These Dividends Grew 50% to 100% Last Year. How About 2023?

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Do you also believe that a recession is on the way?

Note that we’re not saying when. Maybe later 2023. Or 2024. For sure 2025.

We are good economists. Casting out predictions without set timelines!

At some point, of course, all of the rate hikes add up. The housing market slows because mortgages become more expensive. Commercial landlords feel the pinch because, well, nobody rents office space anymore!

One by one, industries slow down. Eventually, the much-anticipated recession arrives.

As contrarian investors, we don’t actually care about economic data. GDP. CPI. PPI. PMI.

Whatever. It’s all TMI.

We’re after dividends and growth, in this order.… Read more

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There is a massive desire for consumers to get back to traveling. If you’ve been to an airport lately, the only big change is that people are wearing masks; the crowds are on par with pre-pandemic levels.

And while workers are still enjoying the WFH benefits, when it comes to leisure activity, there is a huge desire to get out of the house and spend on experiences.

Although leisure travel has rebounded nicely, business-related travel has lagged behind; technology- hello Zoom (ZM) – has helped displace a lot of the expensive and often unnecessary travel expenses.

The newer wrench into the situation comes from the Delta variant, which CDC officials say is now as contagious as the Chicken Pox.… Read more

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