Iran just changed everything for gold

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Dear Fellow Investor,

The Iran War didn't just make headlines.

It broke the gold market wide open.

Gold is already above $5,000 and surging.

But the metal isn't where the real money gets made.

There's one tiny company sitting on more gold than France, Italy, and China combined.

It moves 10x faster than the metal.

And right now, it's still trading at a 99% discount to what it's actually worth.

A briefing with the ticker is waiting for you.

Go here for the full gold briefing — including the stock name and buy-up-to price >>>

"The Buck Stops Here,"

Dylan Jovine, CEO & Founder

Behind the Markets

This Month's Bonus Story

3 Dividend Growth Stocks Quietly Raising Payouts

Authored by Nathan Reiff. Article Published: 3/6/2026.

Key Points

With dividend yields up to 0.82%, three companies not primarily known for their payouts may be a quiet defensive option for investors looking for passive income.
Broadcom, McKesson, and Amphenol all have a track record of dividend increases as well as a recent history of share price gains and/or predicted growth in the future.
Opting for companies paying out healthy dividends while also enjoying growth potential may allow investors to double up on opportunities to win.
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With market volatility on many investors' minds, now may be an opportune time to shift toward a more defensive investment posture. Dividend stocks can be steadier during difficult markets, and dividend-growth names stand out—companies with a multi-year history of dividend increases often represent stable industries and are better positioned to withstand external pressures.

Beyond some of the best-known members of the Dividend Aristocrats, investors can find other companies that offer quiet, steady dividend increases plus the potential for share-price appreciation. Even if the market sours, the dividend trajectories of the companies below make a compelling case for including them in a defensive portfolio.

Broadcom: An AI Leader With Momentum and a Surprise Dividend

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One of the largest publicly traded companies, Broadcom Inc. (NASDAQ: AVGO) is known for its semiconductor business and key position in cloud and AI. Shares have rallied more than 68% over the last year, and analysts see an additional 37% upside potential even after last year's gains.

What many investors may not realize is that Broadcom is also a steady dividend payer, with 15 consecutive years of dividend increases.

With a dividend yield of 0.82%, Broadcom isn't a high-yield play compared with some alternatives, but the dividend is a welcome bonus for total-return investors.

AI revenue was up 60% year-over-year (YOY) last year and is expected to accelerate. Analysts remain bullish on AVGO and forecast Broadcom's earnings to grow by roughly 19% in the coming year, suggesting the company is well positioned to continue its momentum.

McKesson's Fundamentals Grow Even as Stock-Price Rally May Slow

Pharmaceutical distributor and medical-device company McKesson Corp. (NYSE: MCK) has seen strong share-price performance—up about 53% over the last year—but analysts now forecast roughly 4% downside potential in the near term.

Near-term share-price leveling shouldn't affect McKesson's dividend profile. The company has 17 consecutive years of dividend increases, establishing it as an underappreciated healthcare dividend-growth name. Its dividend yield is modest at 0.33%, but the payout is very sustainable—McKesson's dividend payout ratio is only 9.43%.

McKesson's business is resilient thanks to diversification across oncology, biopharma, multispecialty, and other healthcare categories. In Q3 fiscal 2026, ended Dec. 31, 2025, oncology revenues climbed 37% YOY, supporting overall revenue growth of 11%. Adjusted earnings per share (EPS) rose YOY, accompanied by strong free cash flow and share repurchases.

Management also raised guidance for fiscal 2026, forecasting adjusted EPS growth of 17% to 19% YOY and revenue growth of 12% to 16%, which bodes well for continued strength despite external challenges.

Amphenol's Dividend Boost Reflects Its Underlying Fundamental Strength

Amphenol Corp. (NYSE: APH), a maker of fiber-optic and other cables, saw shares decline after its latest earnings report in early February when management issued tepid guidance.

Amphenol does not have the same uninterrupted history of dividend increases as the other companies discussed. It cut its dividend by about 25% in the summer of 2024, then roughly a year later raised payouts by about 50% and now carries a dividend yield of 0.74%.

Analysts expect Amphenol's earnings to grow about 12% in the coming year, a projection supported by recent results. In the latest quarter, the company beat expectations on both earnings and revenue, reporting $6.4 billion in sales and a record $8.4 billion in orders, along with strong margins and excellent cash flow.