Wednesday, May 21, 2025
Known for dividends and attractive yields, energy midstream stocks have been a hot stock sector for the last five years. For example, the Global X MLP & Energy Infrastructure ETF (MLPX) returned 239% over the last five years. The 2025 bear market (mid-February through early April) saw the midstream sector drop by 20%, similar to […]
President Trump’s “Liberation Day” announcement of imposing significant tariffs on the rest of the world triggered a steep and scary sell-off in the stock market. The S&P 500 and Nasdaq 100 indices reached bear market (more than 20% down) from their mid-February record highs. The fast and furious market crash had investors—both individuals and professionals—selling […]
Seven large “mega-cap” stocks drove the bull market returns of 2023 and 2024. Due to their market values, these stocks—Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta Platforms, and Tesla—drive the returns of the S&P 500 and QQQ indexes. They are also widely owned by individual investors. The Roundhill Magnificent Seven ETF (MAGS) launched in April 2023. […]
Recently, I ran across a list of the “7 Deadly Investing Sins Clients Make.” The article was aimed at financial advisors, but I think regular investors would benefit from understanding the list items. Let’s go through the “investing sins,” and I will share my thoughts. Forgetting Arithmetic My newsletter subscribers manage their own investments, so […]
On April 25, finance REIT Rithm Capital (RITM) reported the company’s first-quarter results, and the financials reinforced the fact that the RITM stock price is severely undervalued. Rithm reported earnings available for distribution of $0.52 per share for the quarter. A year ago, earnings came in at $0.48; two years ago, the number was $0.35 […]
ETFs that use covered call option strategies to generate cash and pay big yields have become hugely popular. My database includes more than 100 funds, with new ones launching every week. Fund sponsors continue to develop new strategies to counter the one big negative of covered call trading. I have found one ETF that has […]
Gold has marched new record highs this year. You are a happy camper if you own gold or gold mining stocks. Silver has not yet joined in with gold for these record-setting gains; however, it seems very possible that investors will start looking for silver to mirror the gains in gold. The popularity and price […]
My Dividend Hunter service focuses on earning income from a portfolio of high-yield investments. When I read analyst ratings on the stocks I recommend, I often find the analysis has the wrong focus. Traditional stock analysis examines a company’s business results and growth prospects to value the share price. From there, an analyst determines whether […]
The rapid growth in the number of ETFs employing option strategies to generate high yields for investors has caused a lot of fund sponsors to try a wide range of option strategies and tactics. Of these, the so-called zero days to expiration (0DTE) strategy seems to show a lot of promise. The first 0DTE ETFs […]
One big goal of Trump’s tariff scheme is to incentivize companies to bring manufacturing back to the U.S. Setting up new factories in the U.S. will require a lot of capital. Companies won’t pay for the construction out of free cash flow. They will borrow money for infrastructure and construction. Investing in the stocks of […]
