Author: Brett Owens, Contrarian Outlook

They both have strong cash flows, reasonable payout ratios, and megatrend-backed businesses.

With a growing dividend, rising profits, a safe payout ratio, and large market share, they both have an excellent shot at long-term profits.

While most of the market has spent much of the year swooning, this trio of names have been sailing.

Historically, September has been the worst month for stocks. Consider these names with relative strength, big payouts, and pricing power.