Dividend Data is being added to TickerReceipts' tracked-analyst index. 13 stocks are in their coverage scope; verified prediction data will appear here as videos are processed.
"GOOGL remains a core, long-term dividend-growth winner in my portfolio because it’s showing consistent EPS growth (including the latest quarter’s upside beat that he attributes to temporary investment-gain effects), and I’m continuing to hold despite its extreme market cap."
"I’d buy Alphabet for the decade—Google Search remains a cash cow and Google Cloud/TPU infrastructure position plus accelerating double‑digit EPS growth make it a long‑term winner."
"MSFT is a bullish long-term core holding at fair value for new money, supported by strong EPS growth guidance and accelerating Azure growth (40% YoY) alongside resilient cloud demand dynamics."
"I'm actively buying Microsoft because its subscription software and Azure cloud franchise justify paying a premium today — if Azure sustains ~15–20% annual growth, the business will be materially cheaper on 5‑year forward earnings."
"I’ve been buying a lot of Microsoft because it’s growing EPS rapidly, is trading near a historically low ~22x P/E, and benefits from Microsoft 365 monetization and Azure cloud expansion."
"HESM is a bullish high-yield midstream staple for total-return and dividend compounding because management is increasing the dividend each quarter and the stock is becoming more attractive as the yield rises."
"I like Hess Midstream as a buy-to-hold: it’s fee‑based, shielded from commodity swings, yielding just under 8% and showing ~11.3% 5‑year dividend CAGR, so I’m looking to add."
"MPLX fits my bullish midstream thesis since it offers more attractive valuations than typical energy stocks while still delivering high-yield, high-dividend-growth characteristics that support reinvestment."
"I plan to add more MPLX as a fee‑based midstream play that currently yields ~7.8% with strong dividend growth (roughly 9.3% 5‑year), expecting downside if the sector rotates."
"XOM is a bearish “avoid adding here” setup for him right now because, despite good past impact from oil-price volatility, he thinks the current valuation for new buys is not good."
"I’m avoiding new Exxon Mobil buys at current prices because integrated majors look overpriced unless oil stays above $100/bbl for a prolonged period."
"MO is viewed as a consistent dividend grower he already owns, but he’s effectively bearish on adding more unless the dividend yield moves closer to the ~8% range due to the stock being lower-growth and needing a lower entry valuation."
"I own Altria (MO) and I use a target-yield approach (example: 7% target) so although I hold it long-term, at the current price it is trading below my 7% buy threshold and is not an immediate buy."
"I target roughly an 8% dividend yield on HSM and it has just crossed into my buy zone, so I am currently signaling a buy on HSM based on yield percentile rules."
"I target roughly an 8% dividend yield on MLX and it is nearing my buy threshold (getting close to the yield level that would flag it as a buy), so I'm watching for a yield-driven entry."
"ADP is trading at roughly the 97th percentile of its five-year dividend yield (near 3.5%), which my tool flags as deep value from a yield-percentile perspective and therefore as a potential buy candidate."
"Coca‑Cola's dominant position makes its dividends and cash flows durable, but at roughly 25x current earnings you shouldn't expect high total returns from KO at today's price."
"Verizon is an example of a telecom with primarily maintenance capex — heavy cyclical network spending to preserve market share means limited organic growth, so price matters a lot for long‑term returns."
"AT&T faces the same maintenance‑capex dynamic as other incumbents where large periodic investments (e.g., generational network upgrades) don't meaningfully expand the addressable market, which constrains growth unless purchased at the right valuation."
"I view Chevron similarly to other majors — too expensive today unless oil sustains $100+/bbl, so I’m not adding to Chevron right now."
