Key Points The energy sector is known for volatility. Despite that reputation, there are still companies consistently increasing their dividend payouts. Con Edison, Enrbidge, and Enterprise Products Partners have increased their payouts for decades. 10 stocks we like better than Consolidated Edison › In the dividend world, Dividend Kings are the model example of reliability. Those are the companie...
Key Points The energy sector is known for volatility. Despite that reputation, there are still companies consistently increasing their dividend payouts. Con Edison, Enrbidge, and Enterprise Products Partners have increased their payouts for decades. 10 stocks we like better than Consolidated Edison › In the dividend world, Dividend Kings are the model example of reliability. Those are the companies that, through thick and thin, have increased their dividend payouts for 50 or more consecutive years. The energy sector is known for volatility, but there are still companies that can offer the same level of consistency in their payouts. We'll look at three of those energy companies today; one is in fact a Dividend King that has increased its payout consecutively for over 52 years, while the two other companies are on the path to earning that title. Those companies are Consolidated Edison (NYSE: ED), Enbridge (NYSE: ENB), and Enterprise Products Partners (NYSE: EPD). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The utility Dividend King Consolidated Edison is a regulated utility operator with a strong anchor in New York that allows it to generate consistent cash flow. Its first of three main business segments, Con Edison of New York, provides gas services to over 1 million customers and electric services to over 3 million customers in New York City and Westchester County. Its Orange & Rockland business serves over 400,000 customers with its electric and gas services, and its Con Edison Transmission business invests in electrical and natural gas transmission projects. Consolidated entered the Dividend King club not too long ago, with 52 years of consecutive payout increases. Currently, that payout yields 3.3%, and the company can maintain it thanks to strong income generation. In 2025, it generated ov...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT A woman passes by a google themed barrier in front of a google data center on November 30, 2020 in Fredericia, Denmark. (Photo by Frank Cilius / Ritzau Scanpix / AFP) / Denmark OUT (Photo by FRANK CILIUS/Ritzau Scanpix/AFP via Getty Images) Frank Cilius | Afp | Getty Images The European Union is planning to fine Alphabet's Googl...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT A woman passes by a google themed barrier in front of a google data center on November 30, 2020 in Fredericia, Denmark. (Photo by Frank Cilius / Ritzau Scanpix / AFP) / Denmark OUT (Photo by FRANK CILIUS/Ritzau Scanpix/AFP via Getty Images) Frank Cilius | Afp | Getty Images The European Union is planning to fine Alphabet's Google a high triple-digit million euro amount as part of an antitrust investigation, Germany's Handelsblatt newspaper reported on Monday, citing commission sources. The decision is nearing completion and is expected to be announced before the summer break, the paper said, adding it would be the largest penalty the EU has imposed for a breach of its Digital Markets Act (DMA), which aims to curb the power of big tech companies. The investigation, which was officially launched in March 2025, relates to concerns that Google favors its own services in search results and seeks to ensure the world's most popular internet search engine complies with local regulation. The Commission is more interested in securing compliance rather than imposing penalties, spokesperson Thomas Regnier said in an emailed statement. "Even with our negotiations on future solutions, we will not hesitate to move to the next steps as soon as possible," he added. Google has criticized the impact of the EU's rules on its search product and said it is keen to resolve the case. "The changes we've already made to Search under the DMA represent the biggest downgrade in the product's history, creating a second-rate experience for Europeans to the benefit of a few self-interested complainants," a company spokesperson said. Earlier this month, the European Commission said it had given Google a little bit more time to soothe concerns after a previous proposal from the company fell short. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Editor's note: Seeking Alpha is proud to welcome James McCray as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Robert Way/iStock Editorial via Getty Images Nike's Latest Results Show Turnaround Pain, Not Recover...
Editor's note: Seeking Alpha is proud to welcome James McCray as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Robert Way/iStock Editorial via Getty Images Nike's Latest Results Show Turnaround Pain, Not Recovery My analysis of NIKE ( NKE ) confirms a sell rating, with the ROPI model producing a fair value of $46.74 versus the current market price of $44.67, leaving little margin for safety. Nike's latest 10-Q reported flat revenue from the same quarter last year and gross margin down 130 bps to 40.2%. Considering Nike is currently attempting to reverse failed strategic objectives under former CEO John Donahoe, the decrease in gross margin reflects attempts to liquidate inventory quickly through increased markdowns and discounts to create capacity for new products, as much as it reflects decreased demand in Nike's operating segments like Greater China and NIKE Direct. Company Overview Nike, Inc. is the world's largest athletic footwear and apparel company by revenue, with operations across four geographic segments: North America, Europe, the Middle East & Africa (EMEA), Greater China, and Asia-Pacific and Latin America (APLA). Revenue is earned from three product categories: footwear (approximately 65.6%), apparel (29.5%), and equipment (4.9%). NIKE has two primary channels for driving sales: NIKE Direct (41% of sales), which encompasses its owned retail stores and digital sales, and wholesale partners (59% of sales), including retailers like Dick's Sporting Goods, Foot Locker, and JD Sports. Nike's Turnaround May Not Restore Its Former Dominance NIKE has repeatedly reiterated that the poor numbers are a "turnaround story" that should reverse once old inventory clears, wholesale relationships improve, and brand and sport marketing restore NIKE's connection to sport and cultural re...
Lawrey/iStock Editorial via Getty Images The last time we wrote about IAC was back in August of 2024 , and we signaled the need for “a deal.” Since then, many deals have been struck, but the share price has underperformed massively. Since then, even with the distribution of Angi shares taken into account, the total return is -14%. What was then a complex holding company is now turning into a very ...
Lawrey/iStock Editorial via Getty Images The last time we wrote about IAC was back in August of 2024 , and we signaled the need for “a deal.” Since then, many deals have been struck, but the share price has underperformed massively. Since then, even with the distribution of Angi shares taken into account, the total return is -14%. What was then a complex holding company is now turning into a very clear investable opportunity with two remaining segments: Publishing & MGM Resorts. Business Overview IAC Inc ( IAC ) or should we say People Inc. after the recently announced name change , is transitioning from a holding company to essentially a Publishing company Dotdash Meredith, with a stake in a major betting company ( MGM Resorts). Under the Dotdash Meredith umbrella, you have the D/Cipher intent targeting advertising technology, which they use on the total portfolio. This includes both print and digital media such as People Inc., Food & Wine, Real Simple, and Travel & Leisure. Brands People Inc (People Inc Website) The MGM Resorts is an equity stake IAC took in 2020 and has continued to hold. MGM Resorts itself is quite diversified with exposure in the US, China, both online and offline. Other authors on the platform have done great analysis on the company. Other than those two core holdings, it still holds investments in non-core assets such as Turo (carsharing platform), Vivian (healthcare staffing platform), the Daily Beast (publishing), but these positions are clearly up for sal e, except for the Daily Beast, which has always been a part of IAC. History of the Last 2 years Since so much has changed in only 2 years, let’s go over the biggest things you should know before we dive into the current valuation: The CEO, Joey Levin, left the company, and now it’s being led again by Barry Diller. Angi was finally spun out at around $720 million . Today it’s worth only $210m. Care.com was sold for +- $295m in net proceeds . Stock buybacks increased massively to 9.2 millio...
da-kuk/E+ via Getty Images "You are going to see a crack in the bond market. Our fiscal situation is a 350-lb two-pack-a-day smoker on the ICU table. The US federal budget is on an unsustainable path. I’m telling you it’s going to happen, and you’re going to panic." - Jamie Dimon, JPMorgan CEO For the first time since the Great Financial Crisis, bond yields have just settled above 5%. The 30-year ...
da-kuk/E+ via Getty Images "You are going to see a crack in the bond market. Our fiscal situation is a 350-lb two-pack-a-day smoker on the ICU table. The US federal budget is on an unsustainable path. I’m telling you it’s going to happen, and you’re going to panic." - Jamie Dimon, JPMorgan CEO For the first time since the Great Financial Crisis, bond yields have just settled above 5%. The 30-year Treasury yield hit its highest level since 2007 (~5.18%) amid growing inflation worries. The chart shows how yields have been declining since the 1980s but bottomed early in the Covid pandemic before turning higher. The long-term chart shows bond yields changing direction in 2020. Mortgage rates are climbing, the stock market has begun to correct over the past week, and fears of Fed rate hikes are growing, as swaps now signal an over-80% chance of a rate hike by the end of 2026. Fear has begun to grip the markets this week as concerns about a bond market implosion surface. For the past few decades, our entire economy has been built on cheap money. Homes got more expensive because people could borrow more. Stocks went higher because there was nowhere else to put your money. But now the entire system could be showing early signs of reversal. Stocks have reached overvalued levels and face growing competition from bonds as yields rise. In this article, I will discuss why bond prices are dropping, yields are surging, and why 5% is the magic threshold that could break the economy. Most importantly, I will discuss how this could affect your investments and what you can do to protect yourself from this trend change. Anytime the United States needs money, it issues Treasury bonds, and investors lend money with the promise of being repaid at a fixed, consistent interest rate. At the end of the term, investors receive their original investment back. Treasury bonds are seen as essentially risk-free and traditionally pay a low return. Investors, pension funds, endowments, banks, and oth...
The Reserve Bank of India has held discussions with local credit-rating companies to gauge potential stress among borrowers caused by the US-Iran war , according to people familiar with the matter. The consultations were aimed at evaluating conditions on the ground so authorities would not be caught off guard if the conflict deepens, the people said, asking not to be identified because the discuss...
The Reserve Bank of India has held discussions with local credit-rating companies to gauge potential stress among borrowers caused by the US-Iran war , according to people familiar with the matter. The consultations were aimed at evaluating conditions on the ground so authorities would not be caught off guard if the conflict deepens, the people said, asking not to be identified because the discussions are private. The central bank also sought feedback on whether temporary regulatory relief may be needed to prevent a deterioration in borrowers’ creditworthiness, they said. Oil above $100 a barrel is driving up costs across India’s economy and adding to pressure on inflation and household budgets. While non-performing loans in the banking sector remain at a multi-decade low, the consultations show authorities are closely monitoring for signs of financial stress. Authorities are keen to prevent broader credit stress from hurting economic growth, the people said, adding that the discussions were not meant to signal immediate alarm. Rating firms have shared preliminary assessments with the RBI, outlining various credit-risk scenarios if the war persists, they said. A spokesperson for the RBI did not reply to an email seeking comment. The central bank is scheduled to release its half-yearly Financial Stability Report next month. Rating agencies said that any fallout is expected to come mainly via higher input costs, supply-chain disruptions and weaker demand, the people said. To limit the impact, the government has raised fuel prices , curbed gold imports and tightened currency-market rules. In a rare public appeal this month, Prime Minister Narendra Modi urged citizens to avoid non-essential travel to conserve foreign exchange reserves. India Central Bank Says Near Term Outlook Clouded by Iran War India’s RBI Governor Sees Fuel Price Hike If Oil Stays High India Warns of Demand Hit to Economy as Iran War Boosts Cost (1)