Author Archive: Brett Owens

What’s better than a 6% yield paid every quarter?

An 8% annual yield—paid every month—of course.

These hidden gems aren’t easy to find, but they are out there. While 99% of the market’s dividend payers dish out dollars every quarter or longer, it is possible to find dividends that match up with our monthly bills.

Monthly dividends can be a “must have” in retirement. While those in the workforce can cash a check once or twice a month, retirees don’t have active income. (That’s the point of retirement—less required activity!)

Our leisure and financial security is possible. We simply need our money to work harder for us.… Read more

Nick Patterson was one smart dude. Math genius, stats wiz and perhaps the top code breaker for the British government for many years.

But even he couldn’t figure out how his new employer was minting so much money.

Patterson joined up with hedge fund manager Jim Simons and his “math dream team” in 1993. Simons was a renowned mathematician who plucked top academic talent from leading universities in setting up one of the world’s first major “quant” funds.

“Quant” is of course slang for “quantitative.” These guys developed math models and built computer programs that profited from clues delivered by price action alone.… Read more

Fact: there are still lots of big, cheap and safe dividends out there—but they’re going fast as this market floats higher.

So today we’re going to get right to it and look at four options for your portfolio now, ranked from worst to first.

“Worst to First” Income Play No. 4: 10-Year Treasuries

The 10-year Treasury offers a “safety feature” mainstream investors love: no matter what happens, you’ll get your principal back after 10 years.

That’s actually a trap, though, because inflation gnaws at your nest egg the whole time, and your yield—1.6% today—won’t help you: it’s 40% below the rate of inflation, which jumped 2.6% year over year in March!… Read more

Dividend growth is back. And we have a great opportunity to “front run” 26 upcoming dividend increases.

And if you’re wondering what exactly is so exciting about a 9% dividend hike. Well, it’s the secret to 900% total returns—I’ll explain in a moment.

First, let’s appreciate the payout raise trend, which is currently our best friend as dividend investors. This “hike-to-cut” ratio has rallied to its highest level in years:

As I alluded to, payout increases have a habit of making their investors wealthy beyond their wildest dreams. We can think of this as “the dividend magnet.”

Here’s how the magnet produced 900% returns over a decade.… Read more

Like many wise money quotes, nobody is quite sure who originally said:

     “When the facts change, I change my mind. What do you do, sir?”

It’s frequently credited to economist John Maynard Keynes. A popular story goes that Keynes changed his mind on a financial issue, was criticized for his “flip flop”—and then delivered the zinger.

QuoteInvestigator.com researched the quip and concluded that Keynes never actually said it. (Keep that bit of market trivia in your back pocket.)

Regardless, the facts have changed on big oil dividends. On September 9, 2015, I warned readers that Big Oil was a “Big Dividend Trap.”… Read more

What the heck would a jump in inflation mean for our dividends? I’m getting that question from readers a lot these days, so today we’re going to take a closer look.

Then we’ll dive into three sectors—and three dividend payers (including one yielding an eye-popping 10%)—you’ll want to put on your radar now.

All three of these stocks boast high yields and/or strong dividend growth, plus big upside potential. Taken together, I expect their total returns to easily outrun any rise in inflation—and interest rates—we’ll likely see.

Money Printer Revs Up

The argument that we’re heading for a jump in inflation is pretty clear—a few days back, we saw the consumer price index (CPI), the go-to measure of inflation, pop 2.6% in March from a year ago, way more than expected.… Read more

It’s a no-yield world we dividend investors are living in. But believe it or not, there are some payers with serious yields that get zero mainstream attention. We’ll discuss five in a moment.

I’m talking about dividends between 9.5% and 13.6%! Yes, you read that right—one of these stocks dished 13.6% back to its happy income investors over the past twelve months.

Are these yields safe? That is always the question. The backdrop is certainly better than last year. One year ago, the emergence of the COVID-19 pandemic in 2020 triggered a slew of dividend cuts and suspensions as companies scrambled to preserve cash and remain solvent through the uncertain future.… Read more

Start rounding up your spare cash, because the best dividend buying opportunity—since last October—is coming soon.

Last week, we chatted about stacking dry powder for a special purchasing moment. For those of you who have been piling up the payouts into a cash mountain, let’s get ready to deploy it.

Why does this matter? Well, buying moments like these can secure us several years’ worth of returns at once. Let’s revisit the October example, which Contrarian Income Report subscribers will remember fondly.

At the time, we had two months of pullback behind us. Scary headlines had driven fear to levels that should be bought, and that is exactly what we contrarians did.… Read more

Stocks are floating higher daily—and I’m hearing from a lot of readers wondering when they should sell a winning income pick, and when they should let it run.

You’re probably sitting on some nice capital gains these days, too, and have been asking yourself the same question.

So today I’m going to give you the three-step indicator I use when making buy/sell decisions for my Hidden Yields dividend-growth advisory. It’s a simple “traffic light” setup, with green being buy, yellow telling us to watch a stock we own closely and finally red, when we sell and take profits.

Green: When the Dividend Outruns the Share Price, We Buy

If you’re a regular reader of my columns on Contrarian Outlook, what I’m about to say won’t surprise you: dividend growth is the No.… Read more

The market isn’t doing fixed-income investors any favors right now. But one of my favorite funds—in one of the best cash flow niches in the market—is delivering a gaudy 6.6% yield at today’s prices.

And it does that by holding some of Wall Street’s most boring, stable and dependable securities.

How can we bank this 6.6% “free lunch” when 10-year Treasuries still pay less than 2%? By tapping into an income stream that most individual investors rarely think about: Preferreds.

The Power of Preferreds

If we wanted to own a piece of a company, say JPMorgan Chase (JPM), we’d go out and buy a few shares of JPM.… Read more