2 Deep Value Dividend Stocks Hiding In Plain Sight

Jul. 18, 2025 7:30 AM ETNOA, FR, NOA:CA18 Comments

Summary

  • This year's wild macro backdrop pushed me to write longer, deeper articles. So today I'm sharing two new under-the-radar dividend gems I discovered.
  • Both stocks align with my long-term macro views and offer a powerful combo of income, growth, and secular tailwinds, yet most investors likely don't know them.
  • They're cheap, compelling, and on my watchlist, not yet in my portfolio, but I'm bullish. These picks could surprise many who are only chasing the usual names.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

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Introduction

To me, it feels like I have never written more "Big Picture" articles about market-moving developments than this year. This may be partially because it's such an unusual year, as we are dealing with a wide mix of factors, including:

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This article was written by

43.41K 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 REXR, CNQ 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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