Thursday, November 12, 2026
High-yield investments, meaning high single digits or higher, tend to come from a small handful of investment types: real estate investment trusts—especially finance REITs— business development companies (BDCs), energy midstream companies, preferred stocks, and closed-end funds (CEFs) with managed dividend policies. These assets tend to move together. Higher interest rates are usually a negative. Most […]
Bonus or special dividends paid on top of a company’s regular dividend. These are this week’s bonus dividend opportunities.
Energy infrastructure has become a hot-button topic in the discussion around the data center buildout. However, energy sector infrastructure stock prices have been hit- or-miss this year, as investor sentiment about the data center buildout swings from enthusiastic to negative. For example, here is the year-to-date chart for Kodiak Gas Services (KGS), which provides natural […]
The 10 highest yield dividend stocks going ex-div this week. These are some of the top dividend stocks for this week.
On October 26, natural gas producer EQT Corp (EQT) announced an agreement to acquire Range Resources (RRC) in an all-stock deal. In the deal, Range Resources would receive 0.987 shares of EQT, valued at $54.91 on October 23, for each share of RRC. The value is a 21% premium to the RRC closing price on […]
Rithm Capital (RITM) reported earnings on Friday, October 23. The 8% gain in shares that day indicates investors are starting to see what I have been preaching to my newsletter subscribers. Rithm Capital is organized as a real estate investment trust (REIT). However, over the last four or five years, it has made numerous acquisitions, […]
2026 has been an amazing year for investments that track crude oil and refined fuel prices. For example, from my recommended stocks, upstream oil producer Diamondback Energy (FANG) is up 35% year-to-date. Even more striking, the recommended refinery stock Valero Energy (VLO) is up 169% this year. With the focus on gains in petroleum-related stocks, […]
The news has extensive coverage of high gasoline and diesel prices. As you may have noticed yourselves, it’s not fun to go to the gas station right now. That is one reason I recommend refining stocks, which can rack up profits when fuel prices are high. Right now, refining stocks offer an opportunity to make […]
When interest rates go up, investors often have the knee-jerk reaction to sell certain types of stock. The resulting sell-off can be disconcerting if you don’t understand what is happening. The yield on the 10-year Treasury drives much of the interest rate outlook. Over the last six months, the 10-year yield has moved from 4.25% […]
Two wars—Ukraine and Iran—have spotlighted how interdependent the global energy system is, and how easily it can be pushed off balance. The warring parties have focused on attacking and destroying energy infrastructure. The effects on the global energy system have been profound. Russia was a major exporter of crude oil and fuels; it is not […]
