Author Archive: Brett Owens

Chief Investment Strategist

5 High Yield ETFs Paying up to 5.8%

Brett Owens, Chief Investment Strategist
Updated: August 4, 2017

I get it – you want a diversified portfolio that lets you live off dividends alone. And you probably don’t want to spend most of your waking hours worrying about a million tickers either.

Consider exchange-traded funds (ETFs) then, which provide your portfolio with instant diversification through a single purchase. Pick a strategy you like (ie. high yield) and let the fund do the work for you.

Today we’ll highlight five dirt-cheap ETFs that distribute loads of cash … and let you walk away with the lion’s share of income. Now you and I both know that high fees rob you of returns.… Read more

One Click for the 50 Best Dividend Growers

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

Eric Ervin was making his rich client so much money that he suggested: “Hey, why don’t you just quit your job?”

The investor saw the opportunity to scale Eric’s “secret strategy” – and he wanted to help invest!

Both guys knew the power of dividend growth investing. But Eric’s second-level insight is what made them both a boatload of cash. He figured out a way to bet purely on the higher payouts – as close to a “sure thing” as you’ll ever see in stocks. Here’s what I mean.

Blue chip stocks tend to raise their dividend every year. Even if it’s a token increase, it keeps shareholders happy.… Read more

5 High-Tech Cash Cows Yielding Up To 6%

Brett Owens, Chief Investment Strategist
Updated: February 15, 2017

The technology sector has long been the growth investor’s best friend, with tomorrow’s innovations fueling the breakneck gains necessary to generate big price returns. Traditionally there hasn’t been much to interest us dividend investors – until now.

Some tech companies have finally grown up. And while their profit growth has slowed, their shareholder returns have actually accelerated. These companies literally make more money than they know what to do with – so they are increasingly dishing it back as dividends.

Here are five tech titans with big cash flows paying yields up to 6%.

Qualcomm (QCOM)
Dividend Yield: 4%

Qualcomm (QCOM) has wandered its way back into 4% yield territory, but right now, the wireless technology specialist is in extremely choppy waters.… Read more

3 Monthly Dividend Stocks to Buy Now – and 1 to Avoid

Brett Owens, Chief Investment Strategist
Updated: February 13, 2017

Plenty of investors ask me about monthly dividend stocks—and with good reason. After all, who doesn’t like their dividends rolling in when their bills do?

It’s a heck of a lot easier than trying to manage the uneven income stream you get from a portfolio of solely quarterly payers. But convenience isn’t the only reason to like stocks that pay dividends monthly.

Another is that monthly payouts signal a confident management team. Shareholders revere dividends, after all, and if management’s fine with getting them hooked on a monthly cash stream, they must be sure they can keep those checks coming—without any nasty surprises.… Read more

The 2 Best, and 2 Worst, Dow Dividend Stocks Today

Brett Owens, Chief Investment Strategist
Updated: August 4, 2017

The classic “Dogs of the Dow” strategy advises buying the 10 highest-yielding Dow Jones Industrial Average stocks, then holding onto them for a year. The idea is that higher yields are a signal of a beaten-up share price – and that because we’re buying a stable blue-chip with a stable customer base, investors will eventually bid the stock back up when the business cycle turns up again.

But we can further improve on this effective yet somewhat “dumb” strategy with a bit of second-level analysis. After all, some of these companies have business models that are actually aging in dog years!… Read more

5 Stocks for 17% Returns This Year (& Beyond)

Brett Owens, Chief Investment Strategist
Updated: February 8, 2017

A few weeks ago we discussed how you can make 12% annually, forever, from stocks. Now let’s apply those lessons to 2017, and highlight five that should do even better (17%+ returns) this year (and likely beyond).

Remember, projecting our returns from any given stock is simple. We simply add together the three ways it can pay us:

  1. Its current dividend.
  2. A future dividend hike.
  3. Share repurchases.

It also helps if the stock is inexpensive, as buybacks deliver more bang for management’s buck. So let’s stick with stocks that are dirt-cheap, trading for 10-times free cash flow (FCF) or less for this exercise.… Read more

4 Stocks to Buy for Big February Dividend Hikes

Brett Owens, Chief Investment Strategist
Updated: February 6, 2017

Today, I want to talk to you about my favorite strategy for beating the market and building long-term wealth.

If you’ve been reading my regular columns on Forbes and ContrarianOutlook.com, you probably already know what it is: buy dividend growth. (I’ll name 4 individual stocks that should be on your list now in just a moment.)

Because as I’ve written before, stocks that regularly hike their payouts outperform any other kind of company over time. You can give yourself a bigger edge if you invest in companies that surprise the market with bigger-than-expected dividend hikes.

Take Cisco Systems (CSCO), which “accelerated” its quarterly payout last February: after three years of $0.02- and $0.03-a-year increases, Cisco “went big,” boosting its dividend by $0.05, or 23.8%.… Read more

3 Diversified Funds Paying Up To 9.5%

Brett Owens, Chief Investment Strategist
Updated: February 5, 2017

Instead of meticulously picking one high paying stock after another – in hopes of building a secure dividend stream – how about simply buying a fund or two that does everything for you?

After all, you’ve already made the correct asset allocation in choosing dividend stocks – which outperform non-payers by a wide margin. There are money managers who can perform quite well with this mandate.

Some of them run “multi-asset” funds, which don’t get much press. That’s too bad, because the best yield 6% or more and focus on cash-generating assets such as real estate investment trusts (REITs), master limited partnerships (MLPs) and junk bonds.… Read more

Buy or Sell: 3 Real Estate Plays Paying up to 8.6%

Brett Owens, Chief Investment Strategist
Updated: August 4, 2017

The headlines in the global real estate space are terrifying right now. It’s the kind of negative press you see in just two situations: the throes of a full-blown crash, or near a market top.

This is the latter.

Sure, high-yield opportunities are available – like the three REIT funds yielding 5% to 8.6% that I plan on highlighting for you today. But concern about a planet-wide real estate bubble is well-founded.

The Organisation for Economic Co-operation and Development believes various international markets’ property prices are reaching dangerous heights, and that several countries’ high prices were “not consistent with a stable real estate market,” according Britain’s The Telegraph.… Read more

3 Bulletproof Income ETFs for 2017

Brett Owens, Chief Investment Strategist
Updated: August 4, 2017

Analysts are divided by whether they think this hard-charging bull market can last through the rest of 2017, but most market watchers agree on one thing: It’s going to be a bumpy ride no matter what. That’s why today, I’m going to show you a trio of funds that are designed to fend off volatility … and deliver high income to boot!

Within just a few days, President Donald Trump has signed a slew of executive orders and presidential memoranda with wide-reaching missions – withdrawing from the Trans Pacific Partnership, freezing federal workforce hiring and, of course, starting to roll the “border wall” rock down the hill.… Read more