Thursday, December 26, 2024
When I did my ex-pat tour in Uruguay, many of the foreigners living in Montevideo were British. I found it interesting that the British gave a “happy Christmas” wish instead of the “merry Christmas” I grew up with. Now, a decade after returning to the States, I still have “happy Christmas” in my head. So, […]
This can be a frustrating time of year for investors in the types of stocks I follow and recommend. With little to no news about smaller companies, share price movement can be very random, and a random down will make investors ask: “why?” The real news is scarce for stocks that aren’t in the news […]
As I work with a minus-14-degree wind chill outside, my thoughts often turn to natural gas. Four weeks ago, natural gas traded for $2.00. In mid-December, it’s at $3.37, up 68% over the last four months. While trading natural gas futures is not a good idea for anyone but professional traders, investing in upstream energy […]
Until fund sponsors developed ETFs that pay big dividends, I viewed cryptocurrencies as products without any practical use. But now, with the advent of covered call ETFs that use Bitcoin as the underlying asset, I have become a Bitcoin fan. A recent Wall Street Journal article discussed why the limited supply is fueling the Bitcoin […]
The universe of high-yield, option strategy ETFs continues to explode, with new funds launching every week. Last week, I added three new ETFs to my database. Of the 85 ETFs I am tracking and watching, 33 are less than one year old. Newly launched ETFs typically come with a new approach to the option strategy […]
With a current yield near 20%, investors are wondering whether NextEra Energy Partners (NEP) is a high-yield deal, or a dividend cut trap. Let’s look at what brought us here and make some guesses about NEP’s future. From its IPO a decade ago until September last year, NEP was a dividend growth investor’s dream stock. […]
As the ranks of option strategy ETFs continue to grow, it’s interesting to see which strategies fund sponsors will pick to set their ETFs apart from the crowd. The Defiance Income Target ETFs definitely follow a different approach. It will be interesting to see how they work out as they build up time in the […]
Since the pandemic, Rithm Capital (RITM) has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as if it were still a narrowly focused finance REIT. Over the last few years, Rithm has expanded its business to offer a wide range of finance and […]
In February, we launched the ETF Income Edge service to help investors sort through the rapidly growing world of high-yield (mostly) option-strategy ETFs. To find the best ETFs to recommend to subscribers, I maintain a database of this type of fund. As I write this, I have 82 option strategy ETFs on my results tracking […]
I don’t look at fixed income based exclusively on Wall Street expectations. The news media and large investment firms like to play the interest rate game, investing based on where they think interest rates will go. I prefer using fixed-income investments to generate stable, high-yield cash income streams. Recently, one of my favorite income ETFs […]
