Wednesday, November 6, 2024
My Dividend Hunter subscribers are asking me about preferred stocks that will soon go from a fixed dividend rate to a floating rate. With short-term rates up significantly over the last two years, the small group of preferreds with fixed-to-floating interest rate clauses could make investors a lot of money. Here’s how. Fixed-to-floating rate preferred […]
Today, we talk to an investor and author who has helped the art and practice of valuation for individual investors take a huge leap forward. Before settling into investment management, Tobias Carlisle was an attorney who worked on M&A deals all over the world. Valuation is not some theoretical idea pulled out of the textbook […]
Last week, in my 48-Hour Income service, we sold a cash-secured put on quantum computing company IonQ (IONQ). In 48-Hour Income, the goal of the service is to generate 1% to 3% returns per week by selling 2-day puts in certain stocks. IONQ put premiums were elevated at the time due to upcoming earnings. The […]
I have been a fan of one particular LNG company for several years. It is on a tremendous growth trajectory. Unfortunately, the market has not shared my enthusiasm, and the stock price has been range-bound for over three years. A recent announcement shows how this company’s business operations and infrastructure development have put it in […]
Today, I want to follow up on yesterday’s suggestion to follow the numbers. The numbers are clearly telling us that we need to be involved in small-cap stocks and fixed income. The numbers (and common sense) also tell us that tech stocks and the indexes cannot keep going at the current pace forever. Follow the […]
I am a huge fan of philosophy. I think it should be taught at the high school level, not to push one belief set over another, but to teach the art of thinking. Don’t get me wrong. I am not a learned scholar who writes deep, complicated papers on the topic and can lecture at […]
I get a lot of questions about fund expenses. It usually occurs when I recommend a new fund, and I get something like, “What do you think about the 2% expense rate?” Many investors have misconceptions about fund expenses. So let me explain – because they can matter much less than people think… The discussion […]
One trade we decided not to make in my 48-Hour Income service was in WW International (WW). First off, in 48-Hour Income, the goal of the service is to generate 1% to 3% returns per week by selling 2-day puts in certain stocks. With WW trading around $4, it seemed like getting 20 cents for […]
Last month, I was a speaker at the MoneyShow investor conference in Las Vegas. I enjoy presenting there very much. I also love to learn what other investment services like mine are recommending to their subscribers. So I took some notes. At the MoneyShow, I gave two solo presentations. I discussed the rapidly expanding universe […]
Last week, I told you I would circle back and share the latest buying and selling activities of some of the best energy and technology investors. I covered SIR Capital, one of the best energy investors in recent years, but followed that with Donals Smith and Company, a deep-value firm with very little technology exposure. […]
