Monday, November 25, 2024
Warren Buffett has done it again, racking up another profitable investment in the span of a few years. This time, he went across the Pacific Ocean to the stock bargain basement known as Japan. His surprise bet on five Japanese companies has nearly tripled in size—to $17 billion—in under three years. The surge partially reflects […]
Short-term options trades have become increasingly popular in recent months. These types of trades can be used for both speculation and hedging. For instance, a strategist apparently decided that the day of the FOMC meeting was a good time to buy a bearish put spread on iShares US Real Estate ETF (IYR). This two-week block […]
Last week, the Federal Reserve decided to pause its rate hiking efforts to slow down inflation.Fed Chair Jerome Powell made it clear that the central bank is not done fighting inflation yet, and that this is just a brief pause to allow the committee to observe how the rate hikes impact the economy.From where I […]
The recent deals by Tesla Inc. (TSLA) to allow Ford Motor Co. (F) and General Motors Co. (GM) electric vehicle owners to use the Tesla Supercharger network will be huge for Tesla. I hypothesize that Tesla will spin out the Supercharger network as a new company… That may eventually pay dividends! Here’s why… It was […]
We’ve seen a historic run-up in interest rates the last 12 months as the Fed tries to hog-tie inflation. It’s working so far as inflation hit a 4% annualized rate on Tuesday. The Fed’s slowing to a pause on interest rate hikes… And I’ve looked at the past 30 years of data to reveal what […]
In my decades of investing and researching the markets, I’ve never lost money in one of the most interesting dividend-paying sectors… As long as I used a simple trick. It’s an investing strategy that’s easy to learn, easy to stick with, and it beats the market over the years, too. The trick is getting in […]
In the first part of my look at Nvidia (NVDA), I stated that most of the hype surrounding the company comes from the belief it will be the leader in the parallel computing era. Jefferies analyst Mark Lipacis refers to this as “the fourth tectonic shift in computing.” The first computing era was that of […]
An attractive yield plus strong dividend growth is the holy grail for income-focused investors. High-yield stocks usually come with little or no dividend growth. Stocks with solid dividend growth tend to be priced for much lower, even unattractive, yields. On occasion, however, the market will get it wrong, allowing investors to grab shares that will […]
Analyzing block trades in options (very large trades) can be enlightening, but it can also leave you scratching your head at times. For example, last week someone appeared to sell a strangle nearly 50,000x (selling both a call and a put around the stock price) in Nu Holdings (NU) . This strategy will make over […]
We’ve been talking about pirates the last couple of issues – stock market pirates, how they make money, and how looking at what they do can be hugely profitable for us. Well, so far, the pirates are staying in port. Both private equity funds and corporate activists were very quiet in the first quarter of […]
