5 Dividend Growth Stocks I'm Buying As Defensive Sectors Become Sexy Again

(13min)

Summary

  • The market has shifted from tech to defensive stocks, with real estate and consumer staples outperforming due to tariffs and trade wars.
  • US companies with high foreign sales exposure are struggling, while non-US stocks benefit from an international backlash against US tariffs.
  • My buy list is narrowing, focusing on undervalued, high-conviction dividend growth stocks like Blackstone and Alphabet, despite market volatility.
  • Blackstone shows strong growth in private equity and credit, while Alphabet remains resilient with diverse revenue streams beyond Google Search.
  • Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

Protect your savings - Piggy bank and barbed wire

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The stock market panic attack appears to be over, at least for now.

Investors have shifted from a mindset of "sell everything that isn't nailed to the floor" to a distinctly more selective approach. Most of what euphorically rallied in

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This article was written by

20.24K Followers

Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns.

Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ARE, BX, EGP, GOOGL, HASI, NEE 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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