Home Dividends Analysis Dividend Quick Picks Summary Broadening growth beneath headline volatility supports a selective, stock-picking approach, with cyclical value and dividend growers offering compelling risk/reward. Tractor Supply Company is attractively valued at 18x earnings, with 17 consecutive annual dividend hikes and potential upside if economic growth broadens. RTX Corporation combines secular growth in defense and commercial aerospace, boasts a $271B backlog, and offers reliable dividend growth with a BBB+ rating. Rexford Industrial Realty, Inc. leverages SoCal supply constraints, focuses on capital recycling and buybacks, and is poised for a multiple re-rating if fundamentals improve. Looking for a portfolio of ideas like this one? Members of Main Street Alpha get exclusive access to our subscriber-only portfolios. Learn More » Nisian Hughes/DigitalVision via Getty Images Introduction “This market is nuts.” That’s what someone told me the other day.…