Markets ended 2020 on a high stamp, and maintain began 2021 on a bullish trajectory. All three predominant indexes maintain now not too prolonged in the past surged to all-time highs as investors seemingly seemed beyond the pandemic and hoped for indicators of a swiftly recovery. Feeble strategist Edward Yardeni sees the industrial recovery bringing its have slowdown with it. Because the COVID vaccination program enables for additional financial opening, with more of us getting relief to work, Yardeni predicts a wave of pent-up inquire of, increasing wages, and rising costs – in instant, a recipe for inflation. “Within the second half of the year we is also on the lookout for some client set aside inflation which wouldn’t be right for overrated assets,” Yardeni notorious.The warning signal to stare is bigger yields in the Treasury bond market. If the Fed eases up on the low-rate coverage, Yardeni sees Treasuries reflecting the artificial first.A anxiousness be pleased here is tailored for defensive inventory plays – and that will naturally bring investors to discover at high-yield dividend stocks. Opening up the TipRanks database, we’ve stumbled on three stocks that incorporates a hat trick of definite indicators: A Strong Divulge ranking, dividend yields starting up at 9% or better – and a fresh analyst review pointing in direction of double-digit upside.CTO Realty Verbalize (CTO)We will initiate with CTO Realty Verbalize, a Florida-essentially essentially based precise estate firm that, final year, made an exhilarating dedication for dividend investors: the firm launched that it would possibly maybe perchance maybe perchance substitute its tax residence to that of a precise estate funding have confidence (REIT) for the tax year ending December 31, 2020. REITs maintain prolonged been known for his or her high dividend yields, a product of tax code necessities that these companies return a high percentage of their profits at once to shareholders. Dividends are frequent route of that return.For background, CTO holds a various portfolio of true estate investments. The holdings encompass 27 profits properties in 11 states, totaling bigger than 2.4 million square toes, alongside with 18 leasable billboards in Florida. The profits properties are mainly browsing products and companies and retail stores. All the device through the third quarter, basically the most stylish reported, CTO sold off some 3,300 acres of undeveloped land for $46 million, received two profits properties for $47.9 million, and picked up ~93% of contractual inferior rents due. The firm also approved a one-time special distribution, in connection with its shift to REIT residence; its aim modified into to build the firm in compliance with profits return regulations all over tax year 2020. The one-time distribution modified into made in money and inventory, and totaled $11.83 per piece.The frequent dividend paid in Q3 modified into 40 cents per classic piece. That modified into increased in Q4 to $1, a jump of 150%; again, this modified into carried out to build the firm in compliance with REIT-residence necessities. At the unique dividend rate, the yield is 9.5%, a long way bigger than the common among financial sector conception companies.Analyst Craig Kucera, of B. Riley, believes that CTO has a great deal of solutions going forward to develop its portfolio through acquisition: “CTO hit the high cease of anticipated disposition steering at $33M in 4Q20, bringing YTD tendencies to practically $85M, with the largest disposition affiliated with the exercise of a tenant’s choice to build up a building from CTO in Aspen, CO. Put up these tendencies, we estimate>$30M in money and restricted money for additional acquisitions, and we demand CTO to be active again in 1H21.”To this cease, Kucera charges CTO a Divulge alongside with a $67 set aside aim. At fresh ranges, his aim implies a 60% one-year upside doable. (To discover Kucera’s discover report, click on here)Total, CTO has 3 experiences on report from Wall Avenue’s analysts, and so that they all agree that this inventory is a Divulge, making the analyst consensus of Strong Divulge unanimous. The shares are priced at $41.85, and their common set aside aim of $59.33 suggests room for ~42% increase in the year forward. (Stare CTO inventory analysis on TipRanks)Holly Energy Partners (HEP)The energy sector, with its high money flows, would possibly maybe be known for its high-paying dividend stocks. Holly Energy Partners is a midstream transportation participant in sector, providing pipeline, terminal, and storage products and companies for producers of crude oil and petroleum distillate merchandise. Holly bases most of its operations in the Colorado-Utah and New Mexico-Texas-Oklahoma regions. In 2019, the final full year for which numbers come in, the firm saw $533 million in total revenues.The firm’s revenues in 2020 slipped in the first and second quarters, nonetheless rebounded in Q3, coming in at $127.7 million. Holly reported at distributable money drift – from which dividends are paid – of $76.9 million, up bigger than $8 million year-over-year. This supported a 35-cent dividend charge per frequent piece, or $1.40 annualized. At that rate, the dividend yields an impressive 10%.Noting the dividend, Effectively Fargo analyst Michael Blum wrote, “Our mannequin suggests the distribution is sustainable at this stage as [lost revenue] is offset by inflation escalators in HEP’s pipeline contracts and contributions from the Cushing Connect JV project. About 80% of HEP’s distribution is tax-deferred.”Blum gives HEP a $20 set aside aim and an Overweight (i.e. Divulge) ranking. His aim implies a 38% upside for the next 12 months. (To discover Blum’s discover report, click on here)”Our ranking essentially displays the partnership’s valid, rate-essentially essentially based money flows, sturdy yield and conservative balance sheet,” Blum added.For basically the most section, Wall Avenue agrees with Blum’s evaluation on HEP, as proven by the Strong Divulge analyst consensus ranking. That ranking is supported by 6 experiences, atomize up 5 to 1 Buys versus Shield. The everyday set aside aim, at $18.67, suggests that the inventory has room to develop ~29% this year. (Stare HEP inventory analysis on TipRanks)DHT Holdings (DHT)Midstreaming is handiest one section of the worldwide oil substitute’s transport community. Tankers are yet another, transferring crude oil, petroleum merchandise, and liquified natural gasoline world huge, in bulk. Bermuda-essentially essentially based DHT operates a swiftly of 27 crude oil tankers, all rated VLCC (very tremendous crude provider). These vessels are 100% owned by the firm, and vary in tonnage from 298Alright to 320Ok. VLCCs are the workhorses of the worldwide oil tanker community.After four quarters of sequential revenue features, even through the ‘corona half’ of 1H20, DHT posted a sequential fall in revenues from 2Q20 to 3Q20. The tip line that quarter fell from $245 million to $142 million. It’s significant to stamp, nonetheless, that the 3Q revenue consequence modified into mild up 36.5% year-over-year. EPS, at 32 cents, modified into a dramatic yoy turnaround from the 6-cent loss posted in 3Q19.DHT has a history of changing its dividend, when wished, to abet it essentially essentially based on earnings. The firm did that in Q3, and the 20-cent per frequent piece charge modified into the first dividend decrease in 5 quarters. The classic coverage is a definite for dividend investors, nonetheless, as the firm has now not overlooked a dividend charge in 43 consecutive quarters – an admirable report. At 80 cents per piece annualized, the dividend yields an impressive 14%.Kepler analyst Petter Haugen covers DHT, and he sees doable for increased returns in the firm’s contract agenda. Haugen notorious, “With 8 out of 16 vessels ending their TC contracts by cease Q1 2021, we imagine DHT is neatly positioned for once we demand freight charges to worship in H2 2021E.”Going in additional significant gains, Haugen provides, “[The] predominant underlying drivers are mild intact: swiftly increase will be low (1% on common over 2020- 23E) and the US will mild cease up being a rating seaborne exporter of crude oil, making additional export increase from the US drive tanker inquire of. We demand train charges to pork up again all over 2021E, almost as we screech after oil inquire of has normalised. We demand common VLCC charges of USD41,000/day in 2022E and USD55,000/day in 2023E.”In step with his comments, Haugen charges DHT a Divulge. His $7.40 aim set aside suggests that this inventory can develop 34% in the months forward. (To discover Haugen’s discover report, click on here)The remainder of the Avenue is getting onboard. 3 Buys and 1 Shield assigned in the final three months add as a lot as a Strong Divulge analyst consensus. As neatly as, the $6.13 common set aside aim puts the ability upside at ~11%. (Stare DHT inventory analysis on TipRanks)To search out right ideas for dividend stocks buying and selling at enticing valuations, consult with TipRanks’ Splendid Shares to Divulge, a newly launched tool that unites all of TipRanks’ fairness insights.Disclaimer: The opinions expressed listed listed below are solely those of the featured analysts. The drawl is supposed to be used for informational gains handiest. It is terribly significant to build your have analysis sooner than making any funding.