Author Archive: Brett Owens

In three charts, we’ll show why monthly dividends are superior to even blue-chip payers. Plus, we’ll discuss five monthlies that yield between 9.7% and 13.5%.

First, let’s talk about monthly dividend timing. Check out what our monthly cash flow looks like if we invest in five of the market’s largest dividend-paying companies. These are five of the S&P 500’s biggest holdings, and we can find them in just about every major large-cap fund:

Source: Income Calendar

The good news? Every three months, we cash a dividend check.

The bad news? That harvest is followed by two months of crickets.

Let’s compare that dividend calendar with the projections for my five-pack of monthly payers.… Read more

“Adrian, it’s going to Jack. But you have to act like you have the ball.”

My star adjusted his mouthguard and nodded, still breathing heavily.

“Everyone’s gonna follow you.”

I looked around our huddle. Adrian had just motored for a 95-yard touchdown run on our first play from scrimmage—the very first play of our season. Now we were going for the two-point conversion to take the lead.

I knew the defense was dialed in on Adrian. The opposing coach, Jersey Mike, was now ranting and raving like a lunatic. His Eagles had put together a somewhat disjointed but ultimately effective drive in our YMCA contest, eventually scoring a touchdown.… Read more

This market bounce is giving us a rare window to sell our laggards—and snap up stocks that have been unfairly left behind.

When we dump losers, we want do it into strength. And on the flipside, bounces like this often leave strong bargains in their wake.

Let’s start our “rebound rotation” with two blue-chip laggards lots of people own. Then we’ll pivot to two holdings of my Hidden Yields service that are smart, contrarian places to put cash now.

GIS Is a Prime GLP-1 Target

General Mills (GIS) draws a lot of revenue from snacks people eat routinely (and often without thinking much about it), like Bugles, Dunkaroo cookies and high-sugar cereals like Cocoa Puffs, Cinnamon Toast Crunch and Cookie Crisp.… Read more

We contrarians love a good panic. Dividends are on sale!

The closed-end fund (CEF) aisle is where we do our best bargain shopping. Wall Street ignores CEFs, creating obscurity that we feast on. Discounts, mispricings and high yields are here.

Why the bargains? CEFs routinely go on sale. Thanks to their low profiles, supply and demand imbalances routinely disconnect a CEF’s price from its underlying assets.

When the value swings heavily in our favor, we buy.

And we have some dandy discounts now, with some big divvies attached! These five yields have soared to levels between 6.3% and 12.9%.

Plus, they are trading at discounts up to 12%.… Read more

If you are a serious dividend investor, then you know the answer to this question:

How much dividend income are you going to make in the next 12 months?

In other words, what are your projected dividends between now through March 2027?

If you don’t know, then you’re not as dedicated to dividends as you thought. Disappointing, but fixable with

And please, don’t tell me I’m being hard on you. If that’s the way you feel, then this is the tough love that you need. Your wakeup call for 2026.

It’s time to treat your dividend investing like a business.… Read more

I know uncertainty is the word on everyone’s mind these days, but is this level of terror actually justified?

Source: CNN

Short answer: Nope.

In fact, we contrarians are more nervous when our CNN Panic-O-Meter hits “Extreme Greed!” Times like these are when we go shopping. And closed-end funds (CEFs) throwing off 8%+ dividends are a great way to do it, since many are in the bargain bin as we speak.

We’ll talk two tickers (paying dividends north of 10%) in a sec. First, here’s what the mainstream crowd is missing—and why it’s teeing up these 10% income opportunities.

First, the Iran War has thrown AI off the front pages—and once again, the crowd is overlooking just how much this tech stands to “amp up” productivity (and profits!).… Read more

Dividend raises mean something right now.

These are companies saying that they are going to make more money in the year ahead in the face of everything that is happening around the globe.

Let’s review six upcoming dividend raises—stocks paying up to 7.2% today!—dished by companies with the audacity to continue collecting cash regardless of what the world has in store for them.

“Frontrunning” these announcements, by the way, can be an excellent way to generate returns. As these dividends pop they will act like “magnets” pulling these associated stock prices higher. Post-raise we’ll often see that the current yields are unchanged.… Read more

Half of individual investors think the stock market will be lower six months from now. That’s a level of bearishness that intrigues contrarians like us!

The weekly AAII Sentiment Survey reports 49.8% bears. The historical average is just 31%:

Most investors, at any given time, think the stock market is heading higher. And at any given time, they are likely to be right! We all know that over long time periods the path for the market is up.

However, it does so in fits and starts. Bull markets stroll the stairs on the way up but bear moves take the elevator lower.… Read more

Fear is up, markets are down—and we contrarians know that times like these are when we go shopping.

Yes, stocks are wobbling. And yes, those hoped-for rate cuts have dried up. Even one may be a stretch this year. But as worrisome as the situation in the Middle East is, as investors, we need to look beyond it.

Truth is, in the long run, AI will cap wage growth (it already is). That will take a bite out of inflation, and rates, while boosting profits—and our dividends along with them.

Fading Short-Term Fears

At times like this, we come back to our “Dividend Magnet” plays: Stocks growing payouts fast—and pulling up their share prices as they do.… Read more

Oil is up, and everything else is down. Stocks. Bonds. Even gold, the traditional safe haven!

Real estate stocks are on sale as well. Which means we contrarians need to go shopping. Today we’ll look at four real estate investment trusts (REITs) yielding between 6% and 15%.

Right before the conflict started, I mentioned that we were looking at an attractive setup for price appreciation in REITworld.

As the Fed cuts rates, the dividends that REITs pay become increasingly attractive to income investors. Money markets don’t pay 5% any longer. Neither do many bond funds. But REITs pay … 

 

And rates are likely to continue lower due to the rollout of AI across the economy.