Fresh from the Federal Reserve's latest 25 bps rate hike to 3.75% to 4.00%, investors are again reminded that cash flows and balance sheet strength matter more than headlines. Higher yields can reward patient holders of solid dividend stocks, but they can also expose weaker businesses. This article walks through three large-cap value stocks from our screener that look meaningfully exposed to this new rate backdrop, and why that matters for your portfolio decisions. The three stocks covered in this article are only a starting sample from this higher quality corner of the market, and the full screen surfaced 40 more large cap value and dividend businesses with equally compelling narratives that are not discussed here.
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