Roku's rambunctious revenue growth slowed during the inflation crisis because advertisers preferred to conserve their cash until people were ready to spend money again. Leaning on a robust balance sheet with $2 billion of cash equivalents and zero long-term debt, Roku took some calculated risks to grow its user base during a period of economic instability. This stock gives you the best of both worlds -- a top-notch dividend policy with a rare monthly payout philosophy, plus high-octane revenue growth even in a challenging economy.