13f filings got a lot of press last week at the deadline. As usual, all the focus was on what the well-known investors were doing in the quarter. The problem is that following these billionaires is probably not going to help you make money. There are way too many eyeballs viewing and acting on the […]
My Favorite Under-the-Radar Dividend Growth Stock is About to Pop
One of my favorite dividend growth stocks continues to fly under the radar. Sure, the stock price has doubled over the last three years, but this company is just getting started on its growth trajectory. And its latest div My Monthly Dividend Multiplier service focuses on dividend growth stocks to generate long-term compounding total returns. […]
These Valentine’s Day Filings Can Set You Up for Outsized Gains
The 13F filing deadline for institutional investment managers was on Valentine’s Day, and it passed with the usual fanfare from the media. By fanfare, I mean they covered the filings least likely to serve as a launching pad to outsized profits for individual investors. Let me do the opposite, and set you up for some […]
Trade of the Week: RILY and APPS
Last week, in my 48-Hour Income service, we sold cash-secured puts on financial company B. Riley Financial (RILY) and software company Digital Turbine (APPS). 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. RILY put premiums have been elevated for […]
Another Covered Call ETF Lands – But Is It Any Good?
Over the last year, the YieldMax single-stock covered call ETFs have been one of the hot, high-yield investment stories. Since November 2022, the fund sponsor has rolled out an increasing number of ETFs tracking covered call results on individual stocks. With distribution yields up to 80%, it’s unsurprising that these funds excite investors. Now, a […]
“A Charlie Munger for the Rest of Us”
I recently gave a presentation in Palm Beach to a number of high-powered investors. The topic was my small-cap value and momentum strategy. The power of this strategy raised more than a few eyebrows… And at the end, these investors were convinced this is the best way to make money in today’s market. One of […]
Turning Dull and Boring into Double-Digit Total Returns
Investing for dividend growth is one of the most reliable long-term wealth-building strategies. For my Monthly Dividend Multiplier service subscribers, I recommend some additional portfolio management techniques to enhance long-term total returns. Looking at the long-term results of stocks that steadily grow their dividends, the average compound total return growth rate (CAGR) will end up […]
Why “Career Risk” is the Biggest Danger to Your Portfolio Today
Today, I want to talk to you about the biggest risk you face as an investor. Career risk. See, for most people on Wall Street, the most important goal every day isn’t to make you money. Instead, it’s to do whatever it takes not to get fired from a really good job. That’s career risk […]
Trade of the Week: GOOS
Last week, in my 48-Hour Income service, we sold a cash-secured put on outerwear apparel company Canada Goose Holdings (GOOS). 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. GOOS put premiums were elevated at the time due to upcoming […]
Income Stocks That Will Benefit from “Higher-for-Longer” Interest Rates
As the Federal Reserve has indicated its willingness to keep interest rates higher for longer, the broader stock market has struggled with predicting the effects of rates staying up and also trying to predict when the Fed will get around to the initial rate reductions. Investors can take advantage of the higher-for-longer meme by investing […]