Dec 29, 2025 • Benzinga
NEUTRAL
Yield Traps Vs. Income Kings: Harsh Reality Of High-Dividend Stocks
This article discusses the risks associated with high-dividend stocks, differentiating between "yield traps" and sustainable income-generating companies. It highlights that while a high dividend yield can be appealing, it often indicates underlying problems like a collapsing stock price or unsustainable payout ratios. The article advises investors to look beyond headline yields and scrutinize free cash flow and tax implications, especially for non-qualified dividends.
Dec 29, 2025 • Seeking Alpha
BEARISH
LyondellBasell: Dividend Cut On The Horizon, U.S. Economic Risks Remain
LyondellBasell is rated Hold due to elevated recession risk, an unsustainable dividend, and uncertain cycle timing. Although Q3 results showed stabilization, significant impairments and weak segments persist. The company's 12.5% dividend yield is likely unsustainable given negative free cash flow and management commentary, signaling a probable cut within two quarters, and a valuation offers potential upside if the cycle turns, but the margin of safety is insufficient until the dividend is addressed and clear FY26 guidance is provided.
Dec 28, 2025 • Insider Monkey
NEUTRAL
Jim Cramer on Nucor: “I Always Knew That Was a Good One”
Jim Cramer expressed regret for not having "pushed hard" on Nucor Corporation (NYSE: NUE) stock, acknowledging its strong performance, up 40% for the year, in contrast to declines in other materials sectors like chemical companies. He noted Nucor's dependence on the Fed's interest rate decisions due to its steel business for data centers, making it sensitive to macroeconomic changes. Despite the stock's potential, Cramer suggested that some AI stocks might offer even higher returns in a shorter timeframe.
Dec 28, 2025 • Finviz
NEUTRAL
Jim Cramer on Nucor: "I Always Knew That Was a Good One"
Jim Cramer expressed regret for not "pushing hard" on Nucor (NYSE: NUE) stock earlier, acknowledging its strong performance, which mirrors that of Steel Dynamics with 40% increases, contrasting sharply with declines in chemical companies. He noted Nucor's dependence on the Fed's interest rate decisions, calling it a "hostage to the Fed's next move" despite its robust data center steel business. The article highlights NUE's role as a steel and steel products manufacturer, serving construction, manufacturing, and energy sectors.
Dec 24, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
Is Invesco High Yield Equity Dividend Achievers ETF (PEY) a Strong ETF Right Now?
The Invesco High Yield Equity Dividend Achievers ETF (PEY) is a smart beta ETF focusing on dividend yield and consistent dividend growth. With $1.03 billion in assets and an expense ratio of 0.54%, it primarily allocates to Utilities, Financials, and Consumer Staples sectors. The ETF has performed moderately, showing a 1.09% increase over the past year, and is considered a medium-risk option for investors seeking diversified exposure in the Style Box - All Cap Value segment.
Dec 23, 2025 • MSN
NEUTRAL
Dow Inc. stock underperforms Tuesday when compared to competitors
Dow Inc. (DOW) stock fell on Tuesday, underperforming compared to its competitors like LyondellBasell Industries N.V. and Westlake Chemical Corp. The stock also lagged behind the broader S&P 500 index.