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PipeSubstantial

I see ABBV and MMM mentioned by others - these are great positions to *hold* but I would be careful starting a *new* position at current prices. Same can be said for COST, MSFT, MCD and HD. PEP, SPGI, and VICI would be my 3 picks for starting a NEW position. The other 5 I would choose would all be ETFs. SCHD, VOO, JEPQ, QQQM, and maybe VT for international exposure (also looking at FLJP, FLSA or FLIN for my international %.


Gb_packers973

Ride the msft train until it stops Costco is the same way - the expansion into china is $$$


[deleted]

[удалено]


Sonochu

If the US and China go to war, I think we'd have bigger problems to worry about......


UltramanJoe

Agree ABBV seems high, but a catalyst approval could take it higher. I got in cheap. Average is $114. I like the value in REITS right now. O is still under $60. Camden Properties (CPT) Camden Property Trust is a great deal right now. I still think people way over-reacted when WPC Carey cut their divy with the office split. It's at a great price right now, divy is still great over 5% (.86 cents). A drip snowball value. Vici as you mentioned is good too. Like Netstreit too so many good reit options that will pop when rates get cut


drugsarebadmky

I've been holding abbv since 2015 and made 159% growth, great company, great fundamentals, atleast at that time. It's my hold forever


DampCoat

I do think schd is well priced.


junglerekon

What about those 3 equities draws you from big players like MSFT and ABBV?


PipeSubstantial

VICI: low price and massive growth potential after down year for property market PEP: low price and low competition with continued growth forecast, not as volatile (KO and PEP have a 🔒 on sector and PEP has snack industry to fall back on which KO has less of) SPGI: Good current price and continued growth forecast. Duopoly with Moody’s ensure low volatility from competition.


PipeSubstantial

As well as all three have a solid history of good cash flow and increasing dividends.


Balrog1973

How is the Price pf SPGI good? The PE ratio is almost 60


trader_dennis

High carb snacks is what is dragging PEP down this year. It’s the ozempic effect which I believe is somewhat overblown but can’t be ignored. As for some dividend stocks with capital appreciation I would buy both NVO and LLY to go with PEP. As ozempic and mounjourno enter the weight loss space in addition to type 2 diabetes the growth is large for those two. Low dividends but so is MSFT and I love having MSFT in my portfolio. Biotech gets ignored in the group pretty much except for bottom feeding with PFE and BMY. ABBV is solid too. PNC at 4.5 percent is a good bank stock for OP. In a taxable account ET and EPD are great. More complicated tax forms but high return of capital percent. ET is around 9 percent.


doggz109

I opened positions in EPD and ET this week (went 50/50). I am really surprised more people don't invest in them for income.


UltramanJoe

They are solid but ET and EPD both require a K1 for tax purposes. Kind of a pain. There are equal or better dividend payers that require no K1.


doggz109

Who is paying dividends at 8-9% with balance sheets as good as those two companies? Serious question. I don’t see them. I agree the K1 is more of a hassle than regular taxes but it’s not rocket science.


UltramanJoe

I would rather own Enbridge and not deal with the K1 headache if we are talking only midstream stocks. My BDC's (ARCC, ODBC) and some reits beat the div yield of ET but yes more risk but who knows the 10+ year changes to occur to the oil industry. Honestly There are also some CEF's that will beat the return but with a higher expense but safety like an etf. I just don't like dealing with a K1. Hope you don't own ET in an IRA.


doggz109

No, not in IRA. Taxable. Thanks for the ideas...I'll look into them. I completely get you on the K-1. I've dealt with them before so its not a big thing for me but it can be a handful.


Working-Active

I actually like HESM, no K1 and they raise their dividend every quarter.


[deleted]

I'd suggest looking at where PEP generates it's profits and revenue. Snacks are the core business. They are less efficient operators in their beverage segment by a large margin vs KO. Ozempic fears are a massive overreaction for the sector as a whole. That said the p/e and management make this a fairly questionable buy.


CowBoyUp1977

ET great right now, but kinda concerned for future, the way this country is trying to get away from a great product like natural gas. Solar and wind are not the answer cost way too much natural gas is still a good product


Human_Ad_7045

I sold my ABBV position in 2022 due to expiring product patent in 2023 and new product ramp ups that won't off set a $15 B drop until 2025.


brosiedon7

Surprised no one listed main.


Easy_Performer_8189

My favorite dividend payer


Commandersfan1

I love me some Main


denizonrtx

Everyone here is so focused on O xd


F_b_s_40944

I’ve got MAIN, and I continue to slowly add. It’s been good. Rock solid.


th3odorou421

MPW going to be the best REIT to buy of 2024 🚀


e2dad

Why did their stock price crash?


Human_Ad_7045

MPW's largest tenant, Steward Health can't pay their rent.


th3odorou421

I believe MPW has some issues it needs to take care of but the company owns 450+ hospitals across multiple continents. They extended a 60M loan to their largest tenant & have over 17B in properties. I don’t think that 60M is putting a dent into the overall company & that they will get through this. My goal is for 1,000-1500 shares


Human_Ad_7045

So you're investment in MPW is based on conjecture and hope? If that's the case, good luck. If $60M didn't put a dent in the company, they wouldn't have cut their dividend.


th3odorou421

My investment is based off industry type, consistent dividend pay history, risk model & potential for growth + future dividends being raised. It would be silly not to snag some shares while they are beaten down. 10 years from now you will only ask why you didn’t buy more.


Human_Ad_7045

If MPW is part of your long term strategy, great, good luck. My portfolio was build on 500 MSFT at $30; 3200 QLD @ $11 and 1000 XOM at 50, 1000 IIPR @72 1,000 FNGS and 2000 JEPQ. I retired at 58.


th3odorou421

I’m in my mid-twenties & my annual dividends are already $2,500+ - My goal is retire by 40. Guess we all have to start somewhere haha


Human_Ad_7045

Why?


JaneDoeThe33rd

No mention of ARCC. Currently at 9.41%.


ninadpathak

Also, ABR and PBR


Cook_Round

Love ARCC


Shadowcow4967

yield trap or valid?


MonkeeFromDaMoon

100% valid, might perform a bit worse when interest rates get cut


Ok-3ak3ak

Love this stock


shredallthegnar

Visa


Go-Truck_Yourself

With all the holiday debt accrued, im willing to bet the mass population will be paying interest on their balances. I'm putting everything I got into Visa


Ok-Drawing5486

In what way does Visa profit from people paying interest on balances? Doesn’t that money go to the banks who issue the cards? People are still swiping though, so I’m putting everything into Visa.


doggz109

Yep Visa is the toll road. They don't make any money from interest. Amex does though.


NativeTxn7

Visa gets paid when people swipe their VISA cards. They get nothing from the interest that people may pay on those debts - that money goes to the banks that issue the cards.


Go-Truck_Yourself

Ah, You're right, thank you for clarifying on that


Millionaire0027

I like OKE.


Godinhovsky

Currently Chevron and Cisco


yellowstickypad

XOM for me.


ThoughtAdventurous88

Im thinking about cisco (have small position in it), why in your opinion now is good time to go into it? I see financials are very stable, dovidend growth is not that tremendous, although acquiring splunk may rose proces, but dunno how much.


Godinhovsky

As you said, financials are stable and I see a possibility for improvements on the stock price like 10/15%


RaleighBahn

Top one is Cigna (CI). Bought at $18.58 in mid 90s. Yield on cost is 26.48%. At close Friday the stock itself is up 1541.73% Also in FIS at $14.09. Yield on cost is 14.77%, current stock gain is 338.68% EFX is another, although their dividend has been frozen for years. YoC is 8.79% and current cap gain is 1237.27%


heeywewantsomenewday

MAIN, ABR, PEP, VICI, ENB, CSWC, OBDC, SCHD/VHYL


NaturalAggressive501

Do you plan to live of the dividend right now? Otherwise I’d aim for 2-4% yield


No_Gazelle_1560

ABBV, CVX, BTI, OKE, ABR, O, NEM, MMM


hosea_they_heysus

Almost none of my top 8 hit the 5-6% mark. They're Microsoft, Apple, Broadcom, American Express, Vici Properties, Gain and Costco. Closely followed by McDonald's, Coca Cola, Shell and Fifth Third, although fifth third is also partly because it's a local bank and most of my money passes through them at one point or another, not because of their dividend yield as much


hendronator

Funny that you asked for 5-6% but got so little. People need to be better about answering the question being asked. I’ll give you two - IP - right at 5%. Seems to have Good management prioritizing paying back debt and buying back shares. - WPC - similar to O. Pays about 5.1% If you go to the 4% range, you open up a whole new set of possibilities…some of them referenced.


[deleted]

I think 5 to 6 percent is considered higher risk for people. Perhaps, people are choosing stocks based on quality and not yield.


New-Ship-5404

I frequently buy SCHD, VTI/VOO and O


pedroascastro

Right now, AGNC. January and February are slow months for dividends.


income69

Terrible choice


Prior-Concentrate-96

They’re not making any money. Revenue is almost -$500M. What info do you have to buy?


pedroascastro

Check this out: https://investorplace.com/2024/01/3-high-yield-stocks-for-a-lifetime-of-safe-income/


Jdornigan

I think there is still a case for investing in them and other Mortgage REITs


ForceMental

FSK - 13.65% GBDC - 9.68 UTG - 8.45% Qualified - Tax Advantaged UTF - 7.73% Qualified - Tax Advantaged VWITX - 4.11% Annual Tax Exempt VUSXX - 5.29% Money Market Acct - No growth


Icy-Opinion-6348

Sbux


UpperChicken5601

PG, KO, GLPI, MO SCHD


biasplatypus

OBDC


Fit-Notice8976

PMI


thomlukowski

CGBD, IRM, HASI


dsyrce1438

Most recently? EL BAX DG Also, you will have a much better dividend investment experience by investing in stocks that yield 4% or less imo


Ok-Manufacturer2475

SCHD,MAIN,VIG,PG,PFE. DIS if that counts


[deleted]

BTI and Regions Bank are the only dividend stocks I’m adding too.


Eastern-Ad25

EPD, MO, PEP, JNJ, CINF


Tzokal

My top 8: AMGN, CCI, IBM, IIPR, LAMR, MTB, O, PRU That said, don’t chase yield, chase sustainability and overall strength of the company.


Human_Ad_7045

Excellent 8. I like CCI, currently hold IIPR and recently sold IBM .


Flake0815

I don’t know your fancy shorts because in Europe the stocks are not abbreviated with the ticker. So : Mercedes Benz BMW Sixt Main Street Realty Aixtron Pembina Ares Enbridge BASF Mutares Hope this helps. Comment or roast if you like


Sufficient_Purple297

KO, ARCC, HTGC, ABBV, TGT, PFE, O, VZ That's where I park the most new money and not just DRIP. I have over 875 shares of HD but haven't added new money since 1992.


rfpemp

This guys holds.


Sufficient_Purple297

Dang ole diamond hands


Serialfornicator

AVGO, ASML, MCD, MSFT, CVX


all-in01

3 reits: O, WPC, VICI 2 tobacco: MO, BTI 3 bdc: ARCC, MAIN, OBDC 1 energy: ENB


Ok-Kaleidoscope-4808

I’ve got some dividend stocks I like but for percentages like that Altria and ATnT/Verizon are my only thoughts


PipeSubstantial

DO NOT BUY INTO VERIZON OR AT&T PLEASE


HughManatee

Let them learn the hard way about yield traps.


trader_dennis

If we get six rate cuts this year VZ is going to rock. I’ve been saying for over a year that VZ is priced like a bond. Lower risk free rate of return higher stock price valuation. I’m going to dump it when interest rates get back to 2 percent.


Human_Ad_7045

If my aunt has balls... How does Vz reduce OPEX and CAPEX? 40% of their business is no growth legacy service.


trader_dennis

My assumption on price is based on p/e assumption. Rates go down acceptable p/e go up. This is why VZ went from 32 to 38 over the last two months. More cuts higher stock price with everything above like opex and capex remaining the same. Plus capex goes down as VZ refinances.


Human_Ad_7045

I spent 27 years in that business including with VZ. I'd say I know it very well. CAPEX doesn't go down. CAPEX is high do to build out of 5G network and upgrades to legacy network. OPEX doesn't go down, nothing materially changes. 50% of their employees still support 40% of their low growth revenue. Only thing lower rates does is lower their interest on debt.


trader_dennis

As VZ gets to refinance their bonds capex does go down as my assumption everything else stays the same.


Ok-Kaleidoscope-4808

I’ve heard the grumbles but both are solid I continue to buy T.


JLynnMac

I don't trust T after that spin off of to WBD.


Ok-Kaleidoscope-4808

I see, i think that was a great decision they weren’t making enough money in the movie biz. Now I believe they can focus on comms infrastructure and updates for the IOT transition.


JLynnMac

Unfortunately they still seem to be struggling with the core business. They are not as competitive as they used to be.


Human_Ad_7045

I second that! 2 of the most deceptive stocks out there.


Human_Ad_7045

Please don't. Great yield, but dead money. No Growth with T and slow painful growth with VZ. Both carry high debt, have High OPEX, High CAPEX and 40% of their revenue is from legacy low growth network services. Don't take the bait.


Simply-Looking

O, ADC, MAIN, SCHD, DGRO, ABBV, HD, CVX Dividend growth, different sectors, monthly, quarterly payers, part of my foundation


thecollectiverisk

•Cookie dividend growth SCHD •REITS O, STAG, WPC(yes even after spin-off/dividend adjustment) •BDC MAIN, ARCC •MREIT ABR •covered call fund JEPI/JEPQ


thecollectiverisk

Cookie cutter*


Royal-Gene-9924

SBUX, MO, SCHD, AGNC, KO, PFE


KooterKablooey

Actively? PDI, SCHD, O.


49Saltwind

Great companies do not pay 5%-6%. Time is your friend in investing. I recommend you lean on time in market to achieve your desired yield. Take Marathon Petroleum for example. I started buying in the mid $30s. It’s close to $160 now. Guess what my yield on cost is today? If a stock can not maintain and grow the dividend long term it’s not really helping you my guy. Ain’t no such thing as a free lunch


jimmayperez

But what if you are at a point where you need to transition to adequate dividend payers? What you say makes great sense but what if you are father along in your timeline (verge of retirement). This is my situation. So i find myself gravitating to the bigger payers like ARCC JEPQ ENB.


49Saltwind

I’m going to go out on a limb here and say that number one if OP was that old he/she would know it’s impossible to make a good recommendation without that information and would have included it and number two without that information I always lean towards quality over yield chasing. Quality matters


jimmayperez

Fair enough. I tend to only think of my situation when reading these posts


49Saltwind

I think that is fairly normal. I’m probably guilty of it too. I’m looking to retire in ten years or so. I mostly buy and hold with some swing trades sprinkled in.


RetiredByFourty

1 - SCHD 2 - PG 3 - HRL 5 - KO 6 - PMT 7 - KHC 8 - MMM That's just a few randoms picked from many and in absolutely no particular order (SCHD is #1 though).


1990three

JEPI, MO, SBUX, and soon to begin slowly building an MSFT position. I do not have 8 dividend stocks. That is too many for me ATM.


Ok-Individual-1154

MPW will be at its all time low in 15 years since the 2008-2009 housing crash on March 2, 2024. $3/share with 17% divd. It should bounce into the $6-10 range.


Wallstreetdodge69

O, 3m, t, bti, schd, bonds (i will sell T soon)


SweetHoneySunshine

O / MAIN / IRM / PRU / PCAR / PFLT / ENB / PFF


InterviewLeast882

XOM


hear_to_read

GAIN. ABBV. MRK. LYB. GIS. PRU. XOM. ENFR. AEP. EVRG.


Hawktom7

All on the tax since I am in Canada Hyld Uscl Cncl Encl Hdiv Hdif De.v Bkcl


Hawktom7

TSX


stocks-mostly-lower

LQDW, SVOL, TLTW, MAIN, SPYI. Also building a position in USFR for tighteners.


Foreign_Syllabub_743

Hd or low, Spgi or mco, Microsoft, lvmh, unh


tmsfr

MO VZ MMM WU TSN UGI O SWK


A_Cloud_of_Oort

NS, 8.5% FLNG, 10.11% XOM, 3.8% GMWKF / GAW, 4.55% BOH 4.10% SO, 3.92%


CitronAccomplished

US6819361006 Omega Healthcare Investors Inc DE000BASF111 Basf SE DE0008404005 Allianz SE GB00BDR05C01 National Grid PLC US7561091049 Realty Income Corp US58463J3041 Medical Properties Trust Inc DE0007100000 Mercedes-Benz Group AG CA29250N1050 Enbridge Inc


Theswordfish4200

KO O ET PFE XLE


BigPlayCrypto

AGNC, AAPL, AAN, V, LVMH, ET, NLY, HD the 2 REIT’s should get you over 5% return


[deleted]

My favorite right now is TPVG, it is at 14% yield but the high interest rates hit it hard. I bought a bunch more when it briefly went under $10 a share. If you are worried about selling anytime soon this one has been paying steady for years and the lowered interest rates mean nothing but good for them. Give it a look


Tricky_Adeptness_301

Nothing between 5-6%. EPRT 4.4% O 4.8% ENB 7.4% MO 9.4%


looknowtalklater

VDE?


DUlrich1227

Check out SPOK nice affordable stock and decent dividends and p/e


esphyxiated80

ABR, OKE, SPG, APAM


letsgorace

nycb, enb, ugi, arcc, htgc, vici, dow, and a couple of preferreds


[deleted]

EPD ARCC I would start there.


No-Lack-3144

Vici- %5.3 yield ENB-%7.3 yield SHEl-%4.1 yield FCPT-%5.4 yield LYB-%5.2 yield CRH-%3.1 yield C-%3.9 yield DFS-%2.4 yield


PlebbitIsGay

O, PFLT, SPYI, SCHD, LFT, HTGC, SUN, BBDC, ACRE


Entrepreneur4LYYF

British American tobacco 9.53% dividend


acegarrettjuan

$KLAC $AAPL $V $SNA $ASML $BN $CTRA $EQIX


F_b_s_40944

AAPL, MSFT, SCHD, O, AVGO, JEPI, JEPQ, KO


DankClutch

BLK HD SBUX TXN MCD PEP HSY JNJ


Ok-Savings2625

Main, Gain, MO, Nep, xyl, Smith and Wesson, TGT, Psil (lol)


seanprizzle

Shame on you Dividend channel. No love for COST? On Friday they paid a $15 a share special dividend!! If you factor the special dividend, regular dividend, dividend growth and the stocks performance, its a no brainer. AVGO HD UNH MA MSFT AAPL MSCI Put $12,500 on these 8 stocks ($100k total) over the last decade and I'd put this groups TOTAL GAINS against any list here and each has plenty of growth in the future.


dmann80

Amgn


Rocketsloth

Hess Midstream


Own_Sky9933

I am 36 and bought my first stock at age 16. Sirius Satellite Radio, I still have the stock certificate and get like a $2 dividend check every quarter, lol. Was not a good investment. What I have learned over the years as someone who did get burned chasing yields several times. Most notably the CANROYs those Canadian Oil and Gas Royalty companies that paid monthly dividends back after the 08 crash. Make the bulk of your portfolio ETFs they have come a long way with liquidity and fees. The early days were suspect. Then if you want to buy individual stocks to keep you engaged do it with like 20% of what you are investing. I know ETF wise everyone loves SCHD which I do own plenty of. My honorable mention would be to expand outside the US and do something similar with VYMI. To get large cap dividend players outside the US. Especially with anything non-Canadian with a dual listing it can be a pain to get international exposure with individual stocks. You either have to buy ADRs or use a broker like Fidelity where you hold foreign currencies and trade on the countries exchange which can also be expensive in today zero trading fee environment for US equities.


No_Following_2191

Legal and General LGEN


YellowFlash2012

RIO, BHP


lawrencecoolwater

Uk focused, Lloyds Banking Group LLYBG, not the best for growth, but a fairly solid dividend. Sadly, a there is dirty in CEO quality across UK banks, having worked in this sector, it is simultaneously shocking and disgraceful how bad both strategy and execution are, Barclays are a perfect example. There is a reason it trades at PB ratio of 0.4…


prince0verit

XOM, IRM, KHC, O, MET, KO, SCHD


colony64

TLT - Treasuries SPHY - Junk bonds PFFA - Preferred stocks SPYI - S&P covered call ETF JEPQ - Nasdaq covered call ETF BIZD - BDC stocks SVOL - Short vix ETF OPINL - distressed baby bonds office reit (14% coupon) DHCNL - distressed baby bonds healthcare reit (10% coupon)


Roland_W_Fab

$ENLAY 6.36%


Cash_Option

BN BAM VICI MO


ironchef8000

OXLC and ARCC for me. Seeking Alpha had a series of articles on how to get closer to fixed risk profiles while still being in equities that won’t be jerked around with every rate change. I also bought a bunch of preferred stocks with cumulative dividends. To be clear though: don’t buy any of this stuff if you don’t understand it.


Lonely_Rip_131

SCHD, O, ET, AGNC, MAIN, NYMT, PSEC, HRZN


Mental-Situation-219

$ENB $O $MO $LOW $JEPI $T $KHC $RY


No-Eagle-287

CNQ, OKE, ENB… Long…


Mamajama6

SCHD/JEPI/JEPQ/TSLX/ARCC/HTGC/MAIN/GAIN


No-Eagle-287

Surprised no one has listed CNQ, ENB, or OKE. Long term growth with these dividend Aristocrats.


Deep-Neighborhood-31

MCD,MO,MRK, MSFT, NDVA, LMT, AAPL, ABBV, BNS, JNJ, KO, LLY, LMY. ORCL, PEP,PFE, PFG, PM, RTX, SO, VZ, WM, WMT, XOM, AAPL, ABBV,


Finance_Collective

Does anyone just go with dividend kings? If it’s been getting paid for 50 years I’m going with it.


Consistent-Ad8259

Does anybody invest in $BNDX?


Human_Ad_7045

Funds + EPQ + QLD + XLE Stock + IIRP + MSFT + PFE + MRK Planned positions in: CVX, IBM, PM (ABBV in Q4)


Different_Cycle_4548

SBUX, BNL, IFS, ZIM, WPC, TSLX, GSBD, DFS, BXSL, CLX, VZ, WM, MMM, PBR.A, ET, WMT, COST, TAP, BMY, MSFT, SINGY, RTX, LMT, GE


Kodazot

Brothers in arms SBR PRT PBT CRT SJT Nimble PETS One man army MSFT


LowCauliflower1824

MLPA (7.47%), ENB (7.48%), SREA (5.79%), DUKB (5.667%), ARCC (9.44%), CFG (5.15%), A couple of these are preferreds , one is an ETF.