Joseph Hogue, CFA

Calls for a market correction intensify daily, and the bull run won't last forever. Follow two simple rules for adding strong dividend plays that you can hold without worrying about where the market goes.

New home sales plummeted in June and caused many investors to reevaluate their bets on homebuilders. A closer look at the numbers reveals strength and a possible upside surprise.

Rail transportation of crude and petroleum products has surged recently but is leading to massive spills and an increase in accidents. Regulators are taking a closer look and it could mean stronger demand for pipeline operators.

Coal stocks have languished over the past several years on cheap natural gas and stringent regulations. The market is expecting earnings to be abysmal but may be overlooking a rebound in the industry.

Despite currently near-zero interest rates, yields could increase over the rest of the year. While dividend-paying stocks and utilities may get hit, master limited partnerships could still return double-digits.

Poor sentiment for consumer discretionary stocks has depressed valuations and second quarter earnings could lead to big gains in the sector, especially with these two companies.

The crisis in Ukraine may be fading from investors’ screens, but that doesn't mean the conflict won't have market consequences. Geopolitical issues are already changing the landscape for energy in the region, and these companies are poised to win big.

This company is poised to meet the challenge of growing global food scarcity, offering one of the most compelling valuations in the space and a strong 3.2% dividend.

Shares of refiners sold off on Wednesday when the U.S. government approved the export of condensates. Several reasons point to a limited effect of the approval on the refinery industry and the sell-off has created an opportunity in two strong names.

One of the most overlooked issues in MLP investing is the incentive distribution rights granted to the general partner. These rights effectively create a conflict of interest between general partners and unitholders. Several partnerships have taken steps to reduce or eliminate this conflict and protect unitholder rights.

Shares of Boardwalk Pipeline Partners have surged 43% since the February sell-off on its distribution cut. The $4.5 billion midstream partnership has not completely overcome its cash flow problems, but sentiment is improving on the most inexpensive investment in the space. A strong coverage ratio should support shares with the potential for a huge distribution increase in the future.

Midstream MLPs are benefiting from a super-cycle in infrastructure building related to the massive production growth in U.S. energy. This super-cycle is driving higher distributions and could soon lead to more acquisitions in the space.

Upstream MLPs have historically acquired assets from traditional E&P companies but may be approaching a new phase of consolidation. Use valuation and coverage metrics to find the best buys and possible takeover targets.

Investing in high-yield, monthly dividend payers can be risky, but these three companies are facing three strong catalysts to the upside.