Dividendology

In this video, we compare two popular covered call ETFs, SPYI and JEPI, exploring their performance, distribution yields, and volatility. Discover how SPYI has outperformed JEPI in total returns and distribution stability, while discussing the implications of past performance in current market conditions.

In this analysis, we explore whether Pepsi stock is finally a worthy investment amid its recent struggles, including a nearly 10% decline and concerns over unsustainable dividend growth. Despite a promising dividend yield approaching 4%, the company faces significant challenges such as stagnant revenue growth and an increasing free cash payout ratio, raising questions about its long-term viability and capital allocation strategies.

In this video, we analyze Morningstar's top 10 dividend stocks, emphasizing the importance of selecting dividend stocks not just based on high yield but also on sustainable growth and undervaluation. We provide insights into the performance and potential of these stocks, while recommending better alternatives for both dividend growth and high yield investors.

In this video, we analyze Realty Income (O), a top REIT known for its monthly dividends and impressive track record of 112 consecutive quarters of payout increases. Despite recent underperformance in the market, we explore whether the current low valuation and changing interest rate environment present a lucrative buying opportunity for investors.

In this video, I detail the dividend income generated from my $247,000 investment portfolio in November, which totaled $32,762. I also explore the growth potential of my dividend investments, the importance of high-quality companies, and project future earnings to illustrate my journey toward living off dividends.

In this video, we analyze VICI Properties' stock performance, focusing on its recent sell-off and high yield amidst concerns surrounding Las Vegas tourism. Despite challenges, VICI shows promising growth in adjusted funds from operations per share, positioning it as a potentially attractive investment opportunity for those considering REITs.

In this video, we explore two stocks that have caught the attention of Congress: Apple and Walt Disney Company, examining their recent buying trends and financial performance. Utilizing the forecaster.biz tool, we analyze the factors influencing these companies’ stock prices and discuss potential risks and growth opportunities moving forward.

In this video, the host analyzes two dividend stocks currently trading near their 52-week lows, Costco and Home Depot, using Proview.ai for in-depth stock analysis. Despite both companies' historic dividend growth, the host concludes that their current valuations do not present an attractive investment opportunity at this time.

In this video, we explore Bill Ackman's recent portfolio moves and his bullish outlook for the upcoming year, as he reveals his 15% cash position and potential interest in discounted stocks like Mastercard and Meta. The analysis delves into the valuation metrics, growth projections, and market opportunities that make these companies attractive picks for stock investors.

In this video, we analyze the significant decline of Novo Nordisk's stock, which has dropped over 57% in the past year, including a recent 7.81% fall due to disappointing trial results for its Alzheimer's drug. We explore the competitive landscape with Eli Lilly, the implications of lowered guidance, and the potential for recovery amidst investor uncertainty.

In this analysis of UPS stock, we explore its current appeal as a high-yield dividend investment, given its significant price drop of 28% over the last year and a tempting dividend yield of 7%. However, serious concerns about the sustainability of its dividends arise due to declining free cash flow and increasing payout ratios, prompting a deeper evaluation of whether this stock represents a genuine buying opportunity.

In this video, an analysis of Meta Platforms (formerly Facebook) stock reveals it is down nearly 20% over the past month despite a positive earnings report, with analysts projecting significant upside potential. The discussion explores the reasons behind the sell-off, the company's robust advertising revenue model, increasing capital expenditures for AI investments, and whether Meta stock represents a valuable buying opportunity in the current market.

In this video, we dive into Warren Buffett's latest investment moves revealed in Berkshire Hathaway's 13F filing, including a new position in Google and substantial changes to his existing portfolio. We also discuss Buffett's growing cash reserves and his ongoing strategy of selling stocks, reflecting on market indicators that influence his decisions.

In this video, we analyze the recent dip in Microsoft (MSFT) stock, now trading around $493.79 per share, and explore the implications of rising AI investments and their effects on the company's financials. Despite concerns about declining free cash flow and increased capital expenditures, many analysts maintain a bullish outlook, projecting significant long-term earnings growth and potential upside from current prices.

In this video, we analyze Seeking Alpha's top five high-yield REITs for income seekers amidst current market volatility and low valuations. From Vichy Properties to Milrose Properties, we discuss the potential benefits and risks associated with each REIT, providing insights into their performance and future growth prospects.

In this video, we delve into the unique world of Business Development Companies (BDCs) and uncover six top-performing options for investors seeking high dividends amidst recent market sell-offs. By analyzing key metrics to identify sustainable investments, viewers will learn how to navigate the BDC landscape and capitalize on emerging opportunities as interest rates fluctuate.

In this breaking news update, Warren Buffett’s Berkshire Hathaway has made headlines by adding 17.8 million shares of Google stock, making it the 10th largest position in Buffett's portfolio. The video discusses Google's impressive stock performance and potential for continued growth, highlighting the company's strong earnings and strategic positioning in the AI landscape.

In this video, we delve into three stocks that have recently attracted significant insider purchases, indicating strong confidence in their future performance. Using the investment analysis tool Forecaster, we take a closer look at Caterpillar, Waste Management, and Omega Healthcare Investors, highlighting their financial prospects and growth potential.

In this video, we explore five newly announced dividend increases from high-quality stocks as the market reacts positively to the nearing end of the US government shutdown. From Exxon Mobile's 4% hike to Snap-on's impressive 14% boost, we analyze each company's financial metrics and dividend growth potential using data from tickerdata.com.

In this video, Tom Lee shares his bullish prediction that the S&P 500 could reach 15,000 by 2030, driven by increased earnings growth and multiple expansion, especially in the financial sector. The discussion delves into the necessary mathematical backing and market trends that would enable this ambitious target, highlighting the remarkable potential influences of AI and changing interest rates on future market performance.

In this analysis, we dive into the significant decline of Alexandria Real Estate (AR), which has plummeted over 51% in the past year, largely due to an oversupply in the life science sector leading to declining rents and higher vacancy rates. Despite a high dividend yield of 9.5%, concerns about sustainability and uncertain future guidance raise questions about the REIT's recovery potential, making it a topic of interest for both current investors and those monitoring the market.

In this video, we explore the potential of eight REITs that are poised for significant growth amidst changing market conditions and declining valuations. With insights on analyzing REITs, investment strategies, and the current favorable rate environment, this presentation aims to guide viewers on seizing opportunities in the real estate investment trust sector.

In this video, we explore why Mastercard's stock is currently trading at one of its lowest valuations in the last five years, despite a significant 75% increase in share price during that time. We delve into the company’s impressive growth in free cash flow and earnings, contrasting its valuation to Visa and examining potential future returns for investors.

In this analysis of Novo Nordisk's recent stock performance, the video highlights a significant drop in stock value following disappointing earnings results, including a 57% decline over the past year. Despite a 5.2% revenue increase, multiple forecast cuts raise concerns about future cash flow predictability, leaving investors questioning whether now presents a viable buying opportunity.

In this video, we explore four covered call ETFs that not only offer high dividend yields but also demonstrate the potential for net asset value growth, a crucial factor for sustainable income generation. The discussion highlights the importance of fund structure and management strategies, providing insights into how these ETFs can navigate market fluctuations and continue to enhance shareholder returns.

In this video, I reveal the dividend income generated from my $244,000 portfolio in October, totaling $3,846, while also projecting future earnings and growth strategies. Join me as I analyze key stocks, discuss portfolio allocations, and explain the benefits of dividend growth investing versus high-yield stocks.

In this video, we analyze five dividend stocks currently trading near their 52-week lows, highlighting opportunities amidst the ongoing bull market and offering insights into each company’s financial health and dividend metrics. Join us as we delve into the details of UPS, Verizon, Brown and Brown, Waste Management, and Novo Nordisk, providing a comprehensive evaluation to help you determine whether these stocks are worth considering for your portfolio.

In this video, we analyze Google's impressive Q3 earnings report, highlighting a significant beat in revenue and profits as the stock surges to nearly $293 per share. Despite concerns about AI competition, Google's search revenue continues to grow, showcasing its resilience and positioning in the market, while investments in AI infrastructure raise questions about future capital expenditures.

In this video, we explore four notable dividend increases from major companies as the S&P 500 continues to reach new heights in the ongoing 2025 bull market. Highlighting McDonald's, Brown and Brown, Waste Connections, and Comfort Systems, we analyze their recent performance and the implications of their increased dividends for investors.

In this video, we analyze United Health Group's recent earnings report, highlighting a surprising rebound with a 4.2% pre-market stock increase despite previous bearish expectations and recent setbacks. We discuss key financial metrics, the company's increased guidance for 2025, and the implications of ongoing investigations while considering the investment potential and overall market sentiment surrounding UNH stock.

In this detailed analysis, we explore Verizon's stock at its 52-week low, highlighting its attractive 7% dividend yield amidst recent sell-offs and leadership changes. As the company approaches its earnings report on October 29th, we assess the potential investment opportunity, considering its slow revenue growth and low valuation metrics compared to historical standards.

In this video, we explore the recent stock purchases made by members of Congress, focusing on JP Morgan Chase and United Health Group, both of which operate in heavily regulated sectors. We discuss JP Morgan's impressive stock performance and dividend growth, along with United Health Group's recovery and insider buying activity, highlighting why these stocks are capturing the interest of lawmakers and investors alike.

In this video, we explore two dividend stocks poised to benefit from the Federal Reserve's ongoing rate cuts: Next Era Energy, known for its impressive dividend growth, and Alexandria Real Estate Equity, offering a high yield with sustainable payouts. Additionally, we discuss the potential risks associated with investing in business development companies (BDCs) in a declining interest rate environment.

In this comprehensive guide, viewers will learn how to effectively analyze Real Estate Investment Trusts (REITs), including insights on historical returns, dividends, management, tenants, debt, and valuation metrics. The video also offers a downloadable PDF with key takeaways and encourages viewers to explore additional resources for further knowledge on this unique asset class.

In this video, we explore the unique features of the Infrastructure Capital Equity Income Fund ETF (IAP), which boasts a high dividend yield, growing dividends, and a total return exceeding 10% year-to-date. Despite its low assets under management, IAP uses a distinctive approach to covered call strategies that allows it to maximize income while potentially enabling price appreciation alongside increased dividend payments.

In this video, we analyze Coca-Cola's latest earnings report, which shows a 4% increase in stock price following better-than-expected revenue and earnings results. While the company demonstrates stable cash flows and a history of dividend growth, potential investors should consider the sustainability of its dividends and overall valuation relative to peers like Pepsi.

In this video, we analyze four promising stocks that have the potential to double in value over the next five years, relying on solid mathematical projections rather than reactionary price targets. Through detailed examination of each company's fundamentals and earnings growth, we provide compelling price targets for stocks including Microsoft, United Health Group, Texas Instruments, and Novo Nordisk, highlighting the rationale behind each estimate.

In this video, the host discusses their recent purchase of four dividend stocks amidst market volatility triggered by President Trump's tariff announcements. They analyze each company's fundamentals, highlighting their potential for growth while emphasizing the importance of buying stocks with strong earnings, even when share prices dip.

In this video, we analyze ASML's latest earnings report and its implications for investors, highlighting impressive growth metrics despite a historical trend of disappointing earnings reactions. With promising guidance for the future and a booming demand for AI-driven semiconductors, ASML's stock appears poised for continued upward momentum.

In this video, we analyze Domino's Pizza (DPZ) to determine if its stock is a viable buy following recent earnings reports that showed solid revenue growth despite a stagnant stock price over the past five years. We explore Domino's unique business model, strong dividend growth, and current valuation compared to historical performance, ultimately addressing the potential for future returns and investor interest.