Bank of America screens attractive at 12.3x on Wide Moat Intelligence, backed by an impressive dividend history. x.com 

Canada's equity market offers one-ticker exposure to top banks, energy giants and miners that most global investors overlook, adding long-term diversification. It may be boring and probably underperforms, but the chart is a straight momentum buy: accumulation in 2022 preceded a strong yearly breakout. x.com 

Bank stocks look buyable if systematic selling is reacting to a flatter yield curve: the front end that drives earnings has barely moved. JPMorgan and Citi card spending rose 10% and 13%, and Citi and Wells Fargo reported lower credit losses. Wells expects steady margins and improving interest income as loans grow and old fixed-rate assets roll into higher yields. Funds crowded into banks before results, limiting near-term buyers. x.com 

JEPQ, Canadian Natural Resources, Canadian Pacific Kansas City, Coca-Cola and VICI Properties combine high yield with dividend growth in a simple, diversified income portfolio yielding about 6.17%. JEPQ gives Nasdaq exposure with monthly dividends, Canadian Natural is an energy leader and Canadian Pacific Kansas City a literal railroad monopoly, while Coca-Cola and VICI offer super-predictable cash flows from soda and Las Vegas real estate. x.com 

Dividend growth, not yield, is the only dividend strategy worth following, since high-income strategies are mainly marketing and dividends are an inefficient form of compounding. Favor high-quality companies with solid balance sheets that raise dividends every year, such as Cintas, Casey's, Givaudan, S&P Global and L'Oréal. Dividend growth strategies have delivered superior returns to high-dividend ones, with considerably lower drawdowns in stress periods such as the March 2020 Covid shock. … Show more

Mastercard, Microsoft, MSCI, Intuit, Waste Management, Intercontinental Exchange, Abbott Laboratories and Broadcom are dividend-growth stocks worth retiring on because the companies are just that good. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

IBM is not a growth stock but a mature business held mostly for dividends, so it does not suit investors still in accumulation mode, as most on X are. x.com 

Banco Santander trades at a discount to lower-quality global peers. x.com