U.S. inflation accelerated to 3.7% in September, driven by higher energy prices, and the article says relief is uncertain as expanding Middle East conflict threatens another key oil shipping route. Analysts at The Successful Investor (TSI Network) looked for dividend stocks likely to hold up whether inflation keeps rising or starts to slow, using their TSI Dividend Sustainability Rating System. The six stocks selected are Barrick Gold (ABX-T), Gladstone Land (LAND-Q), PepsiCo (PEP-Q), Archer Daniels Midland (ADM-N), Nutrien (NTR-T) and Loblaw (L-T), generally cited for pricing power, hard assets, or steady demand. The article notes that the modest dividend yields largely reflect strong share price gains over the past three years.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on theglobeandmail.com ↗
Related news
- Why I Just Invested in This Dividend King -- Even Though a Smaller Rival Has Grown Faster.
The author bought Procter & Gamble (PG) for defensive stability, citing its 70 straight years of dividend increases and a market trading at a historically rich valuation. He weighed Church & Dwight (CHD), whose 4%+ annual organic revenue growth and 8%+ adjusted EPS growth over the past decade produced roughly 9% annualized total returns, but noted it trades at 26 times forward earnings with a yield of about 1.2%. P&G, by contrast, trades below 22 times forward earnings with a yield near 3%. The author estimates P&G could deliver about 8% annualized returns if earnings grow 5% per year with no valuation change, and 9–10% if its valuation recovers. He concludes P&G offers better long-term total return potential without needing fast growth.
- Exxon Wants to Repeat Its Guyana Success in Trinidad. Should You Buy the Stock Now or Wait for the First Well?
ExxonMobil (XOM) is looking for its next major offshore oil discovery, and Trinidad and Tobago could be where it finds one. Its TTUD-1 exploration block covers about 7,165 square kilometers near Guyana, where Exxon and partners have found roughly 11 billion barrels of recoverable oil. Exxon sees Trinidad as a geological extension of Guyana, with a first drilling location expected by mid-2027 and an initial well potentially in late 2027 or early 2028, though there is no guarantee of comparable resources. In Q2 2026, Exxon reported $14.5 billion in earnings, $17.2 billion in free cash flow and $9.4 billion returned to shareholders, while Permian output hit a record 1.8 million oil-equivalent barrels per day. The author argues the existing business supports the investment case, so a Trinidad result would be an added benefit rather than the deciding factor.
- CPI Report : Inflation Continues To Worsen Month To Month
U.S. consumer prices rose 3.7% from a year earlier and 0.6% from August to September, the largest monthly increase in five months. Gasoline jumped 9.1% in the month, airfare is up 22%, food prices rose 2.5%, and computer and technology prices climbed 28.4% over the past year. Stocks in the S&P 500, Dow Jones and Nasdaq fell after the report, which an economist at Fifth Third Bank called worse than expected. The data arrives weeks before the midterm elections, with a Reuters/Ipsos poll finding 78% of Americans blame Trump administration policies for inflation outpacing their earnings, including 57% of Republicans.
- Should You Invest in This Dividend King on the Dip?
Johnson & Johnson (JNJ) shares fell significantly after its third-quarter results, even though the company beat expectations and slightly raised its full-year guidance. Revenue reached $25.4 billion, up 5.9%, while adjusted EPS of $2.59 fell 7.5%, a decline the company attributed mostly to acquisitions. Innovative medicine sales rose 7.7% to $16.8 billion, led by Darzalex and Tremfya, but medtech revenue of $8.6 billion, up 2.5%, fell short of expectations and drove the post-earnings dip, with the cardiovascular unit hurt by safety and efficacy concerns about the Impella heart pumps. The article points to new drugs such as ICOTYDE and Imaavy as medium-term growth drivers and says the Ottava robotic surgery device could help medtech recover. The author argues investors should hold the stock for the long term, citing JNJ's 64 consecutive years of dividend increases.
- A 4.26% I Bond or a 5.56% Dividend Stock? What Retirees Should Know
I bonds issued from May 1, 2026 through Oct. 31, 2026 earn a 4.26% composite rate, built from a 0.9% fixed rate and a 1.67% semiannual inflation rate that Treasury resets on November 1. The article compares this with Realty Income (NYSE:O), which had a trailing dividend yield of 5.56% as of Oct. 15, 2026, while noting the two figures measure different things. I bonds cannot be cashed in during the first 12 months, and cashing in before 5 years forfeits the last 3 months of interest; each Social Security number can buy up to $10,000 per calendar year, and the bonds are not FDIC-insured. Realty Income's dividend is about 73% of the low end of its 2026 AFFO guidance of $4.44 to $4.45 per share, with 98.8% occupancy and 673 consecutive monthly dividends, though leverage rose to 5.4x from 5.2x. The stock closed at $55.55 on Oct. 15, so its market value can fall while an I bond's redemption value does not.
- U . S . business inflation heating up , could lead to even higher prices for American shoppers
U.S. wholesale inflation climbed in September to its highest level in more than four years, with the Producer Price Index (PPI) up 1.3% from the previous month and 6.3% from the same month in 2025, both above economists' forecasts. Oil prices rose amid U.S. President Donald Trump's prolonged war with Iran, squeezing businesses, while record diesel prices added to transportation costs. Core PPI, which excludes energy, food and trade services, is also rising at its fastest pace since October 2022. Consumer inflation edged up to an annual 3.7%, while core inflation was 2.6%, both hotter than expected. The article warns that manufacturers and wholesalers could pass higher costs on to consumers, and the two reports reinforce expectations that the Federal Reserve may raise interest rates again before year-end.
Related markets
Latest news
- Meta Earnings: What To Look For From META
Meta Platforms (NASDAQ:META) will report earnings this Wednesday after the market closes. Last quarter, revenue reached $60.8 billion, up 28% year on year and above analysts' expectations, though revenue guidance for next quarter slightly missed forecasts; daily active users hit 3.6 billion, up 3.4%. The market expects revenue growth of 23.6% this quarter, slowing from 26.2% a year earlier, and analysts have generally reconfirmed their estimates over the past 30 days. Over the last month, consumer internet stocks have gained 1.3% on average, while Meta is down 4.8%.
- An AI bust could come from places investors arent watching , an economist says
Concerns about an AI bubble are growing, and TS Lombard's Dario Perkins warns that investors may be overlooking other risks. Debt among smaller cloud providers, model developers and suppliers could reach $2 trillion by the end of 2027. Perkins does not see this as a systemic risk, but warns that earnings disappointments and canceled orders could ripple through the ecosystem, and that a chip glut could follow over-ordering. Much of the industry's revenue growth still comes from spending within the AI ecosystem rather than from businesses and consumers outside it. He also flags political backlash, noting that ordinary people dislike AI and nearby datacenters, and warns that one high-profile accident could turn AI toxic.
- Yen jumps after JGB auction draws big demand , euro finds relief
The yen rose 0.2% to 158.15 per dollar in Asian trading after a 20-year Japanese government bond auction drew bids of 5.84 times the amount sold, well above the 4.01 times at the previous auction, and the yield fell 6 basis points to 3.71%. A State Street strategist said the record demand suggests sidelined cash is returning and that JGBs are becoming a relative haven from political and fiscal volatility in Europe, particularly France. Anti-government protests in France prompted curfews in several cities, while Italy said it would send 500 troops after two days of unrest, and the euro rallied 0.2% to $1.1234. Elsewhere, bitcoin slipped 0.3% to $81,674.25 and ether edged down 0.2% to $2,393.21.
- Unemployment rate dips to 4 . 7 % - but vacancies hit five - year low
Vacancies fell by 21,000 to 691,000 in the three months to September, the biggest drop since the three months to March and the lowest since July to September 2014 outside the pandemic, while unemployment dipped in the three months to August. Payroll numbers were down 66,000 over the year to September. The ONS said the fall was mainly among smaller firms struggling with higher labour costs, following rises in employer national insurance, the minimum wage and workers' rights. A CBI survey found labour costs and regulations were making it harder to create jobs, and firms urged the Chancellor not to add to their burden in the October 28 Budget. ICAEW's Suren Thiru said the labour market is 'running on idle' and unemployment could climb above 5 per cent, while Shadow Chancellor Andrew Griffith blamed Labour's 'Jobs Tax' and red tape.
- CNBC Daily Open: Tech rebounds in the U.S., but Asia isn’t buying it yet
U.S. tech stocks rebounded as the Nasdaq Composite rose more than 1% on Monday, with Nvidia up 1.4% and Tesla up 3.8%. In Asia, however, tech shares fell on Tuesday, with South Korea's Kospi down over 4% and Japan's Nikkei 225 down 1.6%. Nvidia also unveiled plans to back four German AI startups as part of its nearly $10 billion European investment commitment. Jenny Lee of Granite Asia said Asian companies are reaching IPOs much sooner, often at four to five years old, while Jio Platforms' Indian IPO saw its anchor investor quota oversubscribed more than 30 times, aiming to raise up to 302 billion rupees ($3.2 billion). In Singapore, several agricultural stocks fell after Senior Minister K Shanmugam warned that companies would not escape responsibility for possible roles in the haze, noting seven firms had been questioned by the Singapore Exchange.
- NiSource (NI) Stock Looks Overvalued Against Its Dividend Outlook
NiSource has nearly doubled shareholders' money over the past five years, delivering a 97.6% total return, which raises the question of whether dividends can justify the current share price. The article highlights a new 20-year energy agreement with Microsoft, including customer-funded grid upgrades and long-term electric service for data centers, which may affect future capital needs and cash-flow visibility. Using a Dividend Discount Model with inputs of about $1.35 dividend per share, roughly 9.07% return on equity, a payout ratio slightly above 61%, and implied dividend growth of about 3.5%, the estimated intrinsic value sits meaningfully below the current share price of $41.95. The model still does not bridge that gap, suggesting income investors are paying a premium for a relatively steady payout with modest assumed growth.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.