
Focusing on dividend stocks at or near historic high yields enables value-driven capital gains and income, especially when yields exceed the 10-year Treasury. Five standout stocks—VICI, EMN, AES, KMB,
Iron Mountain, Tanger, Four Corners, Essential Properties, and Chatham Lodging delivered outsized REIT returns by exploiting price-value gaps during market panics. My disciplined value investing appro