Markets ended 2020 on a excessive label, and bear started 2021 on a bullish trajectory. All three predominant indexes bear now not too long within the past surged to all-time highs as investors reputedly regarded previous the pandemic and hoped for indicators of a like a flash recovery. Feeble strategist Edward Yardeni sees the commercial recovery bringing its possess slowdown with it. As the COVID vaccination program permits for additional economic opening, with extra other folks getting motivate to work, Yardeni predicts a wave of pent-up set an suppose to of, increasing wages, and rising prices – in transient, a recipe for inflation. “Within the 2d half of the one year we will most definitely be looking out out for some particular person payment inflation which would now not be correct for overrated property,” Yardeni renowned.The warning trace to trot looking out for is higher yields within the Treasury bond market. If the Fed eases up on the low-payment coverage, Yardeni sees Treasuries reflecting the exchange first.A self-discipline adore here’s tailor-made for defensive stock plays – and that can naturally raise investors to search around at excessive-yield dividend stocks. Opening up the TipRanks database, we’ve stumbled on three stocks featuring a hat trick of sure indicators: A Solid Resolve ranking, dividend yields initiating at 9% or better – and a newest analyst overview pointing in opposition to double-digit upside.CTO Realty Instruct (CTO)We will originate with CTO Realty Instruct, a Florida-essentially based actual estate company that, final one year, made an exhilarating resolution for dividend investors: the company launched that it would exchange its tax plan to that of a actual estate Investment belief (REIT) for the tax one year ending December 31, 2020. REITs bear long been identified for his or her excessive dividend yields, a fabricated from tax code requirements that these corporations return a excessive share of their profits straight to shareholders. Dividends are accepted route of that return.For background, CTO holds a diversified portfolio of actual estate investments. The holdings encompass 27 earnings properties in 11 states, totaling extra than 2.4 million square toes, alongside with 18 leasable billboards in Florida. The earnings properties are essentially taking a look facilities and retail retailers. At some level of the third quarter, basically the most newest reported, CTO equipped off some 3,300 acres of undeveloped land for $46 million, obtained two earnings properties for $47.9 million, and picked up ~93% of contractual vulgar rents due. The corporate also approved a one-time special distribution, in connection with its shift to REIT plan; its cause became as soon as to attach the company in compliance with earnings return laws at some stage in tax one year 2020. The one-time distribution became as soon as made in cash and stock, and totaled $11.83 per piece.The fashioned dividend paid in Q3 became as soon as 40 cents per stylish piece. That became as soon as increased in Q4 to $1, a soar of 150%; all yet again, this became as soon as accomplished to attach the company in compliance with REIT-plan requirements. On the new dividend payment, the yield is 9.5%, some distance higher than the stylish among financial sector look corporations.Analyst Craig Kucera, of B. Riley, believes that CTO has quite a lot of alternatives going forward to destroy bigger its portfolio by acquisition: “CTO hit the excessive conclude of anticipated disposition steering at $33M in 4Q20, bringing YTD inclinations to nearly $85M, with the biggest disposition affiliated with the jabber of a tenant’s choice to rep a constructing from CTO in Aspen, CO. Put up these inclinations, we estimate>$30M in cash and restricted cash for additional acquisitions, and we set an suppose to of CTO to be active all yet again in 1H21.”To this conclude, Kucera charges CTO a Resolve alongside with a $67 payment target. At contemporary levels, his target implies a 60% one-one year upside most likely. (To behold Kucera’s display screen file, click here)Total, CTO has 3 opinions on file from Wall Avenue’s analysts, and so all of them agree that this stock is a Resolve, making the analyst consensus of Solid Resolve unanimous. The shares are priced at $41.85, and their average payment target of $59.33 suggests room for ~42% growth within the one year ahead. (Glimpse CTO stock evaluation on TipRanks)Holly Vitality Companions (HEP)The energy sector, with its excessive cash flows, is also identified for its excessive-paying dividend stocks. Holly Vitality Companions is a midstream transportation player in sector, providing pipeline, terminal, and storage products and services for producers of indecent oil and petroleum distillate products. Holly bases most of its operations within the Colorado-Utah and Fresh Mexico-Texas-Oklahoma areas. In 2019, the final stout one year for which numbers are accessible in, the company saw $533 million in total revenues.The corporate’s revenues in 2020 slipped within the predominant and 2d quarters, but rebounded in Q3, coming in at $127.7 million. Holly reported at distributable cash pace – from which dividends are paid – of $76.9 million, up extra than $8 million one year-over-one year. This supported a 35-cent dividend payment per fashioned piece, or $1.40 annualized. At that payment, the dividend yields a actual 10%.Noting the dividend, Effectively Fargo analyst Michael Blum wrote, “Our mannequin suggests the distribution is sustainable at this level as [lost revenue] is offset by inflation escalators in HEP’s pipeline contracts and contributions from the Cushing Connect JV challenge. About 80% of HEP’s distribution is tax-deferred.”Blum affords HEP a $20 payment target and an Chubby (i.e. Resolve) ranking. His target implies a 38% upside for the following 12 months. (To behold Blum’s display screen file, click here)”Our ranking essentially displays the partnership’s regular, payment-essentially based cash flows, powerful yield and conservative balance sheet,” Blum added.For basically the most section, Wall Avenue has the same opinion with Blum’s overview on HEP, as confirmed by the Solid Resolve analyst consensus ranking. That ranking is supported by 6 opinions, destroy up 5 to 1 Buys versus Defend. The average payment target, at $18.67, suggests that the stock has room to grow ~29% this one year. (Glimpse HEP stock evaluation on TipRanks)DHT Holdings (DHT)Midstreaming is handiest one section of the global oil enterprise’s transport network. Tankers are one other, spicy indecent oil, petroleum products, and liquified natural gas all over the realm, in bulk. Bermuda-essentially based DHT operates a like a flash of 27 indecent oil tankers, all rated VLCC (very trim indecent carrier). These vessels are 100% owned by the company, and fluctuate in tonnage from 298K to 320K. VLCCs are the workhorses of the global oil tanker network.After four quarters of sequential earnings positive aspects, even by the ‘corona half’ of 1H20, DHT posted a sequential tumble in revenues from 2Q20 to 3Q20. The tip line that quarter fell from $245 million to $142 million. It’s valuable to label, on the other hand, that the 3Q earnings result became as soon as serene up 36.5% one year-over-one year. EPS, at 32 cents, became as soon as a dramatic yoy turnaround from the 6-cent loss posted in 3Q19.DHT has a history of fixing its dividend, when wished, to defend it essentially based on earnings. The corporate did that in Q3, and the 20-cent per fashioned piece payment became as soon as the predominant dividend cut in 5 quarters. The stylish coverage is a undeniable for dividend investors, on the other hand, as the company has now not omitted a dividend payment in 43 consecutive quarters – an admirable file. At 80 cents per piece annualized, the dividend yields a ambitious 14%.Kepler analyst Petter Haugen covers DHT, and he sees most likely for increased returns within the company’s contract schedule. Haugen renowned, “With 8 out of 16 vessels ending their TC contracts by conclude Q1 2021, we predict about DHT is well positioned for after we set an suppose to of freight charges to adore in H2 2021E.”Stepping into extra slight print, Haugen provides, “[The] predominant underlying drivers are serene intact: like a flash growth will seemingly be low (1% on average over 2020- 23E) and the US will serene conclude up being a rep seaborne exporter of indecent oil, making additional export growth from the US force tanker set an suppose to of. We set an suppose to of plan charges to toughen all yet again at some stage in 2021E, quickly after oil set an suppose to of has normalised. We set an suppose to of average VLCC charges of USD41,000/day in 2022E and USD55,000/day in 2023E.”Per his comments, Haugen charges DHT a Resolve. His $7.40 target payment suggests that this stock can grow 34% within the months ahead. (To behold Haugen’s display screen file, click here)The rest of the Avenue is getting onboard. 3 Buys and 1 Defend assigned within the final three months add as much as a Solid Resolve analyst consensus. To boot as, the $6.13 average payment target places the aptitude upside at ~11%. (Glimpse DHT stock evaluation on TipRanks)To search out correct tips for dividend stocks shopping and selling at handsome valuations, consult with TipRanks’ Supreme Shares to Resolve, a newly launched instrument that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed listed here are completely those of the featured analysts. The exclaim material is supposed to be feeble for informational applications handiest. This will most definitely be very valuable to attain your possess evaluation sooner than making any Investment.