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This Was the Only Stock to Pass Every Test |
I screened more than 23,000 publicly traded companies looking for one exceptional opportunity. |
Only one qualified. |
It combines powerful fundamentals, dividend growth, a compelling valuation, and an AI catalyst—all while remaining largely overlooked by the public. |
See why this company was the only stock to make my list. |
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Where this week's dividend checks land |
A quiet Monday, a bigger Wednesday, and one utility whose payment schedule started when Harry Truman was president. |
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๐ TONIGHT'S NUMBERS |
$0.76 — Southern Company's quarterly dividend, ex today, payable September 8. |
4.69% — yield on the 10-year Treasury at Monday's close, one hundredth of a point below Friday. |
Fortress balance sheets and long dividend histories — MarketBeat's seven buy-and-hold candidates. (From MarketBeat) |
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Good evening. Here is the income calendar for the week ahead, laid out the way I read it: quiet on the front end, a small cluster on Wednesday, and nothing on the back end that requires you to do anything at all. That last part is the point of the lens tonight. The dividend calendar is one of the few schedules where the best week is a week where you already made the decision months ago and simply let it run without a second look. |
Monday belongs to Southern Company. It goes ex-dividend today at $0.76 a share, holds the check it declared July 20, and pays September 8. That is the second quarter at $0.76 since the April raise from $0.74 — a 2.7% increase, small but on schedule, and the 25th year the company has extended its raise streak if the pattern holds through October. The number that matters here is not the yield of the day. It is the fact that Southern has paid a quarterly dividend without interruption since 1948, which makes today's ex-date roughly the 312th of them in a row. That is a long run of arithmetic, tied to regulated rate cases and to demand that grows slowly with the population. |
Wednesday is the busier day. Chevron goes ex-dividend at $1.78, payable September 10, on the raise it announced with the February declaration. Caterpillar's payment lands the same morning — $1.63 a share, up from $1.51 with its June increase, and this is the first payable date at the new rate. Thursday and Friday are quiet on the watchlist. Nothing about that requires a portfolio move, and nothing about a quiet Thursday says the plan is broken. It is a week to let the mail carry itself and to spend the freed attention on what the payout ratios say about the next few quarters rather than the next few days. |
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ADVERTISEMENT (From MarketBeat) |
The picks-and-shovels layer of the AI build |
Memory. Networking. Storage. Power. MarketBeat's current list gathers ten names sitting between the chip designers and the hyperscalers, where the capital expense actually clears. |
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Here is the same week set out cleanly, straight from each company's declared schedule. |
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๐ต INCOME WATCH |
Declared: 3M declared its September 11 payment on Friday, August 14, at $0.78 a share — the third quarter at that rate after the February raise from $0.73. |
Ex-dates ahead this week: Southern Company today at $0.76; Chevron on Wednesday, August 19, at $1.78. Neither raised this cycle. Both are on the same schedule they were on last August. |
Yield check: SCHD carries a forward yield near 3.03% into the week; the 10-year Treasury sits at 4.69%. The gap has not moved meaningfully since June, and no auction on the calendar is likely to close it this week. |
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And the portrait for the ticker on the ex-date list. |
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๐งบ THE STEADY — SOUTHERN COMPANY (SO) |
The Atlanta-based utility has paid a quarterly dividend without interruption since 1948 and raised it every year since 2002. The current payment is $0.76 a share, or $3.04 a year on the forward rate. The last raise, in April 2026, moved it two cents from $0.74. Shares have traded between $83.80 and $100.84 over the past 52 weeks. Payout ratio sits near 54% of earnings, in the middle of the utility band. It is a slow, regulated, capital-heavy business, and the check has arrived on schedule for 78 straight years. |
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TOMORROW'S CALENDAR |
• 8:30 a.m. ET — July housing starts and building permits. |
• Before the open — Home Depot Q2 earnings and holiday guidance. |
• Reminder — FOMC minutes from the July 28-29 meeting land Wednesday at 2:00 p.m. ET. |
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Set the reinvestment the way you want it, note the two ex-dates on the calendar, and let the week come to you. |
Do you circle dividend dates on your own calendar, or do you let the brokerage app tell you when they land? Reply and let me know. |
— Randy Cole, Editor |
Want the income week in one text before Wednesday's ex-date wave? The Early Bird SMS carries the dates. Free, two to three texts a week, opt out anytime. |
P.S. The OpenAI story moved again this month — our note on the 72-hour window lays out the sequence and what the private valuation implies. (House) |
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