Key Points Bristol Myers Squibb is a pharmaceutical giant with a solid dividend history. Medtronic is a high-yield medical device maker that's nearing Dividend King status. J&J makes drugs and medical devices and boasts of over 50 annual dividend increases. 10 stocks we like better than Bristol Myers Squibb › Most dividend investors are looking not just for a high yield, but also for a company that can reliably support that yield over the long term. It is harder to find than you may think, but n ...

Group 1 - The NEOS Bitcoin High Income ETF (BTCI) is designed to provide investors with exposure to Bitcoin while generating income through high dividend-paying stocks and ETFs [1] - The fund's strategy focuses on risk-adjusted performance, diversification, and sustainability, which are essential for investors seeking financial independence and effective portfolio management [1] Group 2 - The article emphasizes the importance of having a high conviction in a portfolio, particularly in dividend-paying assets, to ensure peace of mind for investors [1]

Core Viewpoint - The article discusses the resurgence of interest in dividend-paying stocks, particularly those offering monthly dividends, as a reliable source of income in volatile market conditions [1][3][4]. Dividend Market Overview - Dividend-paying stocks have historically provided steady returns across various market environments, contributing approximately 50% of total stock returns on average since the 1930s [4]. - The focus on dividends has increased as investors seek income rather than relying solely on price appreciation, especially following market downturns in the 2000s and the Great Recession [2][3]. Methodology for Stock Selection - The article outlines a methodology for selecting stocks that pay monthly dividends, focusing on those with the highest dividend yields, which range from 3.5% to nearly 19.5% as of December 18 [7]. - Most selected stocks are from the REIT and capital market sectors, which are required to distribute a significant portion of their income to shareholders [8]. Company Highlights - **Phillips Edison & Company, Inc. (NASDAQ:PECO)**: - Dividend Yield: 3.58% as of December 18 - Barclays raised its price target to $42 from $40 following an investor presentation [11]. - The company has a strong portfolio with a median household income of about $92,000 within a three-mile radius of its centers, which is 15% higher than the US average [12]. - Management expects portfolio income to rise by approximately 26% over the next five years [13]. - **Agree Realty Corporation (NYSE:ADC)**: - Dividend Yield: 4.33% as of December 18 - Mizuho lowered its price target to $75 from $77 but maintained a Neutral rating [16]. - The company has transitioned to monthly dividend payments, with a consistent annual growth rate of 5.3% over the past decade [18][19]. - **Main Street Capital Corporation (NYSE:MAIN)**: - Dividend Yield: 5.17% as of December 18 - RBC Capital reduced its price target to $66 from $67 while keeping an Outperform rating [21]. - The company recently completed a follow-on investment in Chamberlin Holding LLC, supporting its acquisition of a commercial roofing contractor [22][24].

Key Takeaways EXPD raised its dividend by 5.5% and outperformed UPS with a 31% stock gain over six months.UPS' high dividend payout ratio raises concerns as free cash flow lags behind dividend payments.EXPD's earnings benefit from rising airfreight tonnage, cost-cutting, and e-commerce growth.United Parcel Service (UPS) and Expeditors International of Washington (EXPD) are two major players in the Zacks Transportation sector. Despite ongoing economic uncertainty, both companies increased dividends this year ...

Core Insights - Delta Air Lines (DAL) and American Airlines (AAL) are major players in the airline industry, with Delta being a member of the SkyTeam alliance and American Airlines part of the oneworld alliance [1][2] - Delta has shown strong international travel demand and diversified revenue streams, leading to better-than-expected earnings and revenue growth [3][4] - American Airlines has projected earnings per share for the fourth quarter of 2025 to be between 45 cents, with total revenues expected to increase by 3-5% [9][10] Delta Air Lines (DAL) - Delta reported strong earnings in Q3 2025, maintaining an excellent earnings surprise record with an average beat of over 8% [4] - The company expects adjusted revenue growth of 2-4% in Q4 2024 and full-year earnings guidance of $6 per share, which is at the upper half of the previous range [5] - Delta's operations were briefly disrupted by a government shutdown, but flights have returned to normal, which is beneficial for the upcoming holiday season [7][10] - The company has increased its quarterly dividend payout by 25%, marking its second increase since resuming dividends post-COVID [8] - Delta's stock has outperformed both the industry and American Airlines, gaining in double digits over the past six months [16][20] American Airlines (AAL) - AAL's management projected earnings per share for Q4 2025 to be between 65 cents and 95 cents, with total revenues expected to rise by 3-5% [9][10] - AAL has maintained an earnings surprise record with an average beat of over 26% despite incurring a narrower-than-expected loss in Q3 2025 [11] - The company's debt burden was $10.6 billion at the end of Q3 2025, resulting in a debt-to-capitalization ratio exceeding 100%, which is a significant concern for shareholders [12][14] - Increased labor costs, driven by a deal with pilots, have negatively impacted AAL's bottom line, with salaries and benefits rising by 9.9% in 2024 [14] - AAL does not offer dividends, which may make it less attractive to investors seeking consistent income [20][21]

Core Viewpoint - MINISO Group (MSNO) is set to report its Q3 financial results on November 21, with expectations focused on performance indicators and potential investment opportunities for long-term investors [1]. Group 1: Financial Performance Expectations - The upcoming Q3 report is anticipated to provide insights into MINISO's financial health and operational performance, which are critical for assessing future growth potential [1]. Group 2: Investment Strategy - The investment approach discussed emphasizes a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular focus on value investments [1]. - The strategy also includes the occasional use of options trading to enhance returns [1].

Market Overview - Volatility has returned to Wall Street, with major indexes experiencing their worst day in over a month due to a significant tech selloff [1][3] - The Dow and S&P 500 each declined by 1.7%, while the Nasdaq fell by 2.3%, moving below their recent all-time closing highs [3] Economic Concerns - Uncertainties regarding the economy's health have been rising, contributing to investor caution [1] - Skepticism is growing about the likelihood of another interest rate cut by the Federal Reserve this year, with current market pricing indicating a 50.1% chance of a quarter percentage point cut in December, down from 62.5% [5][6] Dividend-Paying Stocks - In light of market volatility, investors may consider dividend-paying stocks for steady income and capital protection [2] - Three notable stocks that have recently declared dividend increases are: - **Pan American Silver Corp. (PAAS)**: Declared a dividend of $0.14 per share, with a dividend yield of 1.25% and a payout ratio of 26% [8][10] - **Amkor Technology, Inc. (AMKR)**: Declared a dividend of $0.08 per share, with a dividend yield of 0.96% and a payout ratio of 26% [11][10] - **Autoliv, Inc. (ALV)**: Declared a dividend of $0.87 per share, with a dividend yield of 2.73% and a payout ratio of 35% [13][10] Industry Insights - The tech sector has been a primary driver of market performance, fueled by enthusiasm for artificial intelligence (AI) [4] - Significant investments are being made in AI, leading to concerns about the valuation of AI stocks [5]

Core Viewpoint - Annaly Capital Management, a mortgage REIT, offers a high dividend yield of 12.8%, attracting investor interest, but its dividend payments are volatile and influenced by interest rate changes [2][8]. Company Overview - Annaly Capital Management primarily invests in agency mortgage-backed securities (MBS), which constitute approximately 80% of its portfolio, along with non-agency residential mortgage loans and mortgage servicing rights [2][3]. - The company employs leverage to enhance returns, with a leverage ratio of 7.1 times equity as of September 30 [3][4]. Financial Performance - The company's third-quarter earnings available for distribution (EAD) increased to $0.73 per share, reflecting a 10.6% year-over-year growth [6]. - The annualized EAD return on equity was reported at 14.7%, up from about 13% a year prior [7]. Dividend Analysis - Annaly's current quarterly dividend is $0.70, which is covered by the last quarter's EAD [8]. - The dividend yield of 12.8% significantly exceeds the S&P 500 index yield of 1.2%, but the company's dividends have fluctuated, with quarterly dividends dropping from $0.88 in 2022 to $0.65 in the following year [8][11]. Market Context - The company's market capitalization stands at $15 billion, with a current stock price of $22.00 [10]. - Economic uncertainties, including inflation and potential interest rate changes by the Federal Reserve, pose risks to the company's performance and dividend stability [11].

Core Viewpoint - The article emphasizes the need for reliable monthly passive income for retirees, especially in light of a modest 2.8% increase in Social Security benefits that does not keep pace with a 3.0% inflation rate [2][3]. Group 1: Dividend-Paying Stocks - Dividend-paying stocks are highlighted as a viable option for generating reliable monthly passive income, as they distribute a portion of the company's earnings regularly, typically every three months [3]. - The article identifies four companies with a strong history of paying and increasing dividends, making them dependable sources of income throughout the year [3]. Group 2: Featured Company - Johnson & Johnson - Johnson & Johnson is presented as a key example of a company that provides reliable dividends, operating in the healthcare sector with a diverse product range including baby shampoo, medical devices, and vaccines [4][5].

Core Insights - Dividend-paying stocks provide steady income during market volatility, appealing to income investors who prioritize consistent yields over speculative gains [1] - High-yield companies rated as "Strong Buy" by analysts indicate both safety and potential for growth [2] Company Overview - Energy Transfer LP is a midstream company established in 1996, headquartered in Dallas, Texas, focusing on the transportation, storage, and processing of raw energy materials like oil and gas [5] - The company is expanding its operations with the Desert Southwest Expansion Project, which aims to increase Permian gas capacity by 1.5 billion cubic feet per day (Bcf/d) by 2029, connecting key supply points in Texas and New Mexico [5] Financial Performance - Energy Transfer reported a 7% year-over-year decline in sales to $19.2 billion and a 10% decrease in net income to $1.2 billion, attributed to lower raw material prices [6] - Despite the recent financial downturn, the company is expected to recover due to its diversified asset base and long-term contracts [6] Dividend Information - The company offers a forward annual dividend of $1.32, resulting in an approximate yield of 8% [7] - A consensus among 16 analysts rates Energy Transfer's stock as a "Strong Buy," reflecting consistent positive sentiment over the past three months [7]