John Dobosz discusses his approach to generating income by selling options on undervalued dividend-payers you already own or shouldnt mind owning. He looks for dividend stocks trading at discounts to historical valuations on multiples of price to sales, earnings, cash flow, book value, and enterprise value to EBITDA. In addition, he requires companies to have positive operating cash flow over the past 12 months, with dividends covered comfortably by cash flow. When selling options, he targets theoretical annualized returns of at least 15%. Show More

A couple of years ago, red-hot growth companies that reinvested in their businesses rather than paid out juicy dividends were all the rage. But the backdrop sure has changed! Today's market is in love with income-generating investments. Case in point: The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) outperformed the SPDR S&P 500 ETF Trust (SPY) by a remarkable 17 percentage points in 2022. But not all income-generating investments are created equally. That's why you owe it to yourself to listen to this joint workshop featuring John Dobosz from Forbes and Kelley Wright from Investment Quality Trends. They each have different methods to identify high-quality, dividend-paying stocks that offer good current value and excellent upside potential. John Dobosz will talk about the fundamental criteria he uses to find desirable dividend stocks that trade at discounted valuations with dividends well covered by cash flow. He will also outline options-selling strategies to generate additional income, including covered calls and put writing. Meanwhile, Kelley Wright will discuss how to use dividends and dividend yields to identify high-quality stocks and know when they offer good value. He will also show how the dividend yield gives clear guidance on when to buy, sell, or hold a stock. Show More