Wolfe Research's Top Dividend Stock Picks Amidst Market Volatility
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Wolfe Research's Top Dividend Stocks Thrive Amid Market Volatility
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CNBC TV18•17-03-2026, 11:06
Wolfe Research's Top Dividend Stocks Thrive Amid Market Volatility
•Market volatility and fears of AI disruption are driving investors to reliable dividend-paying stocks, known as the "HALO" trade.
•Wolfe Research favors "dividend aristocrats" – companies increasing payouts for 25+ years – as a defensive strategy, especially in a rate-cutting cycle.
•ProShares S&P 500 Dividend Aristocrats ETF (NOBL) and Vanguard High Dividend Yield ETF (VYM) are outperforming the broader market, gaining 4% YTD.
•Colgate-Palmolive (up 14%, 2.39% yield), Johnson & Johnson (up 17%, 2.15% yield), and Fastenal (up 13%, 2.11% yield) are among Wolfe's top picks.
•These companies demonstrate strong performance, consistent dividends, and strategic growth, making them attractive in uncertain times.