3 Dividend Stocks With Strategic Growth Catalysts

[This article was originally published for members of Margin of Safety Investing as part of my twice weekly "Quick Thoughts" series.]
Companies that go through strategic transactions often come out of it very well. The trick is finding transactions that unlock value, create competitive advantages, improve economies of scale or other financial benefits. Below are three companies that are going through some sort of strategic transaction. I believe each will come out better for the moves.
On top of the strategic transactions, all three pay dividends that are pretty good. As I hope you have seen, I have written three consecutive articles about dividend stocks lately. In two, I told people to sell Coca-Cola (KO), Procter & Gamble (PG), Verizon (VZ) and Altria (MO) raising the ire of so-called dividend growth investors (DGI). Here are the articles:
3 Supposedly Safe Dividend Stocks To Dump Now (an Editor's Pick)
4 Steps To Better Dividend Growth Investing (and the most important of the three articles)
There's Smoke Coming From This Dividend Champion And It's Time To Evacuate
To be sure, I love dividends, however, they are not the be all and end all. For a dividend growth stock to be a dividend growth stock, they must have some actual revenue and earnings growth. That makes sense, doesn't it? In the 4 Steps article I include two dividend stocks I am accumulating, Intel (INTC) on big growth opportunities and Occidental (OXY) on an eventual... Read more