|
Good morning,
The famous Charles Dickens line from A Tale Of Two Cities is surprisingly relevant now.
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.”
It increasingly feels like there are two markets operating side by side.
In one, investors are chasing artificial intelligence, the next technological breakthrough, and companies expected to grow at extraordinary rates. The story is exciting. The potential market is enormous. And the valuation often reflects the assumption that almost everything will go right.
Take a look at some of the astronomical price-to-sales (sales, not earnings, and certainly not dividends) ratios below:
- Palantir (PLTR)
77 P/S ratio
$475 billion market cap
- Crowdstrike (CWRD)
50 P/S ratio
$272 billion market cap
- Cloudflare (NET)
48 P/S ratio
$122 billion market cap
- Palo Alto Networks (PANW)
29 P/S ratio
$329 billion market cap
Thought: I suppose that makes PANW a value stock relative to the rest on this list...
Note: Price data for this email is from midday 10/8/26.
The four companies above account for over $1 trillion in market cap, at extremely elevated multiples.
And there are currently seven stocks with market caps of over $1 trillion and P/S ratios of greater than 10.
For those curious, the seven are: NVDA, AAPL, MSFT, AVGO, TSLA, LLY, and AMD.
In the other market, investors are evaluating established businesses at more reasonable prices. These companies may not dominate the headlines, but they sell products and services customers need, generate cash, and return a portion of that cash to shareholders through dividends.
As high yield dividend growth investors, we are focused on the second market.
That does not mean we believe artificial intelligence is unimportant, or that every high-growth stock is a poor investment. But an important technology and an attractive investment are not necessarily the same thing. The price you pay still matters.
Our approach asks less of the future. We want to own durable businesses at prices that make sense based on their earnings, cash flows, competitive positions, and dividend prospects.
Rather than depending on a dramatic expansion in what investors will pay for a stock, we seek returns supported by the business itself: dividend income, growth in earnings and dividends, and, where available, a recovery from an undemanding valuation.
Let others debate which company will define the next technological era. We remain focused on high-quality and high-yield dividend growth stocks trading at or below fair value to buy and hold for the long run.
In a market captivated by extraordinary possibilities, we remain focused on reasonable expectations – and getting paid along the way.
And that's where the Sure Dividend High Yield Newsletter (SDHY) comes in.
Note: We will publish the new October 2026 edition of the Sure Dividend High Yield Newsletter tomorrow (Sunday) morning!
About The Sure Dividend High Yield Newsletter
The Sure Dividend High Yield Newsletter analyzes our Top 10 highest yielding dividend growth stock buys each month.
The Sure Dividend High Yield Newsletter:
- Always publishes on the 2nd Sunday of the month
- Initial edition went live in November of 2016
- Is currently trusted by more than 4,400 investors
And the Sure Dividend High Yield Newsletter has everything you need to build your high yield dividend growth portfolio, including:
- Our Top 10 high yield dividend growth stock buys
- Actionable sell recommendations
(As needed)
- A portfolio building guide
- And much more
Our Top 10 buys each month have:
- Dividend yields of at least 3x the S&P 500's
(Yields of ~3.1% or higher currently)
- At least 5 years of consecutive annual dividend increases (And typically much longer).
- Trading at fair or better prices
(Always trading below fair value).
"Sure Dividend has been a good association for me. I’ve got some real nice dividend stocks in my portfolio now, purchased on dips, on your team’s good advice.”
– Sure Dividend reader
These are our top 1.1% buys for high yield dividend growth stocks from our 900+ stock Sure Analysis Research Database.
Our 13 person analyst team puts in the work to find the best high yield growth stocks for our members by analyzing 900+ securities every quarter.
This is real analysis by our team, not a quick computer screen or automated AI guesswork.
“The person that turns over the most rocks wins the game. And that’s always been my investing philosophy.”
– Peter Lynch
And we don't stop after recommending a security.
We provide actionable sell recommendations as needed as well...
Although our goal is to buy and hold forever so long as dividends keep growing.
Why Now Is The Best Time To Get The Sure Dividend High Yield Newsletter
Now is the best time to get the Sure Dividend High Yield Newsletter because:
- Tomorrow (Sunday) morning we will publish the new October 2026 edition the Sure Dividend High Yield Newsletter.
- We are currently running a deep discount promotion to celebrate the upcoming publication of the new October 2026 edition!
And this is BIG because:
- The Sure Dividend High Yield Newsletter annual plan will never be this cheap again
It's normally $399/year, but you can join now for just $90/year.
- Your price will never increase after joining
It will stay at $90/year for as long as you are a member with absolutely no tricks, gimmicks, or gotchas.
- No Risk Free Trial
Our 7-day free trial means you get to try the Sure Retirement Newsletter for free. And our 60-day full refund period means you can get a full refund within 60 days on your first payment(s) if this newsletter isn't the right fit for you. There are no hoops to jump through; just email us at support@suredividend.com.
- Hard Deadline at 8:00 PM CT on October 12th, 2026
Once this deep discount coupon expires, it's gone forever with absolutely no exceptions. It ends at 8:00 PM CT on October 12th, 2026, in just:
 You will instantly receive the current September 2026 edition when you join below, and get the new October 2026 edition when we publish it tomorrow (Sunday) morning, all while on your 7-day free trial.
Notes: Enter coupon code SAVE309 if it doesn't automatically apply.
To your compounding dividend income,
Ben Reynolds
Founder, Sure Dividend
P.S. We will publish the new October 2026 edition of the Sure Dividend High Yield Newsletter tomorrow morning! Click here to start your 7-day free trial with the deep discount applied while it's still available.
|