The Big Inauguration: 7 Brand-New Dividends up to 8%

The Contrary Investing Report

Investing and Trading News, with a Contrarian, Sarcastic Twist!

Ready for the inaugurations? Yes, with a plural. We are talking seven brand-new dividend programs today.

Dividend payers are our beat here at Contrarian Outlook. And we welcome newcomers because they can really kick off a phenomenon I refer to as the Dividend Magnet.

Over long time frames—years—stock prices follow their payout higher. We like dividend growers because they are the surest, safest way to profits in the stock market. Buy a rising payout, sit back, and watch the stock price chase it.

New dividend payers can be even better because they tend to grow their dividends quickly.… Read more

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Real estate investment trusts (REITs) are making a comeback from their post-pandemic downturn—and with the sector still lagging the stock market, we’ve got a chance to buy at attractive discounts.

And we’re well set up to add some 7%+ dividend yields—that have started to grow lately—as we do, not in REITs directly, but in REIT-focused closed-end funds (CEFs).

REITs’ Lag Has Been Dramatic, But the Winds Are Shifting

While the S&P 500 has enjoyed a 14.0% annualized return over the last five years, as of this writing, REITs, as measured by the performance of the benchmark SPDR Dow Jones REIT ETF (RWR), have returned a paltry 2.6% annualized over the same period.… Read more

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How are we feeling about the stock market, my fellow contrarian?

More importantly, should we have an opinion on the market-at-large at all? I don’t think so. Trump 2.0 will create a “market barbell” of big winners and sad losers. Let’s focus on the dividend payers that will be propelled higher—and step over the laggards.

There are some dandy dividends ready to dart higher. Today they sit in the bargain bin thanks to investor reservations about the Federal Reserve. When Chairman Jay Powell took the stage in December, he delivered a sober discourse to investors: Don’t expect as many rate cuts as you were hoping for.… Read more

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Trump 2.0 is now only a bit less than a week off, and things are moving fast.

Here’s one thing I can tell you: While everyone’s talking about tariffs, Greenland and the Panama Canal, what investors—particularly dividend investors—should be talking about is way more “boring”: The yield on the 10-year Treasury note.

Because when the rubber really hits the road on the new administration, it’s the 10-year, more than anything else, that’s going to call the tune here.

And the next move I see it making, which we’ll get into below, is poised to benefit some of our favorite income plays: real estate investment trusts (REITs).… Read more

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These five stocks may deliver big dividend raises. I’m talking potential payout hikes starting at 20%.

It’s possible that one of these firms doubles their dividend because, heck, they did that one year ago!

How do I know?

Gaudy dividend growth numbers are especially attractive because they often lead to big price gains. I call this dynamic the “dividend magnet.”

The “magnet” effect is pretty straightforward: When a company not only grows its profits, but shares gobs of those earnings with stockholders as dividends, investors on the outside see both a sign of quality and the potential for income and buy in—driving the stock price higher for us!… Read more

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You may have noticed that lately, the media is pumping out more stories on how the US economy and stock markets are leading the world.

Well, it’s true. Today we’re going to get into a few reasons why that is. We’re also going to look at how us income investors can use a special kind of income play, closed-end funds (CEFs)—many of which yield north of 9%—to cash in on America’s runaway lead, boosting our dividends and setting ourselves up for 10% annualized returns, basically forever.

We’ll wrap with a real “nuts-and-bolts” view of the factors that go into the ongoing rise in US stocks—uncovering fundamentals that few investors stop to learn (but can help us immensely, especially when a 2022-style pullback tests our nerve).… Read more

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We need to talk about tech stocks. Because, yes, there is a risk of a pullback here. But there’s also a way for us to minimize that risk—and grab 8%+ dividends, plus price upside, as we do so.

First off, let me be clear that when I say “tech stocks,” I’m using the NASDAQ 100 as my benchmark. The index is about 60% tech, compared to about a third for the S&P 500. That higher level of tech exposure has allowed the NASDAQ to handily beat the S&P 500 over the long run (see the purple line below, showing the benchmark NASDAQ index fund).… Read more

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Intuitive Surgical (ISRG) is an intriguing everything-proof stock for Trump 2.0. The company specializes in cutting-edge surgical devices and regardless of what the Fed or President-Elect Trump does in 2025, we know that Americans will continue to have surgeries.

Human surgeons are expensive and prone to mistakes, so the big trend in the surgery room is towards robotics. Intuitive created the da Vinci system, the most widely used surgical robot in the world.

Business is booming. The company anticipates 12% to 16% year-over-year demand growth for da Vinci. Its technology is less invasive and more precise than humans, which leads to faster recovery times for patients.… Read more

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If you were taking a break from your family on Christmas Day, you may have caught my article on how Jay Powell’s recent “hawkish cut” is set to light a fire under high-yielding (and tax-free!) municipal bonds.

Here’s why: Jay cut rates by a quarter point in December, but gave investors a stern pre-holiday “talking-to,” with the Fed slashing its rate-cut forecast to two from four in 2025.

Stocks, as you’d expect, threw a one-day fit. But here’s the thing: The yield on the 10-year Treasury note (the so-called “long end” of the yield curve, which has a mind of its own) spiked.… Read more

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2025 is here and we’ve got a terrific opportunity in front of us: A shot at a very comfortable retirement with around $1.1 million saved. Heck, not only comfortable, but possible without withdrawing a single penny from our savings.

And depending on your circumstances, you may be able to clock out on a lot less.

I know that goes against the narrative that’s been driven into our heads for pretty much our entire lives as investors: That we need to work well into our sixties (and maybe beyond) before breaking free of our commitment to work. But from time to time, we do hear about a few people who prove this isn’t necessary for everyone.… Read more

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