Episode 12 of the Informed Investing podcast dives into the biggest dividend stories of the week. We break down SCHD's stunning 2026 outperformance ahead of its March reconstitution, explore whether BDCs like Hercules Capital and Main Street are still worth their premium valuations, and examine the jaw-dropping yields from energy shipping stocks like Nordic American Tankers and Frontline.
We also tackle the heated Verizon rally debate, look at Mondelez as an overlooked consumer staples value play, dissect the rapid evolution of covered call ETFs (including BMO's new target yield series), and clear up common confusion around ex-dividend dates and Robinhood's early dividend access feature.
Sources: 247 Wall St, MarketBeat, Motley Fool, Reddit r/dividends, Reddit r/ValueInvesting, and multiple YouTube dividend investing channels.