Retail Dividends That Will Withstand the Next Wave(s)

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The Contrary Investing Report > NYSE:WMT

As our quarantine headquarters migrated from the cozy accommodations of Los Living Room in March to the spaciousness of Puerto Backyarda in April, life got a bit more manageable.

Then, in May, it got hot. Really hot.

“Want the hose?” I offered. “It doesn’t feel like it’s 103 if you get your feet wet.”

My Puerto guest, a friend who’d stopped over for an afternoon beer (actually, three 100 calorie “light hazy ales”) was not amused that we were stuck outside. The poor guy was wearing pants, and quite frankly, he didn’t stand a chance.

It goes without saying that he has not yet returned.… Read more

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If you’re like most people, you’re wondering how in the world the market can be doing this when the country has been on lockdown for the better part of two months:

Stocks Soaring

As you can see above, stocks spiked 22% since late March, going by the performance of the Vanguard Total Stock Market ETF (VTI). Meantime, the economy is a shadow of its former self: the Federal Reserve expects it to shrink 40% in the second quarter—worse than the 23% drop seen at the depths of the Great Depression.

Before you ask, no, this disconnect isn’t a recipe for another crash.… Read more

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Somehow, some way, the stock market continues to levitate higher. Yet I see very little that’s worth buying here.

We can’t argue with the tape. Markets will do their thing, while we must do ours. And today, it’s a good time to be cautious and prepare for the possibility of another sharp pullback. (The old “retest” of the lows that most investors expected until they were swept away by the allure of rising stock prices!)

Our dream shopping list, as we’ve discussed before, should contain some blue-chip dividend stocks. Nasty bear markets are the only time we can buy these names cheap!… Read more

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I don’t blame you if you think stock picking boils down to a choice between income or growth. That’s how the financial media has framed it for years.

But it’s not. Not by a long shot. In fact, for years, my Hidden Yields service has shown investors that rapidly growing dividends are something of an “early alert system” for red-hot price appreciation. That’s why I always keep an eye out on regular dividend growers, like the list of 56 stocks whose names and tickers I’ll share with you momentarily.

In fact, if patient investors sniff out the right dividend stocks, they’ll hit the trifecta: income growth, higher prices and big, fat yields.… Read more

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Think it’s impossible to bag 852% gains and a 6% dividend in one stock?

It’s not only possible—it’s easy! I’m going to give you the three (and only three) simple steps you need to do it yourself today.

Let’s start with the one thing we’re not going to do: follow the “buy and hope” crowd into a fanboy (and girl) favorite like Netflix (NFLX).

In search of big gains, first-level investors crowd into a non-dividend-payer like Netflix, simply because it’s delivered stunning growth in the past. And they almost always dive in when the stock is at the height of its popularity, like last July, when NFLX was scraping all-time highs.… Read more

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The ongoing trade dispute with China frightened U.S. investors again on Monday, sending the Dow Jones Industrial Average down 617 points. However, markets were able to claw back those losses over the next three trading sessions.

While no resolution has been made between the two superpowers, the war of words has since quieted down. In addition, investors cheered solid earnings reports from blue-chips, like Cisco Systems (CSCO) and Wal-Mart (WMT).

Calculating the Tariff Cost

Still, President Trump has vowed to consider tariffs on another $300 billion of Chinese goods next month, if the two countries don’t agree to a truce by the G20 Summit in Japan.… Read more

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The U.S. and China held another round of trade talks in Washington D.C. this week, ahead of the looming March 1 deadline for potential tariff increases. Trading activity was relatively quiet during the holiday-shortened week and the Nasdaq Composite Index ended an eight-session winning streak on Thursday.

Fed on Hold, Q4 GDP on Deck

Investors digested the minutes from the January FOMC meeting on Wednesday and Fed funds futures are now factoring in a 92% probability that the committee will take no action with interest rates in either direction in 2019.

Looking ahead to next week, Fed Chairman Powell will be on Capitol Hill on Feb.… Read more

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Ignore the doomsayers: 2019 is setting up to be a strong year for equities—and a great year for dividend investors like us.

I know this might surprise you, so let’s break it down. Further on I’ll give you 5 funds (with dividends up to 11.5%!) that are flashing buy signals you can’t afford to ignore.

So why am I so bullish on the year ahead?

Thanks to the record-breaking profit growth we’ve seen in 2018, along with continued steady gains in employment and wages, there’s little reason to believe next year will bring the big downturn everyone’s worrying about. Instead, the Fed’s prudent scaling back of interest-rate hikes should fuel more growth.… Read more

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Even legends can lose their edge. This applies to acclaimed investors and dividend aristocrats alike.

2018 was an explosive news year that will be remembered for many reasons. But one thing that will go under the radar is how this year has been a turning point for numerous old-guard dividend stocks. These companies have been no-brainer holdings in countless retirement portfolios for years – in fact, chances are you hold one if not several of them.

I’m going to highlight five of these revered but poorly aging blue chips in a minute. But first, I want to show you the danger of avoiding warning signs, even in legendary investments.… Read more

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The stock market is way up – and ironically, that’s terrible news for us dividend investors. Yields haven’t been this low in decades! The S&P 500 pays a measly 1.8% today. If you have a million-dollar portfolio, that’s a lousy $18,000 per year in income. Pathetic.

Most people invest their money in index funds like those that mimic the S&P 500. We can do better – four-times better, to be specific – and raise our dividend income by 400% simply by selling these mainstream plays and buying bigger payouts that are better values.

Specifically we’re going to discuss stocks, bonds and funds that pay 7.3% to 8% instead of the broader market’s lame 1.8%.… Read more

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