Monday, August 11, 2025
When I learned about the business operations of refining companies a decade ago, I became a fan of the sector and the long-term profit rewards that investors can earn from it. The energy sector is divided into three subsectors. Upstream energy companies drill for oil and gas. These companies receive a lot of attention because […]
Rithm Capital (RITM), formerly New Residential Investments, has been in my Dividend Hunter portfolio since August 2014—eleven years now. A decade ago, the company was a straightforward finance real estate investment trust (REIT) with a unique portfolio of mortgage servicing rights (MSRs). Over the last six years, the company has evolved into a diversified alternative […]
This is the third installment in my series comparing single stock covered call exchange-traded funds (ETFs) from two fund sponsors. Single-stock covered call ETFs provide investment exposure to popular stocks like Amazon and Nvidia, with the added benefit of attractive dividend yields from selling call options. YieldMax offers this type of ETF on several dozen […]
Investors have watched stocks like Amazon and Nvidia soar but have been left wondering if there will ever be a way to get any dividends from them. Both stocks have taken off yet Nvidia yields a measly 0.03% (you read that right, 3/10ths of 1%) while Amazon pays no dividend at all. Enter single-stock covered […]
Since the pandemic, Rithm Capital (RITM) has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as if it were still a narrowly focused finance REIT. Over the last few years, Rithm has expanded its business to offer a wide range of finance and […]
NextEra Energy Partners (NEP) was a dividend growth superstar for almost a decade. The company increased its dividend every quarter by 3% to 4%, giving 15% annual dividend growth. The average yield of 4% or so put NEP’s yearly compound total returns in the very high teens. However, the way NEP structured the debt it […]
Today I continue what I have been calling my dogfight series, pitting two single-stock covered call ETFs, using the same underlying stock, against each other. YieldMax invented the single-stock covered call ETF in 2023. It now has 25 of these ETFs covering different popular stocks. And in October 2023, Kurv funds launched six single-stock covered […]
Are you like me and feel the U.S. election season goes on far too long? It seems like as soon as one election ends, the political class starts agitating for the next one. During an election year, it gets absolutely out of control. I blame a lot of it on the news media, where politics […]
One of my favorite dividend growth stocks continues to fly under the radar. Sure, the stock price has doubled over the last three years, but this company is just getting started on its growth trajectory. And its latest div My Monthly Dividend Multiplier service focuses on dividend growth stocks to generate long-term compounding total returns. […]
As I start a new year, I work through strategies that will let me make more money as we go through the year. The first quarter brings dividend increase announcements, and they put my focus on dividend growth investing. Every day, news crosses my desk highlighting the power of dividend growth. Investing in growing dividends […]
