Thursday, May 16, 2024
The rapid increase in interest rates over the last 18 months has changed investor sentiment about “cash” investments. Short-term cash investments such as money market mutual funds and Treasury bills now pay around 5%. Meanwhile, over the last two years, the overall stock market has gone basically nowhere, with a lot of volatility along the […]
I view liquefied natural gas (LNG) as the most critical energy source for the future. A recent report forecasts that LNG demand growth will continue to at least 2040 and double from current production levels. Several stocks let you participate in the attractive growth potential. VettiFi recently interviewed Stifel managing director Ben Nolan to discuss […]
In late September/early October, the NextEra Energy Partners (NEP) share price crashed after the company revised its dividend growth forecast. Last week, the company its reported third-quarter earnings, giving a better picture of its financial health. And far from being a disaster, what I’m seeing is a huge buying opportunity. Let me show you why… […]
The real estate investment trust (REIT) sector has suffered for almost two years in a bear market that started at the end of 2021. REIT share prices should soon bottom, and it’s a great time to invest in the sector. You want to find the best-run companies with the strongest potential for strong dividend growth. […]
Last week, one of my favorite income stocks issued a press release with its preliminary third-quarter results. This business development company (BDC) extended its long tenure as the best company and stock in the category. If there ever were a “buy-and-hold forever” stock, this one would be at the top of my list. Let me […]
The Fed’s aggressive interest rate increases have been good for business development companies (BDCs). I have been recommending select BDC stocks all year and want to make clear that the investment potential remains very attractive. Let me show you why – and give you one of my favorite BDCs… Congress passed the BDC rules to […]
While the price of crude oil gets the attention, you may be surprised how much natural gas has gained over the last six months. With the winter heating season approaching, the setup for natural gas and gas producers is very bullish… Natural gas was a hot topic in 2022. The shutoff of Russian gas to […]
Volatility has ruled the stock market since the 2021 bull market ended at the start of 2022. Stocks made a nice run during the first half of 2023 but have turned down into correction territory since the end of July. The recent decline in stock prices is tied to rising yields in the bond market. […]
At the end of September, one of my favorite energy dividend stocks announced a whopping 50% cut to their forecast dividend growth rate. Unsurprisingly, the stock tanked by almost 60% over the next few weeks. But look beyond the headlines, and this dividend “disaster” is actually a huge opportunity. I’m talking a double or even […]
Financial data and insight provider VettaFI recently launched the Alerian Liquified Natural Gas Index. This is the first index focused on the high-growth liquified natural gas (LNG) industry. LNG provides a clean energy source that can be transported anywhere in the world and then regasified to produce electricity or heat buildings. LNG can become a […]
