Big Bargain Dividends I'm Grabbing With Both Hands

fcafotodigital Co-authored with Hidden Opportunities From a market price standpoint, defensive sectors like REITs, utilities and telecom have been hit particularly hard as we went through a record pace of interest rate increases. However, due to their defensive nature, the underlying companies demonstrated strong execution, maintained their profitability, and predictably generated free cash flows, but failed to secure better valuations due to the perception of struggle amidst higher borrowing costs. This is ...