Author: Brett Owens, Contrarian Outlook

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.

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