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

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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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Which REITs are Collecting 98% of Rents (and Which are Stuck at 61%)

Almost One-Third of NYC Restaurants Missed June Rent, Survey Finds

Scan the business headlines (and let’s be honest, who actually reads anymore?) and we’ll see ominous headlines like this. Makes us wonder who would want to be a landlord in this economy?

It’s not just NYC. Here in California, most restaurants are, once again, not allowed to offer indoor dining. Epidemiology arguments aside, our beat here is money, and how many restaurants are supposed to make money right now I do not know.

If they’re not making money, who knows if they’re paying the rent. Taking that a step further, we might also question who wants to own any real estate investment trusts (REITs)?… Read more

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“Pick and Shovel” Plays on the Social Distancing Economy

Landlords and lenders have taken it on the chin since the world shut down. And until this place is actually open for business once again, many REIT (real estate investment trust) investors are unfortunately rolling the dice on the next rent payment coming in, the next commercial mortgage payment being made.

To be fair, however, select REITs are going to be OK, and many of them are selling at bargain prices right now. In the short run, REIT prices can move together (for example, drop when the 10-year Treasury yield rises). However, as weeks turn into months and years, we usually see a great variation in the performance of REIT stocks.… Read more

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How to Play FAANG Stocks for Safe 9.7% Dividends and Upside

At my Contrarian Income Report service, we hunt down huge dividends on the regular. Right now, our portfolio is knocking out a 6.9% average payout from 16 real estate investment trusts (REITs), stocks and closed-end funds (CEFs).

We’ve grabbed serious price gains, too: since launch in 2015, CIR has delivered a 12.5% annualized return. Not bad for a set of “boring” income plays!

Beyond Big Yields

Even though our CIR club is “high yields only,” I get that many folks look to stocks with low (or no) dividends for gains, too: names like Apple (AAPL), whose 1% yield won’t get it within a mile of Contrarian Income Report.… Read more

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