2 Election-Proof Dividends Growing Up to 67%

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2 Election-Proof Dividends Growing Up to 67%

How about two bold election predictions—and two payouts that will thrive regardless of the results?

My first forecast: Americans will still want to eat food after November. Inflation is a hot topic on the campaign trail, but this is not a bad time to be hungry. Grain prices—corn, soybeans and what—are as cheap as they have been in years.

As contrarian investors, this commands our attention. Farmers are planting less corn, soybeans and wheat. The acreage is going to more profitable crops. Or, nothing at all.

Remember, the cure for low prices is low prices. Cheap grain squeezes farmers, who plant less.… Read more

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Drugs ‘n Diapers: 5 Dividends Up to 5.9%

Worried that the Federal Reserve is driving our economy off a cliff?

I’ve got two words for you:

Drugs ‘n diapers.

Actually, I forgot one. Dividends.

These companies are about as recession-resistant as they come. Let’s start with drugs because, well, it’s always a bull market on prescription spend in America:


Source: Centers for Medicare and Medicaid Services

While some of us are popping pills, others are changing diapers. (Or using them—we don’t judge!)

Without naming names we can see that someone is making consistent deposits. The trajectory of diaper spend is a one-way trade, too:


Data source: Statista Market Insights

Let’s start on the changing table with a 2.5% payer and work our way up.… Read more

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Drugs ‘n Diapers: 5 Dividends Up to 5.9%

Worried that the Federal Reserve is driving our economy off a cliff?

I’ve got two words for you:

Drugs ‘n diapers.

Actually, I forgot one. Dividends.

These companies are about as recession-resistant as they come. Let’s start with drugs because, well, it’s always a bull market on prescription spend in America:


Source: Centers for Medicare and Medicaid Services

While some of us are popping pills, others are changing diapers. (Or using them—we don’t judge!)

Without naming names we can see that someone is making consistent deposits. The trajectory of diaper spend is a one-way trade, too:


Data source: Statista Market Insights

Let’s start on the changing table with a 2.5% payer and work our way up.… Read more

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This “Once a Decade” Dividend Bargain is Here, Again!

Cough. Cough. “This latest variant is legit,” I sputtered to my wife.

This was a school year and a half ago. The kids were home sick—again. Our little super spreaders had kindly brought home the latest coronavirus model.

Or so I thought. We soon learned it was Respiratory Syncytial Virus (RSV) going around town. RSV is highly contagious and, while the Internet lists its symptoms as mild, it wouldn’t be my choice for our next family illness. RSV lingers like an out-of-town relative without a return flight.

Generally, RSV runs its course. But it’s nearly impossible to avoid unless you avoid people—which may or may not be an option.… Read more

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A “Dividends Only” Retirement Plan (Just $500K Needed)

I was waiting in line at the California DMV recently, idly flipping through my phone, when I ran across this headline:

There Are More 401(k) and IRA Millionaires Than Ever …

Fidelity Investments—apparently happy to share its customers’ financial info anonymously—says it has more than 750,000 seven-figure 401(k) and IRA accounts.

A chunk of money is great, especially when we can leave it untouched and let it grow. That was no doubt the “secret” of 99%+ of these retirement millionaires. They socked away money for decades and rode the market higher. (They didn’t chase the crypto du jour!)

Soon it will be time to convert the pile of cash into cash flow that can pay the bills.… Read more

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This “Split Secret” is the Key to Speedy 80% Stock Gains & Rising Dividends

Who’s up for speedy 80% stock gains? Believe it or not, there’s a “split secret” hiding in plain sight for us to apply.

Let’s discuss the details. And appreciate that we can tap this strategy using safe dividend paying stocks, too.

Believe it or not, stock splits can hand us a nice price bump. When a company—especially a top-notch dividend grower—splits its shares, the move draws in folks who’ve been holding off, seeing the pre-split price as too expensive.

Let’s be honest: we’ve all done this. How many times have we avoided a stock because it trades for $300 a share?… Read more

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8 Growing Dividend Payers (up to 8.2%) You Can Sit on for Decades

If we learned anything from 2020, it was the value of a few extra rolls of toilet paper. A close second? The reminder about the value of a reliable dividend.

This lesson has been taught over and over. The dot-com bubble. The Great Recession. The “COVID crash.” And sure enough, first-level investors don’t learn a thing—they chase one fat yield after another into the ground.

We next-level income investors know better. It’s important to consider the business engine under the hood. When we find cash flow machines like the eight dividend payers we’re about to discuss, we’re talking about decades of payments.… Read more

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The Secret to 107% Dividend-Powered Returns by December

This time last week, we talked about my favorite dividend stock for 2021. The stock yielded 6% as recently as June, but it (deservedly) gained a following among income investors in recent months.

These newcomers bid its price up (again, deservedly). In doing so, its yield shrank below 4%, and I recently found myself apologizing to my Contrarian Income Report subscribers for discussing a stock that paid so little by our admittedly lofty standards.

Well, I’m glad I brought it up to them and to you in these pages last week, because Synovus (SNV) soared 11% over the next three days.… Read more

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5 Market Drivers to Give Us Big Gains (and Dividends) in 2021

Stocks are up—and so are coronavirus cases. And right on cue, I’m hearing from plenty of investors asking if now is the time to sell and lock in their gains.

No way. It’s actually a good time for us contrarians to buy. Here are five reasons why I see stocks rallying into the end of the year—and rolling higher still as we move into 2021.

Market Driver No. 1: Rising House Prices 

When house prices rise, homeowners feel wealthier. And when people feel wealthier, they tend to buy stocks.

It’s true that big-city properties are struggling to hold their own, but homes in the suburbs and rural areas are appreciating at a rate we haven’t seen in years.… Read more

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This 639% Dividend Grower Is Set to Soar in 2021

2020 has turned on a dime, and we dividend investors need to pounce now to set ourselves up for the big dividends and fast upside in 2021.

With a (mostly) settled presidential election and a vaccine for the virus, the strong buying opportunity we’ve waited on for 7 long months is finally here.

So what, exactly, should we be buying?

Let me show you the strategy I’ll be following in the coming months, along with three tickers—one of which has grown its payout an amazing 638% in just five years—poised to deliver big upside and dividends.

Divided Government Will Ignite Our Returns

No matter where you stand on the election—and I’d repeat that we always set aside our politics and approach things purely as investors here at Contrarian Outlook—we’ll likely have a divided government, with a Republican Senate and Democrats holding the House and presidency.… Read more

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