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Dividend Brief Newsletter

Dividend Brief Newsletter

The Best AI and Rate-Cut Plays This Quarter Happen to Pay You Cash

Sep 10, 2026

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8 min read

The Best AI and Rate-Cut Plays This Quarter Happen to Pay You Cash

Forget the idea that yield and growth catalysts live on opposite sides of the market. Three names heading into Q3 earnings give you exposure to Fed easing, hyperscaler buildouts, and advanced chip packaging, and every one of them cuts you a check. Here is where to start looking.

Dividend Brief Newsletter

Where AI Power Demand and Hardening Insurance Pricing Are Feeding Dividend Growth

Sep 8, 2026

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7 min read

Where AI Power Demand and Hardening Insurance Pricing Are Feeding Dividend Growth

Payout compounders riding pipelines, hyperscale leases and firming P&C rates into 2026.

Dividend Brief Newsletter

Dividend Income From Grid Buildouts, Title Fees, and Permian Barrels

Sep 6, 2026

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8 min read

Dividend Income From Grid Buildouts, Title Fees, and Permian Barrels

AI power demand, housing paperwork, Permian cash, and one payout that just got cut.

Dividend Brief Newsletter

Rate Cut Bets Just Reshuffled the Income Playbook

Sep 3, 2026

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7 min read

Rate Cut Bets Just Reshuffled the Income Playbook

A 54-year raiser, a rate cut trade, and an insurer that likes December surprises.

Dividend Brief Newsletter

40% Revenue Growth, Four Decades of Hikes, and One Wednesday Earnings Triple

Sep 1, 2026

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7 min read

40% Revenue Growth, Four Decades of Hikes, and One Wednesday Earnings Triple

Plus: a 27% dividend hike from a chip equipment leader, and what to do with two P&C insurers running hot.

Dividend Brief Newsletter

The Utility On Sale, the 6% Payer, and the Patent Cliff That Never Came

Aug 30, 2026

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7 min read

The Utility On Sale, the 6% Payer, and the Patent Cliff That Never Came

A 6% midstream payer, a utility marked down on rate-case noise, and a patent cliff that never came.

Dividend Brief Newsletter

When A Dividend Streak Ends And A Gold Payout Doubles

Aug 27, 2026

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7 min read

When A Dividend Streak Ends And A Gold Payout Doubles

One aristocrat just got kicked out of the club, and one gold miner doubled its payout

Dividend Brief Newsletter

Three Dividend Setups Lining Up Into September Across Defense, Texas Banking and Storage

Aug 25, 2026

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7 min read

Three Dividend Setups Lining Up Into September Across Defense, Texas Banking and Storage

Iran headlines, funding-cost fear and the September FOMC are handing you three entry points.

Dividend Brief Newsletter

Three Dividend Setups Spanning Off-Price Retail, Freight, and Copper

Aug 23, 2026

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8 min read

Three Dividend Setups Spanning Off-Price Retail, Freight, and Copper

Dividend Brief Newsletter

Three Dividend Setups Riding The AI Buildout And A Fed Pivot

Aug 20, 2026

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8 min read

Three Dividend Setups Riding The AI Buildout And A Fed Pivot

One rents to hyperscalers, one fuels them, one gets paid while rate cuts reignite housing.

Dividend Brief Newsletter

Three Income Names Built For LNG Exports, AI Power Demand And Every Cycle In Between

Aug 18, 2026

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8 min read

Three Income Names Built For LNG Exports, AI Power Demand And Every Cycle In Between

One midstream giant, one compression play, and the staples anchor that funds your next buy.

Dividend Brief Newsletter

Three Dividend Setups With Real Catalysts You Can Actually Trade Around

Aug 16, 2026

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8 min read

Three Dividend Setups With Real Catalysts You Can Actually Trade Around

Dividend Brief Newsletter

Three Dividend Stocks Worth Watching Before The Next Payout Lands

Aug 13, 2026

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7 min read

Three Dividend Stocks Worth Watching Before The Next Payout Lands

A dividend grower under activist pressure, a monthly payer, and a fertilizer name fresh off a 20% hike.

Dividend Brief Newsletter

Three Dividend Raises Worth Your Attention This Week Plus Four Painful Cuts

Aug 11, 2026

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7 min read

Three Dividend Raises Worth Your Attention This Week Plus Four Painful Cuts

A 7% nursing landlord, a battered staples aristocrat and a mid-cap chemicals name all just raised.

Dividend Brief Newsletter

Three Mid-Cap Dividend Payers With Catalysts Hitting in the Next Two Weeks

Aug 9, 2026

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7 min read

Three Mid-Cap Dividend Payers With Catalysts Hitting in the Next Two Weeks

Dividend Brief Newsletter

Three Dividend Setups Worth Your Attention

Aug 5, 2026

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7 min read

Three Dividend Setups Worth Your Attention

A Bakken pipeline payout, an aircraft leasing raise, and a discounted custody bank aristocrat.

Dividend Brief Newsletter

High-End Tool Stock Set to Gain from Domestic Manufacturing Bump

Aug 2, 2026

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7 min read

High-End Tool Stock Set to Gain from Domestic Manufacturing Bump

Payouts climbed. Share prices didn't get the memo. Guess which names bucked the trend.

Dividend Brief Newsletter

A Mid-Cap Insurer, an Asset Manager, and a Regional Bank Just Filed Their Next Payouts

Jul 29, 2026

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7 min read

A Mid-Cap Insurer, an Asset Manager, and a Regional Bank Just Filed Their Next Payouts

While Wall Street chased the headline numbers, a quiet payout shift slipped past most investors

Dividend Brief Newsletter

A Pacific Shipper, an Aircraft Lessor, and a Permian Driller Walk Into Earnings Week

Jul 26, 2026

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7 min read

A Pacific Shipper, an Aircraft Lessor, and a Permian Driller Walk Into Earnings Week

A Pacific container shipper running a trade lane nobody else touches. An aircraft lessor whose book value keeps climbing while global travel stays hot. And a Permian and Marcellus driller sitting on cheap gas as crude firms. Three income names, one very busy August 3rd.

Dividend Brief Newsletter

The Billion-Dollar Moves Behind Today's Dividend Stories

Jul 22, 2026

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7 min read

The Billion-Dollar Moves Behind Today's Dividend Stories

A $10.9 billion strategy reversal, a massive AI infrastructure bet, fresh dividend hikes, and the payout moves you shouldn't overlook.

Dividend Brief Newsletter

Three Big Dividend Hikes Reward Q2 Winners

Jul 19, 2026

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7 min read

Three Big Dividend Hikes Reward Q2 Winners

Payday just got sweeter for shareholders who bet on the right names last quarter.

Dividend Brief Newsletter

Two Big Banks Just Hiked Their Payouts While a Household Name Killed Its Dividend

Jul 15, 2026

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8 min read

Two Big Banks Just Hiked Their Payouts While a Household Name Killed Its Dividend

Three heavyweights just moved the needle—and a handful of payouts are landing this week.

Dividend Brief Newsletter

The Dividend Setup Heading Into Q2 Earnings

Jul 8, 2026

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7 min read

The Dividend Setup Heading Into Q2 Earnings

A $200B beverage giant reports tomorrow, a 7% MLP is drawing crowds, and one REIT ex-div lands Thursday.

Dividend Brief Newsletter

Three Ex-Dividend Dates You Have Until Monday to Grab

Jul 5, 2026

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6 min read

Three Ex-Dividend Dates You Have Until Monday to Grab

The week ahead is holiday-shortened and light on macro data, but Monday's ex-dividend calendar has three names worth putting on the register before the close. Yields range from under 2% to over 4%, and one of them has raised its payout 19 years in a row.

Dividend Brief Newsletter

One Dividend King, One Payout Hike, and a 7% Yield Still Sitting There

Jul 1, 2026

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7 min read

One Dividend King, One Payout Hike, and a 7% Yield Still Sitting There

A Dividend King went ex-div this morning. A healthcare hike ahead of earnings. And a 7% yield still sitting there.

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