Inside: Streaks of 15, 31, and 41 years.


 
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LEAD STORY


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3 Stocks Raising Dividends
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September’s dividend raises look modest — and reading them right is the
lesson. Over the past few Tuesdays we’ve checked whether a dividend is covered
(in the right currency), read the size of the raise as the board’s most honest
forecast, weighed a payout ratio against the paycheck behind it, and listened
for a pace change against the board’s own habit. Tonight, the tool that keeps
all the others honest: a dividend competes for cash with everything else the
company wants to do. A small raise tells you one of two things. Either the
money isn’t there — that’s PepsiCo and Smucker from four weeks ago, trimming
their raises while they patched leaks — or the money is there and it’s busy:
paying down an acquisition, building rate base, satisfying a regulator. On a
dividend screen, the two look identical. They are opposite investments.
Tonight’s three raises are 3.8%, 5.3%, and 2.0% — from streaks of 15, 31, and
41 years. One dividend has to be blessed by the Federal Reserve before you see
a…
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FEATURED ANALYSIS


Strong Buys With Something to Prove
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Wall Street has a favorite trick: turn an opinion into a command. Strong Buy.
Price target raised. Outperform. The label arrives before the hard questions
do. We use ratings as a screen, not a substitute for judgment. This week, four
names stand out in our structured analyst snapshot: Thermo Fisher Scientific,
Targa Resources, Broadcom, and Scholar Rock. They are not the same kind of
company, and that is exactly why the list is useful. We get laboratory
picks-and-shovels, energy infrastructure,…
READ FULL ARTICLE →
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MORE HEADLINES


1. Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own
Guidance. Last Time That Happened, the Stock Fell 4%.
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2. Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion
Above Estimates. The Stock Fell 10%.
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3. CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12
Billion in Three Months.
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4. The Biggest Threat to Your Portfolio Isn't Iran
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