Mark Bern, CFA, highlights July's top five dividend picks—PepsiCo (PEP), CubeSmart (CUBE), Annaly Capital (NLY), Stepan (SCL), and Comcast (CMCSA)—which offer an average expected annual total return of 16.3% and a 6.0% dividend yield. All these stocks trade at significant discounts to their fair values, with PepsiCo rated a Strong Buy due to expected easing of temporary challenges and a projected 17.2% annual return. The other four are rated as Buys, positioned for double-digit returns as macroeconomic conditions stabilize. These picks emphasize strong income potential, solid balance sheets, and upside as inflation and interest rates ease post-conflict.
PepsiCo announced a 4% increase in its quarterly dividend to $1.48 per share, payable on September 30, 2026, to shareholders of record as of September 4, 2026. This marks the company's 54th consecutive annual dividend increase, reflecting its strong ...
In June, U.S. grocery unit sales fell 1.8% year-over-year as consumers cut back on purchases despite food prices rising about 33% since 2019. This decline marks a shift from previous growth driven by inflation, as shoppers increasingly seek cheaper b...
PepsiCo is rated a strong buy due to its attractive combination of dividend yield, earnings growth, and undervaluation. The company is projected to achieve a forward compound annual growth rate (CAGR) between 13.7% and 18.2%, supported by dividend in...
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
