1. Warren Buffett's investment in UnitedHealth reinforces the author's strong buy rating, highlighting long-term value despite recent challenges like earnings misses and higher medical costs. 2. UnitedHealth maintains robust revenue growth in key segments and offers a 2.76% dividend yield, supported by strong cash flows and a solid balance sheet. 3. The author recommends buying UNH on price weakness (below $300) for patient, long-term investors, emphasizing its appeal for dividend and value strategies.

1. Verizon is highlighted as the only Dow stock meeting 'dogcatcher' criteria, offering well-covered dividends exceeding its share price; 2. Analyst forecasts project 13-31% net gains for top Dow Dogs by 2026, with lower volatility than the market; 3. Most Dow dividend stocks remain overvalued, requiring market corrections or dividend hikes for fair-value opportunities, with Verizon recommended for immediate investment.

1. The author emphasizes avoiding high-yield or low P/E traps, prioritizing market expectations and fundamental business quality over headline metrics; 2. Focus is placed on identifying companies with strong competitive advantages, secular growth potential, and shareholder-friendly policies; 3. Two stocks are highlighted as having realistic potential to double in value within 5-6 years due to growth catalysts and management execution.

1. Market optimism driven by Fed rate cut expectations pushed indexes to record highs, but concerns over inflation risks and Fed independence emerged; 2. Recent volatility stems from political tensions and anticipation of Jackson Hole policy signals; 3. The author recommends five 'Strong Buy' dividend stocks with a 3.6% average yield, identified via quantitative analysis for stability amid uncertainty.

1. Schwab U.S. Dividend Equity ETF (SCHD) is highlighted as a top defensive investment, offering strong dividend quality and liquidity compared to peers like VIG and VYM, despite underperforming the S&P 500 recently; 2. The ETF’s low exposure to technology and focus on defensive sectors position it as a hedge against market volatility and AI-driven disruptions; 3. Macroeconomic factors such as persistent inflation, Federal Reserve hawkishness, geopolitical risks, and seasonal market weakness reinforce SCHD’s role as a safe-haven asset.

1. REITs are historically undervalued compared to equities, signaling potential strong future outperformance; 2. Realty Income maintains double-digit operational returns and stable income growth; 3. Anticipated interest rate cuts are expected to create a favorable environment for REITs like O, offering attractive risk/reward for income-focused investors.

1. Energy Transfer LP (ET) maintains strong midstream operations with 90% fee-based earnings and infrastructure expansion despite recent price declines; 2. The company trades at a significant valuation discount to peers, offering a 7.6% distribution yield and growth potential from new projects; 3. Current EBITDA challenges are temporary, with the author viewing the dip as a buying opportunity targeting over $20 per unit.

1. A $50,000 dividend portfolio is proposed using SCHD as the core, supplemented by high-yield stocks and funds to enhance diversification and income generation; 2. The portfolio addresses SCHD's sector gaps by adding exposure to Real Estate, Materials, Utilities, and Communication Services, improving risk-reward balance; 3. Achieves a 5.88% weighted average dividend yield and 5.56% 5-year dividend growth rate while mitigating concentration risks through broad diversification.

1. SCHD has underperformed recently but maintains appeal through high-quality holdings, reliable income, and low costs; 2. Its sector allocation prioritizes stability (energy, healthcare, consumer staples) over growth, reducing tech exposure; 3. Long-term potential exists due to valuation attractiveness and potential interest rate declines driving investor rotation from fixed income.

1. High dividend yields often signal risk, but exceptions exist in specific REITs; 2. The author identifies three REITs with yields up to 8% as attractive investments; 3. The article emphasizes due diligence and discloses the author's long positions in ARE, SILA, and AHH.

1. The author highlights two under-the-radar dividend stocks offering income, growth, and secular tailwinds; 2. Both stocks are undervalued and align with long-term macro views, yet remain unknown to most investors; 3. The stocks are on the author's watchlist, considered compelling buys despite not being in their current portfolio.

1. The author highlights four core holdings (30% of their portfolio) as long-term bets, emphasizing patience despite short-term market volatility; 2. These stocks combine secular/cyclical growth, pricing power, and strengthening competitive advantages, prioritizing performance over high yields; 3. The concentrated portfolio is intentionally volatile, with the author identifying dip-buying opportunities and maintaining conviction in long-term outperformance.

1. The article highlights five large-cap, relatively safe dividend stocks trading at significant discounts to historical norms, part of a monthly series for income-focused investors; 2. A proprietary filtering process selects conservative dividend growth stocks from over 7,500 U.S.-traded companies; 3. Additional groups of dividend stocks with moderate to high yields (up to 9%) are presented, accessible via a subscription service offering model portfolios and strategies.

1. The author, a dividend investing advocate, outlines three reasons to avoid dividend stocks in H2 2025; 2. Highlights include market volatility, economic uncertainty, and shifting investor preferences; 3. Emphasizes caution and strategic portfolio adjustments for dividend-focused investors.

1. REITs provide accessible real estate diversification and steady income for retirement portfolios, benefiting from regulatory advantages; 2. EastGroup is highlighted for its high-growth industrial properties, strong financials, and projected 20% annualized returns; 3. Realty Income offers a globally diversified portfolio, sustained dividend growth, and similar return potential, making both REITs foundational for low-risk retirement strategies.

1. The article highlights two high-quality, moat-worthy stocks trading significantly below historical valuations; 2. Both companies exhibit strong operating fundamentals and offer well-covered dividends; 3. A market dislocation between intrinsic value and current price creates an attractive investment opportunity for income-focused investors.

1. Nexus Industrial REIT, a Canadian industrial-focused REIT, demonstrates strong performance with 6.6% NOI and 12% FFO growth year-over-year; 2. Its AFFO payout ratio remains elevated but shows improvement, supported by management's guidance for mid-single-digit NOI growth in 2025; 3. Insider buying activity and a significant margin of safety position the REIT as an attractive investment opportunity.

1. The article emphasizes compounding strategies for wealth-building through monthly dividend REITs, recommending Realty Income, LTC Properties, Agree Realty, Healthpeak, and Apple Hospitality. 2. These REITs are highlighted for their attractive valuations, strong financial health, and sustainable above-average yields, ensuring retirement income stability. 3. The author prioritizes high-quality, undervalued REITs with growth potential while avoiding overvalued or lower-quality options to maximize compounding returns.

1. Rising tariff risks and potential taxes on foreign capital threaten market stability, inflation, and global investor confidence; 2. The author advises non-U.S. investors to cautiously prepare contingency plans while maintaining a bullish outlook on U.S. markets; 3. Emphasizes prioritizing high-quality dividend stocks with inflation resistance, safety, and value amid macroeconomic uncertainties.

1. The author argues that even professionals struggle to outperform the market, advocating for a focus on quality dividend stocks; 2. Two undervalued dividend stocks are highlighted, offering strong income potential and long-term upside due to market pessimism; 3. Despite risks, the reward potential is deemed to outweigh the risks, presenting a contrarian opportunity.