Our New Crisis Strategy for 57% Dividend Growth, 59% Gains

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Our New Crisis Strategy for 57% Dividend Growth, 59% Gains

This crisis has caused a lot of folks to develop a crippling fear when it comes to REITs: they see the beating mall owners like Simon Property Group (SPG) have taken and swear REITs off for good. 

To be sure, SPG took it on the chin in March, and has not gotten up:

Simon’s Business Model: Broken for Good

But way too many people think REITs are about shopping malls, and that’s about it. It’s too bad, because this first-level thinking causes them to miss out on a lot of upside—and dividend growth, too.

Beyond the Mall

Members of my Hidden Yields service know better: we wanted nothing to do with mall landlords before this crisis, because Amazon.com… Read more

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A 17.6% Dividend, 36% Upside and a 2020 Investing Strategy You Won’t Believe

Right now, with 2020 just hours out, is the perfect time to show you my two-step dividend strategy for the year ahead.

We’ll also dive into four specific stocks and funds to buy. They’ll hand you 6%+ dividends now and set you on the path to unreal payouts of 17.6%+ down the road.

How Powell Crushed Savers

First, if you’re disappointed in the dividend options out there today, you can blame one man: Jay Powell. (Actually, you’ll have to get in line to dump your frustrations on the poor fellow’s head!)

We all know that Powell’s clumsy “pivot” from rate hikes to rate cuts at the start of 2019 sent stocks soaring (and dividend yields plunging—as you calculate yield by dividing a company’s annual dividend payout into is current share price).… Read more

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I’ve Kept My 2 Top Dividend Stock Tips Secret—Until Now

Let’s face it: this frothy market has made it much tougher to uncover the big, cheap dividends you need to fill out your retirement portfolio. So today we’re going to fight back with my top 2 “off-the-record” strategies for honing in on 7.4%+ dividends that still have a lot of upside ahead.

First, to get a sense of the vice the rebound has locked income investors in, check out this chart:

Stock Bounce Crushes Yields

That amounts to an 18% bounce since Christmas Eve, which has sliced 15% off the S&P 500’s dividend yield (because yields fall as prices rise). As I write, the average S&P 500 name dribbles out a 1.9% payout—less than inflation!… Read more

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The Amazing “Unicorn” Stock Paying a 34% Dividend

Wondering if it’s too late to jump on this market recovery? I have great news: it absolutely is not.

But you won’t reap the biggest gains by, say, putting cash into your typical S&P 500 name—or in a passive index fund like the SPDR S&P 500 ETF (SPY).

Because while rising corporate profits will likely propel the market higher this year, you’ll put yourself in a much better position by hitting out at the two sectors (and two specific buys) I’ll reveal now.

Both sectors will be on my personal list this year, and I’ll be recommending stocks from each one to members of my Contrarian Income Report service, too.… Read more

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7 REITs to Buy Now and Hold Forever

Real estate investment trusts (REITs) and their typically high dividend yields are a key part of a payout-powered retirement portfolio that’s built to dish out higher and higher dividends every single year.

The five REITs we’ll discuss today will pay you 4% to 7.3% per year in dividends alone. And this income stream will only grow as time passes, because these firms have growing cash flow streams they must pass on to shareholders in order to keep their privileged REIT status.

REITs may not get much mainstream coverage, but the academics are starting to catch on to these dividend machines. Last year, I pointed you to a study from Wilshire Research that showed “dramatic” results when REITs were added to a retirement portfolio.… Read more

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10 Dividend Growth REITs “Breaking Out” to the Upside

Have real estate investment trusts (REITs) finally “decoupled” from rising interest rates? In other words, has the popular (but untrue) “rates up, REITs down” reasoning been busted (again)?

For those of us who have been waiting for the stock market’s landlords to carve out a bottom before buying anything new, we may be back in business:

REITs Finally Rising with Rates?

Regular readers know that the best REITs do just fine as rates rise. That’s been the case historically, and they’ll rally again this time around.

Why? Because elite landlords simply keep raising their rents. These higher cash flows translate to higher dividends, and higher stock prices, regardless of what the Fed is up to.…
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9 REITs Ready to Raise Their Payouts This December

“First-level” investors – those who buy and sell on headlines – mistakenly believe that real estate investment trust (REIT) profits will suffer if rates rise.

They’re wrong. And today, we’ll highlight nine REITs that are “raising their rents” as rates rise. As their tenants pay more, these firms will in turn pay their shareholders more in dividends.

Which means their share prices will follow suit, and move higher, too.

Sure, in the short run, the “rates up, REITs down” theory puts on quite the show. When the 10-Year Treasury’s yield rises, REITs usually fall. And when its yield drops, REITs usually rally.…
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5 REITs That Are Just Right for Retirement

Real estate investment trusts (REITs) are a must-have holding for any and all retirement accounts. The five REITs I’m about to show you are pivotal to both growing your nest egg, then delivering consistent cash to pay the bills once you’ve called it a career.

Slowly but surely, market research is starting to agree with me.

Wilshire Research delivered a report around this time last year summing up its research into REITs’ effect in retirement portfolios. The results were “dramatic.”

“One of the key findings was that the addition of stock exchange-listed REITs to retirement portfolios would have allowed a higher level of stable income for any given level of risk tolerance.”

One part of the study compared income-focused portfolios that excluded REITs with those that included them.…
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3 Dividends With 100%+ Upside

If you’re looking for a place to park some fresh cash now—and open it up to 100%+ upside—I have three words for you:

Buy dividend growth.

I’ve told you before how a portfolio of stout dividend growers is the best way to clobber the market in the long run.

The best dividend champs do double duty: fatten our pockets with surging payouts while hitting the gas on R&D spending. That locks in their competitive edge … setting the stage for even higher dividends!

It’s the kind of vicious cycle I love, and most folks pay far too little attention to.

Below I’ll give you 5 reasons why now is the perfect time to buy dividend-growth stocks, and why I’m personally doubling down on these elite companies.…
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Self-Storage REITs: Poised for 18% (or more) Annual Returns

From 1994 to 2014, self-storage REITs (real estate investment trusts) rewarded investors handsomely. They delivered 18% annualized returns with lower volatility (less drama) than their REIT peers.

But the past year has been brutal for shareholders of the Big 4 self-storage REITs. The storage sell-off has included sector blue-chip Public Storage (PSA), as well as Extra Space Storage (EXR) a top REIT performer for the past decade. The selling has not spared investors in CubeSmart (CUBE) or Life Storage (LSI), the re-branded Sovran Self-Storage (Uncle Bob’s).

This horrible performance over the past 12-months has come as a shock for most REIT investors who have come to expect handsome dividend increases and higher prices from these names.

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