I see a generational opportunity in quality stocks, defined by high ROE, stable earnings growth, and low debt. Quality stocks have underperformed AI-driven leaders, creating rare relative value and attractive risk/reward for diversified, income-focused investors. My screen highlights 33 U.S. large caps with ≥25% ROE and ≥2% yield, many trading at compelling valuations.
Enterprise Products Partners is a toll taker with a huge 6.7% distribution yield. Bank of Nova Scotia is a low-risk turnaround story with an attractive 4.6% yield.
Activist investor Elliott Management is close to reaching a settlement agreement with PepsiCo, the Wall Street Journal reported on Thursday, citing people familiar with the matter.
The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has underperformed the SPDR S&P 500 ETF (SPY) year-to-date, but November shows a reversal. Several Dividend Aristocrats, including CAH, CAT, CHRW, and ALB, have posted double-digit gains in 2025, while others lag behind. Dividend growth among Aristocrats averages 5.46% for 2025, with most constituents announcing increases, though growth is s...
PepsiCo stock has notably lagged an important market index. It's also trailed the stock considered to be its archrival.
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