Episodes

  • How Dividend Growth Trumps High Yield in July 2026

    How Dividend Growth Trumps High Yield in July 2026
    Jul 3 2026
    In this episode of Dividend Investing with Fexingo, Lucas and Luna explore why high-yield stocks like Verizon have been hammered while dividend growers like Coke and Procter & Gamble are hitting new highs. Using real data from July 3, 2026, they break down how the 10-year Treasury yield at 4.48 percent and a widening yield spread are punishing high payout ratios and rewarding companies with strong free cash flow and consistent dividend increases. They compare Verizon's payout ratio of 80 percent with Coca-Cola's 70 percent and JNJ's 80 percent, showing why dividend growth — not raw yield — is the key to total return in a rising rate environment. Specific stocks discussed include VZ down 8.6% in a week, KO up 1.8%, and JNJ up 3.3%. No fluff, just actionable insights for income-focused investors. #DividendInvesting #DividendGrowth #HighYield #Verizon #CocaCola #ProcterAndGamble #JohnsonAndJohnson #TreasuryYield #PayoutRatio #IncomeStocks #Finance #Investing #StockMarket #July2026 #Fexingo #FexingoBusiness #BusinessPodcast #DividendStocks Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why Dividend Stocks Outperform When Bonds Yield 4.48 Percent

    Why Dividend Stocks Outperform When Bonds Yield 4.48 Percent
    Jul 3 2026
    The ten-year Treasury hit 4.48 percent on July 1, 2026, yet dividend stocks like Johnson & Johnson and Coca-Cola are rallying. Lucas and Luna explore the paradox: why investors are paying up for yield in equities when risk-free income looks competitive. They dig into the math of dividend growth versus bond coupon stagnation, using JNJ's 3.3% weekly gain and KO's 1.8% move as real-time examples. The hosts also break down the yield curve spread widening to 35 basis points and what it means for dividend sustainability. A practical look at how total return thinking flips the old 'bonds versus stocks' debate. Plus, a quick word on what keeps this podcast ad-free. #DividendInvesting #BondYield #JohnsonAndJohnson #CocaCola #TenYearTreasury #YieldCurve #DividendGrowth #TotalReturn #IncomeStocks #PortfolioStrategy #JNJ #KO #FexingoBusiness #BusinessPodcast #Finance #StockMarket #PassiveIncome #July2026 Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why Coke and Pepsi Dividends Outperform in a Steep Curve

    Why Coke and Pepsi Dividends Outperform in a Steep Curve
    Jul 2 2026
    Episode 87 of Dividend Investing with Fexingo drills into why Coca-Cola and PepsiCo are beating the broader dividend market as the ten-year Treasury hits 4.48 percent. Lucas and Luna break down the math: Coke's 2.8 percent yield with 3.3 percent annual dividend growth versus a 4.48 percent risk-free rate. They explain the 'duration' of a dividend stream, how consumer staples' pricing power insulates payouts when the curve steepens, and why high-yield plays like Verizon and Altria are getting crushed while these two giants gain. Using live July 2 data — Coke up 1.8 percent in a week, Verizon down 8.6 percent — they show that dividend safety isn't about yield alone. Essential listening for anyone building a cash-flow portfolio in a rising-rate environment. #DividendInvesting #CocaCola #PepsiCo #DividendGrowth #YieldCurve #ConsumerStaples #TreasuryYield #PortfolioStrategy #DividendSafety #Finance #IncomeInvesting #PayoutRatio #Verizon #Altria #BondAlternative #FexingoBusiness #BusinessPodcast #DividendStockAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
  • How High Payout Ratios Signal Dividend Risk in July 2026

    How High Payout Ratios Signal Dividend Risk in July 2026
    Jul 2 2026
    In Episode 86 of Dividend Investing with Fexingo, Lucas and Luna dig into payout ratios — why a payout ratio above 90 percent is often a red flag, even for dividend aristocrats. Using Verizon's recent 8.9 percent drop as a case study, they break down how a stretched payout ratio left VZ vulnerable when the ten-year Treasury hit 4.44 percent. They contrast Verizon with Johnson & Johnson, whose payout ratio below 50 percent gave it room to raise its dividend despite market turbulence. With real-time data from July 2, 2026 — JNJ up 3.7 percent in five days, VZ down nearly 9 percent — the hosts explain how to calculate payout ratio, what level signals danger, and why low is not always better. A practical guide for income investors who want to avoid dividend cuts. #DividendInvesting #PayoutRatio #Verizon #JohnsonAndJohnson #DividendSafety #IncomeInvesting #DividendStocks #YieldAnalysis #Finance #Business #StockMarket #DividendAristocrats #PortfolioManagement #RiskManagement #TreasuryYields #July2026 #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • How Dividend Stocks Survive a Steepening Yield Curve in July 2026

    How Dividend Stocks Survive a Steepening Yield Curve in July 2026
    Jul 1 2026
    Episode 85 of Dividend Investing with Fexingo examines how dividend stocks are holding up as the yield curve steepens in early July 2026. Hosts Lucas and Luna drill into the recent data: the 10-year Treasury yield has risen to 4.44 percent, the spread over the 2-year has widened to 30 basis points, and stocks like Verizon have dropped nearly 9 percent in five days. But not all dividend payers are suffering. Coca-Cola is up 1.1 percent, and Johnson & Johnson has gained 3.7 percent. The episode unpacks why some high-yield stocks get crushed when long-term rates rise, while dividend growers with strong moats actually benefit. Lucas explains the mechanics: a steeper curve signals better economic growth expectations, which helps companies with pricing power but hurts highly leveraged utilities and telecoms. Luna pushes back on whether the curve is really steepening or just normalizing after an inverted period. They conclude with a framework for building a dividend portfolio that can handle shifting rate environments. No clickbait, just clear analysis grounded in current numbers. #DividendInvesting #DividendStocks #YieldCurve #SteepeningYieldCurve #TreasuryYields #Verizon #CocaCola #JohnsonAndJohnson #VYM #SCHD #DVY #IncomeInvesting #PortfolioStrategy #RateHikes #Fed #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Payout Ratios and Why Low Is Better Than High

    Payout Ratios and Why Low Is Better Than High
    Jul 1 2026
    Lucas and Luna unpack what a payout ratio actually tells dividend investors, using data from the first half of 2026. They contrast Johnson & Johnson's conservative 45 percent payout with Verizon's 98 percent ratio that left no room for error when the stock dropped. With live market data from July 1, 2026 — JNJ up 5.4 percent over five days while VZ fell 7.3 percent — they explain why a lower payout ratio correlates with less volatility and stronger dividend growth. They also look at the current 4.38 percent ten-year Treasury yield and how it changes the game for high-yield stocks. No theory, just a practical framework for picking income stocks that actually protect your capital. #PayoutRatio #DividendInvesting #JohnsonAndJohnson #Verizon #JNJ #VZ #DividendSafety #IncomeStocks #TenYearTreasury #DividendGrowth #LowPayout #Finance #Investing #StockMarket #FexingoBusiness #BusinessPodcast #DividendStocks #Yield Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • Why Verizon Fell 7 Percent While Utilities Gained

    Why Verizon Fell 7 Percent While Utilities Gained
    Jun 30 2026
    In this episode, Lucas and Luna dissect Verizon's 7.3% weekly drop and reveal why utility stocks gained instead. They explore the yield trap, rising competition from T-Mobile, the impact of a 4.38% ten-year Treasury, and why dividend investors need to look beyond headline yield. With specific data on Verizon's payout ratio and the S&P 500's recent 1.9% gain, they argue that high yield often signals risk, not opportunity. They also highlight how Johnson & Johnson's 5.4% rise this week shows dividend growth stocks can deliver stability when rates are flat. A must-listen for income investors rethinking their portfolio. #Verizon #DividendStocks #YieldTrap #Utilities #Telecom #TreasuryYields #DividendInvesting #IncomeInvesting #PortfolioStrategy #StockMarket #S&P500 #JohnsonAndJohnson #UtilitiesGain #FexingoBusiness #BusinessPodcast #Finance #Investing #DividendGrowth Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Verizon Lost 5 Percent While Utilities Gained

    Why Verizon Lost 5 Percent While Utilities Gained
    Jun 30 2026
    Lucas and Luna dig into Verizon's 5.6 percent weekly drop even as the broader market and many dividend stocks rallied. They explore how rising competition, spectrum costs, and heavy debt are weighing on the telecom giant, while utilities and REITs like Realty Income benefit from lower Treasury yields. With the 10-year at 4.38 percent and the yield curve flattening, they debate whether Verizon's 6.5 percent dividend yield is a value trap or a buying opportunity, using specific data from June 2026. #Verizon #DividendStocks #VZ #RealtyIncome #DividendInvesting #Telecom #YieldCurve #BondMarket #TreasuryYields #IncomeInvesting #Investing #Finance #FexingoBusiness #BusinessPodcast #DividendYield #ValueTrap #Utilities #REITs Keep every episode free: buymeacoffee.com/fexingo
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    7 mins