These Cheap 4%+ Yielders Are Riding Every Megatrend in the Book

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These Cheap 4%+ Yielders Are Riding Every Megatrend in the Book

If we can say one thing about the rest of 2024, it’s this: We’re looking at a stock-picker’s year here—and folks who try to play it with vanilla ETFs will have a tough time.

Just look at the state of play in front of us.

The Fed is trying to thread a needle, and if economic numbers come in too hot or too cold for Goldilocks, well, good luck holding something like the SPDR S&P 500 ETF Trust (SPY)!

In an environment like this, a good plan is to zig when the market zags.

To do so, we’re targeting stocks in the bargain bin with “recession-resistant” strengths such as steady revenue from clients who must buy their services no matter what.… Read more

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New Year, New Portfolio: Start With These 2 “Dividend Deals”

Let’s kick off 2024 with great news: despite the Santa Claus rally, there are still some sweet dividend deals on the board—many hiding in plain sight.

In a second, we’ll name names and dive into my 2024 outlook, including my forecast for a 2024 recession and exactly what we’re going to be looking for in dividend payers (and growers) this year.

First, let’s tee up 2024 by reviewing the game tape from the last quarter of ’23.

Buying Fear Drove Fast Double-Digit Gains in Late ’23

Readers of my Contrarian Income Report service will recognize the Gabelli Dividend & Income Trust (GDV), one of the picks we grabbed when panic was running high in October.… Read more

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3 Back-to-School Buys for Dividends Up to 6.5% (and 91% Payout Growth)

Dividend deals are lining up for us across the board—and they’re likely to get better as September unfolds. It’s time to make our shopping lists!

We’ll start with three unloved corners of the market sporting the very best bargains. Then we’ll dive into three specific names and tickers.

  • “Growth utilities,” which are primed for upside as rates top out and roll over, cutting their borrowing costs—and “rate competition” from Treasuries and other fixed-income plays.
  • Cell-Tower Landlords, which run one of the most recession-resistant businesses out there.
  • Industrial real estate investment trusts (REITs), which can’t build and buy warehouses and factories fast enough to meet surging demand.

… Read more

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3 Back-to-School Buys for Dividends Up to 6.5% (and 91% Payout Growth)

Dividend deals are lining up for us across the board—and they’re likely to get better as September unfolds. It’s time to make our shopping lists!

We’ll start with three unloved corners of the market sporting the very best bargains. Then we’ll dive into three specific names and tickers.

  • “Growth utilities,” which are primed for upside as rates top out and roll over, cutting their borrowing costs—and “rate competition” from Treasuries and other fixed-income plays.
  • Cell-Tower Landlords, which run one of the most recession-resistant businesses out there.
  • Industrial real estate investment trusts (REITs), which can’t build and buy warehouses and factories fast enough to meet surging demand.

… Read more

Read More

These 300%+ Dividend Growers Profit From Powell’s “Tough Talk”

Don’t buy Jay Powell’s tough-guy act. This rate-hike cycle is on its last legs. And that’s opening up an opportunity for us to grab high—and growing—cash payouts in a “sleepy” corner of the dividend world.

As rates roll over and we enter a recession, the unsung stocks we’re going to discuss today will gain. That growth will compress their dividend yields (as yields and prices move in opposite directions). So our best play is to get in now, before that happens.

I’m talking about utilities.

Most people don’t think of utilities as growth plays. But the stars are aligning for our favorite “utes” to do just that as Powell steps to the side.… Read more

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Play This “Fed Bounce” for Dividends Surging 73%+

Utility dividends haven’t been this generous in years. Thank you, stock market selloff!

These yield machines have been expensive for a while. Today, utility stocks are finally cheap—and their dividends are finally high enough to get our attention!

That makes right now our time to buy. The Federal Reserve created this deal, and hey, the Fed could easily take it away with any hint of a policy pivot.

History tells us that cheap utility stocks don’t stay in the bargain bin for long. I’m staring at two in particular that are likely to bounce back next year. Both of these stocks are likely to deliver double-digit payout hikes, too.… 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 Soaring Dividends (Growing 628%+) That Beat Back Rising Rates

We’ve been saying the 2022 edition of the stock market will be a mess for a while now—and we were right. But there are still dividend-paying gems out there: we just need to know where to look. (I’ve got three “safety-first” bargain buys for you below.)

The “mess,” of course, was inflation caused by Jay Powell’s tidal wave of cheap money! Now he needs to ditch his Wall Street friends to clean it up:

Why the Fed’s Tune Flipped so Fast

With consumer prices soaring, the so-called “Fed put”: the central bank’s tendency to change tack to rescue a plunging stock market, is dead.… Read more

Read More

3 Soaring Dividends (Growing 628%+) That Beat Back Rising Rates

We’ve been saying the 2022 edition of the stock market will be a mess for a while now—and we were right. But there are still dividend-paying gems out there: we just need to know where to look. (I’ve got three “safety-first” bargain buys for you below.)

The “mess,” of course, was inflation caused by Jay Powell’s tidal wave of cheap money! Now he needs to ditch his Wall Street friends to clean it up:

Why the Fed’s Tune Flipped so Fast

With consumer prices soaring, the so-called “Fed put”: the central bank’s tendency to change tack to rescue a plunging stock market, is dead.… Read more

Read More

3 Steps for 9.7% Dividends, 200%+ Upside (Starting in 2021)

Stocks are up, the economy is in shambles and lockdowns are making a comeback. But people are also being vaccinated as I write this, just 12 months after we learned that COVID-19 was even a thing.

How do we invest through this transitional market? I’ve got a three-point plan for you that works in any economy—not just the Twilight Zone one we’re living in now.

Step 1: Start With “Tollbooth Stocks” and Build From There

Tollbooth stocks are the kinds of companies we safety-conscious dividend investors love: they hold the infrastructure—think pipelines, warehouses and data networks—big players like, say, Amazon.com (AMZN) must have to operate.… Read more

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