4 Stocks Begging Us to Take Their Cash (56%+ Dividend Growth)

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Even with the S&P 500 back on the rise, we still have a shot at serious upside. And we’ll double up our dividends in short order, too. We’ll do it by snagging some of the fastest-growing payouts on the planet.

That’s not all—we’ll also buffer our payouts against the next crash by stocking up on companies with “fortress” balance sheets, specifically firms whose cash holdings dwarf their debt. Dividend-payers like these—I’ve got four examples for you below—will (eventually) dole out their cash to us in three ways:

  • Investing in the business,through R&D spending and capital expenditures, fueling their earnings per share (EPS) and, by extension, their share prices.

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Let’s not assume our retirement savings will benefit from the Federal Reserve’s bout of 2020 money printing. Inflation could be a real problem, as soon as 2021. So let’s talk about stocks that are not only protected but likely to benefit from Jay Powell’s prolific “efforts.”

(In other words, dividend stocks that’ll double while investors are fixated on deflation.)

When it comes to inflation, many folks have a dangerous blind spot. They recall 2008, and the Fed’s then-extraordinary actions late that year, which gave us a narrow escape from deflation, and no inflation to speak of.

Just think back to that time.… Read more

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As our quarantine headquarters migrated from the cozy accommodations of Los Living Room in March to the spaciousness of Puerto Backyarda in April, life got a bit more manageable.

Then, in May, it got hot. Really hot.

“Want the hose?” I offered. “It doesn’t feel like it’s 103 if you get your feet wet.”

My Puerto guest, a friend who’d stopped over for an afternoon beer (actually, three 100 calorie “light hazy ales”) was not amused that we were stuck outside. The poor guy was wearing pants, and quite frankly, he didn’t stand a chance.

It goes without saying that he has not yet returned.… Read more

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Today, I’m going to show you how to find fat dividend opportunities in washed-out sectors. Let’s start with retail, where the hits just keep coming. (And the result is a few sky-high yields. Too good to be true? Let’s explore.)

You know the story by now. Amazon.com (AMZN) pioneered e-commerce, taking it from an interesting tech niche to the retail-reaper it is today. The numbers tell it all, as Statista estimates retail e-commerce sales will nearly double between 2018 and 2024.

Yes, the overall retail pie is growing, but not nearly as fast as e-commerce is. In other words, e-commerce is increasingly gnawing on brick-and-mortar’s lunch.… Read more

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The Dow Jones Industrial Average and S&P 500 fell each of the final three trading days of the month, but all of the major U.S. stock indexes still finished February more than 3% higher. The result is the best two-month start for the S&P 500 since 1991.

Investors have certainly been playing offense in the first two months of 2019, as the following chart shows. Industrial and technology names have led the way higher year-to-date, while defensive sectors (healthcare and utilities) have lagged.


Source: Bespoke Investment Group

Minimal Trade Progress in Asia

President Trump was in Vietnam this week, meeting with Kim Jong Un of North Korea.… Read more

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The Dow Jones Industrial Average and S&P 500 fell each of the final three trading days of the month, but all of the major U.S. stock indexes still finished February more than 3% higher. The result is the best two-month start for the S&P 500 since 1991.

Investors have certainly been playing offense in the first two months of 2019, as the following chart shows. Industrial and technology names have led the way higher year-to-date, while defensive sectors (healthcare and utilities) have lagged.


Source: Bespoke Investment Group

Minimal Trade Progress in Asia

President Trump was in Vietnam this week, meeting with Kim Jong Un of North Korea.… Read more

Read More

“Brett, I bought something for the girls. From Carter’s. Let me know when you get it.”

My mom thinks that postal delivery is a 50-50 proposition. She hedges her downside by purchasing 4X as many clothes as my young daughters actually need!

“Mom – thanks. Will do. And, you know, they’re probably good on dresses for now. They’ll be up another size in a few months.”

“Oh don’t you worry about that. I’ve got plenty of coupons,” she countered.

My folks live 2,562 miles from their granddaughters. And while long-distance grandparenting can be a challenge, the (increasingly online) experience provided by Carter’s (CRI) satisfies two of my mom’s favorite pastimes:

  1. Spoiling grandkids, and
  2. Shopping.

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“Brett, I bought something for the girls. From Carter’s. Let me know when you get it.”

My mom thinks that postal delivery is a 50-50 proposition. She hedges her downside by purchasing 4X as many clothes as my young daughters actually need!

“Mom – thanks. Will do. And, you know, they’re probably good on dresses for now. They’ll be up another size in a few months.”

“Oh don’t you worry about that. I’ve got plenty of coupons,” she countered.

My folks live 2,562 miles from their granddaughters. And while long-distance grandparenting can be a challenge, the (increasingly online) experience provided by Carter’s (CRI) satisfies two of my mom’s favorite pastimes:

  1. Spoiling grandkids, and
  2. Shopping.

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Moe Ansari, host of the popular Market Wrap radio show and podcast, asked me on air:

“Brett, how do you find dividend paying stocks that will double your money?”

He was intrigued enough by my analysis to ask me on his show, but I knew he was a bit skeptical as well. And that’s perfectly normal – even experienced investors and money managers like Moe think of dividend payers in terms of their current yields only.

Price appreciation potential often gets ignored, and the thought of achieving 100%+ profits from a safe dividend payer sounds absurd. But smart investors bank their payouts while their stocks double in price.…
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Year-to-date my Hidden Yields subscribers have booked total returns (including dividends) of 155%, 30% and 27%. These profits inspired a common question:

“How’d Brett know when to sell?”

Most investors focus on buying. But selling is an ignored art. And leave it to savvy readers like you to recognize this.

I believe in letting winners run, of course, especially with respect to dividend growers. Sometimes there’s never any reason to actually sell a stock if the dividend’s sponsor is consistently growing its profits and dishing them with shareholders.

Other times, however, we’re better off booking gains and re-deploying our money to more promising pastures.…
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