Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

There's nothing better than receiving a reliable and growing stream of passive income. Companies that consistently grow their dividends are popular with investors, and for good reason.Philipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does not limit his investments to specific sector ...

行业背景 - REITs行业为收益型投资者提供稳定股息 具备税收优惠条件 需将至少90%的收益作为分配支出 [1] - 投资者需评估分配增长是否与通胀同步 REITs需通过收购增强资产组合以实现增长 [1] - 具备资产注入渠道的新加坡REITs更具吸引力 [2] 凯德综合商业信托（CICT） - 零售与商业REIT 拥有26处资产 分布于新加坡(21)、德国(2)及澳大利亚(3) 资产管理规模达259亿新元 [3] - 赞助商为凯德投资(CLI) 其管理资产达1170亿新元 涵盖多元房地产类型 可通过凯德开发获取资产渠道 [4] - 2025年上半年总收入7.876亿新元(同比下降0.5%) 净物业收入5.799亿新元(降0.4%) 每单位分配(DPU)0.0562新元(升3.5%) [5] - 以10.5亿新元收购CapitaSpring办公楼55%权益 预计提升DPU1.1%至0.0568新元 [5][6] 星狮地产信托（FCT） - 新加坡零售REIT 拥有9处郊区商场及1处办公楼 资产管理规模71亿新元 [7] - 赞助商星狮地产(FPL)资产管理规模396亿新元 涵盖多元物业类型 可提供资产注入渠道 [8] - 以11.7亿新元收购Northpoint City南翼 预计使2024财年DPU提升2%至0.1228新元 [8][9] - 2025财年上半年总收入1.844亿新元(同比增7.1%) DPU为0.06054新元(增0.5%) [9] 丰树物流信托（MLT） - 工业REIT 拥有178处资产覆盖8个国家 资产管理规模130亿新元 [10] - 赞助商丰树投资管理803亿新元资产 涵盖物流、办公及数据中心等类型 [10] - 2026财年首季总收入1.774亿新元(同比下降2.4%) 净物业收入1.534亿新元(降2.1%) DPU为0.01812新元(降12.4%) [11] - 积极进行资本重组 期内出售2处资产 并将裕群圈5A项目改建为8.87万平方英尺现代物流设施 [11][12] 数字核心REIT（DCR） - 数据中心REIT 拥有11处资产分布于美加日德 资产管理规模17亿美元 入住率达98% [13] - 赞助商Digital Realty拥有150亿美元数据中心管道 享有300+处数据中心优先购买权 [13] - 2025年上半年总收入8890万美元(同比增84.2%) 净物业收入4630万美元(增52.2%) DPU保持0.018美元 [14] - aggregate杠杆率38.3% 具备充足债务空间进行收益增值收购 [14]

I specialize in constructing investment portfolios aimed at generating additional income through dividends. My focus lies on identifying companies with significant competitive advantages and strong financials that can provide you with an attractive Dividend Yield and Dividend Growth, thus enabling you to augment your dividend income annually. By combining high Dividend Yield and Dividend Growth companies, you can gradually reduce your dependence on the broader stock market fluctuations.I also assist you in ...

Key Takeaways IDACORP raised its quarterly dividend by 2.3% to 88 cents, resulting in an annual payout of $3.52.The utility targets a 50-60% payout ratio while maintaining stable earnings from its regulated operations.IDACORP shares gained 9.8% in six months, outpacing industry growth of 7%.IDACORP, Inc. (IDA) announced that its board of directors has approved a 2.3% increase in its quarterly dividend rate. The new dividend rate will be 88 cents per share (compared with the previous dividend of 86 cents). T ...

Visa Inc. (NYSE:V) is included among the 10 Best NYSE Dividend Stocks to Buy. Why Visa’s (V) Dividend Growth Story Appeals to NYSE Dividend Stocks Investors Photo by nathan dumlao on Unsplash Visa Inc. (NYSE:V) operates a global payment network that handles prepaid, debit, and credit card transactions. Accepted in over 200 countries and territories, it is one of the most widely used payment systems in the world. In fiscal 2024 alone, the company processed 234 billion transactions. Visa Inc. (NYSE:V) is ...

行业概况 - 全球披萨市场规模预计从2024年1524亿美元增长至2034年2695亿美元 复合年增长率58% [2] - 欧洲占据最大市场份额达39% 美国拥有约77000家披萨餐厅 [2] - 披萨产品具有高度多样性 包括薄厚 crust、红白酱料、素食肉类配料等多种选择 [1] 公司业务 - 达美乐为全球最大披萨公司 在90个市场拥有超过21500家门店 [6] - 99%门店采用特许经营模式 2024年新增160家门店及60位新加盟商 另有120位潜在加盟商储备 [6] - 数字订单渠道贡献85%销售额 通过Anyware平台支持移动应用、短信及多平台集成订购 [7] - 2024年与Uber合作 2025年5月与DoorDash建立合作伙伴关系 接入其配送网络 [8] 财务表现 - 第二季度同店销售额增长34% 受帕马森奶酪夹心 crust 披萨推动 [9] - 营收114亿美元同比增长43% 主要来自供应链收入与特许权使用费增长 [10] - 净利润1311亿美元同比下降77% 每股收益381美元同比下降55% 因对中国市场特许经营商DPC Dash投资 [10] - 股息支付每股058美元 股息收益率16% 已连续12年增长 五年股息增长率达123% [11] - 派息比率仅36% 显示股息可持续性强 [13] 战略投资 - 伯克希尔哈撒韦持有263万股达美乐股票 占比78% 持仓价值116亿美元 [3] - 投资逻辑基于公司行业领先地位、持续盈利能力及稳健股息政策 [4][14] - 与第三方配送平台合作有助于覆盖郊区及农村增量客户群体 [9]

The Fed has just implemented a 25 basis point cut to interest rates, and I believe that this will increase investor sentiment around income funds. A lower interest rate means that credit funds will nowFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-grow ...

With the first interest rate cut of 2025 taking place, it'll be interesting to see how income funds react. I believe that funds that utilize a portfolio of debt investments will experience some upside momentumFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long t ...

核心观点 - 真正的收益投资机会来自股息增长率超越通胀且保留充足现金再投资的公司而非高股息率但缺乏增长的标的 [1][2] - 八家股息增长型公司平均连续51年提高股息多数估值合理但未被市场充分关注 [2] 帕克汉尼汾（Parker-Hannifin） - 工业自动化领域龙头五年股息增长率达14.3%远超多数科技股 [4] - 股息支付率仅24.6%为未来增长留足空间连续69年提高股息 [4] - 当前股息率0.97%为同类企业中最低水平之一 [4] 宝洁（Procter & Gamble） - 将家用产品转化为抗通胀工具当前股息率2.64%支付率62% [5] - 五年股息增长率6%连续69年提高股息涵盖1957年以来所有衰退周期 [5] 可口可乐（Coca-Cola） - 全球饮料垄断企业连续63年提高股息当前股息率3.03% [6] - 五年股息增长率4.3%支付率70.5%新兴市场与高端产品驱动增量增长 [6][7] - 强大护城河确保稳定自由现金流与股东可靠收益 [7] 强生（Johnson & Johnson） - 医药与医疗器械业务产生稳定现金流股息率2.93%支付率53.4% [8] - 五年股息年均增长率5.3%连续63年提高股息 [8] - 每年投入数十亿美元药物研发为医疗行业最可靠收益股之一 [8] 奥驰亚（Altria Group） - 股息率6.5%支付率78.9%依靠定价权维持高水平稳定分红 [9] - 五年股息增长率4.04%在卷烟销量年降5%背景下实现精准定价策略 [9] 劳氏公司（Lowe's Companies） - 五年股息增长率16.9%股息率1.79%侧重增长而非收益 [10] - 支付率38.1%连续25年提高股息穿越房地产周期波动 [10] - 住房交易量回升背景下仍具持续增长空间 [10] 固安捷（W.W. Grainger） - 工业维修耗材供应商股息率0.91%支付率21.3% [11] - 五年股息年增长率8.06%连续54年提高股息 [11] - 工厂医院及办公楼日常依赖其供应基础业务具防御性 [11] 雅培（Abbott Laboratories） - 医疗设备创新企业五年股息年均增长率10.6%显著高于行业 [12] - 股息率1.76%支付率28.6%留足扩张空间 [12] - FreeStyle Libre连续血糖监测系统主导美国以外市场连续53年提高股息 [12]