Monday, March 10, 2025
Bear markets in the stock market, like the one we’re in right now, produce severe stock price dislocations. In other words, stocks get so cheap, you can pick up shares for pennies to realize fantastic gains when the bull market returns. What you want to do is find profitable companies where those profits are not […]
Energy commodity markets have been focused on demand issues lately, but last week, OPEC announced a production cut, putting supply back in the spotlight. This cut in oil production will result in higher energy prices. That’s going to be a change from the past several months, where gasoline prices, for example, have been falling. As […]
You may have heard the saying, often (mis-)attributed to Mark Twain, that history does not repeat, but sometimes it rhymes. Well, I just saw a table of historical returns that shows how some historical rhyming will benefit our stock portfolios. Let’s take a look… This table comes from Charlie Bilello, founder and CEO of Compound […]
Net lease REITs own stand-alone properties leased to tenants on long-term, triple net leases—meaning the tenant pays all the expenses for the property, including taxes, insurance, and maintenance, and the property owner does not have to deal with the rising costs associated with these expenses. Typically, net lease contracts are long-term, with built-in rent escalators. […]
The U.S. stock market dropped sharply In September, and the major stock indexes re-entered bear market territory. In this type of market, it’s easy for investors to give in to their fears and sell at the worst possible time. A review of the history of bear markets makes it easier to keep to your strategy […]
With inflation running rampant, the Federal Reserve is responding by ratcheting up interest rates. The result is that mortgage rates have more than doubled over the last year. Higher rates have pushed many potential buyers who could have afforded to buy in 2021 out of the market in 2022. For a $300,000 mortgage, a buyer […]
Preferred stock shares feature a mix of common stock and debt security traits. In other words, they’re the best of the stock and bond worlds, and offer excellent, secure yields… if you understand how they work. So today, let’s dig into that – and see the two best preferred stocks to buy today… Preferred stocks […]
From the 1980s until crude oil crashed in 2015, the master limited partnership (MLP) structure dominated energy midstream—your gathering, pipeline, processing, and storage companies. Midstream revenues come from committed fee structures and are very predictable and MLPs pay tax-advantaged distributions, so the structure can be very profitable for the sponsor/general partner/owner. But many investors don’t […]
After the inflation numbers came out last Tuesday, the Dow Jones Industrial Average (DJIA) futures dropped by 700 points in minutes—from above 200 points to the positive to more than 500 points down. The inflation rate of 8.3% was higher than the expected 8.1%. As one TV expert noted: “The future is messy.” Truer words […]
A few weeks ago, Federal Reserve Chairman Jerome Powell threw the stock markets under the bus with his comments about making stopping inflation the Fed’s top priority. If the central bank follows through, the result will have interest rates moving higher and staying higher for longer than stock market investors were expecting. That sent stocks […]
