Wednesday, December 18, 2024
If you asked the typical investor which two sectors led the charge in November’s big stock rally, few would come up with the right answer. The sector everyone would assume correctly that led the pack is technology, with a 13% gain. But the second sector—with a 12% rise—would not only come as a huge surprise, […]
With the pandemic fading into the rearview mirror, there has been a reluctant, but irrefutable move back to the office and back to school. But, if you’ve been to a classroom recently, you may have noticed a change from when you and I were sitting behind a school desk. Everything seems to have wheels on […]
Self-storage real estate investment trusts (REITs) have an excellent long-term track record. However, the pandemic shutdown, followed by the reopening of the economy, produced a boom and then a bust for self-storage operators. The year-and-a-half decline for these REITs is over, and it’s time to add some self-storage to your portfolio. Let’s take a look […]
The current economic cycle has been, in a word, unusual. Housing stocks have remained strong even as banks have failed and mortgage rates have skyrocketed. Infrastructure stocks have done very well, and there is currently a bidding war breaking out over U.S. Steel (X – Get Rating). And consolidation in the steel industry should further lift the industry […]
This doesn’t happen as often as it did even a few years ago (because it’s done automatically in the background now), but do you remember when you would get an alert on your computer that you needed to “Update Drivers”? Did you ever wonder exactly what a driver was and why they always seemed to […]
At the beginning of 2020 PHX Minerals (PHX – Get Rating) began a massive change. The company, which prior to this date had been known as Panhandle Oil & Gas, began a wholesale transformation. This included a management overhaul and an almost entirely new business model, which is now paying dividends. Today, PHX acquires and develops non-developed oil and […]
Qurate Retail saw its business decimated by the pandemic-related supply chain issues. The company’s share price cratered. But the investing public has not yet noticed the company is on its way to a recovery. With a locked-in return, the preferred shares offer a compelling value to patient investors. Here’s how… Qurate Retail (QRTEA) operates the […]
While rates have a direct impact on low income consumers first, as interest rates have remained high, relative to recent history, they have impacted high end consumers as well. But, with the rate and economic cycles on the mend, these consumers are historically the first to put discretionary funds back to work, and this could […]
Business development companies (BDCs) operate under special rules that limit the amount of debt they can use, and they must pay out 90% of net investment income as dividends to investors. That makes them excellent investments for those looking for income. And the best one in the business IPOd just four years ago, and has […]
As the possibility of the interest rate cycle turning comes into clearer relief, utilities, which have been underperforming in a rising rate environment, should switch back on and begin to outpace their non-dividend paying rivals. And a utility that both pays a dividend AND is growing earnings, would be a great play at this point […]
