It might be prudent to make a point of collecting a little more cash in the near future, and worry a little less about growth.Does the prospect of economic uncertainty have you rethinking your portfolio? Perhaps you'd like to collect a little more cash while the economic headwinds are blowing? It's not an unreasonable concern. Plenty of other investors are already thinking more defensively than they've felt they needed to in a while.To this end, here's a closer look at five high-yielding dividend stocks to ...

Core Viewpoint - The article highlights S&P 500 dividend stocks that have experienced significant price declines, presenting them as attractive buying opportunities for long-term investors due to their strong fundamentals and consistent dividend growth. Group 1: Overview of Dividend Stocks - Dividend stocks are powerful wealth compounders, with the S&P 500 index showing over 300% growth in the past 25 years, and total returns exceeding 550% when including reinvested dividends [1] - The article identifies 10 S&P 500 dividend stocks that are currently trading at least 10% below their all-time highs, suggesting they are good buys for long-term holding [2] Group 2: Individual Stock Analysis - **Johnson & Johnson**: Down 11.5%, yield 3.4%, generated $95 billion in free cash flow over five years, returning 60% to shareholders, and has increased dividends for 62 consecutive years [4] - **ExxonMobil**: Down 11.6%, yield 3.7%, generated $55 billion in cash flow from operations in 2024, with a 42-year streak of dividend increases, and focusing on boosting cash flows post-acquisition of Pioneer Natural Resources [5] - **Procter & Gamble**: Down 14%, yield 2.7%, restructuring operations to target mid- to high-single-digit core earnings per share growth, and has increased dividends for 69 consecutive years [6][7] - **NextEra Energy**: Down 19%, yield 3.3%, operates the largest electric utility in America and is the largest producer of wind and solar energy, with over 20 years of dividend increases [8] - **Chevron**: Down 19%, yield 4.8%, has increased dividends for 38 consecutive years, and recently acquired Hess in a $53 billion deal [10] - **American Water Works**: Down 24%, yield 2.4%, serves over 14 million customers, targeting 7% to 9% annual dividend growth [11][13] - **Realty Income**: Down 29%, yield 5.6%, pays monthly dividends and has increased them for 110 consecutive quarters, owning over 15,000 properties [14] - **Oneok**: Down 29%, yield 5%, has a network of pipelines spanning 60,000 miles, targeting 3% to 4% annual dividend growth [15] - **Nucor**: Down 30%, yield 1.7%, America's largest steel company, has increased dividends for 52 straight years, and aims to return at least 40% of earnings to shareholders [16] - **Medtronic**: Down 33%, yield 3.3%, world's largest medical device manufacturer with $33.5 billion in revenue, plans to divest its diabetes business, and is close to becoming a Dividend King [18]

Group 1 - The core idea is to create a portfolio that generates income without the need for selling assets, making retirement investing less stressful and straightforward [1] - Members of High Dividend Opportunities benefit from significant rewards during periods of negative sentiment, often caused by misunderstandings of the sector [2] - The service offers features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios, and regular market updates, emphasizing community and education [2][4] Group 2 - The service philosophy is centered around the belief that no one should invest alone, fostering a vibrant community for income investors [2] - The contributors to High Dividend Opportunities include various analysts who monitor positions closely and provide exclusive buy/sell alerts to members [4]

Group 1 - The investment approach has received over 500 five-star reviews from members, indicating high satisfaction and perceived benefits [1] - The company invests significant resources, over $100,000 annually, into researching profitable real estate investment opportunities [1] - The leader of the investing group High Yield Landlord shares real-time transactions and maintains three distinct portfolios: core, retirement, and international [2] Group 2 - Jussi Askola, the President of Leonberg Capital, is recognized for his expertise in REIT investing and has authored award-winning academic papers on the subject [2] - The investing group offers features such as buy/sell alerts and direct access to analysts for member inquiries [2]

Group 1 - The article discusses the illusory nature of certainty about the future, suggesting that while it may seem to be growing, it remains uncertain [1] - It references a quote by Soren Kierkegaard, emphasizing that life must be lived forward despite understanding it backward [1] Group 2 - The company offers a 2-week free trial for access to its entire portfolio and current top picks, highlighting its position as the largest real estate investment community on Seeking Alpha [2] - The company boasts over 2,000 members and has received a perfect rating of 5/5 from more than 400 reviews, indicating strong community engagement and satisfaction [2]

Group 1 - The article discusses the water business in the Permian Basin, highlighting it as a significant investment opportunity [1] - The author emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, and ETFs [1] - The article includes a personal disclosure stating that the author has no financial interest in the companies mentioned [1] Group 2 - The article does not provide specific investment recommendations or advice, indicating that past performance is not indicative of future results [2] - It clarifies that the views expressed may not represent those of Seeking Alpha as a whole, and the analysts involved may not be licensed or certified [2]

Core Viewpoint - AGNC Investment, a mortgage REIT, offers a high forward dividend yield of 15.7% but faces significant near-term challenges impacting its profitability and stock performance [1][2][4]. Group 1: Business Model - AGNC operates as a mortgage REIT, originating its own mortgages and purchasing mortgage-backed securities (MBS) rather than owning physical properties, generating profits from interest on these investments [5]. - The company allocates 89.2% of its $78.9 billion portfolio to agency MBS assets backed by government entities, which provides a level of protection against housing crises [6]. Group 2: Recent Performance - Over the past year, AGNC's stock has declined by 12%, resulting in a total return of less than 3% when accounting for reinvested dividends [2]. - Key profitability metrics, including net spread and dollar roll income per share, have decreased from $0.58 in Q1 2024 to $0.37 in Q4 2024, while tangible net book value per share has also declined from $8.84 to $8.41 during the same period [9][10]. Group 3: Future Outlook - Analysts predict a further decline in AGNC's net spread and dollar roll income per share, estimating it will drop to $1.66 in 2025 and $1.63 in 2026, although this still covers the forward annual dividend rate of $1.44 per share [11]. - If AGNC's stock trades at five times its forward net spread and dollar roll income per share, the stock price could fall to approximately $8 by early 2026, indicating limited upside potential in the near term [12].

Real estate investment trusts (REITs) often make great dividend stocks. They tend to generate stable rental income, which enables them to pay attractive dividends and invest in expanding their portfolios. Those growth investments often allow REITs to steadily increase their dividend payments. Simon Property Group (SPG -0.05%) and Federal Realty Investment Trust (FRT -0.53%) are two of the largest REITs focused on the retail sector. Both pay attractive and growing dividends. However, investors are likely to ...

Group 1: Investment Opportunities - Discount brokerages have eliminated trading fees, making it easier for small investors to participate in the market and achieve similar returns as wealthier investors [1] - Healthpeak Properties and Pfizer are highlighted as attractive investment options, both offering dividend yields above 6% [2] Group 2: Healthpeak Properties - Healthpeak Properties is a healthcare-related real estate investment trust (REIT) that expanded through a merger with Physicians Realty Trust, focusing on laboratories rented to drugmakers [4] - The REIT's portfolio includes medical office buildings, with health systems and physician groups contributing 55% of annualized base rent, while drugmakers account for 34% [5] - HCA Healthcare is the largest tenant, responsible for 10.1% of annualized rent, followed by CommonSpirit Health at 2.9% [6] - Management expects funds from operations (FFO) to be between $1.81 and $1.87 per share, supporting a potential increase in the current annualized dividend payout of $1.22 per share [7] - Most properties are under net leases, allowing for predictable rent increases and steady dividend growth over the long term [8] Group 3: Pfizer - Pfizer's stock has decreased by approximately 60% from its peak in 2021, but it continues to provide a strong dividend yield of 6.9% [10] - Concerns about future cash flows arise from expected revenue losses of $17 billion to $18 billion due to patent expirations starting in 2026 [11] - Total sales reached $62.5 billion in the 12 months ending March, making it challenging to offset revenue losses from patent cliffs [12] - The company has received nine FDA approvals in 2023 and anticipates generating $20 billion in annual revenue from new products by 2030 [13] - Pfizer's $43 billion acquisition of Seagen in 2023 enhances its portfolio with cancer therapies, and in-house manufacturing could improve profit margins [14] - While rapid dividend increases are not expected, steady growth in payouts is likely, making it a smart addition to a diversified portfolio [15]

Group 1 - The article discusses the author's transition from selling a significant portion of EPR Properties stock to seeking new investment opportunities, particularly in high-yield Real Estate Investment Trusts (REITs) that offer stable passive income and potential mean reversion [1] - The author emphasizes a focus on value and income-oriented strategies in the selection of REITs, applying fundamental economic insights to assess market trends [1] Group 2 - The author identifies a strong interest in income investing, particularly in the context of the economic landscape shaped by the COVID-19 pandemic [1]