Saturday, May 3, 2025
Dear Investor, The market volatility that has started 2022 is making many investors nervous about their portfolios. But not me: I have been pleased with how well the high-yield investments recommended in my Dividend Hunter service have performed. One high-yield category in particular has really stood out, with great dividends and share price appreciation through […]
Dear Investor, For the last two years, much of what passes as investment advice, or recommended investment products, attempted to guess and benefit from short-term trends. However, many investors need long-term strategies and solutions to meet their financial and retirement goals. Finally, over the last few months, fund management companies have launched several new funds […]
Dear Investor, Recently I heard a TV stock pundit note that ever since Exxon Mobil (XOM) was booted from the Dow Jones Industrial Average, its share price is up over 100%. Meanwhile, the hot tech-sector stock that replaced Exxon is down 21%. This story indicates how often investors don’t take valuation into their investment decision […]
Dear Investor, Do not believe rumors that the price of crude oil has stopped climbing. Nearly unstoppable supply-and-demand forces point to continued gains for energy stocks – a trend that cannot be controlled by words from the Federal Reserve or other government authorities. So if your portfolio doesn’t have enough exposure to the energy sector, […]
Dear Investor, As technology stock investors rotate out of money-losing, used-to-be growth stocks, focusing on dividend growth should serve investors well in these volatile times. Two newer ETFs, offering both current yield and potential dividend growth, may be just what investors are looking for. With a dividend growth strategy, dividend income provides a current cash […]
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. […]
