Recent News

Sell These 5 Stocks in May

Sell These 5 Stocks in May

Few things are more costly than being invested in the wrong companies at the wrong time. For example, it wasn’t long ago that the world’s largest gold producer Barrick Gold (ABX) was as hot as molten metal. Today it’s hard to find an analyst who would encourage an investor to touch it with a ten-foot […]

3 high-yield funds with at least 10% upside

3 high-yield funds with at least 10% upside

Over the last several weeks, my interactions with income-focused investors have revealed a tremendous interest in alternative – not common stock shares – higher yield investment types. The alphabet soup of investment types includes closed-end funds (CEFs), where I like to dig for high-yield opportunities. CEFs are a target-rich environment for yield, with over 300 […]

Buy these 2 contrarian plays for the summer

Buy these 2 contrarian plays for the summer

I have found over my decades of investing that some of my most lucrative returns have come from buying out of favor stocks and sectors.   Investors and fund managers have the tendency to overreact to temporary events and sentiment can get way too pessimistic. A patient investor willing to accumulate a position in these unloved […]

These 3 stocks offer both value and growth

These 3 stocks offer both value and growth

Investors typically have to pick their poison: Value or Growth. Value-oriented investors seek out a “good deal” – an undervalued stock that’s trading at a discount to its fair-market value. Growth-oriented investors look for stocks with explosive earnings growth and share-price momentum. Rarely does a stock qualify as both a value and a growth stock. […]

Buy These 5 Undervalued Stocks for the Summer

Buy These 5 Undervalued Stocks for the Summer

When looking to buy shares of well-managed companies there are essential characteristics that savvy investors look for. Four that top my list are: The company is profitable; its revenue and free cash flow are growing. The company is a leader in its sector and area of expertise. The company believes in its future enough to […]

Buy these 2 cheap energy stocks before Memorial Day

Buy these 2 cheap energy stocks before Memorial Day

“Temet nosce” is a Latin phrase that means “know thyself” in Latin.  Besides being the focus of a memorable scene and a theme in the movie “The Matrix,” the concept is critical to being a good investor. I have found that every time I have wandered away from the core investment philosophies I am comfortable […]

Semiconductor sector looking semi-sweet

Semiconductor sector looking semi-sweet

Why is the semiconductor sector looking semi-sweet? Because the Market Vectors Semiconductor ETF (SMH) is almost at a perfect entry point. If it were a few dollars lower, it would be looking real sweet. Since the beginning of 2013, the overall market has been on a great run. The S&P has gained just under 30% […]

3 high-yield BDCs for monthly dividend paydays

3 high-yield BDCs for monthly dividend paydays

Last week I gave a couple of presentations to income focused investors at the Las Vegas Money Show. When answering questions and talking with investors, our team receives a lot of feedback concerning topics of high interest for dividend income focused investing. Business Development Companies (BDCs) were a topic that generated significant interest. Getting so […]

Buy These 5 Stocks on the Market’s Overreaction

Buy These 5 Stocks on the Market’s Overreaction

The stock market can be fickle and hasty at times. Stocks often see large selloffs due to earnings misses or unforeseen events. But in many cases the selloffs are due to near-term pressure that doesn’t impact the long-term growth story. Billionaire Warren Buffett famously said that “price is what you pay, value is what you […]