The Next Big Opportunity: My Favorite Dividend Stocks For The Shift Ahead

(14min)

Summary

  • I believe we're at a turning point for cyclical stocks, with improving indicators and global growth signaling potential outperformance in industrials, energy, and transportation.
  • I'm positioning my portfolio for this shift, adding to railroads, machinery, and energy stocks. I'm confident these sectors will see strong returns and accelerating dividend growth.
  • Of course, risks remain - geopolitical tensions, inflation, or economic slowdowns could derail this trend. But for now, the risk/reward looks favorable.
  • Looking for a helping hand in the market? Members of iREIT®+HOYA Capital get exclusive ideas and guidance to navigate any climate. Learn More »

Opportunity Ahead Road Sign Post Over Blue Sky

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Introduction

I have been looking forward to writing this article, as we'll discuss an extremely important topic.

Although it may sound like overhyped clickbait, I truly believe we are dealing with developments that could have a profound impact on

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This article was written by

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Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of UNP, NSC, CP, TPL, LB, CNQ, CAT, DE, CSL, ODFL 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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Related Stocks

SymbolLast Price% Chg
XLI--
The Industrial Select Sector SPDR® Fund ETF
SPGI--
S&P Global Inc.
UNP--
Union Pacific Corporation
NSC--
Norfolk Southern Corporation
CP--
Canadian Pacific Kansas City Limited

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