Author Archive: Brett Owens

Moe Ansari, host of the popular Market Wrap radio show and podcast, recently asked me on air:

“Brett, how do you find dividend paying stocks that will double your money?”

He was intrigued enough by my analysis to ask me on his show, but I knew he was a bit skeptical as well. And that’s perfectly normal – even experienced investors and money managers like Moe think of dividend payers in terms of their current yields only.

Price appreciation potential often gets ignored, and the thought of achieving 100%+ profits from a safe dividend payer sounds absurd. But smart investors bank their payouts while their stocks double in price – whether it’s a bull, bear or sideways market.… Read more

I’ve zeroed in on five real estate investment trusts (REITs) set to hand you three critical things in 2019:

• High, safe payouts whose yields crush the typical S&P 500 dividend.

• Booming dividend growth: These five have already boosted their payouts an amazing 38%, on average, in the last five years—and they’re just getting started!

• Double-digit upside as an overlooked market shift kicks in, sending investors scrambling into these ironclad income plays.

Why am I so confident?

Because a long-running (and needless) worry that’s shackled REITs through 2018 has just been cast aside—but most folks are only starting to sense this big shift.… Read more

Today we’re going to discuss six “retirement maker” funds that pay dividends up to 10.8% annually. You will not find these types of yields in mainstream financial publications. Here’s why.

It’s important for you to fade Wall Street’s advertising machine and buy value, not hype – especially when it comes to dividend payers. Stick with excellent yet off-the-beaten-trail CEFs (closed-end funds) and ignore the marketing machines promoting their latest overrated ETFs (exchange traded funds).

Please, Whatever You Do, Don’t Buy Bond ETFs

Be careful how you buy your bonds. The most popular tickers have a few fatal flaws that’ll doom you to underperformance at best, or leave you hanging in the event of a market meltdown at worst!… Read more

Most dividend investors understandably love the idea of an 8% No Withdrawal Portfolio. It’s a simple yet “game changing” idea that you don’t hear much from mainstream pundits and advisors.

Find stocks that pay 7%, 8% or more and you can retire comfortably, living off dividend checks while your initial capital stays intact (or even appreciates).

Now this strategy is a bit more complicated than simply finding 8% yields and buying them. Granted the recent stock market pullback has benefited investors like us because we can snag more dividends for our dollar. Yields are higher overall, and that’s a good thing.… Read more

If you’re confused about the direction of interest rates, don’t worry—Fed Chair Jerome Powell can’t figure it out either!

And today I’m going to show you 4 “Powell-proof” stocks set to explode in 2019—whether rates take off or freeze in place. First, back to Powell.

An Epic Flip-Flop

You may recall October 3, when the Fed chief, momentarily forgetting his words can tank the market, said, “We’re a long way from neutral, probably,” in reference to rates.

Here’s what followed:

Loose Lips …

Powell has since changed tack. His new line? Rates are now “just below” neutral.

Traders betting through the Fed Fund futures market took the bait.… Read more

If you want to retire on dividend income, then you probably need to avoid S&P 500 stocks altogether.

Collectively they yield 1.9% today. This means that a million dollars invested will generate just $19,000 per year. That’s “side hustle” money, not an actual full salary.

Another problem with buying popular stocks and “hoping” they appreciate in price? The odds are actually stacked against you thanks to an uneven business playing field. Check out the returns of “safe” S&P 500 stocks year-to-date. Would you like to throw a dart blindfolded at this board?

Source: Contrarian Outlook

If you delved into some of the stocks from this grossly overcrowded index, you …

• Had a better-than-50% chance of losing money.

Stocks or bonds? For income-focused investors, why not blend the best of both worlds to collect interest and enjoy share price upside?

This is the goal of convertible bonds, a “country club” favorite. (Before the holidays you may be tempted to add some convertibles to your portfolio simply so that you can brag about them to friends and family!)

Convertible bonds, like the preferred shares we discussed last week, pay regular interest. In this way, they act like bonds. You buy them and “lock in” regular coupon payments.

But convertibles are also like stock options in that they can be “converted” from a bond to a share of stock by the holder.… Read more

Right now, I’m betting you’d jump on a stock that pays a high dividend (I’m talking 5% and more here) and doesn’t sink with the market in a crash.

I have great news: today I’m going to reveal 2 such stocks. Each hands us growing 5%+ dividends now—and each steered through the market’s stomach-churning autumn without a scratch.

One of these plays even rose 9% while the broader market went up in smoke!

And these 2 are just getting started: both of these “pullback-proof” dividends have baked-in price upside we’ll enjoy in 2019 and well beyond.

Why?

Because both of these 5%+ payers are riding unstoppable megatrends that will lift their stocks for decades to come.… Read more

If you want to figure out how long it will take to double your money in an investment, you use the “Rule of 72.” But income investors can put this rule to work, too, to figure out just how quickly their dividends will pile up.

I’ll show you how – and I’ll show you five dividend stocks that are on pace to double their dividends in just seven years.

The Rule of 72 is just a simple equation you can use to project the amount of time it would take to double your investment money. The equation:

72 / compound annual interest rate = # of years to double your investment.… Read more

As you near (and enter) retirement you probably favor bonds, which provide income with less drama than stocks. However, less drama means less potential upside. With retirees living longer than ever before, it’s important to not go too conservative too early in life. And fortunately today, even 65 or 70 may be too early!

One suggested solution for our long life expectancy “problem” is to stay with stocks longer. But stocks can go down as well as up and a big pullback can inflict permanent damage on a portfolio.

So, we want to capture the dividends that stocks pay and the upside potential that they provide by minimizing our downside risk.… Read more