This is evidenced by the Vanguard High Dividend Yield ETF (NYSEARCA:VYM), which printed a new all-time high today, and now yields less than 3%. This run-up in high-yielding assets has been terrific for dividend stock holders, but going forward, we are in a world where high yield means 2.XX%. What should we do? We still see opportunities. Here are three dividend themes that we think are still ripe for the picking, plus two honorable mentions.
1st Ripe Dividend Theme: Fertilizers - Two quality stocks that can be had near the bottom of the cycle here are CF Industries (NYSE:CF) and Compass Minerals (NYSE:CMP). 2nd Ripe Dividend Theme: Food - Armanino Foods of Distinction (OTCPK:AMNF) is our favorite play here, and is still our choice for the Best Dividend Growth Stock in the market. 3rd Ripe Dividend Theme: Hospitality REITs - REITs have surged as rates have fallen, with no equity exemplifying this as much as Realty Income (NYSE:O), which is up 50% in the last year, and now yields only 3.42%. That yield was well over 5% only months ago.
Source: Seeking Alpha
Related Articles:
- 10 High-Yielding Dividend Aristocrats Not Afraid to Raise Their Dividends
- 8 Dividend Stocks With A Quick Payback
- 7 High-Rated Dividend Stocks With Above Target Returns
- 4 Dividend Stocks For Healthy and Wealthy Retirement
- 4 High-Yielding Utilities With A Growing Dividends
_____________________________________________________________________
Subscribe to:
Post Comments (Atom)
Popular Posts Last 30 Days
-
Do you need more income? Join the crowd. It seems everyone is scouring the landscape these days for decent income investments to beef up the...
-
There are some dividend aristocrats which have not only maintained but increased their dividends for over half a century. Having survived ev...
-
In bull markets, dividends become more or less irrelevant. When the Dow Jones Industrial Average traded above 14,000 in 2007, very few stoc...
-
While I've invested a decent portion of my portfolio into growth stocks, a significant part of my holdings consists of dividend-paying s...
-
Investors hear about dividend aristocrats all the time. It’s a fantastic thing if a company raises its dividend every year for 25 years runn...
-
All too often when a cheap stock offers a high dividend yield, it's too good to be true. Perhaps the stock has plunged with good reason,...
-
Stocks can make for amazing investments, offering better long-term returns than bonds, precious metals, and most other commonly available in...
-
Anxiety over the European debt crisis and distrust in the markets drove volatility in global stock markets to dizzying heights in 2011. The ...
-
If it's dividends you're after, there are plenty of top companies to consider, particularly those on the Dow Jones Industrial Averag...
-
To alert investors of stocks that have the highest risk of reducing their current dividend in the future, Simply Safe Dividends created a Di...
0 comments
Post a Comment
Post a Comment