Author Archive: Brett Owens

Chief Investment Strategist

A 3-Step Test for Avoiding Dividend Disasters

Brett Owens, Chief Investment Strategist
Updated: June 28, 2017

I keep saying it because it’s true and critical to your retirement wellbeing  (or lack thereof)  – don’t take any dividends for granted today!

In a minute I’ll outline a 3-step “dividend disaster” test that you can quickly run on the stocks you own. I want to make sure you don’t hold the next Mattel (MAT) simply because “its yield looked good” or “so-and-so guru recommended it.”

First-level income hounds piled into Barbie’s plastic 6% yield. But when the firm “surprisingly” announced a sharp 61% dividend cut two weeks ago, shares completed a 36% dive:

6 Years of Dividends, Gone

Our Contrarian Income Report portfolio was, yet again, unique in our handling of this ticking toy bomb.… Read more

How to Find Cheap Stocks With 5%+ Dividends

Brett Owens, Chief Investment Strategist
Updated: June 26, 2017

Today I’m going to show you 2 easy ways to set yourself up for safe double-digit yearly dividend growth and invite quick 100%+ upside too.

I’ll also reveal a blue chip stock that’s delivering both strong price gains and rising dividends. It will have you pocketing a nice 5%+ yield in short order.

So let’s get going, starting with…

The Dividend-Growth Signal Most People Miss

If you’ve been buying dividend stocks for a while, you probably know about the payout ratio.

It’s a sacred cow for many folks; you calculate it by dividing the total amount of dividends paid by the company’s last 12 months of net income.… Read more

5 Wildly Popular – and Overrated – Funds. Sell Today!

Brett Owens, Chief Investment Strategist
Updated: June 23, 2017

As we speak, $376 billion is locked up in five of Wall Street’s most overrated, overloved funds. And the sad reality is that there’s a high chance a few thousand bucks of that are courtesy of … well, you.

The good news? I can show you seven far better options.

While Wall Street still rolls out hundreds of new exchange-traded funds every year, one of the greatest advantages for any ETF is age. Funds that got an early start have marketing advantages, media advantages and tend to come from companies that can compete on price, meaning bargain-basement fees that undercut the competition and keep newer fund providers from even bothering to jump into the space.… Read more

Make Your Millionaire Friends Look Broke with These 7% Yields

Brett Owens, Chief Investment Strategist
Updated: June 21, 2017

My friend is a young 41-year old millionaire. And the poor guy is basically broke!

Meanwhile there’s a conservative yet savvy grandma in the Midwest raking in more monthly income than my boy, on a modest $387,000 in savings.

What’s her secret? We’ll get to that in a minute. First, let’s lament my man’s millionaire curse.

His stash of cash does him no good, other than giving him something to worry about. His million-dollar problem? He doesn’t know how to turn his green pile into a steady, sustainable income stream.

And since he believes in efficient markets, he has no interest in exploring investments that could pay him 7% or 8% annually – providing him with $75,000+ in yearly income while leaving his capital intact (or better than intact) to boot.… Read more

5 Bargain Tech Dividends to Buy on This Dip

Brett Owens, Chief Investment Strategist
Updated: June 19, 2017

It’s usually the last place dividend fans look for big yields and surging payout growth—but it should be one of the first.

I’m talking about the technology sector. And before you dismiss me as crazy, check out this chart.

The Home of Payout Growth

What you’re seeing here is the dividend-growth rate of the Technology Select Sector SPDR ETF (XLK) compared to the SPDR S&P 500 ETF (SPY), representing the market as a whole, over the past 10 years.

Sure, the blue line is choppier than the orange one—but that’s a small price to pay for a 1,000%+ income boost!

And as I showed you on May 15, there’s a direct link between a soaring dividend and a soaring share price.… Read more

3 Healthy Yields of Up to 7.3% in Housing’s Sweet Spot

Brett Owens, Chief Investment Strategist
Updated: June 17, 2017

Residential real estate is hot right now – and apartment owners are making money hand-over-fist. But don’t worry, I’m not going to recommend you run out and buy an entire complex. Instead, I’ve got three apartment REITs you can buy from the convenience of your computer (or phone, for that matter!) for yields up to 7.3%.

Rents are now so high nationwide that no one person making minimum wage for 40 hours a week can afford to rent a two-bedroom apartment – a fact driven partly by low minimum pay, but also rising rents.

Not all REITs in the space are buys, of course.… Read more

5 Bulletproof Dividend Stocks That Yield at Least 5%

Brett Owens, Chief Investment Strategist
Updated: June 16, 2017

The bear growl is rising.

Hot-running tech stocks suffered a huge multiday crack after Goldman Sachs raised bubble worries. The “smart money” is increasingly sounding the risk alarm. Many analysts and prominent investors say the market could use a healthy pullback … but others are now concerning themselves with the potential for an outright crash.

It’s the kind of market environment that raises comparisons to 2007-09, and the dot-com crash – periods that emphasized just how vital it is to have a stable of trustworthy, bulletproof dividend stocks like the five portfolio pillars I want to show you today.

How bad could it be?… Read more

5 Dicey Dividends to “Trade In” for Secure 5% Yields

Brett Owens, Chief Investment Strategist
Updated: June 14, 2017

Don’t take any dividends for granted today. Business disruption is accelerating as entire industries are being eaten alive.

Uber and Lyft? Killed cabs.

Amazon (AMZN)? It’s crushing retail, and starving their REIT landlords right before our very eyes.

And soon, these disruptors might team up to offer more same day deliveries – and make more rivals obsolete!

These types of disturbances have added a new layer to contrarian investing. In years past, it was as simple as buying stocks when they were out-of-favor and holding them until they became back in vogue. The “Dogs of the Dow” strategy, for example, usually beat the market by banking the highest blue chip dividend yields – a sign that the tide was ready to turn back in the dogs favor.… Read more

3 Must-Buy REITs for 100% Dividend Growth and Double-Digit Gains

Brett Owens, Chief Investment Strategist
Updated: June 12, 2017

They call it the “silent wealth killer” for a reason: it takes the 2.2% yield you’d get from say, a 10-year Treasury note today and almost completely wipes it out.

And if this hidden threat perks up even a little bit (as it’s certain to do), it will push your average Joe (or Jane) into negative yields, no matter if they’re playing it “safe” in Treasuries or CDs or holding tight to the big names of the S&P 500.

I’m talking about inflation—and I’ll name 3 terrific investments that safeguard your income when it flares up in just a moment.

Before I do, let me just say that I know that inflation hasn’t been on anyone’s radar for years.… Read more

Three 12%+ Yields: 2 to Avoid, 1 to Buy

Brett Owens, Chief Investment Strategist
Updated: June 10, 2017

With great yield comes great risk.

A double-digit yielder is a pretty rare thing. Among the 7,000 or so stocks, exchange-traded funds and closed-end funds on the market, a relative handful (135) dole out 10% or more in annual income. And because sky-high yields are often the product of tanking share prices or excessive risk, many of them are traps – and only a select few are worth considering. Today, I’m going to show you a trio of stocks that yield more than 12% and have earned a closer examination.

But first, let me show you just how rough it is for the big-income club.… Read more