Thursday, November 7, 2024
Every week I go through institutional and insider filings, treating the SEC filings as my personal unpaid research service. This research helps me know which stocks the best money managers, private equity funds, and hedge fund managers are buying. This past week I noticed a very successful under-the-radar institutional investor was making considerable additions to […]
The rate of home purchases has slowed dramatically. Since the start of the year, mortgage rates have doubled from around 3% to more than 6%. The affordability of homes has plummeted, as have sales. Yet individuals and families still have to live somewhere, so slowing home sales will benefit companies with residential rentals. Here are […]
Dear Investor, The last six-to-eight months have seen a handful of new, income-focused ETFs hit the market. I think these funds give investors attractive and conservative investment options. Their dividend yields are in the 6%–7% range, with lots of potential for dividend growth. One interesting aspect of these new funds is that each uses a […]
Dear Investor, Last week, the Federal Home Loan Mortgage Corporation (FHLMC), better known as Freddie Mac, reported that the average interest rate for 30-year fixed-rate mortgages jumped to 3.45%, up from slightly more than 3% a month ago, and 2.79% one year ago. Higher rates hurt traditional mortgage companies – refinancing business dries up, and […]
