2 Dividend Stocks Worth Holding Forever (Including 1 Dividend King)
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2 Dividend Stocks Built to Last
A seasoned eye on JNJ and Realty Income’s defensive income streams and dividend legacies.
Dividend Kings like Johnson & Johnson (JNJ) are rare gems, showing the power of consistency—64 years of dividend growth is no small feat. For South African investors, while JNJ is US-listed, the story resonates through our financial markets where stability in healthcare counters is prized during economic uncertainty. JNJ’s strong pipeline, especially in oncology and neuroscience, makes it more than just a bond proxy; it’s a quiet growth story. Realty Income (O), with 136 monthly dividend raises, signals something different: reliable cash flow from commercial real estate. The key locally is noting how REITs with predictable income streams might serve as alternatives if the rand weakens further and inflation bites. But keep in mind, both depend heavily on US economic conditions and interest rates, which can impact their dividend sustainability and share price. If the US shifts sharply—for example, if inflation persists or rates spike—it could challenge their appeal here. this is just our opinion and not financial advice
Watch JNJ as a defensive hold for income and selective growth while keeping an eye on the USD/ZAR; Realty Income is good for steady income but trim on any sharp USD strength. Avoid overexposure given US rate risks.
- JNJ
- O
- USD/ZAR
- US interest rate spikes
- prolonged USD strength hurting rand-based returns
6/10
Johnson & Johnson and Realty Income are recommended as long-term dividend stocks. J&J, a Dividend King with 64 consecutive years of dividend increases, offers defensive healthcare stability through its innovative medicine and medtech businesses. Realty Income, with 136 monthly dividend increases, provides predictable income through its diversified commercial real estate portfolio with strong occupancy and expansion into data centers and private capital partnerships.
Our take is based on reporting first published by The Motley Fool.
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