Here Comes the “Dividend Magnet”: 43 Dividend-Growth Plays

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Here Comes the “Dividend Magnet”: 43 Dividend-Growth Plays

It’s no surprise to us calculated contrarians—2022 is already looking like a volatile train wreck. With the Federal Reserve shutting off its money printer, cash is flowing away from the most speculative part of the stock market for the first time since early 2020.

Declines are likely to produce winners and losers. While profitless stocks are probably toast, dividend growers are likely to turn into darlings.

This is shaping up to be the year of the “dividend magnet.” If you don’t know what this is, here’s a crash course on the safest, surest way to make money from stocks in the months ahead.… Read more

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My Top 7 Dividend Stocks for 2022 (Buy Now, Don’t Wait)

A “great reset” is underway in our economy. We were reminded of that yet again last Friday, when select stocks sailed through an otherwise brutal half-holiday on Wall Street.

Financial talking heads bemoaned the losers. But who cares about these dinosaurs? We contrarians should pay attention to the winners—and their stocks—because that’s where fortunes will be made.

I’ve seen this trend unfolding firsthand. My second software company, which focused on marketing for e-commerce stores, launched a Shopify (SHOP) app in 2013. At the time, Shopify was a fledgling platform that helped retailers sell their wares online.

We were a startup ourselves, newly minted a year prior.… Read more

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Three 5G REITs To Supercharge Your Retirement Portfolio

The big data explosion is finally here.

We’ve gone from no phones, to flip phones, to iPhones that let you buy groceries, make a stock trade, or even watch a movie on Netflix.

We are all using our phones more often and consuming more and more data.

In fact, mobile data usage has increased by nearly 60% per year for the last fifteen years!


Source: AMT Investor Presentation

It is however the advent of new technologies that have helped improve our access to things that might have once been considered unimaginable.

Enter 5G, which is known as the ‘fifth-generation mobile network’, and the newest technological evolution which will greatly improve speeds (up to 100x), responsiveness, and the ability to connect more devices.… Read more

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These “Great Reset” Stocks Will Fund Our Retirements

A “great reset” is underway in our economy. The talking heads bemoan the losers. We contrarians should pay attention to the winners—and their stocks—because that’s where fortunes will be made.

I’ve seen this trend unfolding firsthand. My second software company, which focused on marketing for e-commerce stores, launched a Shopify (SHOP) app in 2013. At the time this was a fledgling platform that helped retailers sell their wares online.

We were a startup ourselves, newly minted a year prior. To the outside world we described ourselves as a “spinoff” from my first software company, to give the feeling of stability. In practice, we were three dreamers working for free to get our company off the ground.… Read more

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4 “Pick and Shovel” Infrastructure Dividends Up to 6.5%

We individual investors have many edges on the Wall Street suits. Betting on the next government handout, however, is not one of them.

Megatrends, on the other hand, are our wheelhouse. Professionals excel at “looking ahead” three to six months. Fortunately for us, their eyes glaze over beyond a year! This is where you and I can regain our advantage when it comes to infrastructure income investing.

While Wall Street weighs the trees, we will consider dividends from the broader megatrend forest. Let’s highlight some aspects of the potential American Jobs Plan that also happen to be infrastructure trends already in motion.… Read more

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A Simple 3-Step Plan for 6% Dividends, 142% Gains

The S&P 500 is still levitating, and if you’re like me, you’re starting to feel like this bull run is on borrowed time.

It’s understandable. The economy is just now stumbling to its feet, yet interest rates are already creeping higher. I think you’ll agree that we need higher borrowing costs like we need a hole in the head!

Treasury Rates Bust Through the 1% Barrier

Sure, 1.2% is a historically low number, but bear in mind 1% is an important psychological barrier, and we’re already well beyond that—and once rates broke through it, you can see how quickly they took off.… Read more

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Avoid Dividend Cuts. Grab 1,600% Upside (2 Easy Steps)

These days, I’m hearing from a lot of folks who are pretty nervous, bracing for yet another round of dividend cuts to hit them out of the blue.

It’s understandable. Recently, we’ve seen plenty of dividend “sacred cows,” like Wells Fargo (WFC), mall landlord Simon Property Group (SPG), and senior-care operators Welltower (WELL) and Ventas (VTR) cut or eliminate their payouts.

In the second-quarter of 2020, 244 firms increased their dividends, according to Howard Silverblatt of S&P Dow Jones Indices. That sounds good until we see that 639 companies decreased their payouts. In other words, dividend investors were two-and-a-half times as likely to receive a pay cut as they were a raise.… Read more

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31 Stocks That Could Be Dividend Heroes By October

These 31 dividends are more than just safe. They are likely going up between now and October!

Recently, S&P Dow Jones Indices’ Howard Silverblatt put a hard number on 2020’s tough dividend decay, writing that second-quarter payouts were whittled down by $42.5 billion during the second quarter. The worst might now be over. Here’s a key excerpt from Silverblatt’s latest note about the month of July (emphasis mine):

“There were significantly fewer dividend actions, as 15 issues increased their dividend rates, one issue initiated dividends, two decreased them (including Wells Fargo’s USD 6.8 billion cut, the second-largest in index history), and one suspended them.… Read more

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Our New Crisis Strategy for 57% Dividend Growth, 59% Gains

This crisis has caused a lot of folks to develop a crippling fear when it comes to REITs: they see the beating mall owners like Simon Property Group (SPG) have taken and swear REITs off for good. 

To be sure, SPG took it on the chin in March, and has not gotten up:

Simon’s Business Model: Broken for Good

But way too many people think REITs are about shopping malls, and that’s about it. It’s too bad, because this first-level thinking causes them to miss out on a lot of upside—and dividend growth, too.

Beyond the Mall

Members of my Hidden Yields service know better: we wanted nothing to do with mall landlords before this crisis, because Amazon.com… Read more

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Pandemic Payout Q&A: Your Questions, My Answers

“Brett, I didn’t sell (insert dividend stock here) in March. Should I hold my nose and sell now?”

If you sat on your hands during the March drop and subsequent bounce, you’re not alone. Many of your fellow income investors are still holding on to positions that they know they should probably sell, but haven’t yet. (I know this because I’ve heard this question from a number of you!)

Well, here’s the question I would ask you about the position:

“Is the business going to rebound to pre-pandemic levels any time soon?”

If the answer is “no” then why would you not sell the stock?… Read more

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