Core Insights - The article discusses investment strategies for larger sums of money, specifically focusing on dividend stocks that can generate reliable recurring income [2] Group 1: Verizon Communications - Verizon Communications is primarily an income stock with a forward-looking yield of 5.6%, having raised its dividend for 19 consecutive years [3][5] - The company's stability in dividend payments is supported by the high demand for mobile services in the U.S., where the average American spends over five hours daily on their phones [4] Group 2: Realty Income - Realty Income operates as a real estate investment trust (REIT), which allows it to pass most profits to shareholders without corporate taxation, resulting in higher returns for investors [6] - It offers a forward-looking yield of 4.9% and is notable for its monthly dividend payments, having increased its annualized per-share payout for 31 consecutive years [7] Group 3: Automatic Data Processing (ADP) - ADP has a dividend yield of 3.2%, which has more than doubled over the past decade, increasing from $0.53 per share in early 2016 to $1.70 per share currently [8][10] Group 4: Brookfield Asset Management - Brookfield Asset Management focuses on growth industries such as renewable energy and AI, with a forward-looking yield of 4.3% and a long-term growth target of 15% to 20% per year [12][13] - The company has increased its per-share payment by 15% this year compared to last year [13] Group 5: JPMorgan Equity Premium Income ETF - The JPMorgan Equity Premium Income ETF has a trailing 30-day dividend yield of just under 7%, with an average yield over the past 12 months exceeding 8% [14][15] - The ETF generates income by writing covered call options, which provides cash flow but may lead to underperformance compared to the S&P 500 due to the conversion of potential capital gains into income [16][17]

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Retail investors have been buying the dip on their favorite growth stocks. However, that conviction may only go so far with continued uncertainty in the Midd ...

Core Viewpoint - The article highlights four North American pipeline operators (MPLX, Kinder Morgan, Plains All American Pipeline, and TC Energy) as attractive investment opportunities as oil prices are expected to rise towards $100 due to escalating geopolitical tensions following the death of Ayatollah Khamenei [1]. Group 1: Company Performance - MPLX has seen a year-to-date increase of 12.52% and raised its quarterly distribution to $1.08/unit, resulting in an annualized distribution of $4.31, marking a 12.5% increase for the second consecutive year [1]. - Kinder Morgan (KMI) has increased by 24.61% YTD and has a $10 billion project backlog, guiding a dividend of $1.17/share for 2026, with the current quarterly payment at $0.2925, up from $0.2775 in 2023 [1]. - Plains All American Pipeline (PAA) has risen 24.19% YTD and raised its annualized distribution by 10% to $1.67/unit, yielding approximately 8.5% [1]. - TC Energy (TRP) has increased by 16.71% YTD and announced a 3.2% increase in its annualized dividend to C$3.51/share, marking its 26th consecutive year of dividend growth [1]. Group 2: Revenue and Demand - The revenue for these companies is structurally insulated from oil price fluctuations, with TRP deriving 98% of its comparable EBITDA from rate-regulated or long-term take-or-pay contracts [1]. - KMI has a project backlog of $10 billion, primarily in natural gas, with long-term contracts to transport 8 billion cubic feet per day (Bcf/d) to LNG facilities, expected to grow to 12 Bcf/d by the end of 2028 [1]. - MPLX is allocating $2.7 billion in capital expenditures for 2026, with 90% directed towards natural gas and NGL services, including the Blackcomb Pipeline, which targets a capacity of 2.5 Bcf/d by Q4 2026 [1]. - North American natural gas demand is projected to increase by 45 Bcf/d to approximately 170 Bcf/d by 2035, indicating a strong demand for pipeline services [1]. Group 3: Valuation and Market Position - Despite strong year-to-date performance, these companies trade at modest earnings multiples, with MPLX having a trailing P/E of 12.22 and PAA's forward P/E at 10.87 [1]. - S&P upgraded KMI to BBB+ in January 2026, reflecting improvements in its balance sheet [1]. - TRP successfully placed $8.3 billion in new projects into service in 2025, all under budget by 15%, showcasing execution quality that the market has not fully priced in [1].

As the U.S. indices continue to trade sideways and see elevated levels of volatility, this may increase the appeal of global funds for investors. The abrdn Global Dynamic Dividend Fund ( AGD ) offersFinancial 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 ...

While I'm writing this, the S&P 500 is basically flat on the year. That’s not a bad thing if we consider that the index returned 16% last year. In 2024, it returned 23%. In the year beforeLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with strong cash-flow potential. Leo also writes for Main Stre ...

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 diversified approach to investing, suggesting that a solid base of dividend growth stocks can be complemented by other asset types to create a balanced portfolio [1]. - The strategy aims to boost investment income significantly while maintaining a total return that aligns with the performance of the S&P index [1].

In fact, our portfolio’s total return outperformance speaks for itself, as detailed here . If you are looking for a disciplined, income-focused strategy built around high-conviction ideas trading at compelling discounts, I encourage you to take a closer look at what we are building at High Yield Investor .Two of the most powerful dividend growth machines in the entire market - Blackstone ( BX ) and Ares Management ( ARES ) - are now trading at one of their cheapest valuations in years asSamuel Smith has a d ...

Key Takeaways Astec Industries is among five dividend growers picked for stability amid tensions. Analog Devices and Amphenol project strong 2026 revenue growth of 25.2% and 34.9%, respectively.Morgan Stanley and Archrock pair earnings growth with dividend yields above 2%. Wall Street ended the first trading day of March 2026 on a mixed note, as its three major indices moved in opposite directions. While the tech-heavy Nasdaq Composite and S&P 500 moved up, the Dow Jones Industrial Average suffered a fall, ...

Core Viewpoint - EPR is positioned as an attractive investment opportunity due to its strong value proposition, which includes a 6% dividend yield, 5% growth potential, and opportunities for multiple expansion [3]. Company Overview - The presentation is part of Citi's 2026 Global Property CEO Conference, featuring EPR's CEO Greg Silvers and other key executives [2]. - The executive team includes Mark Peterson (CFO), Ben Fox (CIO), and Brian Moriarty (SVP of Corporate Communications) [2]. Investment Highlights - EPR offers a compelling investment case with a combination of a solid dividend and growth prospects, appealing to investors looking for both income and capital appreciation [3].

In fact, our portfolio’s total return outperformance speaks for itself, as detailed here . If you are looking for a disciplined, income-focused strategy built around high-conviction ideas trading at compelling discounts, I encourage you to take a closer look at what we are building at High Yield Investor .The current macro environment is very uncertain, as lingering global tariff uncertainty and a growing risk of conflict involving the United States and China on both economic and military fronts threaten to ...