Wednesday, November 6, 2024
As the possibility of the interest rate cycle turning comes into clearer relief, utilities, which have been underperforming in a rising rate environment, should switch back on and begin to outpace their non-dividend paying rivals. And a utility that both pays a dividend AND is growing earnings, would be a great play at this point […]
In 2023, energy sector stocks have been on a roller coaster. Sector stock prices follow the price of crude oil, which means a lot of ups and downs in the short-term. But the long-term prospects for oil are very bullish, so don’t be afraid to take advantage of the dips. In particular, I suggest looking […]
Last week, in our 48-Hour Income service, we sold a cash-secured put on software company, Palantir (PLTR). 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. PLTR had earnings coming up the next morning and its put option premiums appeared […]
Infrastructure. What a pompous word! I am a huge fan of infrastructure investing. Still, when I see some pension consultant or product salesperson droning on about the correlation factor of infrastructure assets and the durable cash flows produced by permanent infrastructure, I suddenly feel the need for a nap. So I can only imagine how […]
Small cap investing has taken a big hit over the past year as the Federal Reserve has raised rates faster and farther, on a percentage basis, than anytime in history. But there are signs the rate cycle is topping, which could be a huge boon for small cap stocks. But with landmines, many in the […]
It’s gratifying to see the Wall Street Journal catch up with advice I have given to my Dividend Hunter subscribers for several years. They’ve finally discovered how to eliminate the main problem with investing in bond funds. They’re late to the party, though – I’ve been telling my readers that for ages. Let me show […]
Until recently, consumer staples stocks had been popular with conservative investors. These companies make and sell products that are everyday essentials, which means their revenues and profits are fairly stable and quite predictable—a characteristic investors should like. Of course, this type of company is not going to grow rapidly. But their ability to be “Steady […]
I’ve noticed that insurance companies have been particularly bullish for the past couple of months now. Why? Well, the reason insurance companies tend to do better in an environment of higher interest rates is because they can lock in higher yields to allocate the premiums they receive. For example, when looking at a company like […]
No one knows what the market will do this week or next. Last week we saw traders come to the mass conclusion that the Fed was done raising rates and that rate cuts were right around the corner. While I have never personally seen a bull market start with large cap stocks trading well north […]
If you’ve recently had to hire an electrician, or have your HVAC (heating, ventilation and air conditioning) system replaced or serviced, you may have asked yourself if you went into the wrong profession. Demand for these professionals is high, and the commensurate rates they can now charge, leads me to my (barely) under $10 stock […]
