Wednesday, December 18, 2024
A secondary stock offering comes with a sharp drop in a company’s stock price. Rapid price declines make investors nervous, wondering if the company is facing troubles. The recent sale of 6.5 million new shares by one of my favorite high-yield dividend stocks highlights how this type of transaction can benefit investors. Let me show […]
In the past year and a half or so, there’s been lots of talk about the U.S. yield curve essentially inverting. So today, I wanted to make a couple of important points about it that’s important for you to see. As you know, the yield curve visually depicts how bond maturity dates and interest rates […]
Earnings season offers unique opportunities. This is a time when management teams host conference calls for Wall Street analysts. Listening to calls or reading the transcripts gives me insight into how well companies are managed. I believe that most analysts and investors do not pay enough attention to management teams and whether or not they […]
Before we start off the month of August, I feel like it’s important to remind my listeners and readers of the extremely juicy yields that are currently available in the bond market. When looking at the chart for the 6-month U.S. government Treasury note yield, you can see it’s currently yielding at 5.4%. What does […]
Over the last decade, the master limited partnership (MLP) sector has undergone a deep, multi-year downturn and then a massive recovery. After all that volatility, you might wonder if the sector’s high yields are worth it. Let me show you where I see MLPs going from here… The Downturn From mid-2014 until January 2016, crude […]
There’s been a lot of talk recently about the yield curve “inverting,” meaning that shorter-term bonds yield more than longer-term ones. That means investors expect that the economy will grow faster now than in the future – that a recession is coming, in other words. But that doesn’t matter much for the stock market. Instead, […]
Business development companies (BDCs) are a high-yield investment sector benefiting from higher interest rates. One of the largest BDCs recently changed its name, giving me a good excuse to review this under-the-radar, high-yield stock – one of my favorites… On July 6, BDC Owl Rock Capital Corporation, stock symbol ORCC, changed its name to Blue […]
One of the most important charts I watch is the strength of the U.S. dollar. And right now, it’s showing the dollar at an inflection point… Which in the past has had a huge effect on the stock market. In today’s 2-minute video, I show you the chart and explain exactly what this means for […]
The latest jobs numbers are great, with unemployment at just 3.6%. That’s very, very low. Great news, right? Lots of analysts seem to think so. But that’s because they seem to think things will just continue improving at the same rate as they have so far. In today’s video, I pull up a chart that […]
One of the hottest topics of conversation on Wall Street, and among my colleagues like Tim Plaehn and Tim Melvin here at Investors Alley, is the state of the U.S. commercial real-estate market (CRE). The story on Wall Street, as articulated by media outlets such as Bloomberg, is that a $1.5 trillion “Wall of Debt”—mortgages […]
