This 11.6% Payer Loves the Private-Credit Crisis

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This 11.6% Payer Loves the Private-Credit Crisis

These worries around private credit are giving us CEF investors a nice “bonus”: They’re throwing a very positive light on our favorite 8%+ income plays.

After all, the CEFs we hold in the portfolio of our CEF Insider service offer transparency, high (and often monthly paid) dividends and attractive discounts, too, in part due to geopolitical worries.

We’ll get to a specific bond fund that’s giving us a generous discount and an 11.6% dividend in a moment. First, let’s take a closer look at what’s really happening with private credit, and the opportunity that concerns around it are setting up for us now.… Read more

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Will These 5 Stocks Repeat Last Year’s 28%-150% Dividend Raises?

The only thing I love more than dividends is dividend growth. And ‘tis the season for payout raises as  first-quarter earnings season kicks into gear.

I have my eye on companies that have recently announced dividend hikes of 28%, 52%, even 150%. If we get similar dividend growth this time around, great—more money in our pockets. But just as important is the confidence they’d be communicating with big raises amid an extremely uncertain economic environment.

Regular readers know about my “Dividend Magnet” strategy—three signs that can lead to massive price gains. The most important sign is dividend growth, which is management’s way of saying “We’re growing profits, and we know those profits are going to stick!”… Read more

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