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The Long View

The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 1 December 2025

⏱️ 26 minutes

🧾️ Download transcript

Summary

Plus, several undervalued stocks to buy with stable dividends.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:05.9

Hi, it's Christine Benz, co-host of the Longview podcast. Today we're bringing you a bonus episode

0:11.4

from another Morning Star podcast that we think you'll enjoy, The Morning Filter. Every Monday,

0:16.8

Morningstar's chief U.S. market strategist Dave Scaira and Susan Jubinsky, investment specialist for Morningstar.

0:23.7

Talk about what investors should have on their radars for the week ahead, can't miss Morningstar

0:28.4

research, and a few stock picks her pants. On the special episode of the show, Dan Lefkowitz, Morningstar

0:34.9

columnist and former co-host of the Longview, sits down with Susan to discuss

0:39.5

everything investors need to know about dividend-paying stocks going into the new year. It's a great listen,

0:45.5

and we hope you like the show. Hello and welcome to a special post- Thanksgiving episode of the Morning Filter podcast.

1:10.1

I'm Susan Chivinsky with Morningstar.

1:12.4

Today I'm sitting down with Morning Star Index's strategist Dan Lefkowitz to discuss dividend stocks.

1:18.7

Dan is a columnist for Morningstar.com and co-host of another Morningstar podcast called The Longview.

1:25.9

During our conversation, Dan and I will cover how and why dividend stocks

1:30.7

have performed the way they have this year. What the stock buyback boom means for dividend

1:35.2

stock investors, how to spot a dividend that's unsafe, and more. We're having this conversation

1:41.0

on Wednesday, November 19. Well, Dan, thanks for joining me today on the morning filter. Always good to be with you, Susan. I'm usually doing this Monday mornings from my home office with coffee, so I have the coffee, even though it's not Monday morning from my home office. I'll try to keep you awake. Thank you very much. I appreciate it. Okay, so Dan, you know, divident investing isn't necessarily your specialty, but, it's a topic that you go back to time and time again as a columnist. Why is that?

2:05.8

Yeah, I think bottom line, dividends are really important to investors. By my count,

2:10.1

there's over $1 trillion in funds and ETFs that screen for dividends or dividend weighted

2:16.3

on a global basis.

2:18.2

And over the years, our team at Morning Start Indexes has developed a lot of different

2:22.0

dividend weighted dividend screened indexes from high yielding equities to dividend growth

2:28.2

to combining dividend and buybacks.

...

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