| This Hidden East Coast Energy Play is Upgrading Power Delivery. Could It Power Up Your Portfolio? |
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| Investors looking for steady income and long-term growth should keep an eye on this U.S. energy company quietly transforming the way power reaches millions of homes.
With major infrastructure upgrades underway, this infrastructure hero is laying the groundwork for a more resilient and innovative energy future. |
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| | | | New Leaders Forming (Sponsored) | | | The well-known giants — Apple, Microsoft, Amazon, and the rest of the so-called "Magnificent Seven" — have already delivered historic gains.
But because they've matured, the runway for life-changing returns is narrowing. | That's why we've turned our attention to what could be the Next Magnificent 7 — a group of companies still flying under Wall Street's radar. | Our latest research report reveals all 7 names — free of charge — so you can see which opportunities could mirror the next Apple, Amazon, or Tesla before the rest of the crowd catches on. | Don't settle for chasing yesterday's winners when tomorrow's leaders are just emerging. | [Download your free copy of "These 7 Stocks Will Be Magnificent in 2025" today] | (By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our Privacy Policy. Unsubscribe at any time.) |
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| | Real Estate | Simon Property Group Shows Strategic Resilience With Diversification and Redevelopment Push | | Simon Property Group (NYSE: SPG) continues to stand out in the retail real estate sector by adapting its portfolio to address e-commerce pressures and shifting consumer behavior. The company's Q2 2025 results showed 4.8% year-over-year growth in funds from operations (FFO) per share, along with a 95.7% occupancy rate, supported by omnichannel initiatives and luxury brand partnerships. | For equity holders, these results highlight the effectiveness of SPG's pivot from reliance on traditional tenants to a more diversified mix that includes luxury retail, wellness, and tech-integrated experiences. By embedding digital tools, such as augmented reality, into physical locations and investing in digital platforms like Rue Gilt Groupe, SPG is positioning itself at the intersection of online and offline commerce. | This dual-channel strategy reinforces revenue stability while creating growth opportunities in an otherwise pressured retail environment. Those considering an entry position should note how SPG's $8 billion in redevelopment projects align with long-term urbanization and lifestyle trends. | Mixed-use properties that integrate retail with residential, hotels, and entertainment not only support higher occupancy but also create durable demand drivers. For shareholders, the company's resilience indicates that scale, diversification, and innovation continue to be decisive advantages in retail real estate. | SPG currently trades at $179.00 and pays a dividend of $8.60 per share, a yield of 4.79% |
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| | Logistics | UPS Resolves Teamsters Disputes, Focuses on $3.5B Cost Cuts to Protect Margins | | United Parcel Service (NYSE: UPS) has finalized several labor settlements with the International Brotherhood of Teamsters, addressing long-standing workplace and seniority grievances that had raised the risk of disruptive strikes at major hubs in Louisville and Chicago. The agreements ease immediate operational uncertainty across UPS's logistics network, ensuring continuity at critical points in the U.S. delivery chain. | For shareholders, the settlements are a double-edged development. On one hand, resolving disputes reduces the probability of near-term disruptions that could have undermined customer confidence and eroded revenue. On the other hand, higher labor costs tied to new contracts will weigh on operating margins in the short term, adding pressure to an already complex cost structure. This makes execution of UPS's broader cost-reduction initiatives more vital. | Those evaluating a new position should focus on the company's reaffirmed plan to capture $3.5 billion in annual savings through network reconfiguration and automation. These measures are designed to offset both rising labor expenses and shifting delivery volumes from large clients such as Amazon. | The settlements demonstrate UPS's ability to manage labor risk at scale, while reinforcing that efficiency and margin discipline remain central to its long-term investment case. | UPS currently trades at $87 and pays a dividend of $6.56 per share, a yield of 7.51%. |
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| | Missed by Giants (Sponsored) | | | Everyone wants to invest like Warren Buffett.
But here's the twist: the best way to follow his principles may be to go where he can't. | Buffett avoids small-caps—not because they're bad, but because his $900B conglomerate can't deploy enough capital into them.
That leaves individual investors with a market inefficiency too good to ignore. | Our analysts just released a free report revealing 5 small-cap stocks that reflect Buffett's DNA: | ✅ Clear, understandable business models
✅ Durable advantages in their niches
✅ Strong financials and balance sheets
✅ Real catalysts pointing to growth ahead | Because they're under $2 billion in market cap, the big players can't touch them.
But you still can. | This is your chance to invest nimbly, while the market's largest investors are forced to sit on the sidelines. | [Get your free copy before Wall Street catches on] | (By clicking this link, you agree to receive emails from us and our affiliates. You can opt out at any time. - Privacy Policy) |
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| | Restaurants | McDonald's Targets Starbucks With Nationwide Iced Drink Expansion | | McDonald's (NYSE: MCD) is introducing a new lineup of iced drinks across more than 500 U.S. restaurants, featuring nearly 10 specialty beverages, including Creamy Vanilla Cold Brew and Strawberry Watermelon Refresher. The expansion reflects lessons drawn from the company's CosMc's experiment, which tested bold flavors and premium cold beverages before closing earlier this year. | For shareholders, the launch highlights McDonald's effort to grow beyond its traditional menu by pushing deeper into beverages. This category carries higher margins and has been a major driver for Starbucks. | Specialty cold drinks increase average check sizes without requiring significant changes to kitchen operations, providing the company with a relatively efficient path to incremental sales. That efficiency matters as the broader fast-food sector faces traffic headwinds and tighter consumer budgets. | Those evaluating an entry position should note how McDonald's is applying a disciplined test-and-scale approach. By leveraging customer data from CosMc's, the company reduces execution risk while signaling a willingness to invest in areas with long-term competitive payoff. The initiative also diversifies revenue streams, protecting against overreliance on core food offerings in slower periods. | The rollout of iced drinks underscores McDonald's ability to adapt to shifting consumer demand, while reinforcing its positioning as both an income-generating dividend stock and a defensive growth play in the consumer staples sector. | MCD currently trades at $312 and pays a dividend of $7.08 per share, a yield of 2.27%. |
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| | Dividend Stocks Worth Watching | PPL Corporation (NYSE: PPL) is a Pennsylvania-based U.S. energy company that provides electricity and natural gas to more than 3.6 million customers in the U.S. The company focuses on building more innovative, resilient, and dynamic power grids, as well as advancing sustainable energy solutions nationwide. | Rhode Island Energy (RIE), which is part of the PPL family, is making a series of investments to upgrade its energy infrastructure. Works include replacing a 50-year-old, two-mile-long pipeline, expanding an electric substation, and a $9 million pipeline upgrade in Providence. | PPL pays a 27-cent dividend with a yield of 2.98%. | Realty Income Corp. (NYSE: O), also known as The Monthly Dividend Company, celebrated 25 years on the New York Stock Exchange this month. The last two and a half decades have been a period of enormous transformation for O, with the company's portfolio growing from 630 properties to more than 5,900 properties and its total market capitalization increasing from $400 million to approximately $30 billion in that time. | O pays a 27-cent monthly dividend, yielding 5.51%. | Pfizer Inc. (NYSE: PFE), along with BioNTech SE (Nasdaq: BNTX), has received FDA approval for the COMIRNATY® COVID-19 vaccine for individuals at a greater risk of experiencing severe COVID-19. | The vaccine targets the SARS-CoV-2 sublineage LP.8.1, in line with FDA guidance to more closely match circulating strains. It will be shipped immediately to ensure a good supply to pharmacies, hospitals, and clinics across the USA. | PFE pays a 43-cent dividend with a 6.95% yield. | | Dividend Increases | | | HSBC has increased its dividend payment to $1.55, a 210% rise. Its new yield is 8.0%. | LOW has increased its dividend payment to $1.20, representing a 4.35% increase. Its new yield is 2.13%. | LRCX has lifted its dividend payment to 26 cents, an increase of 13%. Its new yield is 1.0%. |
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| Dividend Decreases | | | | | NOAH has reduced its dividend payment to $1.15, a 45% cut. Its new yield is 8.3%. | GES has decreased its dividend payment to 23 cents per share, representing a 25% reduction. Its new yield is 5.34%. | MSI has reduced its dividend payment to 1 cent per share, a 99% decline. Its new yield is 0.01%. |
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| | | | Poll: If your dream retirement had a mascot, who would it be? | | | Upcoming Dividend Payers | TGT's ex-dividend date for the forthcoming $1.14 dividend is 09/01/2025. | PFE's ex-dividend date for the forthcoming 43-cent payout is 09/02/25. | WMT's ex-dividend date for the forthcoming 24-cent payout is 09/02/25. | | | | That's all for today's edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com |
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