In a year that, at one point, was expected to see multiple interest rate increases, any rate increases for 2019 now appear to be off the table – and the possibility of an interest rate cut is on the table. The author of today’s article notes that “With lower interest rates, that means dividend-paying stocks are more valuable. But investors shouldn’t chase after any stock with a generous yield” – and he proceeds to highlight three safe, blue-chip dividend stocks that are also likely to increase their dividends in the coming weeks. For more, CLICK HERE.
The importance attributed to dividends has changed over time, with the author of today’s article noting that “In the past, dividends were the only reason investors placed their money in equities. Now, dividends play a much smaller role, for better or worse, in the overall stock market.” One of the biggest factors behind the shrinking importance of dividends? The increase in stock buybacks, as corporations found another way to return money to shareholders. But it’s not the only factor. For more – including what this shift means for dividend strategies – CLICK HERE.
In the low interest rate environment of the last 10 years, have dividend stocks become a cult of sorts for income-hungry investors who have been unable to rely on bonds? That’s the argument made by the author of today’s article, who asserts that, today, “if you own companies that pay dividends then you are a “serious” investor, while if dividends are not a centerpiece of your investment strategy you are a heretic…” More importantly, he warns that there is danger associated with this cult of dividends and treating dividend-paying stocks as bond substitutes. For more, CLICK HERE.
While, as today’s article notes, “The only way for a stock to increase its dividend for 25 or more consecutive years is for it to have a strong and durable competitive advantage”, that doesn’t mean that all 57 stocks that currently make up the S&P 500 Dividend Aristocrat Index are good buys today. The authors single out ten stocks from the index that they assess to be the top Dividend Aristocrats today based on expected future total returns. For more, CLICK HERE.
“The dividend aristocrats index tends to shine during bear markets and low return environments. However, it also pulls its weight when we are in a bull market too. It is the best of both worlds really,” notes the author of today’s article, who proceeds to identify the 57 companies that make up the Dividend Aristocrats index for 2019 – and which may serve as a list of stocks for further research and consideration. For these stocks – including the four new additions to the index – CLICK HERE.
After experiencing a rough 2018, today’s article notes that “the investment case for emerging markets has vastly improved” – and highlights some specific emerging market recommendations from some big-name investors. Among these recommendations is an Eastern European bank which one equity research firm notes “ranks first as the most undervalued name with outstanding profitability… and one of the highest dividend yields in the sector”. For more, CLICK HERE.
Investors have long looked to consumer staple and utility stocks for reliable income. Now telecom stocks can be added to the mix, with today’s article noting that, while “in decades past, telecom stocks may not have been considered in the same class as low-risk utility investments that provide reliable performance even in tough times…now, communication is vital to American businesses and families – and thus a nearly sure-thing investment for your portfolio.” For seven telecom stocks with attractive dividends to consider – including a “$200 billion telecom with big income potential that remains undiscovered by most U.S. investors” – CLICK HERE.
Wide economic moats, forward dividend yields in excess of 5%, and trading below their fair value estimates: these are the three features that make the nine stocks identified in today’s article “triple threats”. For these nine stocks – and an in-depth look at three of them (a leading producer of minerals, an energy transportation company, and a multinational manufacturer and marketer of branded consumer foods) – CLICK HERE.
When Democrats officially retake control of the House in January, the U.S. will return to divided – and likely deadlocked – government. The author of today’s article notes that “a deadlocked government means that stocks will be evaluated more on their fundamentals, and not on whether new government policies will help or hurt. It will be a good time to be a dividend focused investor.” He proceeds to highlight three income stocks that are each poised to benefit from an ongoing economic trend – including the continued raising of interest rates. For more, CLICK HERE.
“This is probably territory that most investors are very uncomfortable with,” assesses the author of today’s article – pointing to the unnerving combination of trade war fears, rising interest rates and disappointing third-quarter earnings. So where can uncomfortable investors turn in the equities market? The author advises that “What makes sense now is to buy safe stocks that pay dividends and provide products or services that will continue to be bought or used regardless of what the overall equity market does” – and highlights five Buy-rated stocks that appear to fit the bill. CLICK HERE.