Let me ask you something. Have you noticed how every talking head on CNBC is suddenly an expert on the Chinese economy?
They’re tripping over themselves to tell you how China’s latest stimulus package is going to send shockwaves through the global markets. But here at Adaptable Investor, we don’t chase headlines… we chase profits!
And there’s a HUGE profit opportunity developing right now, thanks to a trend that Wall Street is almost completely ignoring.
I’m talking about deglobalization.
As tensions rise across the world, American companies are bringing manufacturing back home. This creates enormous potential for domestic industries, and the investors smart enough to see it coming will be handsomely rewarded.
Richard Bernstein, CEO of Richard Bernstein Advisors recently said: “As globalization contracts, we have to realize that it’s not just semiconductors that open up the United States to national security implications. It’s the fact that we don’t produce anything here in the United States. That’s basically what our trade deficit shows. We think that presents a tremendous opportunity.”
He’s right. And it gets even better. Right now, many of these companies are offering rock-solid dividends, with the potential for major growth in the years ahead.
Here are three American industrial companies to put on your watchlist right now.
#1: Caterpillar Inc. (NYSE: CAT):
Caterpillar is a global leader in construction and mining equipment, and they're perfectly positioned to benefit from the boom in US infrastructure spending. As Bernstein told CNBC, midcap industrial stocks focused on the US economy are about to see their profits explode.
Caterpillar already boasts a nearly 4% dividend yield, and their payout has been increasing steadily for almost 30 years! If you’re looking for a company with a strong track record and even stronger future potential, Caterpillar is a no-brainer.
#2: Deere & Company (NYSE: DE):
While Caterpillar focuses on construction, Deere & Company is the king of agriculture. Their heavy machinery is essential for farmers around the world, and the shift towards domestic food production puts them in the driver’s seat.
Deere has a long history of rewarding shareholders with dividends. While their current yield is closer to 1.5%, they’ve consistently raised their payout for decades, and the coming surge in domestic agriculture could supercharge their growth.
#3: Emerson Electric Co. (NYSE: EMR):
Emerson Electric provides automation technology for a wide range of industries, from energy to manufacturing. As more companies bring production back to the US, Emerson is in a prime position to provide the technology they need to succeed.
With a dividend yield of roughly 2% and a strong track record of growth, Emerson Electric is a great option for dividend investors looking to capitalize on the “Made in America” revolution.
Don’t Miss the Boat on This Once-In-A-Generation Opportunity
The mainstream media is going to keep hyping up the latest “hot stocks,” but smart investors will be focused on building generational wealth with stable, high-paying dividend stocks, and this overlooked corner of the American industry is a great place to start.
Tomorrow, I’m going to take you even deeper into the world of income investing. We’re going to put AT&T under the microscope and see if this telecom giant is about to stage a massive dividend comeback!
