This Backdoor AI “Dividend Magnet” is Set for 11.9% Returns

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In this uncertain geopolitical environment, give me the sure dividend bet—like Texas running out of juice.

The state’s grid operator, ERCOT, has dished a record number of “conservation alerts” this year. Texans crank their air conditioners while new neighboring data centers guzzle electricity around the clock.

The grid is strained. The population is popping. New residents, factories and AI campuses are all plugging into the state’s aging grid at once. The math is no longer “mathing” and it’s about to get worse. ERCOT projects power demand will jump 62% by 2030—yikes!

And Oncor, the state’s largest utility, believes that is way too conservative.… Read more

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We’ve got a great shot at locking in big yields—and big dividend growth—on utility stocks. But we need to buy now, before rates start their (inevitable) decline.

I’ve got three “growth utilities”—boasting fast-growing businesses and dividends—for us to play this opportunity with below.

Best part is, thanks to their healthy balance sheets, these three have a built-in “buffer” if rate cuts do get held up for a bit.

Last October’s Rate Peak Was Just Act 1

I know this plan works because, well, it’s exactly what happened last fall, when fear was everywhere and the 10-year yield scraped up against the 5% barrier.… Read more

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AI stocks are booming—but they’re an absolute “dividend desert” for us contrarian income-seekers.

Or are they?

Most tech stocks—and I’d put AI darling NVIDIA (NVDA), with its pathetic 0.02% yield, at the top of the list here—don’t pay dividends when they’re growing quickly.

Only later, when growth slows, do they “find religion” and return cash to shareholders as dividends and buybacks. That’s too bad for those of us who like to have more than one way—price gains—to book returns on our stocks.

But what if we could find a way to grab more of our AI profits as dividends—particularly growing dividends—so we don’t have to “buy and hope” for price gains alone?… Read more

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