Nuclear energy remains controversial as a power source—to say the least. Some say it is the solution to our energy needs, while meeting zero-carbon targets. Others say it only adds another type of problem for our environment. Meanwhile, in the world of markets, uranium has been the hottest commodity so far in 2023 (except for […]
Author: Tony Daltorio
The Best Dividend ETF
My experience has been that it is best to be cautious when everyone else is piling into a trade. A consensus on Wall Street often turns out to be completely wrong. The latest example of this occurred a year ago, after a bad year for both stocks and bonds in 2022. Wall Street was telling […]
Will 2024 Be the Year of Streaming
The era of zero and negative interest rates globally is drawing to a close, creating a major investment opportunity—including for dividend investors. More on that in a moment. The last bastion of negative interest rates is Japan, where the Bank of Japan (BOJ) first introduced negative interest rates to the world in January 2016; however, […]
The Best Hidden Profit Opportunity is in Japan
The era of zero and negative interest rates globally is drawing to a close, creating a major investment opportunity—including for dividend investors. More on that in a moment. The last bastion of negative interest rates is Japan, where the Bank of Japan (BOJ) first introduced negative interest rates to the world in January 2016; however, […]
This Stock is America’s Infrastructure Winner
Part of America’s new, muscular industrial policy—with about $2 trillion in federal spending over 10 years—is restoring our country’s infrastructure and reshoring its manufacturing. This endeavor requires a gargantuan number of rocks. Suppliers of cement (made from limestone), and granular aggregates (sand, gravel, and crushed stone) are set to be among the biggest beneficiaries of […]
The Contrarian Trade for 2024 is a Blast from the Past
Recession in 2024? Wall Street traders are saying “fuggedaboutit.” An economic downturn is the furthest thing from the minds of market participants, as they are bullish on risky “junk” debt—chosen as the top contrarian trade, according to a majority of participants in a recent Bloomberg Markets Live Pulse survey. Despite heavy outflows in 2023, and […]
Plenty of Fizz Left in This Soda Giant
Until recently, consumer staples stocks had been popular with conservative investors. These companies make and sell products that are everyday essentials, which means their revenues and profits are fairly stable and quite predictable—a characteristic investors should like. Of course, this type of company is not going to grow rapidly. But their ability to be “Steady […]
Why Only One of the “Magnificent Seven” Stocks is Still Rallying
If the latest earnings results are any indicator, it looks like the stock performance of the Magnificent Seven is beginning to diverge. Microsoft (MSFT) and Alphabet (GOOGL) both reported their recent third-quarter results on the same day, and both beat consensus earnings expectations. A few days later, Amazon (AMZN) earnings smashed broker expectations. But while […]
Power Up Your Dividends With This Utility Stock
Investors tend to take one particular U.K.-based electric utility for granted. Its history of predictable and defensive returns has long made it a no-brainer for income investors. Its dividend, which grows in line with inflation, has not been cut since 1996. Let’s take a look to see if it’s worth your time… The company I’m […]
Lock In a 200% Gain With This Fixed Income Winner
It is well-known that investing into fixed income instruments has been a losers’ game ever since the Federal Reserve began raising interest rates. 2022 was the worst-ever year on record for U.S. bond investors, according to an analysis by Edward McQuarrie, a professor emeritus at Santa Clara University who studies historical investment returns. And the […]