Welcome to Contrarian Income Report!
Brett Owens here. I just wanted to say thank you for joining Contrarian Income Report. You’ve made a great decision: you’re joining thousands of investors who are pocketing steady yields of 10.2%, 10.8% and even 12.7%. (I’m not pulling those yields out of thin air; they’re real yields from our portfolio as I write—and many of these payouts roll into your account monthly.) With yields like that, you can generate a liveable income stream in retirement on dividends alone, without ever having to touch your principal! The latest issue, full Contrarian Income Report portfolio and your special reports are all waiting for you now. But before you dive into them, there’s something else I want to tell you about. It’s my most powerful tool for delivering the two things we ALL crave: a soaring dividend and strong price gains, too. Both are key to building our savings and staying ahead of the cost of living, especially with the scorching hot inflation we’ve lived through these last few years. What I’m about to reveal is the perfect companion for the huge cash payouts you get from Contrarian Income Report. I only make it available to new Contrarian Income Report members. And you’ll ONLY be able to get it now. It’s a very special “add-on” to your new CIR membership: a risk-free 60-day trial to Contrarian Income Report’s sister publication, Hidden Yields! But this exclusive offer is only available on this page, right now. Once you click through, your opportunity will be gone—and it won’t come again. Many new CIR members take this opportunity to “kick the tires” on Hidden Yields without hesitation. It’s a no-brainer if you want to add double-digit yearly dividend growth and a shot at big share-price gains to your income portfolio. And who doesn’t? You and I both know that any price gains you collect in the part of your portfolio you look to for income are a bonus. Pure gravy. The key to this upside isn’t speculation—no profitless tech stocks, tough-to-value SPACs or, heaven forbid, meme stocks here. We’re targeting well-established companies sitting on boatloads of cash—and handing it out to investors like us in the form of fast-growing dividend payouts. Because here’s something almost everyone forgets: where dividends go, share prices soon follow. It’s as sure as night follows day! Just look at insurer UnitedHealth Group (UNH), a stock I pounded the table on in Hidden Yields in January 2020. By the time we sold just under three years later, in December 2022, the company had boosted its payout by a stunning 53%, driving a 75% gain in the share price!
Look at that chart. The link between share-price gains and dividend hikes could not be clearer! (And it doesn’t account for the fact that, when you include dividends, our total return was 83%!). I’ve seen this pattern repeat with stout dividend growers over and over again. Like with another Hidden Yields pick, food maker Mondelez International (MDLZ), which we bought in April 2020, as the world was shutting down. Three years later, in April 2023, we sold, booking 35% dividend growth that fueled a 38% price gain, for a 48% total return:
Or insurer Assurant (AIZ), which I recommended back in September 2015. When we sold just a little more than four years later, in December 2019, we took 74% in price gains (or a 92% gain including dividends!) with us.
And that gain came as a result of “just” a 26% dividend increase! This is hands-down the most exhilarating part of investing in dividend growers: when investors (finally) catch wind of them, the stock can pop virtually overnight! Then there’s our Hidden Yields call on Texas Instruments (TXN), which was a classic long-term “Dividend Magnet” winner. We bought the chipmaker in June 2017, citing its astonishing free cash flow growth since its brilliant CEO took the helm 5 years earlier. I fully expected the company’s rising cash tide to send the dividend, and the stock, soaring, so I recommended snapping up TXN shares right away. Sure enough, over the nearly four years that followed, the chipmaker boosted its payout 130%, sending the share price up in lockstep. By the time we closed out our position in January 2022, we’d booked a market-crushing 120% price gain. Add in dividends and we’re talking about a 148% total return!
I could do this all day, but the point is this: dividend growth is the No. 1 driver of share prices—bar none. And these days, there are still plenty of bargain-priced dividend growers out there. But in the higher-rate environment we’re in now, we do have to be selective and make sure we’re only buying the strongest dividends with the fastest payout growth and the sturdiest cash flow (and balance sheets) to back them up. To help guide you to these dividend “diamonds in the rough,” I’m offering you this risk-free trial to Hidden Yields for the lowest price we’ve ever offered. I’m talking 70% less than what the general public must pay. As I just said, no one … but no one … gets this deal, except new members of Contrarian Income Report. And you can only take advantage of it right now. I expect each of my Hidden Yields buys to soar triple digits over the next 6 years, even with the choppy markets we’re seeing now. Plus you’ll get a surging income stream as the yields on your original buys quickly multiply, thanks to these stocks’ accelerating dividend growth. Here’s everything you get when you take advantage of this easy “add-on” offer:
Special Report #1: These 5 stocks are my top picks for triple-digit gains and double-digit annual dividend hikes in the months and years ahead. Thanks to their strong cash flows and “battleship” balance sheets, these 5 companies have what it takes to keep their payouts rising, driving their share prices higher, whether inflation unexpectedly bounces or a recession hits. Special Report #2: Using a combination of 7 fundamental factors, I’ve identified 8 companies that are highly likely to slash or freeze their dividends in the months ahead. If you’re caught holding any of these losers, look out! You could very easily be on the hook for losses of at least 20%, and perhaps as high as 50%. If you own any of these 8 paper tigers, you’ll want to sell them yesterday. Special Report #3: This report shows how buybacks can both light a fire under stock returns and boost dividend payments. But as beneficial as repurchases can be for investors, many companies go too far by paying out more in buybacks than they’re bringing in through free cash flow, for example, or repurchasing shares when they’re pricey. This report gives you everything you need to make sure the companies you invest in are repurchasing stock the right way—not just burning up cash that would be better used to hike their dividends or develop the next breakthrough product. In addition to these reports, your membership also includes:
|