Monday, December 23, 2024
As earnings season winds down, a review of the stocks recommended through my newsletters that my subscribers received a lot of excellent dividend news. Dividend growth generates annual total returns that work through the market cycles—no timing required. A couple of recent examples illustrate my point – and show how you can get in on […]
It’s a bonanza for income investors out there. Each day, I am shocked that another dividend increase out of the business development company (BDC) sector hits my inbox. Today I want to provide a list of BDCs that have announced dividend increases and/or supplemental dividends – and which ones to look at for your portfolio… […]
The U.S. economy will likely experience a recession this year. We may already be in one. I believe the 2023 slowdown will be significantly different compared to recent economic contractions. Memorable recessions are usually associated with a larger financial crisis, such as the bursting of the dotcom bubble or out-of-control subprime mortgage lending, such as […]
Last week the U.S. stock market experienced its biggest one-day decline in several years. A rapid yield increase on the 10-year Treasury note triggered the stock market route. The market runup in January was due to investor expectations that the Federal Reserve would soon start to ease interest rates.February reversed that enthusiasm, and the stock […]
Last week, I showed you how I make one of the most difficult choices an income investor will ever face: when to sell a stock to lock in a profit. Today, I’ll cover the only decision that’s even harder. I’m of course talking about when to give up on a stock, let go, and sell […]
Last time, we covered one of the questions I get asked the most: when to sell a dividend stock. As you saw, I base that decision on the fundamentals of each stock. Sometimes, that can be difficult – especially when a stock has gone up, and you have to decide between the possibility of more […]
New Dividend Hunter subscribers often ask about my criteria for selling a stock. Most are looking for some percentage loss or gain on a stock as a trigger to sell. I stay away from any rules not based on the underlying fundamentals of each recommended investment. Here’s what I do instead… Over the years, I […]
The 2022 bear market hit high-yield stocks (except for energy stocks) hard, and my subscribers sent me many questions about the status of their investments. One stock, in particular, moved relentlessly down, making investors wonder if the company’s big dividend was safe. Last week, the patience paid off, and investors who averaged down are back […]
A lot of investors avoid Schedule K-1 reporting investments. These tax reporting documents can add significant extra work at tax filing time. On the flip side, K-1 investments typically pay tax-advantaged distributions. There exist a matched pair of stocks that lets us see how much the investing public values the simplicity of Forms 1099 over […]
Higher interest rates have put a damper on the funding of venture capital investments from the private equity world. When interest rates were near zero percent, private equity firms could borrow money with no cost, which could be employed as venture capital investments. This led to some headline-grabbing returns. The higher rates brought on by […]
