The Touchstone Small Company Fund underperformed its benchmark, the Russell 2000 Index, for the quarter ended September 30, 2025. Among the Fund's top-performing sectors in terms of adding value were Financials and Consumer Staples. From a factor perspective, the Fund's focus on profitable, liquid, and higher quality small cap stocks negatively impacted relative performance during the quarter.
Investors love dividend stocks, especially those with ultra-high yields, because they provide a substantial income stream and offer significant total return potential.
Successful passive income investing doesn't have to be overly expensive or labor-intensive.
Just as we grew accustomed to the likelihood of a third federal rate cut in December, some inflation data and a host of other factors led some on Wall Street to call for the Federal Reserve to hold off in December and perhaps wait until the first meeting in 2026.
Each of my kids collected more than three pounds of candy on Halloween Night. Three-plus pounds!
Apple Hospitality REIT, Inc. ( APLE ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Kelly Clarke - Vice President of Investor Relations Justin Knight - CEO & Director Liz Perkins - Senior VP & CFO Conference Call Participants Cooper Clark - Wells Fargo Securities, LLC, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Aryeh Klein - BMO Capital Markets Equity Research Jay Kornreich - Cantor Fitzgerald & Co., Research Division Kenneth Billingsley - Compass Point Research & Trading, LLC, Research Division Michael Bellisario - Robert W. Baird & Co. Incorporated, Research Division Chris Darling - Green Street Advisors, LLC, Research Division Presentation Operator Greetings, and welcome to the Apple Hospitality REIT's Third Quarter 2025 Earnings Call.
The recent inflation reading of 3% represents moderate price growth, which is above the Federal Reserve's long-term target of 2% but well below the elevated rates seen in 2022 and early 2023.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
I highlight three high-yield REITs - APLE, EPR, and GLPI - that offer attractive yields and deserve "buy" ratings based on valuation, growth, and payout consistency. Apple Hospitality REIT stands out for its 8.26% yield, low leverage, and monthly distributions, making it a compelling value play despite recent occupancy softness. EPR Properties offers a 6.67% yield with a diversified experiential real estate portfolio, stable leverage, and improving fundamentals as the leisure sector recovers.
REITs are often bought for their high dividend yields. But look out for dividend traps. Not all of them are sustainable. I highlight several pending REIT dividend disasters.
Apple Hospitality REIT, Inc. (NYSE:APLE ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Elizabeth S. Perkins - Senior VP & CFO Justin G.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.