Bad news has brought Hershey stock down, but that's an opportunity for long-term investors willing to go against the grain.

While the Fed's high interest rate regime hasn't done much to slow down the current bull market, investors still celebrated last week's historic interest rate cut from the Federal Open Market Committee (FOMC).

As the S&P 500 index has remained flat, Sempra shares have rallied in the past two months. Read my latest analysis on detailing why SRE stock is a buy.

This earnings growth should fuel growth in Ally's dividends, which has grown by 275% since the bank began making payouts in 2018. At a current yield of 3.5%, investors are getting a high-yield entry point today too. This makes the Warren Buffett bank an easy buy for dividend growth right now.

I explored the idea of managing a highly concentrated portfolio. Find out how I narrowed down my highest-conviction dividend investments to just five stocks.