You don't need super-intelligence to figure out why these two dividend stocks are smart long-term investments."The true investor...will do better if he forgets about the stock market and pays attention to his dividend returns." -- Benjamin GrahamMany investors follow closely the ups and downs of the stock market, waiting for share price gains. Many investors also overlook another strong source of returns: the dividends many companies dish out to shareholders. If you're browsing for ideas, here are two rock- ...

Key Points Enbridge has an attractive dividend yield and a business that is built to change with the world's energy needs. Brookfield Infrastructure is capitalizing on three global investment megatrends. Brookfield Asset Management just announced growth plans through 2030, and they're huge. 10 stocks we like better than Brookfield Infrastructure › Some companies seem like obvious slam-dunk investments. They have a combination of durable business models, visible growth profiles, and strong financi ...

This company has long been a dividend powerhouse.There are lots of reasons to like PepsiCo (PEP 0.77%) as a possible investment for your long-term portfolio. One of the best reasons is its generous dividend yield -- recently at 4.1%. That yield is far above the S&P 500's recent yield of just 1.2%, and better still, it's a payout that's been growing at a good clip -- an annual average of more than 7% over the past decade.But wait -- there's more! Its payout ratio -- the percentage of earnings paid out in div ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Investment thesis: On the surface, Kraft Heinz (NASDAQ: KHC ) is having yet another bad year, with a massive Q2 loss, mostly driven by an asset write-down. It has been the story with this company for someAnalyst’s Disclosure:I/we have a beneficial long position in the shares of KHC, CPB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relatio ...

基金策略特点 - FlexShares Quality Dividend ETF（QDF）采用偏向高盈利性标的的投资组合策略 将质量因子与股息投资要求相结合 [1] - 该基金并非传统股息基金类型 持仓结构明显偏向高盈利性标的 [1]

宏观经济环境 - 当前经济环境呈现异常状态 为从业以来所见最怪异情况 [1] - 整体经济表现看似良好 第二季度GDP大幅增长3% 较前期显著提升 [1]

核心观点 - 联合包裹服务公司股票价格年内下跌超过30% 但当前价位对收益型投资者具备吸引力 [1] 股息分配 - 公司股息收益率升至7.38% 管理层强调股息由稳健自由现金流和投资级资产负债表支撑 [2] - 管理层承诺维持稳定且增长的股息政策 财务灵活性足以支持股息支付 [2][3] 短期挑战 - 美国小包裹市场受消费者信心处于历史低位影响 但该情况被视为暂时性现象 [4] - 特朗普政府关税政策导致中美航线日均货量骤降34.8% 此为该公司最盈利贸易通道 [5] - 中国至世界其他地区货量在第二季度增长22.4% 显示贸易流向转移 [5] 战略调整 - 主动削减亚马逊业务量50% 预计长期将提升盈利能力 [6] - 实施美国全职司机自愿离职计划 因85%司机司龄达25-40年且处于薪酬顶端 [7] - 人员 attrition 率低于预期 通过自愿离职计划可降低人力成本 [7] 增长前景 - 复杂医疗物流市场规模达820亿美元 公司目标成为全球第一供应商 [9] - 预计以16亿美元收购加拿大安道尔医疗集团 强化医疗供应链布局 [10] - 中小企业贡献美国总货量32% 渗透率环比提升230个基点 [11]

收入投资策略 - 收入投资者的核心目标是产生持续的现金流，而非追求高资本回报 [1] - 股息作为公司盈利分配给股东的部分，其收益率（股息/股价）是收入投资者的关键指标 [2] - 研究表明股息贡献长期回报的显著部分，许多案例中占比超过总回报的三分之一 [2] Independent Bank Corp (INDB) 股息表现 - 公司股价年内上涨7.07%，当前季度股息为每股0.59美元，股息收益率达3.43% [3] - 股息收益率显著高于行业平均水平（东北地区银行股2.67%）和标普500指数（1.51%） [3] - 年度化股息2.36美元，较去年增长3.5%，过去5年年均股息增长率为5.67% [4] 财务与增长前景 - 当前派息比例为52%（即52%的EPS用于分红），未来股息增长取决于盈利增长和派息比例 [4] - 2025年每股收益预期为5.26美元，同比增长15.60%，显示盈利扩张潜力 [5] - 公司获得Zacks 1（强力买入）评级，兼具股息吸引力和资本增值空间 [6] 行业对比与投资特征 - 大型成熟企业通常提供更稳定的股息，而高增长企业或科技初创公司较少分红 [6] - 高股息率股票在利率上升周期可能承压，但INDB当前估值和增长组合形成对冲 [6]

投资组合回报 - 投资者追求通过股票、债券、ETF等证券组合获得高回报 但收益型投资者更关注从流动性投资中产生持续现金流 [1] - 现金流来源包括债券利息、其他投资利息和股息 股息占长期回报的比例很大 许多情况下超过总回报的三分之一 [2] SB Financial Group概况 - 公司总部位于Defiance 属于金融板块 年初至今股价下跌9.47% [3] - 当前每股派息0.15美元 股息收益率3.17% 高于东北地区银行业2.72%和标普500指数1.55%的收益率 [3] 股息增长情况 - 当前年度股息0.60美元 较去年增长7.1% 过去5年股息年均增长9.81% [4] - 未来股息增长取决于盈利增长和派息率 当前派息率为32% [4] 盈利预期 - 2025年每股收益预期为2.03美元 同比增长18.71% [5] 行业比较 - 大型成熟公司通常提供更好的股息选择 高增长企业或科技初创公司很少派息 [6] - 高股息收益率股票在利率上升时期往往表现不佳 [6] - 公司当前Zacks评级为3级(持有) [6]