Wednesday, November 6, 2024
In my 48 Hour Income service, a trade we considered, but ultimately did not place, was in Replimune (REPL) options. For 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. REPL is a biotech company working on cancer treatment. Although put […]
In late September/early October, the NextEra Energy Partners (NEP) share price crashed after the company revised its dividend growth forecast. Last week, the company its reported third-quarter earnings, giving a better picture of its financial health. And far from being a disaster, what I’m seeing is a huge buying opportunity. Let me show you why… […]
With positive noise around a possible resolution of the automobile workers (UAW) strike, it isn’t a bad time to start looking at auto related names. I’m not as excited about the automakers themselves, as they are going to have higher costs related to labor moving forward. But, auto suppliers who were beaten down both in […]
It is well-known that investing into fixed income instruments has been a losers’ game ever since the Federal Reserve began raising interest rates. 2022 was the worst-ever year on record for U.S. bond investors, according to an analysis by Edward McQuarrie, a professor emeritus at Santa Clara University who studies historical investment returns. And the […]
In today’s Hidden Profits Report, I take a quick hulk at where the markets are trading and current valuations. In spite of the recent period of volatility, large-cap stocks are clearly overvalued. Small-cap stocks are trading at discounted valuations with an average PE ratio of just 8. Small-cap deep-value stocks are trading at ridiculously low […]
I wanted to take a moment to clear up confusion and clarify some things about the yield curve, and what it means at this juncture for the stock market and other risk assets. When looking at the yield differential between the longer-term yields (10-year Treasury note) and the 2-year yield, you’ll see an inversion of […]
In the current climate where geopolitics, interest rate fears, and a general sense of unease continue to roil markets, it often pays to diversify not only across industries, but geographically as well. Sasol (SSL – Get Rating) is a South African based chemicals and energy company that trades as an ADR (American Depository Receipt) on the NYSE, and is […]
The world’s major industrial companies are approaching a tipping point that is beginning to transform the fortunes of the major players. One example is the digitalization drive that is transforming the fortunes of industrial automation giants such as Honeywell International (HON), making them more profitable and less vulnerable to market cycles, according to ratings agency […]
The real estate investment trust (REIT) sector has suffered for almost two years in a bear market that started at the end of 2021. REIT share prices should soon bottom, and it’s a great time to invest in the sector. You want to find the best-run companies with the strongest potential for strong dividend growth. […]
Last week, in our 48-Hour Income service, we sold a cash-secured put on insurance software company Ebix (EBIX). 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. EBIX has seen its options premiums shoot higher as the stock has sold […]
