Several factors are conspiring to thwart dividend growth, explains Morningstar DividendInvestor editor Josh Peters.
Morningstar's Josh Peters argues that--more than ever--dividend yields matter.
With valuations looking stretched across the board, investors would be well served to hang on to high-quality firms with consistently growing dividends, says Morningstar's Josh Peters.
As dividend growth slows, investors should seek stocks with solid current payouts and avoid turning toward more speculative fare, says Josh Peters.
Dividend-seekers must question whether the oil majors can generate the long-run growth needed to compensate for their risks, says Morningstar's Josh Peters.
Banks aren't totally uninvestible from an income standpoint, but they simply don't offer the kind of income characteristics that they used to, says Morningstar's Josh Peters.
Now that everyone wants to own them, most defensive dividend-payers are no longer cheap, says Morningstar's Josh Peters.
Avoiding the worst of the MLP carnage and believing in GE's turnaround helped Morningstar's Dividend Select Portfolio in 2015, says Josh Peters.
The income stream from dividend-payers can play a special role in funding portfolio withdrawals, but they are no substitute for bonds, says Morningstar's Josh Peters.
A warm start to winter is causing stocks such as AmeriGas Partners and Compass Minerals to trade down, which could create buying opportunities for investors, says Morningstar's Josh Peters.
As dividend-growth tailwinds fade, investors should focus on high-yield stocks that can continue to pay and grow their dividends, says Morningstar's Josh Peters.
Kinder's 75% dividend cut is not going to be the last in the industry, says Morningstar's Josh Peters, but a small number of high-quality MLPs are worth nibbling at today.
Payout ratio--the dividend rate divided by earnings--can give you an idea of how well covered the dividend is, and how likely it is to grow, says Morningstar's Josh Peters.
MLPs that are closer to the consumer will see more consistent demand, volumes, and fees, says Morningstar's Josh Peters.
Morningstar's Josh Peters surveys the dividend-stock landscape today, discusses expectations for dividend growth, and shares a few of his favorite names.
Southern and Duke are both acquiring smaller utilities at steep premiums. DividendInvestor editor Josh Peters assesses the impact.
Although Philip Morris, Altria, and Reynolds all recently hiked their dividends, PM is the most attractive stock today, says Morningstar's Josh Peters.
Spectra Energy Partners has a very attractive set of assets for any type of environment, but particularly right now, says Morningstar's Josh Peters.
In many cases, the market is already pricing in higher long-term rates, says Morningstar's Josh Peters.
Rather than analyzing each holding individually, it makes more sense to ask how your least-favorite holding compares with the best idea on your list of nonholdings, says Morningstar's Josh Peters.
The overhyped virtues of these firms didn't pan out for investors, but after selling off, a small handful of the stronger ones now look attractive, says Morningstar's Josh Peters.
Although utilities took a particularly strong beating and energy continues to look shaky, the overall backing for dividends across most of the market still looks solid, says Morningstar's Josh Peters.
Worry less about beating the benchmark and more about dividend growth and achieving your desired outcomes, says Morningstar's Josh Peters.
Although companies such as IBM and Apple have been increasing return to shareholders, the long-term resilience of these businesses remains uncertain, says Morningstar's Josh Peters.
The predictable income and total return of a dividend-stock portfolio is suitable for retirees and savers alike, says Morningstar's Josh Peters.
In winding down its financial-services business, GE is refocusing on what it does best, which should offer long-term dividend growth in the high single digits, says Morningstar's Josh Peters.
Buffett may have paid a premium for some of his recent purchases, but these defensive, high-quality names can generate cash flow growth for decades to come, says Morningstar's Josh Peters.
The industrial distributor--a recent addition to the Morningstar DividendInvestor portfolio--has plenty of headroom for earnings and dividend growth, says Morningstar's Josh Peters.
AT&T may have a dividend yield of more than 5%, but Verizon's dividend-growth rate and smart capital-allocation decisions point to better total-return prospects, says Morningstar's Josh Peters.
DividendInvestor editor Josh Peters walks investors through his drill for uncovering sustainable and growing dividends in this special presentation.
Given our lowered oil-price forecast, fair value estimates for major energy producers such as Chevron and Shell have dropped, but Chevron still has a compelling long-term dividend story, says Morningstar's Josh Peters.
A balanced approach to dividend income and growth generates the best risk-adjusted outcome, says Morningstar's Josh Peters.
DividendInvestor editor Josh Peters sizes up dividend increases from Realty Income, Coca-Cola, and PSEG.
Reinvested dividends from GE, P&G, and Spectra Energy could boost an IRA over the long term, and the stocks also trade at attractive valuations today, says Morningstar's Josh Peters.
Although some quality REITs, such as Realty Income and Health Care REIT, are worth holding on to in the current environment, valuations in the sector are too high to justify committing more money, says Morningstar's Josh Peters.
Policy and valuation factors have contributed to higher dividend yields on overseas investments, but currency exposure and withholding taxes could take a bite out of your total return, says Morningstar's Josh Peters.
More than likely, it will mean smaller-than-usual dividend increases from companies with global footprints, says Morningstar's Josh Peters.
Repeating a stellar 2014 will be tough for REITs and utilities, while some higher-yielding multinational firms are much more attractive today, says the Morningstar DividendInvestor editor.
As Morningstar DividendInvestor turns 10, editor Josh Peters looks back at how his portfolios have performed and what he has learned.
Morningstar's Josh Peters shares his strategies for assessing company-specific and macro-related risks when constructing a dividend portfolio.
Investors should consider additional metrics when sizing up real estate investment trusts and master limited partnerships, says Morningstar's Josh Peters.
This handful of well-run companies can withstand energy price volatility and continue paying out dividends, says Morningstar's Josh Peters.
Morningstar’s Josh Peters sizes up the disappointing results from McDonald’s and Coke, and GE’s nice surprise.
Trying to time interest-rate increases is less important than choosing companies with a good margin of safety that you can hold through thick and thin, says Morningstar's Josh Peters.
There can be good reasons to own dividend-focused ETFs, but investors looking for pure income may be better off in individual stocks, says Morningstar’s Josh Peters.
The U.K. will remain a good hunting ground for dividend-paying stocks even if Scotland decides to become independent, says Morningstar’s Josh Peters.
Kinder’s reorganization brings upside potential, but even after the change, its payout coverage is too thin for conservative income investors, says Morningstar DividendInvestor editor Josh Peters.
Sometimes you already own your best idea, says DividendInvestor editor Josh Peters, who has recently culled lower-conviction holdings in his portfolios and added to his favorite names.
Paychex is one of a few firms with both an abundant capacity to pay a big dividend and a strong willingness to do so, says Morningstar’s Josh Peters.
Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.