Contrarian Outlook

We’re almost three months into this crisis and three things are crystal clear:Plenty of “household-name” dividend-payers are in big trouble—and not just the ones you see in the...

Has this market gone too far, too fast? Is another crash coming? And what the heck should we be buying now?I’ll dive into all three questions today, and I think my answer to that last one will...

Don’t listen to the permabears: they’re wrong when they tell you that the massive borrowing America is undertaking to fend off the coronavirus will cripple the economy for years to...

“Not for individual resale.”Ever see that label on a box of food, and scratch your head? Like who’s buying this big-mega bag of Chips Ahoy for the purpose of reselling the...

The dividend-cut parade is starting on Wall Street, and we need to be on the lookout for “payout traps” that could be hiding in our portfolios (often in plain sight).That task is made...

Subscribers to my CEF Insider service are asking me a lot about corporate bonds these days, so today we’re going to take a close look at it—and what it means for bond funds.First,...

Mainstream financial channels have made a big deal out of the current relief rally (“Is it a ‘V-shaped’ recovery?” they comically muse). Whether it’s a V, W, L, Nike...

The S&P 500 index has been “relief rallying” like crazy, but to most income investors, this means nothing. The wider the basket of stocks, the rougher the year it has been. Let’s...

If you’re like pretty well everyone else, you’re closely watching Gilead Sciences (NASDAQ:GILD), creator of remdesivir, a drug that, last week, showed progress in treating the coronavirus...

If you’re like many investors these days, you’re warily eyeing your portfolio, wondering where the next dividend cut will come from.Fear of dividend cuts is reasonable, even if you hold...

While most income investors stare at their portfolios, searching for the next shoe to drop, we contrarian yield collectors were treated to a rare treat this week. A dividend increase—from an...

The convenience of a one-click ETF is tempting, but in times like these, buying one can seriously cap your upside—and cause you to leave serious dividend cash on the table, too.I know...

If you have cash to deploy in this market, you’re in luck: dividend yields on some top-name stocks are scraping historic highs. And these same stocks are often so oversold they’re primed...

In normal times, we contrarians are stuck combing the market’s backwaters—REITs, closed-end funds (CEFs) and the like—in our hunt for outsized dividends.But, of course, these are not...

Landlords and lenders have taken it on the chin since the world shut down. And until this place is actually open for business once again, many REIT (real estate investment trust) investors are...

When you think about the biggest returns you could get on the market today, what do you think of? Tech? Biopharma? Gold stocks?What about utilities? This “boring” sector is known for...