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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3 Back-to-School Buys for Dividends Up to 6.5% (and 91% Payout Growth)

Dividend deals are lining up for us across the board—and they’re likely to get better as September unfolds. It’s time to make our shopping lists!

We’ll start with three unloved corners of the market sporting the very best bargains. Then we’ll dive into three specific names and tickers.

  • “Growth utilities,” which are primed for upside as rates top out and roll over, cutting their borrowing costs—and “rate competition” from Treasuries and other fixed-income plays.
  • Cell-Tower Landlords, which run one of the most recession-resistant businesses out there.
  • Industrial real estate investment trusts (REITs), which can’t build and buy warehouses and factories fast enough to meet surging demand.

… Read more

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3 Back-to-School Buys for Dividends Up to 6.5% (and 91% Payout Growth)

Dividend deals are lining up for us across the board—and they’re likely to get better as September unfolds. It’s time to make our shopping lists!

We’ll start with three unloved corners of the market sporting the very best bargains. Then we’ll dive into three specific names and tickers.

  • “Growth utilities,” which are primed for upside as rates top out and roll over, cutting their borrowing costs—and “rate competition” from Treasuries and other fixed-income plays.
  • Cell-Tower Landlords, which run one of the most recession-resistant businesses out there.
  • Industrial real estate investment trusts (REITs), which can’t build and buy warehouses and factories fast enough to meet surging demand.

… Read more

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These 300%+ Dividend Growers Profit From Powell’s “Tough Talk”

Don’t buy Jay Powell’s tough-guy act. This rate-hike cycle is on its last legs. And that’s opening up an opportunity for us to grab high—and growing—cash payouts in a “sleepy” corner of the dividend world.

As rates roll over and we enter a recession, the unsung stocks we’re going to discuss today will gain. That growth will compress their dividend yields (as yields and prices move in opposite directions). So our best play is to get in now, before that happens.

I’m talking about utilities.

Most people don’t think of utilities as growth plays. But the stars are aligning for our favorite “utes” to do just that as Powell steps to the side.… Read more

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Beware This 13.8% and 14.8% Dividend Disaster Duo!

We’re heading towards the most telegraphed recession of all time. At least in recent memory.

So should we sell everything? Not exactly. Granted, recessions are usually bad for stocks. Vanilla investors who own nothing-but-ETFs are in a tough spot.

But since you’re reading this, I assume:

  1. You pick stocks better than a robotic ETF.
  2. You’re not scared of a stinkin’ recession. You’re here looking for high-yield exceptions to the “sell everything” rule.

I appreciate that about you, my fellow contrarian. If I thought rules applied to me, I would have made it past age 26 in Corporate America! This is why we get along so well.… Read more

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This 4.8% “Toll Bridge” Dividend Has Big Upside

Worried about a recession? Two thoughts:

  1. I don’t blame you.
  2. Consider this recession-resistant REIT (real estate investment trust), poised to rally on an economic slump.

Why rally? Well, interest rates and REITs tend to seesaw. When rates rise, REITs fall. At least that’s the conventional wisdom.

In recessions, interest rates fall. Normally bullish for REITs—consider them a  “second-level” bet on a bond bounce.

REITs, after all, are the bond proxies of the stock world. Investors buy them for their yields. That’s why we like them here at Contrarian Outlook.

It’s part of the REIT special sauce. As long as they dish most of their profits (90%+) as dividends, they pay no corporate taxes.… Read more

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Alert: A Key Insider Just Bought $150,397 of This “Megatrend” Dividend Stock

We contrarian dividend buyers love it when an insider loads up on their own (ideally washed out!) stock. Especially when that stock is:

  1. Throwing off its highest yield in years.
  2. Growing its payout at a 9% annualized rate, and …
  3. Tied to one of the biggest megatrends there is: our never-ending addiction to mobile data.

We’re seeing all three of the above with cell-tower REIT Crown Castle International (CCI), which has been knocked down some 37% in this selloff. That’s driven its yield up to 4.4%—just a shade below all-time highs!

A Megatrend Stock With a Mega-Yield

The insider? One Matthew Thornton III, a member of Crown Castle’s board who has a lot of skin in the game.… Read more

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2022 Will Be a Stock-Picker’s Market. Here Are 2 Stocks to Buy (for 9%+ Dividend Growth)

Let’s take the hint from the past couple of weeks—2022 looks choppy. And why wouldn’t it? Our prolific money printer Jay Powell has (finally) admitted that inflation is real (not transitory).

His easy money had been floating the market. Now, with Jay reappointed and looking to assuage his Congressional colleagues about rising prices, he’s about to reverse the flow of money. This will likely reverse the rising tide of the market and expose select stocks.

But we dividend investors needn’t panic. With 2022 turning into a stock picker’s market, this is our time to shine. A fragmented market is just fine for us.… Read more

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Uncle Sam’s Favorite Six Pack of Infrastructure Dividend Stocks

The long-awaited infrastructure bill has passed. Let’s talk about the six best dividend stocks to capitalize on this spending.

Here’s where the larger chunks of money are going:

  • $110 billion to build new roads, bridges and other major infrastructure
  • $66 billion to improve passenger and freight rail
  • $65 to upgrade America’s broadband infrastructure
  • $65 billion to upgrade and build up the electric grid
  • $55 billion to improve America’s water infrastructure
  • $39 billion to modernize public transit
  • $25 billion to repair and maintain airports
  • $17 billion to update port infrastructure
  • $7.5 billion to build a network of electric vehicle chargers
  • $7.5 billion to create low-emission buses and ferries

Most of this “obvious” government spending is going to industrials and materials firms.… 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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