Wednesday, April 25, 2018
President Trump is not the only one using the words “mission accomplished”. On April 13, the International Energy Agency (IEA) said that OPEC could use those words in its battle to reduce the global glut of oil that had been a problem since 2015. The IEA said oil stockpiles had dropped dramatically over the past […]
In my dividend focused advisory services, I continue to stress the importance of investing for the long term instead of trying to “play” the stock market. This means building a portfolio that generates a growing income stream, and not trying to guess when to jump in and out of the market. That doesn’t mean however, […]
For the last couple years, perhaps no investing strategy was more popular than shorting volatility. The short volatility trade was the primary source of yield for many investors, both institutional and retail. With interest rates so low, selling volatility seemed like one of the few easy ways to generate consistent income. There are several different […]
If you knew you had a short time left to live, would you do anything differently? The movie, “Bucket List” highlighted how two men came to terms with their impending demise and went on quite an adventure before they “kicked the bucket”. Longtime friend Kirk B. sent me an article published in the Watauga Democrat, “Between […]
Earnings season is underway – and predictions are bullish, to say the least. Zacks says S&P 500 first-quarter earnings are projected to swell by 16.6% on sales growth of 7.5%, compared with Q1 2017. Indeed, 14 out of the 16 Zacks sectors will notch earnings growth, with 11 of them enjoying double-digit expansion. But one […]
With this year’s tax filing deadline date just past, it’s a good as time as any to take a look at a few special situations whose stock prices were hit because of recent changes in tax policies. The first company I want to tell you about is one that has become a real life example […]
Income stock investors are most interested in the safety of the dividends paid by the stocks they own. However, investors in high-yield stocks need to understand that those yields exist because the investing public believes there is significant potential for a dividend cut. When dividends are viewed as completely secure, yields are lower. On the […]
The last several weeks have been interesting for stocks to say the least. We simply are not used to the volatility – the daily swings – we’ve been getting nearly every trading day. It’s been years since we’ve had anything close to market conditions like this. Moreover, volatility indicators have remained high but stable throughout […]
More than a few subscriber questions cross my desk about the return-of-capital (ROC) dividend reports sent out by brokerage firms. The term return-of-capital sounds like something that is not a benefit to you as an investor. The reality is there are nuances to this income classification, and in the right circumstances, ROC income is very […]
The definition of sports is changing. For those people who have never known a world without the internet, sports can mean something quite different than for us a wee bit older. For those people, sports are just as likely to be played sitting in a comfy chair with headphones, a keyboard and a mouse. Welcome […]
