Friday, February 7, 2025
Here we go again. An article in Fortune magazine recently talks about the older members of Generation Z, those 20-somethings who have come of age in the era of financial crisis and global pandemics—and how they are trading much more than their predecessors. The article attributes their investing behavior to good old-fashioned FOMO (fear of […]
George Roper founded Roper Technologies (ROP) in 1890, primarily as a manufacturer of home appliances, pumps, and other industrial products. It was an old industrial conglomerate. But no longer…the company has sold off its industrial businesses and transformed itself into a software conglomerate. In June 2022, Roper sold a 51% stake in 16 legacy industrial […]
The inverted yield curve has investors and savers focused on short-term investments like money market funds because of their high yields. However, when the Fed starts to lower interest rates, the yields on money market funds will also decline. That’s why you need to act now to lock in today’s high yields. Let me show […]
In our 48-Hour Income service last week, we sold a put on insurance software company Ebix (EBIX). 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. EBIX had recently missed on earnings, so its puts appeared to be overpriced. We […]
Today, I am talking with Ryan Kreiger of Freedom Day, an investment management firm with a great name and an even better idea when it comes to investing. Freedom Day focuses on high-quality dividend growth as the chief metric for identifying companies that can consistently deliver. Ryan and I talked at length about his investment […]
Investors often use quarterly earnings results to decide whether to buy or sell individual stocks; however, investors who focus on past results will likely miss out on the blow-out positive quarters when looking at upstream energy producers. Here’s what to look for instead, and what to look for… Upstream energy companies are oil and gas […]
One of the favorite investments for income-seeking investors that our colleague Tim Plaehn recommends is business development companies, or BDCs. Business development companies provide equity and debt financing sources for small-to-medium-sized corporations. They act as commercial lenders to companies that cannot get financing through the banking system. Currently, BDCs hold a quarter of assets under […]
I’m sure most of you have heard about the benefits of compound interest. Compound interest is when the interest you earn on a savings or investment balance is reinvested, leading to exponential growth in your money. It’s like your money making more money. However, what is lesser known is looking at it through the lens […]
When a technology is billed as something that will transform the entire global economy, the primary impulse of investors is often fear—specifically, fear of missing out (FOMO). And that’s exactly what we’ve seen so far in 2023, with regard to artificial intelligence (AI). However, for investors, the most obvious play to profit from generative AI […]
Last week the news included announced acquisitions of two master limited partnerships (MLPs). That brings the total to three MLPs that will disappear by the end of the year. The number of MLPs has been shrinking for almost a decade, leaving only the strongest operating. That’s good news for us income investors. Here’s why… As […]
