Saturday, May 18, 2024
The inverted yield curve has investors and savers focused on short-term investments like money market funds because of their high yields. However, when the Fed starts to lower interest rates, the yields on money market funds will also decline. That’s why you need to act now to lock in today’s high yields. Let me show […]
Investors often use quarterly earnings results to decide whether to buy or sell individual stocks; however, investors who focus on past results will likely miss out on the blow-out positive quarters when looking at upstream energy producers. Here’s what to look for instead, and what to look for… Upstream energy companies are oil and gas […]
Last week the news included announced acquisitions of two master limited partnerships (MLPs). That brings the total to three MLPs that will disappear by the end of the year. The number of MLPs has been shrinking for almost a decade, leaving only the strongest operating. That’s good news for us income investors. Here’s why… As […]
Since October 2022, the broader stock market has experienced a nice recovery coming out of the bear market. However, real estate investment trusts (REITs) have not participated fully in the stock market gains of the last ten months. As a result, REITs look very undervalued and may be the next sector to move strongly higher. […]
Last year, investors and savers rushed to buy Series I savings bonds as their inflation-linked yields approached 10%. Now, the yield on I bonds is much, much lower. If you purchased these bonds for the high yield last year, it may be time to cash them in and invest elsewhere. Let me explain why – […]
A secondary stock offering comes with a sharp drop in a company’s stock price. Rapid price declines make investors nervous, wondering if the company is facing troubles. The recent sale of 6.5 million new shares by one of my favorite high-yield dividend stocks highlights how this type of transaction can benefit investors. Let me show […]
Most of the time, preferred stock shares are pretty boring. However, the rapid increase in interest rates has turned a subset of the preferred universe into potentially outstanding investment opportunities. You could dig out the right preferred stocks yourself or invest in an ETF that does precisely that. Let me show you how to do […]
Earnings season offers unique opportunities. This is a time when management teams host conference calls for Wall Street analysts. Listening to calls or reading the transcripts gives me insight into how well companies are managed. I believe that most analysts and investors do not pay enough attention to management teams and whether or not they […]
Over the last decade, the master limited partnership (MLP) sector has undergone a deep, multi-year downturn and then a massive recovery. After all that volatility, you might wonder if the sector’s high yields are worth it. Let me show you where I see MLPs going from here… The Downturn From mid-2014 until January 2016, crude […]
A year ago, Rithm Capital (RITM) changed its name to reflect a broader business scope. Formerly known as New Residential Investments, the company is expanding beyond mortgage-related services and investments. Last week, Rithm announced the acquisition of Sculptor Capital Management (SCU) for $639 million, or $11.15 per share. Let’s take a look at what Rithm […]
