A classic strategy that could yield big dividends

Wednesday is garbage day where I live, and because of how recycling works here, we have four separate bins. One for solid waste, one for "containers" - bottles and cans, one for compost (grass clippings basically), and one for paper. These last two are the largest, but even so, somehow the one for paper is never big enough. We get everything delivered now, and everything delivered comes in a box. Sure enough today, no matter how much I folded and stuffed, a lot of the cardboard ended up next to the paper bin when there was no more room in it... which got me thinking. Packaging Corp of America (PKG) is an old-school, brick-and-mortar industrial business. They make corrugated boxes, containerboard, and shipping materials. Perhaps it sounds unsexy, like a relic of the past (the company's origins are more than a century old), but consider how the world actually works right now. We live in a new age dominated by digital commerce. Every single click on a mobile app, every online shopping binge, and every supply chain shipment fundamentally relies on one thing: a box. Tech may create the order, but old industrials package it up. It's the eyesore sitting on my curb right now. The stock is up a relatively modest 9% in 2026, but management just boosted the annual dividend by 20% to $6.00 per share, and the street consensus is the company earns 12.30 in adjusted EPS next year - roughly 18% growth YoY. With the stock trading around $225, you get a solid yield. …