Author: Brett Owens, Contrarian Outlook

‘Addition by subtraction’ could be our best post-midterm play with this trio of names.

It may appear a bargain, but revenue per account is slipping, and a new deep-pocketed rival is circling.

Even while fear is cooling in the bond market, it’s trading at a 9.7% discount to NAV.

One yields 4.4% and is oversold, the other is an overlooked name whose payout has rocketed 379% higher in the last decade.

With a ‘conservative-aggressive’ mix, both of these names have a setup in front of them to make their payouts stronger.