Contrarian Outlook
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Latest posts
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Our Vote? For Income. (This 13.5% Dividend Tops the Ballot)
The midterms are here—and we contrarians are voting for 13.5% dividends. The payout we’re going to discuss today isn’t just well into double digits—it also has a history of rolling out, like clockwork, through all sorts of political mayhem. It’s the ultimate “Alka-Seltzer”…
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This “Generational” 13.4% Dividend Is Only a Bargain Once a Decade (If That)
The world’s biggest asset manager says now is the time for us to grab “generational high yields.” I believe them. And today we’re going to follow their advice. The setup is clear: Even though high bond yields have caused a lot of worry, especially around heavily indebted AI…
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7 Boring High Yielders (Up to 12.1%) for a Scary Market
Income investors are attracted to low-beta stocks like moths to a flame. Low beta has a reputation for being low drama, but is it really? Technically, beta measures how closely a stock moves with the market. Intuitively, we’re looking for low-beta stocks because we think that…
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A Tale of Fear and Profits (and a 9% Dividend in the Bargain Bin)
This market is in a weird place: rising but scared. Disconnects like these are exactly what make our contrarian income strategy work. Here’s the state of play: Stocks, of course, have risen this year, with the S&P 500 up around 12%. That’s because, even though investors are…
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Got COLA FOMO? Give Your Dividend Portfolio a Raise
Social Security recipient? You’re set to receive a 3.6% raise in January. How about your dividend portfolio? Well, it depends on your positions! So let’s talk about the stocks and funds that will give us that magical COLA (cost-of-living adjustment) we love to sip versus the…
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2 “Boring” Stocks Growing Payouts Up to 358%
Investors are dumping top dividend growers. And they’re doing it at the worst possible time. This is the kind of moment we contrarians live for: When investors look at short-term worries and panic—and forget the longer-term (and much rosier!) setup before them. This is the basis…
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The 7.3% Payer I’d Buy Now, and 3 Other Funds (Yielding Up to 23.7%) I’d Skip
We’ve got a very nice buy setup in 7%-paying closed-end funds (CEFs) in front of us. Few people realize it. It stems from the fact that, while stocks have taken a breather after booking strong gains so far this year, many CEFs are lagging more than they should be. The cause?…
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Headline Risk Rising? These Monthly Dividends up to 14% Are Still Getting Paid
Getting antsy about the midterms? Wondering whether oil will ever come back down? Afraid the AI bubble is going to pop, blowing a dotcom-sized hole into your retirement portfolio? I’m not. Because I’ve found the best cure for headline risk is a fat income check—preferably one…
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“AI FOMO” Sent This Fund Soaring. Then It Lost 33%.
There are hundreds of closed-end funds (CEFs) out there, and almost all of them have an investor they’re perfect for. I say “almost” because there are a few that are, in my view, not appropriate for any investor. These CEFs are highly speculative and, for the most part, don’t…
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Why I’d Take This 8.2% Payout Over an 11% Yield
The nervous types are being chased out of Bondland. Fear! Higher rates forever! Well, no, not likely. Bonds have a “killer feature” for income investors. When their prices drop, their yields rise . We can then snag better deals and secure more dividends for our dollar. That is,…
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These 2 Monthly Payers Have “Repaid” Us Nearly 20%
We love it when a stock “pays us back” in dividends. The faster, the better! Most people don’t get this luxury. They’re stuck “grinding it out” with the S&P 500’s 1% payers. Not us. We’re hunting for dividends big enough to let us retire on our payouts alone . We’re talking 7%,…
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This 13.1% Dividend Is Built to Outlast the Bond Panic (and It’s Cheap)
The market has served us up a tidy opportunity on a closed-end fund (CEF) yielding an eye-popping 13.1%. What’s more, this fund is oversold, at a 12.1% discount to net asset value (NAV). Before I name this CEF, let me explain why this opportunity is in front of us. And since the…