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☆ 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

☆ Apple is taking a bigger bite out of the creator economy and influencers are fuming
▼ + stars: | 2024-09-11 | by ( Amanda Perelli | ) www.businessinsider.com time to read: +6 min

Read previewApple's in-app fees are eating away at creator earnings without giving much back in return, according to disgruntled members of the influencer industry. The fee takes a percentage of donations and purchases made through Apple mobile devices, affecting marketers, followers, and creators themselves. Advertisement"There's no denying the positive impact Apple has had on the creator economy," said Lindsey Gamble, who advises influencers on marketing strategies. Patreon is the latest creator platform hit with Apple's in-app fee. Jim Louderback, a creator economy advisor, recently wrote that creators should Boycott Apple in his newsletter, "Inside the Creator Economy."

Persons: —, Lindsey Gamble, influencers, Gamble, Apple, Hulu, TikTok, HBO's Max, influencers Rosanna Pansino, Lauren Riihimaki, YouTuber, Patreon, Jim Louderback, Boycott Apple, Louderback, vig Organizations: Service, Substack, YouTube, Facebook, Business, Apple, Mighty Networks, Services, Spotify, Hollywood, Netflix, Hype, Apple's, Google

☆ Stocks are booming in 2024, but financial advisors say it may be time to get a little defensive
▼ + stars: | 2024-07-16 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

With the S & P 500 surging more than 18% in 2024, it might be time for investors to make a few defensive moves in their portfolios. But that surge is spurring some financial advisors to reassess their clients' exposure to large-cap tech and turn toward currently unloved asset categories that could be poised to rise. "It might take a little longer to manifest but we think [health care] is an interesting combination of offense and defense, and it provides meaningful cash flows for investors," Saccocia said. Checking in on risk and cash Investors reviewing their 2024 gains should also reassess their risk profile and consider whether their asset allocation reflects their long-term goals. Tom Balcom, CFP and founder of 1650 Wealth Management in Lighthouse Point, Florida, has used custom market-linked notes to hedge clients' exposure to the market.

Persons: Nvidia —, Shon Anderson, Russell, Jerome Powell's, Shannon Saccocia, Neuberger Berman, Saccocia, Colin Gerrety, Gerrety, Tom Balcom, Balcom, Morningstar Organizations: Nvidia, Anderson Financial, Federal, Big Tech, Investors, JPMorgan Chase, UnitedHealth, Wealth Services Locations: Dayton , Ohio, REITs, North Bethesda , Maryland, Lighthouse Point , Florida

☆ Labor coalition accuses Starbucks of 'flawed' union strategy, risking shareholder value
▼ + stars: | 2024-02-20 | by ( Kate Rogers | ) www.cnbc.com time to read: +8 min

The coalition is pushing to replace three current Starbucks board members with its own nominees. The SOC proxy presentation claims the company's board has backed what it calls an "unnecessarily confrontational" strategy with the union. Starbucks said it has not only a new CEO, but with these additions, it has added five new board members in the past year. The proxy presentation targets three current Starbucks board members: Ritch Allison, Andy Campion and Jørgen Vig Knudstorp. Allison, Campion and Knudstorp, specifically, provide "continuity and highly-valuable unique perspectives," the Starbucks presentation said.

Persons: Baristas, Nielsen, Maria Echaveste, Joshua Gotbaum, Wilma Liebman, Daniel Servitje, Neal Mohan, Mike Sievert, Ritch Allison, Andy Campion, Jørgen Vig Knudstorp, Allison, Campion, Knudstorp, Wendy's, Narasimhan Organizations: Starbucks, CNBC, Organizing Center, U.S . Securities, Exchange Commission, National Labor Relations Board, NLRB, Starbucks Corporation, Siren Retail, Service Employees International Union, Starbucks Workers United, Communications Workers of America, United Farm Workers of America, Chipotle, Darden, Restaurant Brands, Yum Brands, White House, Hawaiian Airlines, White, Grupo Bimbo, YouTube, Mobile, SEC Locations: Buffalo, Arlington , Virginia, China, U.S

☆ 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

☆ How to get the biggest bang for your buck while investing in dividend-paying stocks
▼ + stars: | 2024-01-29 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

As attractive as today's yields may look on certain dividend-paying stocks, they only tell part of the story when you're choosing names for income. Lower interest rates make other income-generating assets, including dividend-paying stocks, more attractive compared to the risk-free yields on Treasurys. Dividend stocks took their lumps during 2022 as the Fed embarked on its rate hikes – consider that the Vanguard Dividend Appreciation ETF (VIG) posted a total return of negative 9% in 2022 – and rate-sensitive income stocks in the utilities and real estate sector suffered. Check with your brokerage to make sure you have dividends reinvested as your preference for individual stocks and ETFs. Picking the right names Dividend investors are seeing 2024 as a potential rebound year for these stocks, anticipating a broadening rally.

Persons: Michael Arone, Dow, VIG, would've, Grace Lee, –, Dow Jones, Arone, Chris Hayes Organizations: SPDR, State, Federal, Dow Jones, Fed, Vanguard, CNBC Pro, IBM, Columbia, Opportunity, Walgreens, Alliance

☆ This could be the year for dividend stocks. Here are Wall Street's favorites
▼ + stars: | 2024-01-03 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

This year could be a better one for dividend stocks. This year, the Federal Reserve has said it's likely to cut interest rates three times , which could bode well for dividend stocks . "Moving forward … it's the time to start buying dividend stocks." The insurance company has a 3.1% dividend yield and 16% upside to the average analyst price target. The stock, which has a 3.3% dividend yield, has 26% upside to the average price target.

Persons: bode, Matt Powers, VIG, FactSet, TD Cowen, Matt Elkott, Jimmy Bhullar, — CNBC's Michael Bloom Organizations: Federal Reserve, Powers Advisory, CNBC, Trinity Industries, Trinity, MetLife, JPMorgan, MET, Utilities

☆ 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

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

☆ Screw it, I solved the student debt forgiveness debate
▼ + stars: | 2023-09-05 | by ( Walt Hickey | ) www.businessinsider.com time to read: +8 min

The government should reduce the interest rate on federal student loans, and forgive any that's accrued. Half of Americans support forgiving up to $20,000 in federal student loan debt, a figure that soars to 83% among those who have student loans. Forgiving all student loan debt still maintains 39% support, a remarkably high figure for a fiscal policy that even a decade ago would have been an utter non-starter politically. Americans owe just south of $1.6 trillion in student loan debt. As a result, an equitable solution is this: retroactively adjust the interest rate on federal student loans to be at or near zero.

Persons: that's, Uncle Sam, Luke O'Neill, hasn't, Jesus Christ, you've, vig, RANDI LYNN BEACH, They'll Organizations: Service Locations: Wall, Silicon, United States

☆ These funds offer yields exceeding 4% and they’re on discount. Here’s why it might be time to buy them
▼ + stars: | 2023-07-10 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +3 min

But whether it's time to back up the truck and stock up on cheap dividend payers will depend on a range of factors, including risk appetite and style. Notable constituents include Altria Group, which has an 8.3% dividend yield, and Verizon , which touts a yield exceeding 7%. This would include the Vanguard High Dividend Yield ETF (VYM) , which has a total return of about -1.6% this year, and the WisdomTree U.S. Total Dividend ETF (DTD) , with a total return of 2.5%. VIG, for instance, has a total return of 6% this year, but offers a 30-day SEC yield of 1.82%. Whether it's time to snap up these dividend payers will also depend on your risk appetite and your timeline.

Persons: Johnson, Ryan Jackson, Jackson, VIG, Jordan Benold, Benold Organizations: Exxon Mobil, Johnson, Morningstar, SEC, Altria, Verizon, Vanguard, Microsoft, Apple, Dow Locations: U.S

June 29 (Reuters) - AIP Capital said it was in talks to pick up a 10% stake in Eastar Jet as the aviation asset management arm of U.S.-based private equity firm 777 Partners seeks to tap into the travel resurgence in Asia. AIP would also lease five Boeing 737 MAX 8 jets to the South Korean low-cost airline, it said without disclosing the additional terms of the deal, which is expected to close mid-July. In 2021, Eastar Jet had filed for court receivership as the COVID-19 pandemic battered the travel industry. Earlier this year, South Korean private equity firm VIG Partners bought the airline and agreed to inject 100 billion Korean Won ($75.98 million) into the carrier, according to a DealStreet report. Separately, AIP announced that it has closed a minority investment and joint venture agreement with consulting and investment firm Dreamstone Aviation Partners.

Persons: Eastar Jet, Jared Ailstock, 1,316.2100, Abhijith, Shilpi Majumdar Organizations: AIP, Jet, Partners, Boeing, South, VIG Partners, Won, Dreamstone Aviation Partners, Thomson Locations: U.S, Asia, Dreamstone, Bengaluru

☆ 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) .

April 6 (Reuters) - U.S. dividend funds have faced steep outflows this year after strong inflows last year as investors rush to safer money market funds and bank deposits, providing high returns without much risk. According to Refinitiv data, U.S. dividend funds witnessed an outflow of $5.6 billion in the first quarter of this year, the first in 10 quarters. On the other hand, U.S. money market funds secured a massive $391.5 billion inflow in the first quarter, the biggest in three years. "As long as the stability and income generated from money market funds remain attractive relative to stocks, the outflows may continue this year." However, some analysts said dividend funds are still the safer option as they invest in companies with solid balance sheets and healthy cash flows which are likely to be more resilient during an economic slowdown.

☆ Starbucks union is using billboards, a brass band and a butter sculpture to pressure board members from Nike, Land O'Lakes and Lego
▼ + stars: | 2023-04-04 | by ( Dominick Reuter | ) www.businessinsider.com time to read: +2 min

Starbucks union organizers are stepping up pressure on individual members of the company's board. Leaders at Nike, Lego, and Land O' Lakes were targeted using billboards, a movie trailer, a brass band, and even a butter sculpture. The push comes a week after shareholders voted in favor of an investigation into Starbucks' labor practices. Meanwhile, in Los Angeles and online, a Lego Movie-styled trailer premiered with the aim of enlisting Lego President Jorgen Vig Knudstorp to join the side of Starbucks workers. And now, those tensions are spilling over to other companies as the union targets Starbucks' board of directors.

☆ Starbucks union pressures board members with billboards, posters – and a butter sculpture
▼ + stars: | 2023-04-03 | by ( Amelia Lucas | ) www.cnbc.com time to read: +2 min

Nearly 300 company-owned Starbucks cafes have voted to unionize under Workers United, according to National Labor Relations Board data. Starbucks Workers United is deploying a butter sculpture, brass band, billboard and movie posters to put pressure on the coffee chain's board to accept the union. Beth Ford, chief executive officer of Land O'Lakes Inc. (L), and a butter sculpture of land o'lakes her. In the hopes of speeding up the process, just outside of Minnesota's Twin Cities, Starbucks workers will deliver a butter sculpture of Ford to Land O'Lakes' headquarters. "Community allies" will also take part, according to Starbucks Workers United.

☆ 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.

☆ Investors have tough choices now with yields for money market funds on the rise
▼ + stars: | 2023-02-05 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

The " Fast Money " traders are looking to capitalize on the rising yields in money market funds and dividend-paying stocks. The largest taxable money market funds, as ranked on Crane Data's 100 list, are yielding an average 4.18% as of Feb. 2 — returns not seen since the financial crisis. Money market funds jumped to an all-time record $4.82 trillion in total assets the week ended Feb. 1, according to the Investment Company Institute. Higher-return dividend payers, which carry more risk, may be an option for investors looking for safety right now, too. "I won't hold it against them, however, if they do have a great dividend," Finerman added.

☆ Dividend stocks are beating the market — Here are Wall Street's favorite income plays for 2023
▼ + stars: | 2023-01-13 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

The companies are rated buy by at least 70% of the analysts covering them. Cabot, which yields 2.1%, has nearly 22% upside to the average price target. First Merchants, along with its 3.1% yield, has nearly 18% upside to its consensus price target. Of all names on the list, Broadcom has the highest dividend yield, at 3.2%. Lastly, payments company Visa has an 0.8% dividend yield and 12% upside, based on the consensus price target.

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☆ 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.

☆ Expanding equity income strategies in a rising rate environment
▼ + stars: | 2022-11-23 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

The Amplify Enhanced Dividend Income ETF (DIVO ) ranks in the top 5% of all ETFs in terms of inflows in 2022. As dividend ETFs continue to outperform the S&P 500 this year, Todd Rosenbluth of VettaFi said that advisers are consistently seeking alternatives to traditional fixed income — including dividend income strategies and covered call strategies. VettaFi recently surveyed advisers to canvas their views on dividend strategies and discovered a possible shift in how they approach the funds. "Instead of looking at it from an income component that they've historically done throughout 2022 in the rising rate environment, they're now looking for more growth from these strategies," Rosenbluth explained. As a result, VettaFi expects dividend growth products to garner more attention, like the WisdomTree US Quality Dividend Growth ETF (DGRW ) and Vanguard Dividend Appreciation Index ETF (VIG ).

☆ It just got a lot cheaper to buy a top dividend ETF
▼ + stars: | 2022-10-25 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

Asset management giant BlackRock announced Tuesday that its iShares arm is cutting the fee on a large dividend ETF. The fund, previously known as the iShares U.S. Dividend and Buyback ETF, will now have a management fee of 0.05%, down from 0.25%. The firm is also adding the fund to its core suite of funds and renaming it the iShares Core Dividend ETF . The firm said that the fund is now the lowest fee dividend ETF on the market in the U.S.. Some of the biggest dividend funds from rival Vanguard, such as the Vanguard Dividend Appreciation ETF (VIG) , carry a fee of 0.06%.

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