Dividend Informer

08/10/2026

In Dividend Informer, we strive to include cover companies across a broad spectrum of sectors and industries. As of August 2026, our coverage includes companies in all 11 sectors, providing plenty of selections that subscribers can choose to round their own portfolio diversification. The distribution also suggests some sectors which might be ripe for exploration if you’re deploying a dividend/total return approach to stocks.
https://substack.com//note/c-312127902

07/31/2026

The average yield of the S&P 500 has ticked up to 1.1%, but the trend is still decidedly heading downhill, a function of both high valuations for large-caps and changing corporate priorities for capital allocation.

07/31/2026

The Fed Holds Rates Steady: Why Surging Bond Yields Are Rattling Wall Street

Dividend Informer editor Doug Gerlach explains how dividend investors must navigate rising Treasury yields, compressed valuations, and shifting rate expectations as markets digest central bank caution.

As markets digest central bank caution, dividend investors must navigate rising Treasury yields, compressed valuations, and shifting rate expectations.

07/30/2026

Investors have a lot on their minds as we move into the second half of 2026. Inflation remains above the Federal Reserve’s target, but the economy continues to grow and corporate profits are strong. The S&P 500 is up about 10% year-to-date, with gains finally expanding beyond the largest technology companies. We see this broadening as a healthy development for the market, and it suggests investor confidence is extending across a wider range of industries.
https://dividendinformer.substack.com/p/dividend-informer-update-ai-a-new

07/30/2026

The first six months of 2026 delivered a solid (albeit choppy) environment for equity markets. For dividend investors, performance was driven by broadening market participation, geopolitical energy shocks, sticky interest rates, and resilient corporate earnings.

The Dividend Informer’s “dividend total return” strategy delivered dependable total returns in H1 2026, outperforming the broader market and the Dividend Aristocrats.
https://dividendinformer.substack.com/p/dividend-informer-performance-update

07/10/2026

Meet Dividend Informer Editor Doug Gerlach in St. Louis!
This investor education event can help you improve your stock analysis and selling skills.
https://dividendinformer.substack.com/p/meet-dividend-informer-editor-doug-3d4

07/10/2026

Dividend Focus Stock: World-Class Mountain Resorts Built to Endure. Shares have struggled, but the company's strong assets and attractive dividend remain, and quality should ultimately win out.
https://dividendinformer.substack.com/p/dividend-focus-stock-world-class

06/30/2026

Looking for the next big winners in a reduced volatility dividend growth strategy? Our Dividend Informer newsletter coverage list has been updated for July, with 38 stocks rated as potential buys. Subscribers can check out the full downloadable table here:

For subscribers only, here is the complete table of all stocks covered in the Dividend Informer newsletter with updated buy/sell prices and other metrics as of the market's close on 29 June 2026.

06/29/2026

Dividend Informer NEWS FLASH: AbbVie to Acquire Apogee Therapeutics. The announcement of a $11B acquisition was welcomed by investors, with considerable upside potential.
https://dividendinformer.substack.com/p/dividend-informer-news-flash-abbvie

06/16/2026

Do you know Warren Buffett's rules for analyzing a company's use of cash? Our Dividend Informer approach parallels this approach quite closely!
https://dividendinformer.substack.com