Tuesday, November 10, 2026
Higher interest rates can create problems for income investments. But some lenders have a business model that can benefit when rates rise. Business Development Companies, or BDCs, often make floating-rate loans to middle-market businesses. When benchmark rates increase, the interest collected on those loans can increase as well. That makes the Federal Reserve’s December 8–9 […]
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.
Democrats have won control of both chambers of Congress in the 2026 midterm elections, changing the balance of power in Washington, D.C. But historical market performance offers little evidence that the party’s control of Congress determines where stocks go next. Since 1946, the S&P 500 and its predecessor index have finished higher in the 12 […]
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, […]
With the November 3 midterm election approaching, attention is turning to what a change in congressional control could mean for the stock market. The results could influence government spending, taxation, and economic policy, but anticipating the election outcome is not the same as predicting how stocks will respond. Markets adjust to expectations well before events […]
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 […]
