Thursday, April 18, 2024
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 […]
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 […]
The world’s major industrial companies are approaching a tipping point that is beginning to transform the fortunes of the major players. One example is the digitalization drive that is transforming the fortunes of industrial automation giants such as Honeywell International (HON), making them more profitable and less vulnerable to market cycles, according to ratings agency […]
A good hunting ground for double-digit yields is the world of closed end funds (CEFs), as my colleague Tim Melvin often points out. For those of you who are unfamiliar, CEFs are a type of fund that issues a fixed number of shares through a single initial public offering (IPO) to raise capital for its […]
The answer to the question “what is America’s top-selling beer?” may surprise some. But it shouldn’t… it’s the Mexican beer, Modelo Especial, which is owned by the same company that owns Corona, Pacifico, and other Mexican beers. Modelo Especial’s U.S. success is the culmination of the decades-long rise of the beer industry in Mexico, which […]
A good hunting ground for dividend stocks is often companies from which Wall Street wants to see strong performance in the short-term, while its long-term prospects are actually what are most bright. One such case is this pharmaceutical giant, whose management has chosen to prioritize the dividend, despite an uncertain short-term outlook… The company in […]
On September 27, the healthcare data analytics firm Trilliant Health released a blockbuster report on the volume of prescriptions for GLP-1 weight loss drugs. The report said that prescriptions for drugs like Ozempic—approved by the FDA in 2017 to treat patients with type 2 diabetes—and Wegovy (for weight loss) increased 300% from the start of […]
America’s shale companies have promised to keep a lid on drilling, even if oil hits $100 a barrel, citing their need to maintain capital discipline. This is great news for shareholders of all oil companies. It seems that the executives at the shale companies have learned a valuable lesson… US Shale Output in Decline U.S. […]
This year, we’ve seen technology companies implement a huge ramp-up in spending on artificial intelligence (AI). However, we have yet to see a product that generates significant revenue and returns from all this investment. Other than this one… For example, cloud computing companies have been buying graphics processing units (GPUs), the hardware needed to train […]
Crude oil is trading near a 10-month high at $95 a barrel. Brent crude oil, the global benchmark, has gained roughly 30% since June. West Texas Intermediate (WTI), the U.S. benchmark, is on pace for its fourth consecutive weekly gain, and is up about 27% this quarter, pushing gasoline prices to an 11-month high. And […]
