9d (edited) • General discussion
Changes in Divs and Notable Undervalued Opportunities
Remarkable changes in dividend assets
- Yield spreads over Treasuries have nearly vanished for large-cap income names. Realty Income (O) and Verizon (VZ) both yield less than 60 basis points over the 10-year.
- YQQQ's reset leaves it at roughly a 20% indicated yield. Distributions on option-income funds can erode NAV over time, so the yield and the payout can both move.
- SCHD's roughly 3.2% yield and its pullback from about $35 show how rising rates are weighing on dividend ETF prices even after strong one-year returns.
Possibly undervalued (factual screens, not recommendations)
- GLPI trades below its 200-day average, and analysts' average target of $52.39 sits well above $42.79.
- WES trades at about 11 times forward earnings, with distributions well covered by cash flow guidance.
- AbbVie (ABBV) trades at 16 times forward earnings. Free cash flow of $17.8 billion covers $11.7 billion in dividends.
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Changes in Divs and Notable Undervalued Opportunities
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Elle Gagnon (GenX Elle): Author & creator of Empire Wealth Builder, helping pre-retirees build dividend income security via coaching and community.
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