Dividends on Offense

Sailing to the Future with Dividends
DC, Cape Town, Italy, and London

This week continues our series on dividends and dividend growth stocks. This is one part of my strategy to try to get through what I see as a coming crisis by the end of the decade with as much of my buying power as intact as possible.

As before, David Bahnsen will be writing this section, and who better? He literally wrote the best and easiest to read book on dividend growth strategies, The Case for Dividend Growth. The many Amazon reviews reflect my own admiration. I let David and his research team pick my dividend growth stocks because I really don’t like exhaustive research on scores of stocks and they are really good at it. You can, however, read his analysis and do it yourself, if you are so inclined.

But before we dive into dividends, let me share some new additions to the Strategic Investment Conference. Our 20th anniversary event is really shaping up into something special. I think I have done more work on setting up this conference than any of the previous 19. What a lineup. I can’t wait to hear the inimitable Felix Zulauf, legendary Swiss money manager and billionaire whose macro views have been uncannily right over the last decades. Always one of the highest-rated speakers, this will be one presentation you will want to review again on video and through the transcript. And Grant Williams as interviewer will get the best out of Felix.

Here's a name you likely do not know. Britt Harris just retired at the CEO of the University of Texas/Texas A&M University Investment Management Company’s $60+ billion endowment fund. He was also CEO of Bridgewater, then ran the $140 billion Teacher Retirement System of Texas. He has won more awards and honors than I can list. He was ranked by Chief Investment Officer magazine as one of the "most influential and powerful asset owners on earth.” His inside knowledge is riveting. Both Britt and Felix will also be on the final panel with Bill White, former Chief Economist for the Bank of International Settlements and my favorite central banker.

An all-star China panel. Inside baseball on AI from the people who are creating it. Commercial real estate insider pros. The latest news on the biotech and anti-aging front. I look at the list and smile as the speakers most likely to blow you away are the ones you don’t know.