5 Dividend Stocks I Can't Wait To Buy In October (Plus Macro Update)
The US stock market is highly concentrated, with technology and tech-related stocks now comprising about 55% of total market cap. This concentration justifies higher valuation multiples for SPY, as tech companies have stronger margins and more stable earnings than defensive sectors. There is a stark divergence in performance between speculative tech ETFs like ARKK and CHAT versus defensive dividend ETFs such as SCHD and VNQ.
Why Over 40% Of My Dividend Portfolio Is In This One Sector
The article highlights the divide between affluent and paycheck-to-paycheck American consumers, emphasizing that affluent spending drives economic resilience. AI-related stocks are powering market gains, while non-AI tech and value stocks lag, masking underlying disparities in market performance. Over 40% of my dividend growth portfolio is in a single sector, justified by fading headwinds from interest rates and new supply, and improving sector fundamentals.
REITs Could Have Some Of Their Best Years Ahead: Two Value Plays I Like That May See Strong Upside
REITs are poised to outperform in the coming years as interest rates are expected to decline, reversing recent underperformance. NNN REIT offers an attractive entry point with a strong yield, conservative payout, and potential price appreciation as headwinds subside. Alexandria Real Estate Equities is fundamentally sound despite recent price drops, offering a high yield and significant upside if rates fall.
2 Of The Best Dividend Combos I've Ever Found
Building resilient portfolios means pairing stocks with complementary strengths, like growth + income or stability + upside. I focus on combos that balance risk/reward, whether it's sector exposure, cash flow durability, or macroeconomic trends. In this article, I discuss two combos with a unique focus on consumer spending, housing, real estate, and energy.
August's 5 Dividend Growth Stocks With Yields Up To 8%
Every month, we screen for higher-yielding dividend-paying stocks, but also those that have a trend of generally growing dividends. Those include dividend payers that screen well based on quant grades that suggest the dividends are relatively safe. We have two new names making the top of the list this month, which we haven't discussed before, but they unfortunately appear to have some real concerns.
Agree Realty: Upgrading The Preferred Shares To A Buy
Agree Realty's preferred shares now offer an attractive entry point after a 15% price drop, warranting an upgrade from 'hold' to 'buy.' Preferred dividends are exceptionally well covered, requiring less than 2% of AFFO, minimizing the risk of missed payments for income-focused investors. The REIT's robust balance sheet and low loan-to-value ratio provide a healthy equity cushion, further protecting preferred shareholders.
Inflation Fails To Chill Fed Cut Momentum
U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.
2 Of The Best Deeply Undervalued Retirement Dividend Growth Machines
Retirees tend to love stocks that combine big dividends, inflation-beating dividend growth, strong balance sheets, and durable and defensive business models. Even better, when retirees can buy these sorts of stocks at clear discounts to intrinsic value, they also can enjoy big upside potential. We share two of the best opportunities that check these boxes right now.
Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher
While the December 2024 interest rate cut of 25 basis points may be the last until at least September, it is an excellent bet that the federal funds rate will be lower than today's effective rate of 4.23%, which is already below the long-term average of 4.61%.
How I've Built A Monster Passive Income Portfolio (And What I'm Buying Now)
I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasizing passive income growth regardless of market cycles.
Agree Realty Corporation (ADC) Q2 2025 Earnings Conference Call Transcript
Agree Realty Corporation (NYSE:ADC ) Q2 2025 Earnings Call August 1, 2025 9:00 AM ET Company Participants Joel N. Agree - President, CEO & Director Peter Coughenour - CFO, Secretary & Investor Relations Professional Reuben Goldman Treatman - Senior Director of Corporate Finance Conference Call Participants Bradley Barrett Heffern - RBC Capital Markets, Research Division James Hall Kammert - Evercore ISI Institutional Equities, Research Division Jana Galan - BofA Securities, Research Division Ki Bin Kim - Truist Securities, Inc., Research Division Linda Tsai - Jefferies LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Richard Allen Hightower - Barclays Bank PLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Sheryl Kaul - Wells Fargo Securities, LLC, Research Division Smedes Rose - Citigroup Inc., Research Division Upal Dhananjay Rana - KeyBanc Capital Markets Inc., Research Division Wesley Keith Golladay - Robert W.
Agree Realty (ADC) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Agree Realty (ADC) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
