Author: Brett Owens, Contrarian Outlook

Anytime it yields 4.5% or more (like now), it proves to be a screaming deal.

A “recession-resistant” play, it’s a solid pick that won’t last.

Suspiciously strong in the face of seriously headwinds, these names go up regardless of action in the broader market.

With healthy yields, rising dividends all while being tied to societal megatrends, these names will prosper recession or not.

It’s a “stealth” AI play with potential for strong price upside.