My Favorite Dividend Growth Picks

Aug. 19, 2021 8:25 AM ET, , , , , , , , 45 Comments

Summary

  • Dividend growth companies outperformed non-dividend payers and flat dividend payers during the past 50 years.
  • However, the market is exuberantly priced right now, making companies like these difficult to find.
  • There are still pockets of value, though, and I discuss two of the best opportunities in this space below, each yielding upwards of 5%.
  • Looking for a portfolio of ideas like this one? Members of High Yield Landlord get exclusive access to our model portfolio. Learn More »
Businessman pointing arrow graph corporate future growth plan. Business development to success and growing growth year 2020 to 2021 concept
marchmeena29/iStock via Getty Images

Dividend growth stocks have been some of the best-performing assets of the past 50 years, beating out non-dividend payers as well as companies that don’t grow their dividends.

Dividend Growth Stocks

Why might this be? Well, if you think about it, a healthy and growing dividend

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This article was written by

67.45K Followers

Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives.

He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MPW; VICI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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