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A Great Utility Priced Under Fair Value: American Water Works (NYSE:AWK)
Seeking Alpha· 2026-01-05 15:27
Core Insights - The article emphasizes the importance of identifying high-quality dividend-growing and undervalued investment opportunities to achieve strong total returns through cash dividends and capital gains [1]. Group 1 - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1]. - The focus of the analysis is on generating a robust total return by harvesting cash dividends alongside strong capital gains [1].
Western Midstream: An MLP With Outsized Total Return Potential
Seeking Alpha· 2025-12-29 13:00
Core Insights - The article emphasizes the importance of skepticism in investing, suggesting that if an investment opportunity appears too good to be true, it likely is [1] Group 1: Analyst Background - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1] - The focus of the analysis is on identifying high-quality dividend-growing and undervalued investment opportunities [1] - The goal is to achieve a strong total return through cash dividends and capital gains [1]
First Industrial: This Undervalued Coastal Logistics REIT Is Still Crushing It
Seeking Alpha· 2025-12-03 13:00
Core Insights - The article emphasizes the often-overlooked logistics behind consumer experiences and highlights the importance of understanding these factors in investment decisions [1] Group 1: Analyst Background - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1] - The focus of the analysis is on identifying high-quality dividend-growing and undervalued investment opportunities [1] Group 2: Investment Strategy - The primary goal is to achieve a strong total return through cash dividends and capital gains [1]