JPM - DTD: Dividend Payers Not In The Spotlight Remain A Compelling Value
2024-02-03 10:42:49 ET
Summary
- Low-yielding Communication Services and high-growth Semiconductor companies are leading the stock market, overshadowing dividend-paying US equities.
- The WisdomTree US Total Dividend Fund offers exposure to dividend-paying companies and has a strong rating.
- DTD has a diversified portfolio with a mix of value and growth sectors, but caution is advised due to weak seasonality and waning momentum.
- I highlight key price levels to watch as somewhat bearish seasonality ensues.
Dividends are probably being overlooked by many investors today. Consider that low-yielding Communication Services sector companies are leading the global stock market this year, with gains also seen in the high-growth Semiconductor industry. The Fab 5, Super 6, or whatever you want to call them, it's clear that a handful of tech-related firms are in the spotlight, leaving blue-chip dividend-paying US equities in the dust. I assert, though, that value remains prevalent among domestic dividend payers. ...
DTD: Dividend Payers, Not In The Spotlight, Remain A Compelling Value