Thursday, April 25, 2024
Dear Investor, The recent stock market declines have many investors fearing a market crash, such as the 2008 – 2009 bear market. Back then, the major stock market indexes dropped by more than 50%. As I see what is happening in the markets, this recent pullback feels more like 2018. If I am correct, the […]
Dear Investor, Bank of America stock analysts recently released a long-term forecast that bodes very badly for investors for the next decade. If the analysts are correct, many investors will not reach their long-term financial goals. But one investing strategy looks to avoid the problem… In October, several news outlets, including Yahoo Finance and Markets […]
Dear Investor, It’s different this time, truly. I am speaking, of course, of the 2020 stock market crash. One effect of the pandemic-triggered market drop was large declines for every type of high-yield asset. Declines hit every income category, no matter the level of risk or safety. That was a one-time occurrence, and during the […]
Dear Investor, Last week, the Federal Home Loan Mortgage Corporation (FHLMC), better known as Freddie Mac, reported that the average interest rate for 30-year fixed-rate mortgages jumped to 3.45%, up from slightly more than 3% a month ago, and 2.79% one year ago. Higher rates hurt traditional mortgage companies – refinancing business dries up, and […]
Dear Investor, The Fed has said it will finally hike interest rates this year. As rates rise, business development companies (BDCs) are a type of income stock that should perform especially well. However, the uncertainties from inflation, omicron, and a waffling Federal Reserve will likely make for a bumpy ride over the next six-to-nine months. […]
Dear Investor, Last week, the stock markets were shocked to discover from the Federal Reserve that interest rates might actually move higher this year. Too many years at near-zero interest rates have corrupted the investing process. While we should welcome higher interest rates, getting there won’t be painless. Investors should prepare for more stock market […]
Dear Investor, For 2021, the energy sector was the top-performing of the eleven S&P-designated sectors, and the Energy Select Sector SPDR ETF (XLE) posted a 52% return for the year. Energy midstream – the pipeline, terminals, and storage subsector – was up a similar 45%. For 2021, the energy sector rode the wave of crude […]
Dear Investor, When the coronavirus pandemic triggered a stock market crash in the first quarter of 2020, I added, for the first time, individual preferred stocks to the Dividend Hunter recommendations list. It has now been more than a year since that first recommendation, and I am convinced more than ever that preferred stock investments, […]
Dear Investor, Because of their high level of dividend safety, I think individual preferred stocks should account for a portion of any investor’s high yield holdings. I regularly look at different preferred stocks, looking for candidates that I can recommend to The Dividend Hunter members. I also monitor the current list of preferreds, making sure […]
Dear Investor, On Monday, I showed you my pick for the conservative dividend stock to buy for the New Year. Today, it’s time for my more speculative pick – higher stock and income upside, but with a tad more risk. Let’s get to it… On May 20, Blue Owl Capital, Inc. (OWL) started trading on […]
