The other thing to possibly keep in mind is businesses with large amounts of 'float' cash are going to make a lot of money from interest income as rates go up. So you might be able to capitalize on that while still picking up a dividend (albeit a smaller yield compared to many stocks discussed here. Think: banks and brokerage firms.
Yes, some of this is already 'priced in' on the stock, but it's worth keeping in mind if you want to invest in a financial name you like.
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Jeff: Project "Rolling Mockup" 69 Camaro SS, AFX, TKO600, Baer GT, etc
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