Brett Owens

Sacramento

Contributor at Forbes

Software entrepreneur, dividend stock writer but really #BillsMafia #BeamTeam

Articles

These 5 Special Dividends Are More Than Meets The Eye

1 week ago | forbes.com | Brett Owens

Most mainstream financial websites are not “smart enough” to include special dividends. The yields they display reflect plain ol’ quarterly or monthly payouts. For most stocks this does not matter. But for a select few “special payers” this is a costly oversight. One that we can capitalize on as thoughtful contrarians. In a moment we’ll discuss five special dividends. The vanilla screens say they pay as little as 3.2% but in reality they dish up to 13.8%!What exactly is a special dividend payment?
Big, Beautiful Bill Builds Contrarian Case For Bonds

1 week ago | forbes.com | Brett Owens

The “big, beautiful bill” has turned into a bitter pill for bonds. As you’ve undoubtedly heard, bond buyers aren’t exactly thrilled about lending more money to a $36 trillion debtor that’s digging itself deeper into a financial ditch. Prior to the proposed “One Big Beautiful Bill Act” (OBBBA), the Congressional Budget Office (CBO)—famous for crunching numbers through rose-colored glasses—already projected a $1.9 trillion deficit for 2025.
What Does Wall Street Hate About These Massive Dividends?

1 week ago | forbes.com | Brett Owens

Wall Street analysts have “Buy” ratings on 388 stocks in the S&P 500. That’s over 76% of the index!Thank you, suits, for the curation. No, seriously. We contrarians are going to comb through the Holds and, even, the lone Sell. Analyst optimism is the norm. Analysts need access, companies provide them with access. One hand washes the other, thus it is rare to see unfavorable ratings on stocks. The problem with a Buy rating is that there is nobody left to upgrade the stock. Every delta is a downgrade.
Why The Moody’s Downgrade Puts This Dividend Duo In Bullish Mood

2 weeks ago | forbes.com | Brett Owens

As I’m sure you have heard, Moody’s downgraded US debt last weekend. The stock market panic that ensued lasted for, oh, about an hour of trading. Why did this already get shrugged off? It’s a classic empty-calorie headline. The practical impact of the downgrade to top holders of Treasuries—banks and pension funds—is nil. Treasuries are still classified as top-grade collateral, which means banks can continue to leverage these securities.
This Snubbed Fertilizer Giant Gave Investors $2 Billion

2 weeks ago | forbes.com | Brett Owens

We need to talk about one dividend grower that’s set to win big from this sudden breakout of tariff peace. It’s an all-American stock that’s “dirt” cheap now. I’m talking about CF Industries (CF), a holding of my Hidden Yields service. CF makes fertilizers and is the world’s largest maker of ammonia, a key ingredient of fertilizer. How do we know CF is primed to win as China and Uncle Sam take a breather?
5 Dirt-Cheap Dividends Paying Up To 7.6%

3 weeks ago | forbes.com | Brett Owens

Is it time to buy the dip on these cheap dividends—which by the way yield between 5.3% and 7.6%? Yes, the market-at-large has bounced quite a bit. But these payers remain mired in the bargain bin. Vanilla investors who only focus on the S&P 500 have serious FOMO. They worry that they missed the pullback.
This Dividend Grower Taps The Tariff ‘Sweet Spot’

3 weeks ago | forbes.com | Brett Owens

The UK trade deal was apparently the tasty egg roll before the main course of lower Chinese tariffs. A delightful order for this dividend grower, ready to feast on the “Peking duck” of trade agreements. China is one of the biggest buyers of US crops, importing tens of billions of dollars of American agriculture every year. Soybeans and corn meander from Midwest farms all the way across the Pacific to feed China’s large (and growing) livestock industry.
This Goldilocks Dividend Grower Thrives with “Just Right” Tariffs

3 weeks ago | dailytradealert.com | Brett Owens |Contrarian Outlook

The UK trade deal was apparently the tasty egg roll before the main course of lower Chinese tariffs. A delightful order for this dividend grower, ready to feast on the “Peking duck” of trade agreements. China is one of the biggest buyers of US crops, importing tens of billions of dollars of American agriculture every year. Soybeans and corn meander from Midwest farms all the way across the Pacific to feed China’s large (and growing) livestock industry.
How To Earn 10% Dividends During The ‘Slowdown-Inflation Two-Step’

3 weeks ago | forbes.com | Brett Owens

Are we careening towards a recession, or is a pickup in inflation the big threat to the stock market? The negative first quarter GDP print has recession fears in the financial headlines. Meanwhile, Fed Chair Jay Powell remains fixated on inflation. Ironically, both may come to pass. Which means we must prepare our portfolios for a slowdown that is quickly followed by a pickup in prices. Let’s put one smart lender on our “Goldilocks” watch list.
How To Own Preferred Stock And Collect 7%+ Each Year

4 weeks ago | forbes.com | Brett Owens

While vanilla income investors limit their search to mere “common” dividends, we contrarians know where the real payout party is at—with preferred stock divvies. Let’s talk about three preferred-stock vehicles that pay from 6.9% to 9.4%. All three of these funds dish monthly dividends. And these payouts receive preferential treatment over common-stock dividends, making them safer than the common payouts offered by regular ol’ equities.