Transportation companies such as FedEx and UPS comprise 22% of the company's business, while its two largest individual tenants are Amazon and Home Depot. Dividends also add to a stock's stability in a lot of ways, helping to hold up the price in turbulent times, including in the inflation we're seeing now. Steady payouts underpin solid return over the long run Neither of these stocks' yields compare to the 6% or so inflation that's currently eating into a dollar's purchasing power.