterly dividend of 45 cents per share, or $1.80 annually [2] Dividend Strategy - To earn $500 monthly from dividends, an investment of approximately $316,502 or around 3,333 shares is required, while a more modest $100 monthly would need about $63,338 or around 667 shares [2] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] Dividend Yield Dynamics - Changes in dividend payments can impact the yield; an increase in dividends raises the yield if the stock price remains constant, while a decrease lowers it [4] - Wells Fargo's shares fell by 1% to close at $94.96 on Monday [4]

分组1 - Wells Fargo is set to release its fourth-quarter earnings on January 14, with analysts expecting earnings of $1.67 per share, an increase from $1.43 per share in the same period last year [1] - The consensus estimate for Wells Fargo's quarterly revenue is $21.66 billion, up from $20.38 billion reported last year [1] - TD Cowen analyst Steven Alexopoulos has maintained a Hold rating on Wells Fargo and raised the price target from $93 to $102 [2] 分组2 - Wells Fargo currently has an annual dividend yield of 1.90%, translating to a quarterly dividend of 45 cents per share, or $1.80 annually [2] - To earn $500 monthly from dividends, an investment of approximately $316,502 or around 3,333 shares is required, while $100 monthly would need about $63,338 or 667 shares [2] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in stock price and dividend payments [3][4] 分组3 - Shares of Wells Fargo fell by 1% to close at $94.96 on Monday [4]

Core Insights - Agree Realty Corporation (ADC) is a REIT focused on acquiring and developing properties net leased to retail tenants, offering a monthly dividend that appeals to income-focused investors with a yield of 4.3% [1] - The market sentiment towards REITs is improving, with expectations of strong returns in the next 12 to 18 months, as indicated by Richard Agree's recent purchase of 24,000 shares [2] - ADC has a robust yield of 5.5% and has raised its guidance despite sector challenges, attracting increased investment from firms like CoreCap Advisors LLC, which raised its stake by 15.7% [3][4] Investment Activity - Significant investments in ADC by Westwood Holdings Group Inc. and Norges Bank, valued at approximately $65.4 million and $65 million respectively, highlight the company's long-term growth potential [4] - Vanguard Group Inc. increased its stake by 2.7%, now owning over 15.3 million shares, further indicating institutional confidence in ADC [4][6] Stock Performance - ADC's current stock price is $70.51, with a slight decrease of 0.42%, and a market capitalization of approximately $7.61 billion, reflecting its strong balance sheet and liquidity [5] - The stock has traded between $69.56 and $71.12 today, showing resilience despite recent fluctuations [5]

Core Viewpoint - Disney has resumed and gradually increased its dividend payments since 2020, with an announced annual dividend of $1.50 for 2026, which may influence investor decisions regarding the stock [1][2]. Dividend Analysis - Disney's current dividend yield stands at 1.29%, which is relatively low compared to competitors like Verizon Communications at 6.8%, indicating that the dividend may not be a primary factor for investment decisions [2]. - The increase in dividends is seen as a signal of the company's strength, suggesting that Disney is a "strong" firm capable of sustaining its dividend payments [3]. Stock Performance - As of January 9, Disney stock closed at $115.88, showing an increase from its 52-week low of $80, but still has potential for growth compared to its all-time high of nearly $200 [4]. - Analyst coverage rates Disney as a "Strong Buy" with an average price target of $137.75 and a high target of $152, while Zacks Investment Research suggests it may be undervalued and rates it as a "Hold" [5]. Industry Position - Disney is recognized as a major player in the U.S. entertainment sector, which generates approximately $1 trillion annually, highlighting its significance in the industry [6]. - The company has made substantial improvements to its streaming services over the past five years, which may help mitigate potential declines in park visitation, ensuring profitability from various segments [7].

Earnings Report - Citigroup Inc. is set to release its fourth-quarter earnings results on January 14, 2026, before the market opens [1] - Analysts project earnings of $1.72 per share, an increase from $1.35 per share in the same quarter last year [1] - The expected quarterly revenue is $20.65 billion, up from $19.58 billion a year earlier [1] Dividend Information - Citigroup currently has an annual dividend yield of 1.98%, translating to a quarterly dividend of $0.60 per share, or $2.40 annually [2] - To achieve a monthly income of $500 from dividends, an investment of approximately $303,300 or around 2,500 shares is required [2] - For a more modest monthly income of $100, an investment of $60,660 or around 500 shares is needed [2] Dividend Yield Dynamics - Dividend yield can fluctuate based on changes in the stock price and dividend payments [3] - For instance, if a stock's price increases while the dividend remains the same, the yield decreases, and vice versa [4] - Changes in dividend payments also affect yield; an increase in dividends raises the yield if the stock price remains constant [5] Stock Performance and Analyst Ratings - Citigroup shares rose by 0.6% to close at $121.32 [5] - Truist Securities analyst John McDonald maintains a Buy rating and has raised the price target from $123 to $129 [6] - Goldman Sachs analyst Richard Ramsden also maintains a Buy rating, increasing the price target from $113 to $127 [6]

Core Insights - The Vanguard High Dividend Yield ETF (VYM) focuses on high current yield, while the Vanguard Dividend Appreciation ETF (VIG) emphasizes companies with a history of growing dividends, leading to differences in sector exposure, dividend payout, and risk profile [1][2] Cost & Size Comparison - VYM has an expense ratio of 0.06% and assets under management (AUM) of $84.5 billion, while VIG has a slightly lower expense ratio of 0.05% and a larger AUM of $120.4 billion [3] - The 1-year total return for VYM is 19.8%, compared to VIG's 18.6%, and VYM offers a higher dividend yield of 2.4% versus VIG's 1.6% [3][4] Performance & Risk Comparison - Over the past five years, VYM experienced a maximum drawdown of 15.9%, while VIG had a higher drawdown of 20.4% [5] - The growth of $1,000 over five years is $1,566 for VYM and $1,573 for VIG, indicating similar performance [5] Portfolio Composition - VIG holds 338 stocks with significant exposure to technology (27.8%), financial services (21.4%), and healthcare (16.7%), with top positions in Broadcom, Microsoft, and Apple [6] - VYM has a broader portfolio with 566 holdings, primarily focused on financial services (21%) and technology (14.3%), with top stocks including Broadcom, JPMorgan Chase, and ExxonMobil [7] Investment Strategy - VYM targets high-yield companies and tracks the FTSE High Dividend Yield Index, which reflects the performance of companies with high dividend yields across all market capitalizations [9] - VIG tracks the S&P U.S. Dividend Growers Index, focusing on companies that have increased their dividend payouts for at least 10 years, thus favoring stable and expanding firms [10][12]

Core Insights - The comparison between iShares Core High Dividend ETF (HDV) and Vanguard Dividend Appreciation ETF (VIG) highlights differences in dividend yield, sector focus, and risk, which are crucial for investors considering income versus growth strategies [1][2]. Cost & Size - HDV has an expense ratio of 0.08% while VIG has a lower expense ratio of 0.05% [3][4]. - As of January 2, 2026, HDV's one-year return is 12.0% compared to VIG's 14.4% [3]. - HDV offers a dividend yield of 3.2%, significantly higher than VIG's 2.0% [3][4]. - HDV has assets under management (AUM) of $12.0 billion, while VIG has a much larger AUM of $102.0 billion [3][4]. Performance & Risk Comparison - Over five years, HDV's maximum drawdown is -15.41%, while VIG's is -20.39% [5]. - An investment of $1,000 in HDV would grow to $1,683 over five years, whereas the same investment in VIG would grow to $1,737 [5]. Portfolio Composition - VIG consists of 338 holdings with a significant tilt towards Technology (30%), Financial Services (21%), and Healthcare (15%) [6]. - The top holdings in VIG include Broadcom, Microsoft, and Apple, reflecting its focus on dividend growth [6]. - HDV is concentrated on 74 U.S. stocks with higher current yields, focusing on sectors like Consumer Defensive, Energy, and Healthcare [7]. - Major positions in HDV include Exxon Mobil, Johnson & Johnson, and Chevron, emphasizing its income-oriented strategy [7]. Investment Suitability - VIG is suited for investors seeking growth through dividend appreciation, despite its lower yield [11][13]. - HDV appeals to conservative investors prioritizing income and lower volatility due to its higher dividend yield and focus on defensive sectors [12][13].