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LEAD STORY

A dividend raise every 90 days

Ask anyone what a dividend stock pays and they’ll quote you the yield. It’s the one number every screen shows: the annual dividend divided by the share price. Tonight’s three stocks screen at 2.8%, 3.5%, and 4.2%. Respectable numbers. But every one of them understates what these companies actually pay. Here’s the problem with the yield: it’s the base salary. Nobody judges a job offer on base salary alone. You ask about the bonus. You ask about the 401(k) match. You ask how often the raises come — because a $70,000 offer with a real bonus and an annual raise beats an $80,000 offer without them. All three of tonight’s companies declared freshly raised dividends this past week, each with two decades or more of consecutive annual increases behind it. And each pays part of its compensation somewhere the yield number never looks — one in cash bonuses, one in a quiet employer match, and one with the strangest raise schedule we’ve ever featured. Let’s take them one at a time - Accenture plc…

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FEATURED ANALYSIS

Fresh Strong Buys: Memory, Energy and Latin American Telecom

Here are the 3 stocks added to our Strong Buy List this week, based on Zacks’ fresh October 7 Rank #1 additions. We are using the screen as a shortlist, not as a substitute for doing the work. Zacks says its current-year earnings consensus estimates rose over the prior 60 days for Micron, Equinor and Millicom; that tells us expectations have improved, not that the shares are cheap or that the next quarter is guaranteed to cooperate. The Street likes tidy narratives. We prefer businesses whose…

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MORE HEADLINES

Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own Guidance. Last Time That Happened, the Stock Fell 4%.

Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion Above Estimates. The Stock Fell 10%.

CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12 Billion in Three Months.

The Biggest Threat to Your Portfolio Isn't Iran

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