Author Archive: Brett Owens

Chief Investment Strategist

Any Serious Dividend Investor Knows This Answer

Brett Owens, Chief Investment Strategist
Updated: October 16, 2024

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

How much dividend income are you going to make next month?

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

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 fall.

It’s time to treat your dividend investing like a business. Because it is.

And hey, I get it. We’re rolling towards 2025. Nobody wants to mess with tedious spreadsheets like these anymore.… Read more

1 Deadly Dividend to Sell “on the Rip” (and 1 Payout Soaring 590% to Buy)

Brett Owens, Chief Investment Strategist
Updated: October 15, 2024

I know it goes without saying that we’ve all loved watching our dividend stocks skyrocket this year. But October—as always, it seems—has amped-up the volatility.

The end of the year looks choppy, with a widening war in the Middle East and a contentious (to say the least!) election on tap here at home.

That makes now the time to sell any flawed dividends you may hold “on the rip.” We’ll break down one of these losers below. It’s the kind of stock that’s gone nowhere for so long that you may even have forgotten you own it!

But we’re not just going into a defensive crouch here, because despite the market run-up, there are still some cheap dividend growers on the board.… Read more

3 Bond Funds Yielding up to 11.6%: Bargains … Or Just Cheap?

Brett Owens, Chief Investment Strategist
Updated: October 11, 2024

Buy bonds!” – Contrarian Outlook, 2H 2022

Two years later, the herd finally hopped on our fixed-income bandwagon…

“Buy bonds!” – Wall Street, 2H 2024

Yes, it is satisfying to be right. But it also makes me nervous that mainstream (“vanilla”) investors now agree with us.

If you bought with us, you are sitting pretty. On the other hand, if you are trying to put new money to work today, this is a challenging time. I don’t like buying high and I especially avoid purchasing popular names.

Case in point, my favorite PIMCO products in the closed-end fund (CEF) space.… Read more

5 Energy Dividends Up to 7.9%

Brett Owens, Chief Investment Strategist
Updated: October 9, 2024

If you’re reading this, I assume you are already bullish on oil. Or at least intrigued by the upside possibility. And why not? There are three reasons crude may continue to crescendo.

First, we have the Middle East situation… ‘nuff said.

Second, it is increasingly looking like the Federal Reserve is cutting rates sans the usual impending recession. Rather than a hard or soft landing, it looks like we will see “no landing” at all in which the economy continues to grow.

We contrarians called this no-landing scenario five weeks ago. Since then, it has gained traction on Wall Street as employment numbers have stayed strong.… Read more

Is Inflation Coming Back? We Find Out (and Name 2 Dividends to Profit)

Brett Owens, Chief Investment Strategist
Updated: October 8, 2024

Another day, another sign the economy is heading straight for that “no-landing” scenario I’ve been talking about for weeks now …

… and yet another sign the two dividends we’re going to discuss today are better buys than they’ve been in months.

(One of these staunch payers kicks out a rich 8% divvie. The other has grown its dividend a ridiculous 425% in the last five years. A buy back then would be kicking out a sweet 6.2% dividend today, thanks to that breakneck growth!)

Inside the Economy’s “Touch and Go” Landing

When you hear “no landing,” your first impression might be that it sounds like a good thing, right?… Read more

5 Dividend Growth Stocks to Watch in Q4 (Including 2 Dividend Doublers)

Brett Owens, Chief Investment Strategist
Updated: October 4, 2024

Let’s talk about companies that are serious about dividend hikes. I’m talking about recent payout raises of 25%, 67% and even 120%.

Know what happens to a stock that raises its dividend like this? Its shares skyrocket.

Consider Graco (GGG), a company that specializes in fluid-handling systems, serving everyone from homeowners and contractors to industrial and manufacturing businesses. Graco.com delivers one of the most beautifully boring boasts we’ll ever read, showing us the many mundane ways GGG has become a fixture in our lives:

“We pump peanut butter into your jar, and the oil in your car. We glue the soles of your shoes, the glass in your windows and pump the ink onto your bills.

Read more

2 “No Landing” Dividends Up to 8%

Brett Owens, Chief Investment Strategist
Updated: October 2, 2024

Now that Federal Reserve Chairman Jay Powell has pivoted towards his “other mandate,” we should take a cue from my six-year-old, who yells from the back seat:

“FedEx!”

For years she has been enamored with the FedEx Corp (FDX) logo. Neither her sister nor her parents are sure why, but the affinity is real. See a truck on the road, yell “FedEx!” loudly to score the point.

I didn’t have the heart to tell her that FedEx disappointed investors with a sanguine outlook a couple of weeks ago. The stock corrected lower, as usually does after earnings.

(Seriously, the best time to buy FedEx lately has been right after the company talks to Wall Street and the suits sell their shares.… Read more

The $6.5-Trillion “Cash Wave” That Could Fund Your Retirement

Brett Owens, Chief Investment Strategist
Updated: October 1, 2024

Right now, there’s $6.5 trillion in cash sitting on the sidelines—and a big slice of it is about to drop straight into a select group of dividend stocks.

We’re going to “front run” that cash wave today—and set ourselves up for income (I’m talking 6%+ yields here) and gains as this cash wave starts to build.

In a sec, I’ll name two dividend-payers sitting right in the path of this freed-up cash. One is a true “dividend unicorn,” shelling out an outsized 6% payout that grows. The other has doubled its dividend in just the last five years.

Our $6.5-Trillion Dividend Plan

Let’s start by breaking down that $6.5 trillion figure: It’s the amount of cash in parked money-market funds today.… Read more

Is the Fed Enough to Save These Beat-Up 7%-16% Yields?

Brett Owens, Chief Investment Strategist
Updated: September 27, 2024

Real estate is great, except for the heavy time commitment, which makes it a non-starter for me. “Brett, can you come over and change my lightbulb?”

No thanks. Tickers only, please.

Which is fine. Enter real estate investment trusts (REITs), which let us invest in not one or two buildings, but usually dozens or even hundreds, for as little as $20 per share or so. Plus the yields can be even better than the fourplex that would ruin my life down the street.

Dividends of 7%, 12% and even 16%. All with a simple ticker that we can tap in from our phones.Read more

How I’d Invest $100K Today to Get Filthy Rich

Brett Owens, Chief Investment Strategist
Updated: September 25, 2024

How would I invest a chunk of money today? Say $10K or even $100K?

I’d load up on dividend magnet stocks, sit back and watch Fed Chair Jay Powell pump them to the moon!

Want to know what happened the last time the Federal Reserve cut interest rates? The broader market soared 124%! Powell printed so much money that the stocks popped:

Last Fed Rate Cut: Stocks Soared 124%

Today, select dividend stocks are set up for 124%-like returns too. Buying them now is the best way to build wealth. And protect ourselves from inflation.

Yeah, the last time Powell printed money, inflation followed for the first time in 40 years!… Read more