This Is Where We’ll Find Winning Stocks (and Surging Dividends) in ’24

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This Is Where We’ll Find Winning Stocks (and Surging Dividends) in ’24

Let’s cut to the chase on dividend investing in 2024: our strategy this year will be all about interest rates.

Sure, there are other trends out there, like AI. And yep, there’s some steak behind the sizzle.

But when it comes to grabbing fast-growing—and high-yielding—payouts at the right times, rate moves will rule the roost. That’s not much of a surprise, really, as stocks have hung on Jay Powell’s every utterance for the last couple years.

But here’s the twist: Powell won’t be the headline-grabber in ’24. Look for him to fade into the background, with the Fed likely to move rates lower, maybe by a percent or so.… Read more

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Sell Now! 20 Dicey Dividends for 2024

I don’t want to be the messenger of bearish news to kick off the new year. But, as a card-carrying contrarian, I can’t help it either.

We should sell our dicey dividends now. While the market is high.

The best time to buy was October, when vanilla investors were fearful. We discussed “backing up the truck” to buy anything and everything week after week after week.

CNN’s Fear and Greed Index (FGI) had bottomed out at 16 out of 100, an Extreme Fear reading only seen during stock market panics:

1 Rally and 3 Months Ago: Extreme Fear

Meanwhile the bastion of basic financial thinking, MarketWatch.com,… Read more

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Sell Now! 20 Dicey Dividends for 2024

I don’t want to be the messenger of bearish news to kick off the new year. But, as a card-carrying contrarian, I can’t help it either.

We should sell our dicey dividends now. While the market is high.

The best time to buy was October, when vanilla investors were fearful. We discussed “backing up the truck” to buy anything and everything week after week after week.

CNN’s Fear and Greed Index (FGI) had bottomed out at 16 out of 100, an Extreme Fear reading only seen during stock market panics:

1 Rally and 3 Months Ago: Extreme Fear

Meanwhile the bastion of basic financial thinking, MarketWatch.com,… Read more

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5 Popular Dividends That Could Be Cut in ’23 (You Likely Hold at Least One)

Hands up if you’ve been caught out by a snap dividend cut. Then you know the sickening feeling as investors dump the stock, tanking its price on the way out.

The result? A shriveled income stream and a crushed share price.

It’s a story I fear we’re going to hear a lot in 2023, with rising rates hitting stocks now, and a recession on the horizon. Folks who win will be those who know when to swing into—and out of—strong payers while shunning feeble dividends set to crumble.

To help you protect yourself, I’ve combed the market for dividends that could be on the chopping block.… Read more

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These 3 Office REITs Should Buck The WFH Trends

By now you’ve read the headlines about CEOs sounding the foghorn about getting employees back to the office.

“WFH doesn’t work for those who want to hustle” 
– Jamie Dimon, CEO JP Morgan

“Be back by Labor Day or “we’ll have a different kind of conversation” 
– James Gorman, CEO, Morgan Stanley

The only problem? Employees don’t want to go back to the office.


Source: HBR

So, the big question: Who wins? The employer or the employees? And how does this impact any potential investments in the Office REIT space which is right smack dab in the middle of this whole tug o’ war.… Read more

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A Proven Plan for 9.3% Dividends, 640%+ Dividend Growth (Do This Starting April 1)

Stocks are floating higher and interest rates are spiking. The US recovery is still fragile. Even so, people are being vaccinated fast and the global economy is a coiled spring. Should we take advantage of the current pullback to secure more dividend for our dollar now, while we still can?

I’ve got a two-step dividend-growth strategy for you that’s perfectly suited to this tough-to-predict market. It’s handed subscribers to my Hidden Yields dividend-growth advisory a gain that’s doubled that of the market in the past four months—and I’m sure it’ll help you, too.

Step 1: Focus on Dividend Stocks With “Relative Strength”

In a pricey market like this one, it pays to go with dividend-growth stocks showing what I call “relative strength.”… Read more

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3 Simple Steps to “Recurring” Dividends That Grow Every Year (Forever)

Today we’re going to discuss the secret to double-digit annual returns every year, forever, with secure dividend stocks.

It’s simple but not easy. Here’s the hint. We must seek out hefty recurring payouts from stocks with dependable recurring revenue!

It’s one of the oldest business models there is, and it’s hands-down the best setup for us dividend investors: customers pay every week, month, year or whatever, giving a company predictable—and ideally growing—profits.

They then send those profits our way as predictable—and growing—payouts! Plus, many of these firms buy back their own shares too. Which, in turn, makes each share we own more valuable on a “per share” basis.… Read more

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21 REIT Dividends I Love (and Hate!) for 2021

Can we income seekers safely get back into REITs (real estate investment trusts) next year?

With the yield on the S&P 500 about to drop to a sad 1.5% (thanks, Tesla (TSLA) addition), renewed REIT-hope sure would be nice! The landlord industry index Vanguard Real Estate ETF (VNQ) pays 3.5%. That’s a dividend oasis in this zero-point-nothing world.

Once upon a time, VNQ performed in-line or better than the blue-chip index. It was a pretty good deal, as you could double your dividend and keep up with the Joneses’ portfolio with less heartburn.

Then, April 2020 came along, tenants stopped paying rents, and REITs-at-large got crushed:

A Good REIT Run While It Lasted

Does the fork-in-the-road above represent a paradigm shift or relative value?… Read more

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2 “Tollbooth” Dividends Growing Payouts 135%+

Election chaos—especially after Friday’s bombshell—could be a knockout blow for this market bounce. I’m worried. And going by our Contrarian Outlook mailbag, plenty of readers are, too.

A typical question goes like this: “Brett, what should I buy/hold/sell if X/Y/Z happens after November 3?”

Now we have to add the president’s positive coronavirus test into the mix!

Rest easy—I’ve got you covered. Today we’re going to talk about two stocks you could hold through 2021, 2022, 2023, and beyond. These companies’ current dividends are much higher than the S&P 500 average. But the real story is their dividend growth, which will triple up your income stream in short order.… Read more

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1 Click for 2X Dividend Income, 150% Upside in High-Yield REITs

We just got two powerful signals that the time is right to move into one of my favorite dividend plays: high-yield REITs (real estate investment trusts).

Before we go further, I can understand if you’re leery of REITs. Lots of income seekers were swept up in the “March Massacre,” when investors realized REITs’ April rent collections would be a disaster. And even though REITs have recovered somewhat, most are still underwater on the year.

REITs Sink, Then Bump Along the Bottom

But don’t take that to mean REITs are down for the count, because this is where our opportunity lies. Truth is, when it comes to REITs, most folks think it’s still March, even though the situation today is far better.… Read more

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