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Friday Edition: AbbVie goes ex-dividend Wednesday — Tuesday is your last day to collect the $1.73 payment

I dug into whether the 14% rally AbbVie had this past month changes the math on buying before the cutoff — here is where I landed.

Jul 10, 2026

Thursday Edition: Costco just delivered its 22nd consecutive dividend raise — up 13.1% in April

I dug into the membership model to understand how this keeps happening — when your business generates cash the way Costco does, a 26% payout ratio means the runway for future raises is almost uncomfortable to think about.

Jul 9, 2026

Wednesday Edition: This farmland REIT owns 99,000 acres across 14 states and yields 6.4%

I dug into one of only two publicly traded pure-play farmland REITs — here is why the monthly deposit cadence and the lease-back structure caught my attention.

Jul 8, 2026

Tuesday Edition: Mastercard goes ex-dividend this Thursday — Wednesday is the last day to qualify for the $0.87 payment

I flagged this ex-date in my notes last week and did not want you to miss it — MA has grown its payout 14% a year for five years, and owning by close tomorrow locks it in.

Jul 7, 2026

Monday Edition: FDUS earned $0.65 per share last quarter — its dividend only required $0.43

That $0.22 per share gap is where supplemental dividends come from — I walked through the $1.14 spillover buffer and what it would actually take to put the base payout at risk.

Jul 6, 2026

Friday Edition: This water utility has paid dividends every year since 1816

I spent part of this holiday week tracing YORW's streak back through the Civil War, two World Wars, and the 2008 crisis — and it's still unbroken.

Jul 3, 2026

Thursday Edition: Lowe's just posted raise number 62 — and the payout ratio is still only 38%

I ran the screen at breakfast — LOW at 38% and Emerson Electric at roughly 37% are the only two that qualify, and one has an ex-date 20 days away.

Jul 2, 2026

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Friday Edition: AbbVie goes ex-dividend Wednesday — Tuesday is your last day to collect the $1.73 payment

I dug into whether the 14% rally AbbVie had this past month changes the math on buying before the cutoff — here is where I landed.

Jul 10, 2026

Thursday Edition: Costco just delivered its 22nd consecutive dividend raise — up 13.1% in April

Jul 9, 2026

Wednesday Edition: This farmland REIT owns 99,000 acres across 14 states and yields 6.4%

I dug into one of only two publicly traded pure-play farmland REITs — here is why the monthly deposit cadence and the lease-back structure caught my attention.

Jul 8, 2026

Tuesday Edition: Mastercard goes ex-dividend this Thursday — Wednesday is the last day to qualify for the $0.87 payment

I flagged this ex-date in my notes last week and did not want you to miss it — MA has grown its payout 14% a year for five years, and owning by close tomorrow locks it in.

Jul 7, 2026

Monday Edition: FDUS earned $0.65 per share last quarter — its dividend only required $0.43

That $0.22 per share gap is where supplemental dividends come from — I walked through the $1.14 spillover buffer and what it would actually take to put the base payout at risk.

Jul 6, 2026

Friday Edition: This water utility has paid dividends every year since 1816

I spent part of this holiday week tracing YORW's streak back through the Civil War, two World Wars, and the 2008 crisis — and it's still unbroken.

Jul 3, 2026

Thursday Edition: Lowe's just posted raise number 62 — and the payout ratio is still only 38%

I ran the screen at breakfast — LOW at 38% and Emerson Electric at roughly 37% are the only two that qualify, and one has an ex-date 20 days away.

Jul 2, 2026

Wednesday Edition: VNOM collects Permian royalties without drilling a single well

I dug into what owning 85,700 net royalty acres in the Permian Basin actually means — it is like a toll road where someone else builds and maintains every inch, and you just collect.

Jul 1, 2026

Tuesday Edition: Broadcom's payout ratio sits at 32% — the chip giant raises 12.9% a year and still keeps two-thirds of earnings

I dug into what reaching number 50 would mean for long-term holders — and projected the income at 7.3% annual growth over five years without adding a single share.

Jun 30, 2026

Monday Edition: That 13.5% yield on PFLT has an 18.7% dividend cut hiding behind it

I still own every share of PEP, but that ratio is the one number I am watching before the next increase — here is what I need to see.

Jun 29, 2026

Friday Edition: Annaly raised its quarterly payout 7.1% — the forward yield is now 12.5%

I spent Thursday morning on the coverage check: $0.76 earnings available for distribution against the new $0.70 payout gave me just enough margin to put it in today's roundup.

Jun 26, 2026

Thursday Edition: American Express just raised its dividend 16% — and it only pays out 21% of profit

I screened for low yields with huge room to grow, then put Pfizer's 6.6% under the microscope. The second payout ratio is the story.

Jun 25, 2026