Author: Brett Owens, Contrarian Outlook

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

With recent payout raises of 25%, 67% and even 120%, these five names should announce their next payout hike soon.

One of these stocks has 40% upside from here just to catch up with its ever-rising dividend.

Its recent gains may begin to accelerate with a reheating economy.

The trick is to convert the pile of cash into cash flow that can pay the bills.