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

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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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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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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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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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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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2020 is finally in the books, and many REITs (real estate investment trusts) remain in the bargain bin. Is it time to buy these generous dividend payers and bet on a 2021 rebound?

Savvy contrarians that we are, we’re focusing on REITs because they are the one part of the market that was left behind as everyone rushed back into stocks in the back half of 2020.

Normally, REITs more or less track the blue-chip index, but when COVID-19 crushed these landlords’ tenants, that changed in a big way: investors sold REITs—and they’re still on the mat.

REITs Fall Behind

That orange line is the price return of the benchmark Vanguard Real Estate ETF (VNQ), which yields 4% today—a massive payout in today’s zero-point-nothing interest-rate world.… Read more

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Stocks are up, the economy is in shambles and lockdowns are making a comeback. But people are also being vaccinated as I write this, just 12 months after we learned that COVID-19 was even a thing.

How do we invest through this transitional market? I’ve got a three-point plan for you that works in any economy—not just the Twilight Zone one we’re living in now.

Step 1: Start With “Tollbooth Stocks” and Build From There

Tollbooth stocks are the kinds of companies we safety-conscious dividend investors love: they hold the infrastructure—think pipelines, warehouses and data networks—big players like, say, Amazon.com (AMZN) must have to operate.… Read more

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Stocks are up, the economy is in shambles and lockdowns are making a comeback. But people are also being vaccinated as I write this, just 12 months after we learned that COVID-19 was even a thing.

How do we invest through this transitional market? I’ve got a three-point plan for you that works in any economy—not just the Twilight Zone one we’re living in now.

Step 1: Start With “Tollbooth Stocks” and Build From There

Tollbooth stocks are the kinds of companies we safety-conscious dividend investors love: they hold the infrastructure—think pipelines, warehouses and data networks—big players like, say, Amazon.com (AMZN) must have to operate.… Read more

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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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In normal times, real estate investment trusts (REITs) are a great way to cut your portfolio’s volatility—and double the income you’d get from regular stocks.

Of course there’s nothing typical about 2020, but this “new normal” actually presents an especially excellent opportunity to buy select REITs on the cheap. I’m talking about cash cows with rent flows that were not disrupted by shutdowns.

Cheap stocks with higher-than-usual yields and bulletproof cash flows? Read on and we’ll sign up for this deal together.

REITs, remember, are “no drama” pass-through investments: they collect the rent on their properties, take out enough to keep their buildings in good working order, then pass (almost all of) the remaining cash to you as dividends.… Read more

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