Our biggest source of underperformance was the consumer staples sector as we had a number of laggards, including Kerry Group, Philip Morris and Diageo. On the positive side, the three new purchases we made in Q2 during the post-Liberation Day market meltdown—Lam Research, ASML and Thermo Fisher Scientific—were each among our top contributors to returns in Q3. Our top contributor in Q3 was Alpha...
In September, we (my wife and I) received a dividend income total of $5,342.09. Our dividend income went up almost $1,000 from last year. We had more stocks increase last month, but the increases this month provided much more growth to the forward passive income stream.
First Eagle U.S. Fund A Shares (without sales charge*) posted a return of 7.55% in third quarter 2025. Materials and industrials were the leading contributors among equity sectors, while consumer staples detracted and real estate was flattish. The gold price continued to set new record nominal highs during the quarter.
Coca-Cola operates in a vast, fragmented market with virtually endless growth opportunities. Philip Morris International is emerging as the leader in the new-look nicotine industry.
Rose's Income Garden (RIG) portfolio highlights four October dividend raises, including Altria (MO), Mondelez (MDLZ), WP Carey (WPC), and Philip Morris (PM). MO and PM, both 'sin' stocks, delivered consecutive dividend increases, with MO yielding 7.52% and PM offering a notable 8.89% raise, despite valuation concerns. MDLZ and WPC also raised dividends, with MDLZ considered undervalued and a bu...
STAMFORD, CT--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc. (PMI) (NYSE: PM) is today further detailing a new corporate organizational model announced in conjunction with the company's 2025 third quarter results. The updated organizational structure, effective January 1, 2026, is designed to enhance PMI's agility and support its journey to becoming a smoke-free company unde...
Lowe's, NextEra Energy, and Realty Income each have long dividend-growth track records. Philip Morris International has raised its dividend each year since going public.
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