Sunday, December 22, 2024
There is a business sector in which the number of publicly traded companies has shrunk by two-thirds over the past decade. This sector provides absolutely essential services to keep the economy running. Its consolidation offers investors the potential for long-term, attractive total returns… From the 1990s through the mid-2010s, energy midstream rewarded investors with excellent […]
For months, the share prices of most stocks have been in the doldrums or worse. Large-cap tech stocks have been the exception, posting nice gains so far this year. Let’s check how a couple of covered call ETFs have performed compared to the most popular tech stock ETF. It’s my favorite way of investing in […]
When markets are disrupted, good companies get taken down along with the ones that are facing problems. The banking sector “crisis” pulled down the share prices of companies across the financial sector. Finance REITs were included, and this group faces continued challenges due to potential commercial mortgage challenges. Recently the CEO of a favorite finance […]
Covered call ETFs offer the combination of investment exposure to a selected index, plus high-yield income from selling call options. I am considering a tactic for this type of fund that should help boost total returns. Last month, I made a presentation at the Las Vegas MoneyShow covering covered call ETFs. I discussed how they […]
During the current period of intense market volatility, some investors have grown fearful. For these concerned investors, municipal bonds, aka “munis,” are worth a look. Munis are issued by state and local governments, and generally pay tax-exempt interest at the federal and potentially state levels. Municipal bonds have played a vital role in building the […]
The semi-meltdown of the banking sector last week has investors, particularly income-focused ones, re-evaluating their holdings. To add stable income to your portfolio, take a look at energy infrastructure stocks. Right now you can get some of my favorites at some very attractive yields. Here they are… The wipeout of Silicon Valley Bank spread contagion […]
With the collapse of Silicon Valley Bank, the hit to financial sector stocks has been brutal. As a reference, the iShares U.S. Regional Banks ETF (IAT) dropped by more than 30% in a few days. During a follow-up webinar with my newsletter subscribers, I discussed how steep market corrections have been showing up more often… […]
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 […]
