300% Dividend Growth, 15% Yields From These “Anti-AI” Stocks

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300% Dividend Growth, 15% Yields From These “Anti-AI” Stocks

All the “basic” investors out there are busy chasing this AI-driven rally. It’s like the crypto and meme-stock messes of 2021 all over again!

We’re not following them. Instead, we’re zeroing in on three dividend growers (including one that’s grown payouts 300% in a decade and another that’s yielding 15% for long-term holders) that have been unfairly left behind.

Before we talk tickers, let me say that it’s hard to overstate just how much of this rally is tied to AI. Check out the gains in AI darlings Microsoft (MSFT), Alphabet (GOOGL) and especially NVIDIA (NVDA) in less than six months.… Read more

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Our 2023 Gameplan (and 2 Dividends to Buy – but Not All at Once)

Look, we’re probably going to see a recession in 2023. And if you’re like most folks, you’re wondering how to respond.

Here’s the good news: overall I see a much better year ahead than the mess we lived through in 2022. But we could see a pullback—and a recession—before the market bottoms and bounces.

That leaves us contrarian dividend seekers in a tricky spot. It’s why we’ve held a lot of cash in my Contrarian Income Report service over the last 12 months.

But I also hear from a lot of folks who want stocks they can hold no matter what, to keep their payouts rolling in.… Read more

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These 2 Smart “Deglobalization” Trades Are Gushing Dividend Cash

“Deglobalization” is the dividend trade of the 2020s. And we’re going to tap it for safe dividend growers with real assets and real cash flow.

I’ll drop two tickers in a second.

Signs that our interconnected world is coming unglued are everywhere. Supply chains are still a mess. Europe is getting set to ban (or slap a price cap on) Russian oil. Speaking of Putin, his immoral invasion of Ukraine is, er, not going well. He’s even going cap in hand to North Korea for spare parts for his ramshackle military!

Meanwhile, Chinese President Xi gazes across the Taiwan Strait, while shuttering his own economy (and vital trading ports) in pursuit of his insane zero-COVID policy.… Read more

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3 Smart Dividend Trades to Make Now (for 8.4% Yields, 55%+ Payout Growth)

Let’s not fall in love with our dividend stocks—as this can be a big mistake in a dumpster-fire year like 2022. We must be ready to toss “paper” payer tigers out and move into safe dividends poised to “front run” the next big market shift.

(I’ve got three tickers that are smart plays to swing into now, with yields up to 8.4% and payouts that have surged up to 55% in the last five years, taking their share prices along for the ride.)

“Buy-and-Hopers” Get Crushed

Before we go further, let’s take a moment to keep “buy and hold” investors in our thoughts—or as I like to call them, “buy and hope” investors, who sit tight for years, usually in an index fund, hoping for gains.… Read more

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4 Snubbed Dividends Up to 8% Ranked Worst to First

At some point, someone probably gave you the following investment “advice”—or some version of it:

“All you need to do to make money in stocks is buy a company with a big-name brand, sit back and let the gains roll in.”

Sounds logical, right? After all, a household name is critical if companies want to keep their millions of fanboys (and girls) hooked.

Well, not anymore. Here’s the proof.

Big Brands: Falling Left and Right

Just look at the worst performers last year: this rogue’s gallery was stuffed with companies boasting so-called “unbeatable” brand names.

Like General Electric (GE), whose banner ranks No.… Read more

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5 Cash Machines That Soar With Rates (40% dividend growth ahead)

If rising rates and this whipsawing market have you wondering where to put your cash now, don’t worry: you’re not the only one.

The good news? I’ve got 5 perfect contrarian buys for you to snap up now.

Each of these 5 stocks is set to pull off something that’s proven to line shareholders’ pockets when rates spike: all 5 “outrun” rates by giving us a high dividend yield now or fast payout growth—and sometimes both in one buy!

More on these 5 smart rising-rate plays in a moment.

First, we need to talk about another group of stocks that might look like a great contrarian opportunity now, but is anything but.… Read more

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5 Perfect Buys for Rising Rates (and Dividends Up to 6.8%)

If you’re like most dividend investors, you’re probably keeping one eye on bond yields right now.

And, well, you should be … but only if you own low-yielding (or slow-growing) “bond proxies” like, say, PepsiCo (PEP).

But if you buy (or already own) the 5 “undercover” high yielders I’ll show you at the end of this article, I have great news for you: you can ignore inflation, bond yields and the Fed and simply keep on collecting your fat dividend checks.

Bond Yields: 1, PepsiCo: 0

Before we get to that, back to PepsiCo.

As you probably know, the yield on the 10-year Treasury note has risen from 2.3% in early December to more than 2.9% today.…
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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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REIT Moguls Are Buying These 5%+ Yields for 50%+ Annualized Gains

Andrew, Arthur and Paul knew their REIT stock was too cheap. So, last August 21, the trio slapped down three independent bets on their firm’s stock using their own money. Their reward? Quick 26% returns:

REIT Moguls Know Best, for Quick 26% Gains

Did they time the entire sector bottoming? No – Vanguard’s Real Estate ETF (VNQ) dropped 5% over the same time period. But that was just noise, because these boys knew their own business. They cherry picked the bargain.

It shouldn’t be a surprise that a chief financial officer (CFO) and his cronies would nail this trade. After all, finding deals with real estate investment trusts (REIT) is a straightforward 2-step process:

  1. Find a high relative yield, and
  2. Buy it if “first-level worries” will soon prove fleeting.

…
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3 “Forever” Stocks With Big Upside and Imminent Dividend Hikes

The 10-Year Treasury yield is holding at 2.85%, but another run to 3% is coming soon. Let’s use this breather to sell our weakest dividends and replace them with stocks that should actually head higher as rates rise.

You know the playbook by now. When the 10-Year yield rallies, it crushes stocks with pathetic yields or meager dividend growth. These “bond proxies” get dumped for the real thing as first-level investors scamper to the 3% yields on “safe” US government debt.

If your portfolio relies on laggards like these—I’m talking about penny-a-year hikers like AT&T (T) and Walmart (WMT), or stocks that haven’t hiked their payouts in years, like Wynn Resorts (WYNN)—I have two words for you:

Sell now!…
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