Author: Brett Owens, Contrarian Outlook

In short, some aren’t covering their dividends and some have grown wildly overvalued…

One, whose shares appear to have lots of room to run, yields 4.0% and has raised its payout 138% in the past five years…

It’s a portfolio that limits our stock exposure and keeps some cash available for rebalancing…

The desperate reach for yield has just made them pricier and pricier, even as the risks get larger and larger…

They’re big names to steer clear of…