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34K on Sep 10, 2026 → 33K on Oct 21, 2026
Rank in Substack’s finance leaderboard: #107 today · #108 a week ago · #95 a month ago
Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
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Most-reacted post we have seen: Five Wonderful Businesses Added — 18 reactions on Sep 26, 2026.
NextEra is two businesses under one ticker: Florida’s biggest regulated utility and, by its own count, the world’s largest generator of power from wind and sun. It’s about to become three, because it’s buying Dominion Energy, and the market has knocked 20% off our stock since the announcement. In today’s post, we will discuss: Why NextEra is at a 52-week low The bet What NextEra does How NextEra makes money The moat and the competition The financials Is the dividend safe? Where the growth comes from Management and the Dominion deal The risks What NextEra is worth The decision Okay, let’s dive…
Here’s the replay of the Dividend Live where I walked through Waste Management (WM). The short version: this is a boring business in the best sense. People don’t stop putting out the trash in a recession, the contracts run for years, and WM can raise prices without losing many customers. At $204 it was trading at its lowest earnings multiple in years. I think it’s undervalued, and I’m buying it. The scorecard: Moat: Wide and stable. Long municipal contracts plus 257 landfills it owns. Growth: Average. The industry grows slowly, but Stericycle and renewable gas give it new avenues. Management…
The cheapest fund on this list charges us $4 a year on $10,000. The most expensive charges $35. Same basic idea: dividend-paying US stocks in a basket, and almost nine times the cost. Over 20 years, that gap costs us $2,785 on a $10,000 starting balance (more on that math below). And the expensive one has the weakest five-year and ten-year returns of the five. Go figure. Today we put five of the best-known dividend ETFs side by side and read them the way we read a company: what they own, how they pick it, what they pay us, and what they charge for the privilege. In today’s issue, we will…
Nike yields 4.58% today, has raised its dividend for 24 straight years, and passes the Chowder Rule. Its free cash flow didn’t cover the dividend last fiscal year. So what good is the rule? Plenty, if we use it for the role it was built for. The Chowder Rule is one of the handiest screens a dividend investor has; it takes two numbers we can find in five minutes and filters out most of the stocks we shouldn’t spend time on. It can’t tell us whether the dividend is safe, despite what many investors think. In today’s article, we will cover: What the Chowder Rule Is How to Calculate the Chowder…
Hi everyone! The Fed raised rates on September 16, its first hike since 2023, and the 10-year Treasury ended the month above 5%. Dividend stocks did not enjoy that. Since our September Best Buys on the 3rd, Realty Income is down 10%, Brown & Brown 17%, and Casey’s 20%. The machine kept paying anyway. Zero cuts. Microsoft, McDonald’s, and VICI all rose, and McDonald’s made it 50 straight years, becoming a Dividend King. The Universe also grew. Carlisle, Lowe’s, Broadridge, WM and Main Street joined on September 26, and we are now 35 names. This week I re-ran the valuation on all 35, so every…
A company that has raised its dividend 51 years in a row, through every recession since 1975, got 8.9% cheaper in the last month. It now trades 21.6% below our Buy Below and at 21.8 times free cash flow, against a five-year average of 26.7. The business didn’t get worse. It raised its outlook twice last year and landed at the top of the range. The market is worried AI will replace it. I’m pounding the table. That name is below the wall, along with a second Dividend King and a toll booth that pays us twice a year. First, the setup. Every month we pick five names from the Dividend Universe…
A 6.2% yield from a household name sounds like a gift. So does a 51-year streak of raises. Only one of them passes all four layers of the screener or filter we’re building today, and surprise it isn’t the one with the biggest yield. In today’s article, we will cover: Where the Four Layers Come From Layer #1: The Business Layer #2: Dividend Safety Layer #3: Management Layer #4: The Price How to Use the Filter in Your Process Common Mistakes to Avoid The template is free. 4 Layer Dividend Stock Filter 125KB ∙ PDF file Download Download If you already run every dividend stock you buy through a…
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