Sunday, November 24, 2024
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 […]
What goes up, must come downSpinning wheel got to go round. David Clayton-Thomas of Blood, Sweat & Tears did not have much of a reputation as a stock picker, but in his oft-covered song, “Spinning Wheel,” he gives us a clue of an area most investors are ignoring right now. Corporate spin-offs are back in […]
Last week, one of my favorite income stocks issued a press release with its preliminary third-quarter results. This business development company (BDC) extended its long tenure as the best company and stock in the category. If there ever were a “buy-and-hold forever” stock, this one would be at the top of my list. Let me […]
What do consumers do when they want the latest fashion, but inflation has priced it out of range? Answer, buy “used”, but authenticated, jewelry and watches from a company like Envela (ELA – Get Rating). Envela is in the “re-commerce” business operating in two segments. The first is consumer focused, and involves selling preowned luxury goods and metals. […]
Very few brands have the distinction of having their corporate name become “genericized” so that the brand is synonymous with the activity. Google (GOOGL – Get Rating) is perhaps the most well known today, with the phrase “Google It” meaning any internet search. Unless you’re of a certain age, you may not know the term “Make a Xerox”. And […]
