Buying A Dollar For 60 Cents - 3 Dividend Bargains You Can't Ignore

Apr. 05, 2025 7:30 AM ET, , , 123 Comments
(17min)

Summary

  • I warned about inflation and higher rates - now tariffs add new risks. The markets are shaky, but I see opportunities in undervalued dividend stocks.
  • My picks include a resilient railroad with pricing power, a building materials leader with strong growth, and a top warehouse REIT.
  • All three trade at steep discounts, offer solid dividends, and have long-term upside despite short-term headwinds. Time to buy quality on sale.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »
Eine Hand, die einen Einkaufswagen mit einem 40er-Zeichen hält

Alla Morozova/iStock via Getty Images

Introduction

"Buckle Up Buttercup" is what I wrote on December 20, when I issued a warning to (dividend) investors, as dramatic as that may sound.

Back then, my main thesis was sticky inflation, which was a big part of my "higher for longer" thesis. So

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This article was written by

41.59K Followers

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 CP, CSL 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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