Dividend Investing
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Cigna: Now Is A Prime Buying Opportunity
Seeking Alpha· 2025-11-24 13:00
Group 1 - The article emphasizes the importance of patience in achieving long-term investment success, drawing a parallel to baseball where the best hitters exhibit patience at the plate [1] - The focus is on providing in-depth coverage and tools for investors seeking high-quality dividend growth and undervalued opportunities, targeting yields of 6-7% [1][2] - The lead analyst, Scott Kaufman, aims to deliver strong capital gains alongside cash dividends, contributing to a robust total return for investors [2] Group 2 - The community mentioned in the article seeks to enjoy a bountiful harvest of dividends while maintaining a conservative approach to risk-taking [1] - The article highlights the experience of the lead analyst in the financial sector, which spans over a decade, indicating a strong foundation for the insights provided [2]
Orchid Island Capital: Cash Today, Capital Risk Tomorrow (NYSE:ORC)
Seeking Alpha· 2025-11-24 05:28
Core Insights - The individual has a B.Tech degree in Mechanical Engineering and nearly twenty-five years of experience in the oil and gas sector, primarily in the Middle East [1] - The investment strategy is informed by a background in engineering, operations, and project management, emphasizing efficiency, carefulness, and discipline [1] - The focus on U.S. equity markets includes technology, energy, and healthcare sectors, with a shift from growth investing to a blend of value and growth strategies [1] Investment Philosophy - The approach involves understanding the underlying economics of businesses, evaluating competitive advantages, and assessing the ability to generate consistent free cash flow [1] - There is an emphasis on long-term holding of high-quality businesses to benefit from time and compounding effects [1] - The investment orientation is moderately conservative, prioritizing downside minimization while seeking upside potential [1] Recent Trends - A gradual rebalancing towards income-generating assets such as dividend-paying equities and REITs has been noted, especially as retirement approaches [1] - Investing is viewed not just as a pursuit of high returns but also as a means to achieve peace of mind [1] - There is a commitment to investing in ecologically sensitive businesses, reflecting a broader concern for environmental impact [1]
Canadian oil and gas investing, utilities and pipelines. Plus, the Sunday Reads.
Cut The Crap Investing· 2025-11-23 14:49
It is so Canadian to enjoy a healthy dividend. Investing in oil and gas stocks is also as Canadian as needing to wear a toque in October or stopping at Timmie’s before heading off on a road trip. We have a resource-based economy and many investors have learned to embrace our dominant sectors. And of course if you buy a core index-based Canadian equity ETF, it will be dominated by financials, energy and other materials. When investing in the very cyclical oil and gas sector, you have to be prepared for a roc ...
Vanguard's VYM Offers Broader Diversification Than iShares, But HDV Shines With Its Higher Yield
Yahoo Finance· 2025-11-22 20:48
Core Insights - The Vanguard High Dividend Yield ETF (VYM) offers broader diversification and stronger recent returns compared to the iShares Core High Dividend ETF (HDV), which focuses on higher payouts and a more concentrated portfolio [2][9] - Both ETFs aim to provide stable income through high-dividend U.S. stocks, but VYM holds nearly 600 companies for wide diversification, while HDV concentrates on just 75 stocks [3][9] Cost & Size Comparison - VYM has a lower expense ratio of 0.06% compared to HDV's 0.08%, making it slightly more affordable [4][5] - As of November 22, 2025, VYM has a 1-year return of 5.74%, while HDV has a return of 2.06% [4] - HDV offers a higher dividend yield of 3.09% compared to VYM's 2.49% [4] Performance & Risk Analysis - Over the past five years, HDV experienced a maximum drawdown of -16.52%, while VYM had a drawdown of -15.87% [6] - An investment of $1,000 would have grown to $1,433 in HDV and $1,595 in VYM over the same period [6] Portfolio Composition - VYM contains 566 holdings with significant sector weights in financial services (21%), technology (14%), and industrials (13%), appealing to investors seeking diversification [7] - HDV, with only 75 stocks, is heavily weighted in consumer staples, energy, and healthcare, focusing on established high-yielding blue chips like Exxon Mobil and Johnson & Johnson [8] Summary of Investment Strategies - VYM is more diversified and has higher assets under management at $81.3 billion compared to HDV's $11.7 billion [4][9] - While HDV offers a higher dividend yield, VYM has delivered stronger recent total returns, making both ETFs viable options for income-focused investors [9][11]
Suze Orman’s Take on Dividend Investing Might Surprise You
Yahoo Finance· 2025-11-22 14:57
Core Insights - Suze Orman emphasizes the importance of dividend stocks as a reliable source of passive income, particularly for retirees seeking predictable income streams [2][5][6] - Orman advocates for a balanced investment strategy, suggesting that dividends should not constitute an entire portfolio but rather serve as a stabilizing tool alongside growth investments in sectors like technology and AI [4][6][7][8] Dividend Stocks - Companies like Pfizer and Whirlpool are highlighted as strong dividend stocks, with Whirlpool offering a notable dividend yield of 5.32% as of November 2025, driven by consistent demand for home appliances [1] - Orman identifies high-yield dividend stocks such as Microsoft, NVIDIA, Meta, and Broadcom as not only reliable for dividends but also as long-term growth performers [7] Investment Strategy - Orman's investment strategy includes dollar-cost averaging during volatile market periods to capitalize on lower share prices and secure higher future yields [9] - Diversification is a key principle in Orman's approach, recommending a mix of individual dividend stocks and dividend ETFs to mitigate risks associated with any single company [10][12] Risk Management - Orman warns about the implications of dividend cuts, viewing them as significant red flags that may necessitate selling to protect future income [11]
American Tower: Well-Covered 4% Dividend Potentially Attractive For Income-Oriented Investors (Rating Downgrade)
Seeking Alpha· 2025-11-22 12:15
Market Overview - The market is currently down over 1%, continuing a sell-off trend from the previous week [1] Investment Opportunities - Some stocks are now trading at attractive valuations relative to their quality, presenting potential investment opportunities [1]
Looking For Yields: Merck, Altria, And Genuine Parts Are Consistent Moneymakers
Yahoo Finance· 2025-11-22 03:01
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. Merck, Altria, and Genuine Parts have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of up to 7%. Merck Merck & Co. (NYSE:MRK) is a global biopharmaceutical company that discovers, develops, manufactures, and ...
3 High-Yield Dividend Gambles Paying Up to 9%- And Wall Street Says ‘Buy’
Yahoo Finance· 2025-11-22 00:00
Dividend Aristocrats and perhaps to a lesser extent, the Dividend Kings often get all the attention when it comes to income investing... but focusing only on those groups could lead to missing out on other bigger opportunities. Before actually increasing their dividends consistently for decades, these companies also had to start from somewhere. And some of the most exciting dividend growers are the ones “flying” under the radar. They are also riskier plays. But investors who find these types of companies ...
Resist AI FOMO And Stick With Your Long-Term Plan
Seeking Alpha· 2025-11-21 13:55
Core Insights - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at reputable firms [1] - He is a Professional Engineer and Project Management Professional with a strong academic background in Civil Engineering, Mathematics, and applied mathematics with a focus on machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value in investment strategies [1] Company and Industry Summary - High Yield Investor provides various investment services, including real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [1] - The platform features an active chat room for investors to engage and share insights [1]
Retirement: 2 Healthcare Giants To Buy At Discounted Prices
Seeking Alpha· 2025-11-21 13:00
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] - Scott Kaufman, known as Treading Softly, is highlighted as the lead analyst for Dividend Kings, providing insights into high-quality dividend growth and undervalued investment opportunities [1] - The goal of the community is to achieve a robust total return through cash dividends and strong capital gains [1]