Author Archive: Brett Owens

Don’t be tricked by these manic markets. Let’s use this opportunity to “lock in” some inexpensive 7.7% dividend treats.

You probably know the mistake that most basic investors make. They fixate on the wrong charts and the wrong tickers. For example most “buy and hope” types are bemoaning the stock market’s near-10% correction:

Rocky Times for Buy and Hope Investors

Meanwhile savvier shareholders are focusing on dividend disparities like this one from Omega Healthcare Investors (OHI). The healthcare REIT (real estate investment trust) yields 7.8% today, which is more than four times what the slumping S&P 500 pays!

Four Times the Dividend Yield

OHI investors might not even realize that the markets are down.… Read more

What if you could lock in a 7.7% gain year in and year out, and get it all in cash, no matter what the S&P 500 does?

With the market’s paper gains for 2018 now mostly gone, no thanks to the correction, I’m guessing this would have a lot of appeal. So today, I’m going to show you 2 “pullback-proof” dividends paying 5.4% and 7.7%, with plenty of price upside ahead, too.

Thanks to the pullback, these two are perfect for buying now and sitting on forever (or at least a few decades). More on them in a moment.

How to Beat Fear and Get Rich From the Pullback

First, if the daily barrage of negative headlines has you pondering bailing out on stocks, stick with me for a second, because that’s the worst thing you could do now.… Read more

This bull market is ten years old and stocks at large are richly valued. No wonder the last few weeks have been scary for some, who haven’t seen a real bear market in a very long time. Should we take our cue from the recent pullback to sell some positions, hunker down in cash and “wait things out” for a bit?

Absolutely not. First, it’s very difficult (and really, impossible) to know when it’s time to “get back into stocks.” Hulbert Financial recently ran the numbers for Barron’s on the advisors it monitors. It focused on the best “peak market timers” – the gurus who correctly forecasted the bursting of the Internet bubble in March 2000 and the Great Recession in October 2007.… Read more

If you’re like many income investors I hear from, you’re probably worried about a repeat of 2008. The media doesn’t help – the talking heads like to conjure up fear because it draws eyeballs to the TV screen and clicks to Internet articles.

And so what if they’re right for once? In a moment we’ll discuss the safest dividends for a serious pullback.

First, let me calm you down and add that a 2008 rerun is not our most likely scenario. As generals tend to fight the last war, investors tend to fear the last bear market. The next bear is likely to have its own unique “charm” – causes and effects – and we’d like to figure out that flavor ahead of time.… Read more

I’m about to show you 3 dividend powerhouses set to soar thanks to one of the most powerful (and misunderstood) profit indicators there is.

It involves the midterm elections—but only because the vote will remove some uncertainty and likely propel the market higher. But that’s only part of the story.

Because I fully expect this market to hold onto its midterm pop, then surge double-digits in 2019, thanks to the 1 proven indicator I’ll show you today.

90-Year-Old Indicator Signals Big Gains in 2019

I’m talking about a proven way to play the political calendar for 13%+ gains (plus dividends) in a single year.… Read more

Dividends or growth? Why choose?

There’s a widespread belief that stocks and funds can deliver red-hot capital gains or substantial income, but not both. Fortunately for us that’s not true.

It is possible to collect big dividends and capital appreciation. I’m going to show you how to safely collect 32% in total returns in less than a year from a big dividend payer. And while this “easy dividend money” has been made, we’ll discuss three more stocks yielding around 8%-9% that can deliver 20%+ in dividends and upside over the next twelve months..

Income investors like you and me should focus on total returns, which are made up of dividends and price appreciation.… Read more

How’s your bond portfolio doing? It should be a rock of stability right now.

Of course we may need to look past prices, which can swing wildly, and focus on net asset values and income, which are more reliable anchors.

For example I’ve been hearing from readers who were concerned that our excellent PIMCO Dynamic Credit and Mortgage Fund (PCI) isn’t “acting well.” Its price has whipsawed around this year, mostly in our favor. But lately it’s pulled back amidst the broader market drama and subscribers are worried the market “knows something” that we don’t.

Let’s put this price volatility in perspective.… Read more

If you’re wondering what to do in this panicky market, I’ve got a few “get rich quick” words for you: buy cheap, high-quality dividend growers with both hands.

I know that’s easy to say, but overcoming fear is vital, because history proves it’s the path to serious wealth. I can show you why in 2 charts. Here’s the first one:

A Snapshot of Terror

This is the CBOE’s S&P 500 Volatility Index, which captures panic in a picture, spiking when the market tanks and dozing off when markets gently rise. When you overlay the VIX with the market’s ups and downs, a can’t-miss pattern emerges: folks who “bought terror” have ridden every dip to big gains!… Read more

Even legends can lose their edge. This applies to acclaimed investors and dividend aristocrats alike.

2018 was an explosive news year that will be remembered for many reasons. But one thing that will go under the radar is how this year has been a turning point for numerous old-guard dividend stocks. These companies have been no-brainer holdings in countless retirement portfolios for years – in fact, chances are you hold one if not several of them.

I’m going to highlight five of these revered but poorly aging blue chips in a minute. But first, I want to show you the danger of avoiding warning signs, even in legendary investments.… Read more

Certain closed-end fund (CEF) investors are getting a little desperate for dividends. It’s tough to blame them for reaching for 5%, 6% and even 7%+ yields in a 2% to 3% world.

But by grossly overpaying for funds, they are risking too much capital to bank these payouts. If you own any of the five popular funds I’m about to call out, you should consider selling them immediately.

(There are bargain replacements, after all. I’m talking about funds trading as cheap as $0.88 on the dollar and yielding 7.2%. We’ll discuss specifics in a moment.)

“First-level” income seekers can be greedy one minute and fearful the next.… Read more