Cisco: Repositioning Success Yields Huge FCF

• 3.2% Dividend Yield.
• High cash flow generation with a good cash position. Targeting 50% Free Cash Flow (FCF) return to shareholders.
• Leverage existing customer relationships to grow its subscription and cybersecurity model.
• Fulfillment constraints subsiding as parts shortages decline.
• Earnings per Share (EPS) growth accelerating towards 7%.


8.5% Dividend for Hanes Brands Is Compelling

• 8.5% forward dividend yield, with a 37% payout ratio.
• Dividend yield is highest amongst its peers.
• Valuation, as measured by, price to earnings remains better than sector.
• Consolidation of operations, offloading unprofitable brands and moving distribution to a more centralized model.
• Increasing inventory and repositioning with recession resistant SKUs.


Big 10% Dividend – Inflation Growth Kicker – Medical Properties Trust

• Big Dividend of 10% that grows with inflation.
• Estimated fair value of $14.50.
• Stock down over 50% from its high of $24.13
• One of the largest hospitals owners with 45,000 beds across 10 countries.
• Rent increases based on inflation are permanent even once inflation returns to normal.
• Managed COVID crises without cutting dividend.
• Improving balance sheet with selective sales.
• Improving tenant cashflows makes cashflows less risky


Big 10% Dividend with Inflation Growth Kicker – Medical Properties Trust – MPW

Medical Properties Trust (MPW) is a global REIT focused on investment in hospital real estate with 434 properties across 10 countries, with a footprint across 4 continents. MPW is one of the largest non-government owners of hospitals in the world, with a portfolio of roughly 45,000 beds and just over $19 billion in assets.


Video: 8 Dividend Stocks That Look Compelling Today

High Dividend stocks that look to be compelling from both a dividend and valuation standpoint are worth investigating even in this volatile market. While I believe in keeping larger than normal cash positions and am doing so myself, here are some stocks that we own and are compellingly valued:

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Everest RE Premiums and Margins Climb

• 2.4% Dividend with 9% expected dividend growth.
• Well-managed reinsurer, consistently growing portfolio without substantially changing the risk profile.
• Improving loss ratio combined with increasing premium revenues expanding margins and profits.
• Investment income bolstered by rising interest rates.
• Expanding into European markets.
• Experienced management targeting over 13% shareholder returns.

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4.6% Dividend Yield for Suncor – Free Cash and Favorable Market

• 4.6% Dividend Yield.
• Exceeding revenue targets amid favorable oil markets.
• Activist investor focused on efficiency improvements has replaced 3 board members, forcing Suncor to look at extensive divestitures.
• Improvement campaign expected to clear up $2.15 billion in free cash by 2025.
• Working on reducing carbon emissions.
• Undervalued with Estimated Fair Value of $51.00 per share.

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Sachem Capital: Disciplined, Diligent, and Lightning Fast

• 12.9% forward dividend yield with announced increase in 1Q22.
• Focused lender in Real Estate with no distractions.
• Huge advantage in being able to adapt quickly.
• Extremely fast by focusing on experience and collateral value of as differentiated from traditional cash flow lending.
• Sub 3% foreclosure rate, with weighted average yield reaching 11.6% at end of FY22.

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Lincoln National’s Fortress Balance Sheet Pays Out Consistently

• 3.7% forward yield, paying out $1.80 a share in FY22.
• Strong risk-based capital ratio of 400%, with risk-sharing measures in place for COVID-19 related mortality.
• Lowest in sector risk based on net amount at risk divided by account value
• Strong return on investments, with 97% of investments receiving an investment grade rating


Big 5.1% Dividend Yield for B2Gold Driven by Strong Free Cash

• Highest dividend in the sector at 5.13% forward yield. Annualized Dividend of $0.16 per share.
• Strong pool of development and exploratory assets, with some of the lowest costs in the sector.
• Very strong free cash position.
• Strong valuation with high gross margin (63.5%).
• Capex spending to add onto existing mines and fund growth and replacement.

Proven Portfolio Manager shares his own personal stock investments to build retirement income and build a family legacy

Benjamin C. Halliburton is faced with the same challenge as you, investing for retirement and building generational wealth. However, he is a professional investor and is going to share his portfolio and trades with you. He is going to help you navigate this investment challenge as he invests in stocks of quality businesses and guides you through the investment process.

Timely Updates and Research

Ben details stocks to own and when to buy them. The ideas here are based on his own portfolio. Ben will update you every time he buys or sells and provide you with the rationale of these moves. We keep you informed on changes in the portfolio as Ben’s research interacts with market opportunities. We will be completely transparent, and you can determine which of Ben’s investment ideas make sense for you. You will learn how a successful equity portfolio manager thinks about companies and investments, and when he buys but as importantly when and why he has decided to sell. We detail our investment philosophy here. Stock Picks to Build Income and Wealth.

Learn Before You Earn

Learn in real time and choose which ideas work for you. This is a great place to build the core of your portfolio. We provide vision among the confusion of the internet and media. Learn about companies before you invest your Benjamins. Learn before you earn.