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Cigna: Now Is A Prime Buying Opportunity (NYSE:CI)
Seeking Alpha· 2025-11-24 13:00
For a limited time, you can join a community that seeks to enjoy a bountiful harvest of dividends, massive total returns while remaining extremely conservative in our risk-taking. You'll get in-depth coverage, powerful tools, and a clear, concise Model Portfolio targeting 6-7% yields. Dividend Kings provides all this and more.This is true of baseball. It's common for the best hitters to exhibit patience at the plate. They hangIt's often said that patience is a virtue. That's because it's critical to long-te ...
The New Retirement Playbook: Dividends, Not Drawdowns
Yahoo Finance· 2025-11-23 18:44
Core Insights - The article discusses the debate between using dividends versus drawdowns as a retirement strategy, emphasizing that for many soon-to-be retirees, dividends are the preferred approach [1][2]. Group 1: Retirement Strategies - Many retirees are anxious about ensuring their savings last throughout retirement, leading to various strategies, including the 8% drawdown approach, which has both supporters and critics [2]. - An income-first approach with dividends shifts the focus from depleting savings to maintaining a durable income stream, promoting a more secure retirement [2]. Group 2: Capital Preservation - Traditional systematic withdrawal methods, like the 4% rule, can erode principal over time, especially during bear markets, making retirees vulnerable [3]. - Dividend investing allows retirees to generate income without selling assets, preserving capital and enabling continued compounding, which enhances long-term financial security [4][5]. Group 3: Benefits of Dividend Investing - Dividend strategies provide a consistent cash flow, reducing the need for forced selling during market downturns, which is crucial for maintaining wealth during retirement [6]. - Realty Income (O) exemplifies successful dividend investing, having increased its monthly dividend from $0.234 per share in November 2020 to $0.2695 in November 2025, showcasing the potential for income growth [6].
What Every Waste Management Investor Should Know Before Buying
The Motley Fool· 2025-11-22 11:25
Core Insights - Waste Management (WM) is the largest trash hauler in North America, with a market cap of $86.9 billion, and has seen its share price increase over 375% in the last decade [2][4]. Industry Overview - The trash industry is growing due to the increasing North American population, leading to more waste generation [3]. - The industry is dominated by three major companies: Waste Management, Republic Services ($67.3 billion), and Waste Connections ($44.7 billion), which control the majority of the market [4]. Business Stability - Waste Management benefits from low customer churn, which is below 10%, due to high barriers to entry such as limited landfill space and the need for specialized trucks for municipal contracts [5]. Dividend Performance - Waste Management has a strong history of dividend increases, with a notable 10% increase in 2025, supported by reliable cash flow from long-term contracts [6]. - The company expects free cash flow for 2025 to be between $2.8 billion and $2.9 billion, which comfortably covers its projected dividend payouts of $1.3 billion to $1.4 billion [7]. - Although the current dividend yield is 1.49%, which is low historically, the dividend has increased by over 114% in the last decade, while the share price has risen by 305% [8].
Semtech Q3 Preview: Growth Will Last For At Least Another Year, But I'm Cautious (NASDAQ:SMTC)
Seeking Alpha· 2025-11-21 08:17
Semtech Corporation ( SMTC ) is due to report its Q3 earnings on the 24 th of November, so I wanted to go through what to expect and what I am going to be lookingMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, option or simila ...
CIBC Reaffirms Outperform Rating While Raising Fortis (FTS) Price Target
Yahoo Finance· 2025-11-21 06:12
Fortis Inc. (NYSE:FTS) is included among the 13 Best Canadian Dividend Stocks to Buy and Hold for the Long Term. CIBC Reaffirms Outperform Rating While Raising Fortis (FTS) Price Target Image by Steve Buissinne from Pixabay CIBC​ lifted its pri⁠ce t⁠arget fo‍r Fortis Inc. (NYSE:FTS) to C$75 from C$74 on November 5 and maintained its Outperformer rating, according to a report by the Fly. In its third quarter earnings report, Fortis Inc. (NYSE:FTS) announced that it has spent about $4.2 billion on capita ...
This Stock’s Dividend Has Risen 1.5X in 2 Years. Is It a Buy Here?
Yahoo Finance· 2025-11-21 00:30
Last week, Disney (DIS) announced its fiscal Q4 2025 earnings, which were a mixed bag and led to a selloff in the stock. One of the key highlights of the report was the 50% hike in its dividend, following which the company will pay an annual dividend of $1.50 in the current fiscal year. Disney increased its dividends by 33% in December 2024, also. Since reinstating its dividends in late 2023, its semi-annual dividends have risen from $0.30 to $0.75 – a 1.5-fold increase. On the face of it, the hike looks ...
The Schwab U.S. Dividend Equity ETF (SCHD) Offers a Higher Yield and Lower Cost Than the iShares Core High Dividend ETF (HDV)
The Motley Fool· 2025-11-16 18:11
Core Insights - The iShares Core High Dividend ETF (HDV) and the Schwab U.S. Dividend Equity ETF (SCHD) both focus on U.S. dividend stocks, with SCHD noted for its lower cost, higher yield, and larger assets under management, while HDV has shown stronger recent returns [1][2] Cost & Size Comparison - HDV has an expense ratio of 0.08% and assets under management (AUM) of $11.6 billion, while SCHD has a lower expense ratio of 0.06% and significantly larger AUM of $70.1 billion [3][4] - The 1-year return for HDV is 3.6%, whereas SCHD has a negative return of (5.7%), and the dividend yield for HDV is 3.1% compared to SCHD's 3.8% [3][4] Performance & Risk Analysis - Over a 5-year period, $1,000 invested in SCHD would grow to approximately $1,400, while the same investment in HDV would grow to about $1,300 [5] - SCHD tracks a portfolio of 103 U.S. dividend payers with significant sector exposure to energy (20%), consumer defensive (18%), and healthcare (16%) [5][6] - HDV selects 75 stocks with a heavier tilt towards consumer defensive (25%), energy (22%), and healthcare (20%) [6] Historical Returns - Over the past 10 years, SCHD delivered a total return of 199.5%, while HDV underperformed with a total return of 143.1% [7] - The latest quarterly payment for HDV was only 2.85% higher than five years ago, indicating disappointing growth in payouts for income-seeking investors [8] - In contrast, SCHD's focus on dividend growth led to a 29.9% increase in its dividend payout over the past five years [9]
1 No-Brainer Dividend ETF to Buy Right Now for Less Than $1,000
The Motley Fool· 2025-11-16 16:43
This ETF is made up of many time-tested, high-quality companies.One reason I'm a fan of dividend exchange-traded funds (ETFs) is that they combine two of my favorite parts of investing: guaranteed income and ETFs. Stock price appreciation is great and undoubtedly appreciated, but it's nice to own dividend stocks and know you'll get rewarded regardless of the stock's price movements.And ETFs are great because they allow you to cover a lot of ground and check many investing boxes with just a few investments. ...
Best Stock to Buy Right Now: Costco vs. Coca-Cola
The Motley Fool· 2025-11-16 16:23
Core Viewpoint - Coca-Cola is currently more appealing to investors compared to Costco, primarily due to its higher dividend yield and better valuation metrics, while Costco offers stronger growth potential in the long term [1]. Dividend Analysis - Coca-Cola offers a dividend yield of nearly 2.9%, significantly higher than Costco's 0.6%, which is below the S&P 500 average [2]. - Coca-Cola has a long history of dividend consistency, having increased its dividend annually for over six decades, qualifying it as a Dividend King, while Costco has only 21 annual dividend hikes [3]. Valuation Metrics - Coca-Cola's price-to-earnings (P/E) and price-to-book (P/B) ratios are below their five-year averages, indicating it is fairly priced to slightly cheap [4]. - In contrast, Costco's P/S, P/E, and P/B ratios are all above their five-year averages, suggesting it appears expensive despite a 15% decline in stock price [5]. Growth Perspective - Costco has demonstrated stronger growth metrics, with revenue growing at an annualized rate of around 9% and earnings expanding at approximately 13% over the past decade [7]. - Coca-Cola's revenue has remained flat over the past decade, with earnings growing at just over 4% annually, indicating limited growth potential [7][8]. Market Performance - Costco's shares are down approximately 15%, marking the seventh drawdown in the past decade, but historical trends suggest a potential rebound [9]. - Coca-Cola's current market cap stands at $306 billion, while Costco's is at $409 billion, reflecting their respective positions in the market [6][9]. Investment Outlook - From a dividend and value investment perspective, Coca-Cola is likely to be more attractive than Costco at this time [10]. - However, for growth investors, Costco presents a more compelling long-term opportunity, albeit at a premium price [11].
Blackstone Secured Lending Is A Buy Once Again
Seeking Alpha· 2025-11-16 04:24
Core Insights - Blackstone Secured Lending Fund (BXSL) is recognized for its defensive portfolio and strong industry metrics, making it a preferred choice among Business Development Companies (BDCs) [1] Company Overview - BXSL has been subject to varying ratings of "buy" and "hold" based on its stock price fluctuations [1] - The fund is part of a broader strategy focused on dividend investing, which is viewed as a pathway to financial freedom [1] Analyst Background - The analyst has extensive experience in mergers and acquisitions (M&A) and business valuation, having evaluated numerous businesses and participated in both sell-side and buy-side transactions [1] - The analyst's expertise spans multiple sectors, including technology, real estate, software, finance, and consumer staples, which are also reflected in their personal investment portfolio [1] Investment Philosophy - The article emphasizes the importance of dividend investing as a straightforward method for building long-term wealth and achieving financial independence [1]