Author: Brett Owens, Contrarian Outlook

Both the names are growing their dividends, and they’ve both been unfairly left behind in this year’s rally.

A boom is coming. Ride the upcoming growth trend to stay ahead of inflation while making a boatload of cash.

Double the current Treasury 10-year rate, it looks particularly attractive here.

Its recent disappointing earnings report doesn’t change the tailwinds it’s poised to ride, and sets up an opportunity to buy.

It’s a “pick-and-shovel” play that profits from the e-commerce megatrend.