July 2020 Dividend Picks - Real Estate, Industrials, Communications And Pharma
Published Jul 16, 2020 on Seeking Alpha

Seeking AlphaDividend Quick PicksJuly 2020 Dividend Picks - Real Estate, Industrials, Communications And PharmaJul. 16, 2020 10:43 AM ET|| Includes: ABC, ALFVF, ALFVY, AVB, BMY, CAH, CMCSA, CVS, D, FRT, GD, MAC, O, OMC, SNA, SPGby: Wolf ReportWolf Report Long only, value, Growth, growth at reasonable priceSummaryThe time has come for us to look at just what sort of companies may be appealing to invest in during this month.
Rather than making a collective list, I go sector-by-sector to suit your individual portfolio needs and look at undervalued companies in each.
Despite the ongoing, slow, recovery, the undervaluation across multiple companies does continue and appealing investments are still not rare.
We continue choosing suitable companies for a July 2020 investment. With coronavirus cases seeming on the rise in certain parts of the world, I'm more and more convinced that we've not yet seen the end of this particular market volatility. While I doubt a retesting of March 2020 lows during this year is in the books in any way, shape, or form, I wouldn't be surprised if we find ourselves in another small 5-7% dip following a partial reclosing of certain parts of countries, states or counties.
However, in the investment timeframe I work with, such momentary distractions mean very little. And so, we continue with our regular investments into safe, dividend-paying companies.
As always, it's about the responsible allocation of investment capital, as best as I can see it in the market's current position today. We'll focus on 1 company per sector, though sometimes I might mention more simply because of how things have changed, or if the situation isn't as clear-cut as we might like - and some investors may be at maximum exposure for certain companies.
This article is of particular interest to those among you who feel they need to increase their exposure to any of the sectors of Industrials, Communications, Pharma, and Real Estate. We'll also include Utilities to... Read more