The Best Dividend Stocks to Invest in for 2026 | The Dividend Investor Podcast

The PSEi opened 2026 strong, but is the rally sustainable or just a mean reversion bounce? In this episode, we break down the narrative for 2026: GDP expectations, BSP rate cuts, foreign flows, the peso, and how dividend investors should adjust from “high yield” to “dividend growth.” We also share our top stock picks for 2026 toward the end. 0:00 Intro: DragonFi Dividend Investor 0:58 January 2026 rally recap: broad-based strength 1:34 Will the rally sustain into 2026? 1:47 Jarrod’s take: “mean reversion” + why it bounced 2:40 Franco’s take: what’s supporting the rally (and what could break it) 4:25 Key dates to watch: GDP + BSP rate decision 5:09 Foreign buying + EM flows (why money is coming in) 5:27 Weak peso: why BSP isn’t “defending” it 6:25 What the market is pricing in: bottoming GDP + rate cuts 8:18 Flood control issue + sentiment reset” 9:26 Valuations vs earnings: why bargain hunting worked 10:03 Dividend outlook for 2026: friendly now, tougher later? 10:57 Strategy shift: high yield → dividend growth 11:47 REITs rerating mostly done? still selective catalysts 13:12 High yield but flat dividend growth examples (TEL/Globe/PLDT) 13:38 “Best time to buy REITs was 2024” + what to do now 14:54 Commodities as dividend plays: OGP/nickel + payout expectations 15:14 Debate: Semirara (coal) — buy unloved vs structural headwinds 18:08 When to sell dividend stocks: impairment, trade-up, policy signals 20:13 Banks vs REITs: why banks can work late-cycle 23:45 2026 stance: offensive or defensive? 26:10 Jarrod’s 2026 playbook: offense + dividend growth + cyclicals 27:15 Cyclical names explained (Wilcon case study) 28:58 Indonesia nickel cut: why PH miners benefit 30:52 Commodities supercycle? gold/silver drivers 33:12 Fed politics + safe-haven bid for gold 35:54 Dividend investor playbook 2026: chase or wait? 36:33 “Buy-below” via yield floors + updating expectations 39:50 Position sizing: cash levels affect aggressiveness 41:37 Funds angle: GMADI example (monthly income) 42:51 Lessons from 2025: mistakes + what to do better 46:54 Don’t assume “too high” (letting winners run) 46:59 Top stock picks for 2026