Author: Tim Plaehn

Is This Closed-End Fund Living Up to Expectations?

Is This Closed-End Fund Living Up to Expectations?

Reading Time: 3 minutes Recently, I have found myself going down the rabbit hole leading to ETFs and closed-end funds (CEFs) that use covered call strategies. These funds offer the promise of investment exposure to major asset classes or indexes, plus a high level of dividend income. Closed-end funds aren’t generally my cup of tea as many remain murky […]

When Not to Sell Call Options

When Not to Sell Call Options

Reading Time: 3 minutes I’m often asked, “what are stock options?” by some of my newer readers. Stock options are derivatives based on the value of the stock and offer the trader the opportunity to buy or sell the stock at a stated price within a specific time. The most common option trades, especially for beginners, are covered calls. […]

Are Hotel REITs Attractive Again?

Are Hotel REITs Attractive Again?

Reading Time: 3 minutes Many investors are playing the recovery trade, looking for those stocks and companies that are not yet out of the pandemic woods, but should see a substantial improvement in their business results as the economy continues to open. Hospitality and travel-related companies are popular stocks for this investment strategy. However, with the hospitality-related REITs, shares […]

What’s a Dividend Investor to Do With Transitory Inflation?

What’s a Dividend Investor to Do With Transitory Inflation?

Reading Time: 4 minutes I am in the mood to ramble. (By that, I mean I’d like to share some thoughts about current broader themes affecting investing and the economy.) We have not seen this much uncertainty in the financial world since the Global Financial Crisis nearly 15 years ago. My work lets me follow the current financial news, […]

Crane picking up a car in a junkyard

Why CEF Stocks Are Mostly A Junkyard… Except For Two

Reading Time: 3 minutes I regularly field many questions about specific high-yield investments. The questions often specify a closed-end fund (CEFs), and the investor asking often does not realize the high-yield stock symbol that caught their interest is a closed-end fund. Today, let’s look at CEFs, both pros and cons…lots of cons. CEF stands for closed-end fund. A closed-end […]

What the Income Investor’s Perfect Market Looks Like

What the Income Investor’s Perfect Market Looks Like

Reading Time: 2 minutes With the major U.S. stock indexes hovering around record highs, I often am asked about selling to lock in gains, and then waiting for the next downturn to reinvest. While I do not think a wholesale move into cash is the right move, I spend a lot of time considering what to tell my subscribers […]

Buy This Hated Monthly Dividend Investment Paying 9.5%

Buy This Hated Monthly Dividend Investment Paying 9.5%

Reading Time: 2 minutes Last week, Seeking Alpha put out a list of low-valuation ETFs with strong performance year-to-date for 2021. The short discussion pointed out how investors may benefit from a shift away from high-valuation growth investments, to those with lower valuations that are also out of favor with the “hot stocks” crowd. The low-valuation list sports some […]

Marion - Circa April 2017: AT&T Corporate logo and signage on a downtown central office. AT&T now offers Uverse, VoIP, Cell Phones and DirecTV XVI

AT&T Dividend Cut Could Be Good for Dividend Investors For The Next 12 Months

Reading Time: 2 minutes Last week, AT&T (T) stirred up tremendous investor discussion when it announced an agreement to spin off its WarnerMedia division into a merger with Discovery, Inc. (DISCA). Included in the announcement was news that the AT&T dividend would be significantly reduced after the spin-off. As investors learned about the dividend cut, the AT&T share price […]

Financial stability, business success and insurance concept: stacked golden coins covered by red umbrella against blue sky with clouds on white background with reflection effect

Finding Stable Investments in an Unstable Market

Reading Time: 3 minutes I find it a bit strange to say this, considering everything that happened last year, but we are in a period of unprecedented uncertainty as far as investing goes. I regularly read and hear commentary covering both sides of where the stock market will go for the rest of 2021. As I went through my […]