Boom or Bubble? With Up To 13% Yields, I Don’t Care!

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Boom or Bubble? With Up To 13% Yields, I Don’t Care!

AI bubble? Bear market rally? I don’t care because I see five dividends between 10.1% and 13.5%.

Now that’s rarified air for yields! A benefit of a manic market such as this, where we have fear alongside insanity at the same time.

The five double-digit dividends we’re about to discuss aren’t tied to individual stocks, either. These payouts are dished by diversified funds with dozens or hundreds of holdings. All have experienced managers at the helm.

They just happen to be cheap because CEFland is still on sale after a rough run in 2022. Which is where we contrarians pick up the case.… Read more

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These S&P 500 “Dogs” Are Set to Bounce. This 8%-Yielding CEF Will Profit

One of the best things about closed-end funds (CEFs) is that, even though there are only about 500 or so of these 7%+ yielders out there, you can find CEFs that win in every kind of market.

So with a few clicks, you can build a diverse CEF portfolio yielding well north of 7%. (The 20 holdings in our CEF Insider service’s portfolio, for example, yield 7.7% on average and hold everything from tech stocks to municipal bonds and real estate investment trusts, or REITs.)

Below I’ve got an 8% monthly dividend payer that’s primed for “snap-back” upside as one group of stocks—those that sell discretionary products, from electronics to clothing—spring back to life.… Read more

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This 5.1% Payer Thrives on Inflation (You Won’t Believe How)

Far too many investors think inflation is bad news for closed-end funds (CEFs), for a simple reason: they fear it’ll boost CEFs’ borrowing costs. (Because CEFs, of course, use leverage to varying degrees.)

That sounds like a reason to worry. Inflation, after all, boosts interest rates, and higher rates obviously mean CEFs would have to pay more to service their loans.

Bad news, right?

Not so fast! Because nearly everyone forgets the other side to the story—that inflation (at least these days) comes with a strong economy—and that drives investment returns that’ll more than offset any small rise in CEFs’ borrowing costs.… Read more

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1 Easy Step for 123% Gains, 4% Dividends, Post-Crisis

It happens in every crisis: far too many people miss out on big gains (and dividends!) because they’re too focused on the last wipeout.

You can see this tragic mistake throughout history—and many folks are in danger of making it now. I don’t want you to be one of them, so let me explain where I’m going here.

The Generals Always Fight the Last War

Let’s start with the dot-com crash of 2001. After that collapse, many people feared any kind of tech stock. But those who disavowed tech missed out on a monster return. For example, the Invesco QQQ Trust (QQQ), which tracks the Nasdaq 100, has more than doubled up the S&P 500’s gain since.… Read more

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3 Big Dividends in a Washed-Out Sector

Today, I’m going to show you how to find fat dividend opportunities in washed-out sectors. Let’s start with retail, where the hits just keep coming. (And the result is a few sky-high yields. Too good to be true? Let’s explore.)

You know the story by now. Amazon.com (AMZN) pioneered e-commerce, taking it from an interesting tech niche to the retail-reaper it is today. The numbers tell it all, as Statista estimates retail e-commerce sales will nearly double between 2018 and 2024.

Yes, the overall retail pie is growing, but not nearly as fast as e-commerce is. In other words, e-commerce is increasingly gnawing on brick-and-mortar’s lunch.… Read more

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Beat the Recession With this 9%+ Yielding Tech Play

When it comes to protecting—and growing—your dividends (and portfolio) in these trying times, there are two sectors you should watch like a hawk: technology and energy.

Both are standouts in this crisis, but in completely different ways. Energy, for example, is a big reason why the second-quarter earnings outlook for the S&P 500 looks so grim:

Take a look at the chart below and you’ll see that energy is by far the biggest loser. Along with a few other industries, it offsets other areas where profits are forecast, such as tech, utilities and healthcare—all three of which are also great spots to shop for big dividends now.… Read more

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These Stocks Rained Cash This Year, and History Should Repeat in 2020

Today we’re going to look ahead to 2020—and specific sectors to target for rising profits (and dividends!) in both stocks and 7%+ yielding closed-end funds (CEFs).

We’re also going to look inside a worrisome piece of news you might have heard about 2019—that analysts expect corporate profits to rise a meager 0.3% when they close the books on this year—and uncover why this is not a scary omen for the future.

Because when we hear numbers like that, we need to look further and see where they’re coming from. In this case, there’s a very simple reason no one is talking about.… Read more

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This 7.6% Dividend Is Set To Rip Higher

Tune out the nervous Nellies panicking over last week’s job numbers: they missed the real news—and their panic has handed us a straight shot at a cheap 7.6% dividend today.

More on that opportunity shortly.

First, the real story here is that wages jumped 3.4% in February, which is the fastest rate in half a century. And the unemployment rate sits at 3.8%, far lower than just two years ago, when it levitated north of 4.8%.

A Direct Line From Paychecks to Profits

I’m sure I don’t have to tell you that consumers drive the economy, and more workers, making more cash, are great news for stocks.… Read more

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My “Sleeper” Pick for 8.7% Dividends and Big Upside in 2019

Today I’m going to show you why this market isn’t as spooked as you might think. Then I’m going to reveal the 1 sector (and 1 fund boasting an incredible 8.7% dividend yield) that’s a screaming bargain now.

Let’s start with the state of play as I write this.

Here’s a question: of the 11 sectors that make up the S&P 500, how many do you think are negative for 2018?

If you said more than 5, the pessimism of the financial press has tainted your worldview. Take a look at this table:

5 in the Red, 5 in the Green

A close look at the 11 sectors of the S&P 500 is crucial, because we quickly see that 5 sectors are green, 5 are down and 1 is flat for 2018.… Read more

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This Hated 6.8% Payer Is Ready to Pop (Buy Now)

It’s here again: another stock downturn.

But don’t worry, because today I’m going to show you a “1-click” way to profit from it (and collect a nice 6.8% dividend while you do).

The key? Dipping into an out-of-favor sector that outperforms when the market gets fearful. I’m talking about consumer staples, which is down a whopping 9.4% in 2018, far below every other sector in the S&P 500.

Consumer Staples Swoons

Usually, when volatility picks up, consumer staples outperform consumer-discretionary stocks. Yet that didn’t happen from February to April, when the market first began to tumble, and it isn’t happening now that the market is beginning to fall again.…
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