Friday, November 22, 2024
There is a business sector in which the number of publicly traded companies has shrunk by two-thirds over the past decade. This sector provides absolutely essential services to keep the economy running. Its consolidation offers investors the potential for long-term, attractive total returns… From the 1990s through the mid-2010s, energy midstream rewarded investors with excellent […]
For months, the share prices of most stocks have been in the doldrums or worse. Large-cap tech stocks have been the exception, posting nice gains so far this year. Let’s check how a couple of covered call ETFs have performed compared to the most popular tech stock ETF. It’s my favorite way of investing in […]
Last week, when ONEOK Inc. (OKE) announced it would acquire Magellan Midstream Partners LP (MMP) in a $18.8 billion deal, the market disliked the news and the stock dropped by 10%. The market is wrong about this tie-up. I can prove it with one word… ONEOK is an energy infrastructure company focused on natural gas […]
When markets are disrupted, good companies get taken down along with the ones that are facing problems. The banking sector “crisis” pulled down the share prices of companies across the financial sector. Finance REITs were included, and this group faces continued challenges due to potential commercial mortgage challenges. Recently the CEO of a favorite finance […]
Covered call ETFs offer the combination of investment exposure to a selected index, plus high-yield income from selling call options. I am considering a tactic for this type of fund that should help boost total returns. Last month, I made a presentation at the Las Vegas MoneyShow covering covered call ETFs. I discussed how they […]
I like companies that generate large amounts of free cashflow. I get excited when shares of a high cashflow look very cheap in relation to the cash being produced by the business. In short, I like companies that make a lot of money. If you’re like me, consider refining stocks. Let me show you one […]
For almost a year, the stock market has been brutal for those investors who have tried to time the next upturn or downturn. Since the bear market first bottomed last June (and then again in October), the stock market rallies have run enough to get investors excited before dashing their hopes by turning down again. […]
Last week’s earnings reports from a few different REITs indicated that commercial office space and commercial lending have not fallen into the crisis the financial media has warned of. The fear in the markets is that low office space occupancy will lead to declining property values and commercial mortgage defaults. Also, since commercial mortgages are […]
Last week I was a speaker at the MoneyShow in Las Vegas. Besides speaking, I like to network with a wide range of investment professionals. I was intrigued by one idea concerning preferred stocks from the discussions: that they will allow investors to benefit from the Fed’s interest rate increases. Preferred stock shares can be […]
In these uncertain times for investors, energy midstream stocks offer an island of stability. This sector provides an attractive combination of current yield and dividend growth. However, midstream companies divide into two distinct categories, and the differences are important. Energy midstream covers the movement and storage of energy commodities from the upstream drillers to the […]
