Friday, April 19, 2024
November was an excellent month for the U.S. stock market. The S&P 500 gained 9.1% in the month, compared to losing 5% over the previous two months. I was especially pleased to see the real estate sector (read: REITs) near the top of the sector performance chart. And more is coming. Let me show you… […]
If you asked the typical investor which two sectors led the charge in November’s big stock rally, few would come up with the right answer. The sector everyone would assume correctly that led the pack is technology, with a 13% gain. But the second sector—with a 12% rise—would not only come as a huge surprise, […]
Self-storage real estate investment trusts (REITs) have an excellent long-term track record. However, the pandemic shutdown, followed by the reopening of the economy, produced a boom and then a bust for self-storage operators. The year-and-a-half decline for these REITs is over, and it’s time to add some self-storage to your portfolio. Let’s take a look […]
Preferred stock issues can include a lot of specific features, such as whether they are cumulative or not, convertible or not, and whether there are extraordinary call provisions. With the massive increase in interest rates, preferred stocks with fixed-to-floating coupon rates are poised for significant, locked-in yield increases. That’s a massive 2024 profit opportunity just […]
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 […]
My Dividend Hunter service focuses on building a stable and growing income stream from a diversified portfolio of high-yield investments. I am often questioned about which one, two, or three on the recommended portfolio are the best to buy now. The year-to-date portfolio results show that cherry-picking stocks is not the way to go. Let […]
A few weeks ago, one of my Dividend Hunter recommended stocks was the target of a short attack press release. The company has a stable, profitable business. The small market cap becomes the main appeal to short sellers, making it easier to manipulate the share price. Here’s how to tell if the short attack is […]
Qurate Retail saw its business decimated by the pandemic-related supply chain issues. The company’s share price cratered. But the investing public has not yet noticed the company is on its way to a recovery. With a locked-in return, the preferred shares offer a compelling value to patient investors. Here’s how… Qurate Retail (QRTEA) operates the […]
Business development companies (BDCs) operate under special rules that limit the amount of debt they can use, and they must pay out 90% of net investment income as dividends to investors. That makes them excellent investments for those looking for income. And the best one in the business IPOd just four years ago, and has […]
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 […]
