Top Trump 2.0 Dividend Trades

Our Archive

Search completed

Top Trump 2.0 Dividend Trades

As we income investors roll into Trump 2.0, it’s time for us to “flip the script” on the trades that have worked for us over the past two years. Things have the potential to get wild. Fortunes made; retirements lost.

Let’s re-calibrate to make sure we own the stocks that will benefit most from the Trump 2.0 presidency.

Yes, I emphasized equities intentionally. Fifteen months ago, we contrarians started the bond bandwagon. It’s hard to believe now, but back then, the financial suits hated fixed income. We faded their fears, bought bonds and benefited.

Now, however, the fixed income trade is a bit tired.… Read more

Read More

5 Energy Dividends Up to 7.9%

If you’re reading this, I assume you are already bullish on oil. Or at least intrigued by the upside possibility. And why not? There are three reasons crude may continue to crescendo.

First, we have the Middle East situation… ‘nuff said.

Second, it is increasingly looking like the Federal Reserve is cutting rates sans the usual impending recession. Rather than a hard or soft landing, it looks like we will see “no landing” at all in which the economy continues to grow.

We contrarians called this no-landing scenario five weeks ago. Since then, it has gained traction on Wall Street as employment numbers have stayed strong.… Read more

Read More

5 Energy Dividends Up to 7.9%

If you’re reading this, I assume you are already bullish on oil. Or at least intrigued by the upside possibility. And why not? There are three reasons crude may continue to crescendo.

First, we have the Middle East situation… ‘nuff said.

Second, it is increasingly looking like the Federal Reserve is cutting rates sans the usual impending recession. Rather than a hard or soft landing, it looks like we will see “no landing” at all in which the economy continues to grow.

We contrarians called this no-landing scenario five weeks ago. Since then, it has gained traction on Wall Street as employment numbers have stayed strong.… Read more

Read More

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

Read More

These 8 Dividends Are Rising 23% Per Year

Thanks to two stock market pullbacks in 2020 and this current pause to begin 2021, equity prices are likely still “catching up” with their pre-2020 trajectories. Big tech is frothy but many lesser-known dividend growers are still cheap. And that’s music to my ears, because the surest, safest way for us to double our money in the stock market is to buy the payouts that are growing the fastest.

Specifically, I’ve got my eye on 8 that are boosting their dividends by 23% per year. Twenty-three percent!

Before I reveal the list, some caveats. First, past dividend growth does not guarantee future payout hikes.… Read more

Read More

Categories