DIRS.INFO The most relevant business & tech news

☆ Stocks like American Express may benefit as higher-income consumer remains strong
▼ + stars: | 2024-10-17 | by ( Frank Holland | In Frank-Holland | ) www.cnbc.com time to read: +2 min

(This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. "This is a time when markets are distorted… the October period before US elections have usually been distorted," Wieting said on Worldwide Exchange. He says Home Depot (HD) and American Express (AXP) are stocks that will benefit from continued spending of higher income earners. "The higher end consumer is where you want to be right now," said Zaman on Worldwide Exchange.

Persons: Patience Steven Wieting, Wieting, Aadil, JB Hunt Organizations: PRO, Worldwide, U.S, Citi Global Wealth Investments, American Express, Wall Street Alliance, Vanguard, Big Tech, US Freight, American Trucking Association, East, CSX Locations: U.S, East Coast

☆ How to build up your bets – and your returns – in dividend-paying stocks
▼ + stars: | 2024-10-17 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Dividend stocks could be poised to get their moment in the sun as interest rates fall – and investors only need to take a simple step to boost their long-term returns in these positions. "As rates fall, we might see people looking for longer-term alternatives and, in turn, dividend-paying stocks," he said. For starters, it's a form of dollar-cost averaging into a position, meaning you're buying the stock at regular intervals regardless of the price. "It allows them to reinvest this dividend on a regular scheduled timeframe and have a great opportunity for a larger total return over the long term." The ProShares S & P 500 Dividend Aristocrats (NOBL) has a total return of nearly 15% in 2024 and an expense ratio of 0.35%.

Persons: Dan Stein, Charles Schwab, Jay Spector, That's, would've, you'll, Stein, – CNBC's Chris Hayes Organizations: Federal Reserve, Investors, CFP, EverVest, Machines, IBM, Target Corp, Apple, Broadcom, Microsoft, Exxon Mobil, Internal Revenue Service Locations: Tysons Corner , Virginia, Scottsdale , Arizona

☆ These funds aim to multiply the market's dividend yield. How they stack up to competitors
▼ + stars: | 2024-09-24 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

The funds target distributions equal to six times the dividend payouts on the Nasdaq-100 Index and four times the S & P 500 dividend, respectively. The idea behind the Pacer funds is that the funds will capture more of that upside during market rallies, according to Sean O'Hara, president at Pacer ETF Distributors. The QDPL's website currently shows a distribution yield of 5.79%, or more than four-times the roughly 1.3% dividend yield on the S & P 500, according to YCharts.com. The dividend futures could also see bigger gains if more companies in the index decide to start paying dividends. To be sure, the dividend futures contracts could also decrease in value during times of economic stress.

Persons: Sean O'Hara, O'Hara, QDPL, Dow, Apple Organizations: Nasdaq, —, ETF Distributors, Schwab, Equity, Dow Jones, CME Group, Pacer, SEC, Microsoft

They offer a dividend yield of at least 2%. Oil major Chevron made the list with a 4.1% dividend yield. More than half of analysts polled by FactSet maintain a buy rating on Chevron. Fast-food giant McDonald's also made the cut, with a 2.4% dividend yield. Nearly 53% of analysts polled by FactSet maintain a buy rating on McDonald's, with their average price targets forecasting 17% upside.

Persons: Jerome Powell, Mizuho, Gregory Francfort Organizations: Federal Reserve, CNBC Pro, Chevron, FactSet, Guggenheim, NextEra Energy

☆ This type of ETF offers portfolio income along with some complexity. How to determine if it’s right for you
▼ + stars: | 2024-02-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

These so-called derivative income funds — which include popular covered-call offerings such as the JPMorgan Equity Premium Income ETF (JEPI) — gathered $22 billion in flows last year , according to Morningstar. "I don't see volatility drying up, especially with where inflation is and this being an election year," said Barry Martin, portfolio manager of the Shelton Equity Income Fund (EQTIX) . "Instead of owning a covered call fund, you can buy a dividend fund that's paying 3% in dividend income," said John Rekenthaler, vice president, research at Morningstar. Be tax conscious: Derivative income funds can bring tax complexity because they can spin out income that's subject to short-term capital gains treatment. Comparison shop: Morningstar labels covered call funds and their ilk as "derivative income funds," but each offering will have its quirks, and this could affect its risk-return profile.

Persons: —, Rob Schultz, JEPI, there's, Barry Martin, EQTIX, Martin, Schultz, Ashton Lawrence, Lawrence, John Rekenthaler Organizations: JPMorgan, Shelton, Income, CFP, Mariner Wealth Advisors, Investors, Morningstar Locations: Encino , California, Greenville , South Carolina

☆ Final Trades: Uber, Columbia Banking, Tesla, and NOBL
▼ + stars: | 2024-02-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Uber, Columbia Banking, Tesla, and NOBLToday’s “Halftime Report” Investment Committee, Josh Brown, Bill Baruch, Jenny Harrington and Liz Young give their top picks to watch for the second half.

Persons: Today’s, Josh Brown, Bill Baruch, Jenny Harrington, Liz Young Organizations: Columbia Banking, Investment

☆ Investors can't get enough of tech stocks even as they dominate the S&P 500
▼ + stars: | 2024-02-07 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

As megacap tech stocks continue to fuel the rally on Wall Street, investors appear to be betting even more heavily that the big run for those market leaders will continue. Between the start of December and Feb. 2, tech sector funds brought in about $5.2 billion — more than double the next closest sector — according to Strategas. In fact, cumulative flows into all other sector funds combined have been net negative over the past three months. Not all tech sector funds will include every member of the Magnificent 7. The biggest health care sector funds on the market include the Health Care Select SPDR Fund (XLV) and the Vanguard Health Care ETF (VHT) .

Persons: Todd Sohn, " Sohn, Sohn's, Chris Verrone, Verrone Organizations: Nvidia, Vanguard Information Technology, Apple, Microsoft, Vanguard Health Care

☆ Nearly $6 trillion is sitting in money market funds. Here's where that cash can go next
▼ + stars: | 2023-12-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Money market funds were a hot item this year, but it may be time to think about shifting some of that cash into other investments. Investors flooded into the funds, bringing the total assets to $5.89 trillion for the week ending Dec. 13, according to the Investment Company Institute. The Crane 100 Money Fund Index currently has an annualized 7-day yield of 5.19%. Yet, if rates go down next year, as expected, the yields in short-term instruments such as money market funds and high-yield savings accounts will follow suit. The firm also likes stocks with high dividend growth and free cash flow , such as Kroger , CVS Health and Qualcomm .

Persons: Josh Brown, VIG, Wolfe, Barry Glassman, Glassman Organizations: Investment Company Institute, ICI, Federal Reserve, Ritholtz Wealth, Wolfe Research, Cola, Exxon Mobil, Kroger, CVS Health, Qualcomm, Investors, Wealth Services, Dodge, Cox Income Fund, Fed, CNBC

☆ Here's why it's time to buy 'dividend aristocrats,' says Wolfe Research
▼ + stars: | 2023-11-28 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Next year could be the year for certain dividend stocks, according to Wolfe Research. The S & P 500 Dividend Aristocrats Index is composed of companies that have increased dividends for at least 25 consecutive years. Here are some of the names in the S & P 500 Dividend Aristocrats Index. For investors who prefer funds, they can also get exposure through the ProShares S & P 500 Dividend Aristocrats exchange-traded fund. NOBL YTD mountain ProShares S & P 500 Dividend Aristocrats ETF — CNBC's Michael Bloom contributed reporting.

Persons: Chris Senyek, Senyek, Wolfe, Roz Brewer, Tim Wentworth, Wentworth, Medtronic, Michael Bloom Organizations: Wolfe Research, Federal, Materials, Walgreens, Shields Health, —

Investors like dividend stocks for their yields, but the equities' returns have been pretty dismal so far this year. "That's what is putting pressure on these [dividend] stocks, or maybe just keeping them from lifting." IPDP YTD line Dividend Performers ETF (IPDP) performance year to date When it comes to specific stocks, Gilreath likes two under-the-radar plays: Brady Corporation and ABM Industries . Brady, which manufacturers identification and health-care products, has a 1.7% dividend yield. Diversification in light of recession risk When it comes to dividends, investors should look for quality rather than quantity.

Persons: That's, Bond, Andrew Graham, Dave Sheaff Gilreath, Gilreath, Morningstar . Brady, Capital's Graham, Graham, Dow, Laura Mattia, Morningstar, George Gagliardi, You'd, I'm Organizations: Investment, Jackson, Capital, Federal Reserve, Brady Corporation, ABM Industries, Dow Inc, Dow, LyondellBasell, Shell, Coromandel Wealth Management, U.S Locations: San Francisco, Indianapolis, Sarasota , Florida, Lexington , Massachusetts

☆ Eyeing dividend-paying stocks? Don’t rush to pick up the richest yielding names
▼ + stars: | 2023-10-23 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Today's higher interest rate environment drives home the reason why investors should scrutinize stocks offering tempting double-digit yields. Digging beneath the surface Multiple factors may contribute to a stock touting high dividend yields at first blush. First, there are dividend sustainers – companies that have made steady payments for years, including Merck , Johnson & Johnson and Southern Co . Investors who want to hunt dividend payers shouldn't go for the biggest yielders, but instead look for names that are in the second or third quintile among dividend payers, he said. "For many investors, you can get a pretty good dividend play and a good yield through ETFs at a low cost," said Ebersole.

Persons: Bond, Charlie Gaffney, Gaffney, Eaton Vance, Jamie Ebersole, Kim Abmeyer, Morgan Stanley, shouldn't, Ebersole, Morningstar's Bryan Armour, VIG Organizations: Utilities, Morgan Stanley Investment Management, Ebersole, Abmeyer Wealth Management, Investors, Costco Wholesale, Merck, Johnson, Southern Co, Apple, Exxon Mobil, Walmart Locations: Southern

Investors were handed an income opportunity they haven't seen in more than a decade when the 10-year Treasury yield climbed near 5% on Thursday. US10Y 5Y mountain 10-year Treasury A 5% yield on the 10-year is a good value, said Kathy Jones, Charles Schwab's chief fixed income strategist. A real yield is a bond's nominal yield minus inflation. "With the 10-year yield nearing 5%, it could be your sign to pick them up." There is also the Vanguard High Dividend Yield ETF (VYM) , which has lost 2.59% and charges 0.06% in fees.

Persons: Barry Glassman, Kathy Jones, Charles Schwab's, Callie Cox, Schwab's Jones, Amy Arnott, Morningstar, Arnott, Cox, John Croke ,, Jones, Morningstar's Arnott Organizations: Treasury, Wealth Services, LendingClub, Vanguard Locations: eToro

☆ This new dividend ETF offers investors income at a rock-bottom fee
▼ + stars: | 2023-09-13 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Investors who are hungry for income have a new exchange-traded fund option on the market that comes with a low price tag. The SPDR Portfolio S & P Sector Neutral Dividend ETF (SPDG) launched this week and holds stocks in the S & P 1500 that have maintained or increased their dividends for at least seven consecutive years. For example, the SPDR S & P Dividend ETF (SDY) has an expense ratio of 0.35%, as does the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) . It's even a bit lower than the 0.06% of the Vanguard High Dividend Yield Index ETF (VYM) . The fund's index, the S & P Sector-Neutral High Yield Dividend Aristocrats Index, has a dividend yield of 3.13%, according to State Street.

Persons: Matthew Bartolini, Bartolini Organizations: Vanguard, SPDR, SPDR Americas Research, Street Global Advisors, P, SEC Locations: financials, SPDR Americas

☆ These 'dividend aristocrats' are also stock buyback leaders
▼ + stars: | 2023-08-31 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

So-called dividend aristocrats are typically defined as companies that have raised their per-share payout every year for at least 25 years. Wolfe strategist Chris Senyek said in a note to clients Wednesday that some of those aristocrats also score highly on another quality indicator — net stock buybacks. "We've found Consistent Buybacks (companies with a net share count decline for at least 10 consecutive years) and Dividend Aristocrats (25 years of consistent dividend growth) to be the top performing cash usage themes over the past 20+ years. And of the 22 analysts who cover the stock, 12 have hold ratings and one has a sell, according to Refinitiv. The Invesco BuyBack Achievers ETF (PKW) , which buys companies that have reduced their share count by more than 5% over the past year, is up about 9.8% year to date.

Persons: Wolfe, Chris Senyek, We've, Senyek, Lowe's, — CNBC's Michael Bloom Organizations: Wolfe Research, Colgate, Palmolive, Companies Locations: U.S

☆ Has climate change made utilities a risky bet? What income investors need to know
▼ + stars: | 2023-08-21 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

The wildfires in Maui are just the latest example of severe weather and the peril facing utilities. However, investors can pick up about 4% yield on stocks that have dividends that are considered safe, which makes them attractive to investors seeking income. Climate change's impact Climate change is altering not only the Earth's temperature, but also precipitation patterns, said Zachary Zobel, risk associate director at Woodwell Climate Research Center. Climate change could impact utilities in other areas, like sustaining damage during hurricanes and floods. "You don't have to just rely on just one sector to get dividend income," said Cheng.

Persons: hasn't, Michael Lonegan, Neil Kalton, Kalton, Zachary Zobel, Zobel, Berkshire Hathaway, PacificCorp, Wells Fargo's Kalton, it's, Marguerita Cheng, Cheng, — CNBC's Michael Bloom Organizations: Hawaiian Electric, Maui Electric, Electric, NBC News, Evercore ISI, Wall Street, Wells, Wells Fargo Securities, FEMA, Woodwell Climate Research Center, Gas & Electric, Blue, Global, CNBC, & $ Locations: Maui, Lahaina, Wells Fargo, California, Berkshire

☆ Sensing end of Fed hikes, some investors return to dividend stocks
▼ + stars: | 2023-07-25 | by ( David Randall | ) www.reuters.com time to read: +4 min

That has helped pressure many of the market’s popular dividend-paying stocks, which investors had turned to when rates were far lower. "The dividend-paying value side of the market is a pretty compelling place to go to maintain that return." Nevertheless, investors are seeking out dividend-paying stocks as a source of total return this year in anticipation that bond yields may falter while stocks continue to gain, Silverblatt said. “If you are going into dividend paying stocks now, you are taking that risk because you think there's a high probability that the market goes up," he said. Corso is searching for dividend-paying companies in cyclical sectors such as financials, where valuations are less expensive.

Persons: Jurrien Timmer, Howard Silverblatt, Dow, Silverblatt, hadn't, Cliff Corso, Corso, Bryant VanCronkhite, David Randall, Ira Iosebashvili Organizations: YORK, Federal Reserve, Fidelity Investments, BoFA Global Research, Dow Jones Indices, Companies, Asset Management, Fed, Allspring Global Investments, Thomson

☆ Dividend payers underperformed in the first half. Here’s why they could make a comeback
▼ + stars: | 2023-06-28 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +2 min

Dividend payers are on track for their worst half against stocks that don't pay dividends since 2009, Ed Clissold, the firm's chief U.S. strategist, wrote in a June 22 report. "Our index of S & P 500 Dividend Payers underperformed Non-Payers by 13.7% year to date," he said. Meanwhile, the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) is up 3% in 2023. SPYD .SPX YTD line SPDR Portfolio S & P 500 High Dividend ETF versus the S & P 500 in 2023 One of the reasons behind dividend stocks' underperformance is the fact that they have low betas. For starters, dividend payers tend to outperform during the second year of the Federal Reserve's tightening cycles, NDR found.

Persons: Ned Davis, Ed Clissold, Clissold, Jerome Powell, Michael Bloom Organizations: Ned Davis Research, underperformed, Nasdaq

☆ The No. 1 dividend strategy right now according to Wolfe Research
▼ + stars: | 2023-05-23 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Wolfe Research strategist Chris Senyek said in a note to clients Tuesday the slowing U.S. economy should push investors toward stocks that reliably throw off cash. One simple way for investors to buy into the aristocrats is the ProShares S & P 500 Dividend Aristocrats ETF (NOBL). NOBL YTD mountain The NOBL ETF is underperforming the broader market in 2023. A similar fund is the SPDR S & P Dividend ETF (SDY) , which tracks an index of stocks in the S & P 1500 Index that have increased dividends for at least 20 consecutive years. That fund weights stocks by yield and has a distribution yield of 3.04%, also according to FactSet.

Persons: Wolfe, Chris Senyek, Senyek, NOBL, — CNBC's Michael Bloom Organizations: Wolfe Research, Cardinal Health Locations: U.S, NOBL, Albemarle, Pentair

☆ This style of dividend 'aristocrat' ETF could outperform going into a recession
▼ + stars: | 2023-04-27 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

As such, we recommend buying Dividend Aristocrats, which are companies that have a long track record of increasing dividends," Senyek said. Additionally, Dividend Aristocrats' outperformance has tended to persist during the initial stages of recoveries, which also tend to be highly uncertain environments," he added. One fund that tracks the group directly is the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) . Those funds have a total return of 1.7%% and 3%, respectively, so far this year. Another similar product is the iShares Core Dividend ETF (DIVB) .

☆ Here are the big trends to watch at the Exchange ETF conference this week
▼ + stars: | 2023-02-06 | by ( Bob Pisani | ) www.cnbc.com time to read: +5 min

I'm at the ETF Exchange Conference in Miami Beach, where 2,000 registered investment advisors and ETF providers have descended on the city for the industry's largest gathering. Think active, dividend, foreign debt and alternative income ETFs," Tom Lydon, of VettaFi, the conference sponsor, told me. "I believe fixed income ETFs are setup to have a historic year," Nate Geraci from the ETF Store said in January. This year, they're back, but despite the surge in thematic ETF performance to start the year, investors have yet to throw significant sums of money into the game. "Despite the surge in thematic ETF performance to start the year, investors are yet to start allocating again.

☆ Three new stocks gain entry to the Dividend Aristocrat elite, which outperformed in 2022
▼ + stars: | 2023-01-25 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

Smucker have made the cut for the S & P 500 Dividend Aristocrats and will be added to index as of Feb. 1, S & P Dow Jones Indices announced Tuesday. Nordson, which joined the S & P 500 last year, has actually had 42 straight years of dividend raises, according to S & P Dow Jones Indices data. NOBL 5Y mountain The NOBL fund has a solid long-term track record and outperformed during 2022's bear market. All three have outperformed the S & P 500 over the past 12 months. ProShares also offers an S & P Technology Dividend Aristocrats ETF (TDV) , which lowers the bar to seven straight years of dividend hikes.

☆ Josh Brown says dividend aristocrats are the right place to be
▼ + stars: | 2023-01-17 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Don't be fooled by the counter-trend bounce, Josh Brown said Tuesday, and stick with dividend stocks. "Dividend aristocrats are the right place to be," the co-founder and CEO of Ritholtz Wealth Management said on CNBC's "Halftime Report." In 2023, the tech-heavy Nasdaq Composite has jumped 6%, as risk-on sentiment spurred investors to snap up beaten-up tech stocks. Don't try to be a hero and don't try to anticipate the move after the move," he said. One ETF that tracks these so-called dividend aristocrats is the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) .

☆ 2023 will be another record year for dividend payouts. Here's why that matters
▼ + stars: | 2023-01-11 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

The Vanguard High Dividend Yield Index (VYM) , for example, with more than $50 billion in assets, saw shares outstanding increase 20%. Dividend ETFs are typically divided into two groups: high dividend and dividend growers. ETFs that specialize in high dividends include iShares Select Dividend ETF (DVY) and Vanguard High Dividend Yield ETF (VYM), and these are typically paying yields in the 3% range. Dividend growers include ProShares S & P 500 Dividend Aristocrats ETF (NOBL) , Vanguard Dividend Appreciation (VIG) and Schwab U.S. Dividend Equity ETF (SCHD) . There are 58 of those in the S & P 500, including Caterpillar, Air Products, Franklin Resources, Aflac, and Procter & Gamble.

☆ Here's why 2023 could be another solid year for dividend stocks — and how to play it
▼ + stars: | 2022-12-23 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Dividend stocks proved valuable for investors in a turbulent 2022, and many investment professionals are sticking with the group for next year. The SPDR Portfolio S & P 500 High Dividend ETF (SPYD) was down just about 1% for the year on a total return basis, easily outpacing the broader market. And with consensus expectations pointing to high interest rates and slow or even negative economic growth in 2023, dividend stocks could have quite a while left in the spotlight. Many major shops on Wall Street are bullish on dividend stocks in one form or another heading into 2023. Credit Suisse's strategist Andrew Garthwaite said in a note to clients that he was overweight dividend aristocrats, or stocks that have a long track record of growing their payouts. To be sure, investing in dividend stocks can be tricky during economic downturns, as falling profits can lead to dividend cuts or even suspensions.

☆ Elon Musk closed his deal to buy Twitter, and it could cost the platform big with advertisers
▼ + stars: | 2022-10-28 | by ( Lucia Moses | Lindsay Rittenhouse | ) www.businessinsider.com time to read: +5 min

Elon Musk's $44 billion deal for Twitter has big implications for its advertising-driven business. Musk reportedly will eliminate lifetime bans, and advertisers were already worried Twitter would be less brand safe. This article was updated October 28 to reflect news that Musk closed a deal to buy Twitter. Just before he closed on the deal on Thursday, Musk tweeted a message to advertisers assuring them the platform wouldn't become a "free-for-all hellscape. When Musk balked on following through with the deal, that uncertainty further hurt the company's revenue, Twitter said during its second quarter.

Search resuls for: "NOBL"

25 mentions found