Strategies

Income Stocks To Buy Before Earnings

Income Stocks To Buy Before Earnings

Much of the income stock universe will report 2019 first quarter results starting on April 28 and running through May 8. Last week there was a 4% to 5% sell-off of many income stocks. The drop was fueled by some negative Wall Street analyst comments that don’t seem to be well grounded in reality. For […]

Is Now the Time to Move to Bonds?

Is Now the Time to Move to Bonds?

Realizing you are wrong about a basic belief is tough. The last two weeks we discussed “The Bond Fund Risks Your Broker Won’t Tell You” and“Closed-End Bond Funds, Friend or Foe?” We concluded holding top-rated bonds is OK – individually, not in a publicly traded fund. Fund managers, chasing high returns, take risks I’m not comfortable with. […]

Closed-End Bond Funds, Friend Or Foe?

Closed-End Bond Funds, Friend Or Foe?

In our article, “Is Your Money Manager Really Listening?”, subscriber Rick G. reported a bad experience when his money manager invested in a closed-end bond fund: “…. He put me in several Closed-End Bond Funds (CEFs). He said they were good deals as they were selling at a discount to Net Asset Value (NAV). Upon further […]

Puzzled Confused Lost Signpost Shows Puzzling Problem

Is Now the Right Time to Move to Cash?

Is the British government going to ignore the will of their citizens and not leave the EU? The EU’s immigration policies are sparking political backlash and citizens are taking to the streets. In January, Bloomberg reported, “Mario Draghi Sounds Economic Alarm for the Euro-Area”, citing persistence of geopolitical uncertainties. What in the world is going on? […]

Socialism – The Real Trickle-Down Economics

Socialism – The Real Trickle-Down Economics

While politicos like to call tax cuts “trickle-down economics”, the real culprit is socialism. The Robin Hood theory of “steal from the rich and give to the poor” sounds noble however, in practice it doesn’t work that way. The political class tax and spend for their benefit first, then some may trickle-down to the masses. […]