Blackstone Wants In On Data Center REITS, You Should Too

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Blackstone Wants In On Data Center REITS, You Should Too

The explosion in data usage in recent years has led to good fortunes for Data Center REITs such as Equinix (EQIX) and Digital Realty (DLR). Even Blackrock decided that now was the time to invest in data centers, buying out QTS Realty (QTS) for a big premium last month.

Some investors might think the easy money has been made, but I’m here to say that the trends in data usage should lead to both strong capital returns and attractive dividend growth for the foreseeable future.

Here’s why.

The data explosion has been one of the more long-lasting secular trends in recent history and a big reason for the move by Blackstone in acquiring QTS.… Read more

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Pullback Action Required: 2 Buys for 113% Payout Growth, 2 Urgent Sells

I want you to think about your very first reaction when you flick on the TV and see the Dow has crashed 300, 500—even 800 points. It feels like you’re drowning, right?

It’s physical, like a gasp after falling into a cold lake. Your first instinct is likely to reach for the closest “life preserver.” For most folks, that means panicking and flipping holding after holding over to cash.

You’ve probably made this mistake. You might’ve made it last Christmas, when many investors, burned by last year’s selloff, threw in the towel …

… just in time to miss the 18% total return stocks have delivered since!… Read more

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Yes, You Can Retire on $490K (or less). Here’s How.

Is your nest egg way smaller than a million bucks? Do you worry you’ll never be able to retire?

I know: who doesn’t have this fear, right? Especially in today’s twitchy market.

Good news: you absolutely can leave the grind behind. And probably sooner than you think.

You can do it on far less than a million, too—just $490K (and maybe less than that, depending on your circumstances). The best part: you won’t have to sell a single stock in retirement.

Choose Your Own (Retirement) Adventure

Today I’m going to show you two routes to our $490K retirement: if you’re near (or already in) your golden years, you’ll want option 1: a collection of steady dividend payers yielding 7% and up.… Read more

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The 32% Dividend Buffett Would Love to Buy (But Can’t)

Don’t be fooled: imitating the picks of famous stock pickers is a road to retirement ruin.

I get it: gurus like Warren Buffett, Dan Loeb and Ken Fisher are the cream of the crop.

Too bad the big cash wads these guys toss around limit them to the lamest dividend investments. And you can bet almost all of them are missing out on one stock that’s paying a lucky group of investors an incredible 32% dividend!

Let’s dive straight into why following the pros’ lead is a big mistake. Then I’ll give you three ridiculously cheap stocks to grab for massive dividends—before their prices take off into the stratosphere.… Read more

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5 REITs to Double Your Income in 2019

I’ve zeroed in on five real estate investment trusts (REITs) set to hand you three critical things in 2019:

  • High, safe payouts whose yields crush the typical S&P 500 dividend.
  • Booming dividend growth: These five have already boosted their payouts an amazing 38%, on average, in the last five years—and they’re just getting started!
  • Double-digit upside as an overlooked market shift kicks in, sending investors scrambling into these ironclad income plays.

Why am I so confident?

Because a long-running (and needless) worry that’s shackled REITs through 2018 has just been cast aside—but most folks are only starting to sense this big shift.… Read more

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Rise of the Robots: How to Grab 500%+ Dividend Growth From AI

Are you looking for that “sweet spot” retirement investment that combines growth tomorrow plus dividends today?

If so, let’s talk about a tech megatrend that’s powering a payout with 546% upside.

For this type of dividend growth, we must consider huge breakthroughs, like the Internet of Things—another name for the millions of devices (from your home thermostat to industrial sensors) hooking up to the web every year.

But hands-down the most important disruptor of all, from a dividend standpoint, is artificial intelligence (AI), the move toward “thinking” computers.

That’s because AI is the one revolution that’s baked into just about every tech advance you can imagine, making everything from cybersecurity defenses to self-driving cars faster, smarter every day.… Read more

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3 Shocking Ways to Get a Double-Digit Dividend From Amazon

Amazon.com (AMZN) blatantly defies all of my investing rules, and gets away with it every time.

It drives me crazy! But instead of staying mad, we’re going to “get even” by banking some backdoor payouts the firm’s landlords dish out.

Of course Jeff Bezos’ company pays no dividend, nor does it buy back shares (and as I’ve written before, growing dividends and well-timed buybacks are sacred cows to me—and 2 keys to a rising share price).

In fact, the e-commerce giant has done the opposite, thumbing its nose at repurchases—busily adding to its share count since the late ’90s!

Amazon Waters Down Its Shares …

But just to show you what an incredible business this is, you can see that even though Amazon has diluted investors’ holdings with these share issues, that’s done zilch to crimp its massive per-share earnings and cash-flow growth:

… and Banks Huge Profits Anyway

To top it off, this stock is the definition of pricey: it’s never traded below 25 times earnings in its history—and today it trades at an absurd 158 times!… Read more

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This Weird Trend Will Send REITs Soaring

Mortgage rates reached a new milestone last week, and it’s one of the most important—and underreported—events in economic history.

For the first time ever, 30-year mortgage rates fell below 3.99%, on average. This is stunning for several reasons, but the most important is that the Federal Reserve is actively working to get mortgage rates higher. By increasing its Federal funds interest rate target, the Fed is hoping to make borrowing more expensive for everyone—companies, students and, yes, homebuyers.

But it’s not working.

And perhaps the biggest reason why it’s not working is that bond investors don’t think economic growth is going to strengthen, so they’re effectively daring the Fed to keep raising rates.…
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