Friday, March 14, 2025
2023 has been complete opposites for most of the stock market. The Dow is around breakeven… S&P 500 up less than 10%… Small caps in between them… But the Nasdaq soaring nearly 27%. Crushing all their returns. The market hasn’t risen together. But I noticed last week we started seeing a broadening out of the […]
Today I want to continue with our pirate theme from Tuesday. While I do love the Pirates of the Caribbean – both the movies and the ride – I love the Pirates of the Financial Markets even more. I have made enormous amounts of money over the years tracking the filings and research from activist […]
My Dividend Hunter service and recommended portfolio are dedicated to generating income from high-yield stocks and ETFs. My focus stays on overall portfolio results, primarily on total income earned. Recently I dug a little deeper into current yields… and I discovered the Dividend Hunter investments are priced like the economy is in a deep recession. […]
I wrote to you about Nvidia (NVDA) on March 1, calling it the real winner of the AI wars. Needless to say, a lot has happened since, with Nvidia’s stock having soared 75% from March 1. But can the company live up to all the current hype? Let’s take a deep dive… All sorts of […]
For investors who follow steel stocks, there may be some good news on the horizon. Steel companies have taken a hit in recent months, including Cleveland-Cliffs (CLF), which is down 14% year-to-date. However, a trader purchased what appears to be a bullish call spread in CLF options that expires in August. This 10,000-lot vertical spread […]
When I was a kid, I loved pirates. I read Treasure Island multiple times and was a huge fan of pirate movies (especially if they were on late after everyone else was asleep). That carried over into adulthood. I still read Pirate Fiction and have watched all of the Pirates of the Caribbean movies. Whenever […]
After watching large-cap tech stocks zoom higher over recent months, don’t you wish you could jump in your time machine and buy these stocks last year? Or even a handful of months ago, as investors bailed out on tech stocks after values had fallen by 50%, 70%, or more. Let’s use this as a lesson […]
Dividends issued in the first quarter of 2023 by the world’s largest listed companies just hit a new all-time record. According to the latest quarterly report from fund manager Janus Henderson, the 1,200 biggest publicly-traded companies in the world collectively issued $326.7 billion in dividends in the first quarter of 2023—an increase of 12% over […]
And like that, June is here and the first half of the year is almost over. That means it’s time for my most profitable activity of every quarter – taking a look at the 13F filings of private equity funds. These little-used SEC filings show what these massively successful investing firms have been buying, what […]
There’s a dirty game Wall Street plays. It’s been going on for ages so this isn’t something new. But it’s something many investors may not know about. As you’ve seen, many companies recently are handily beating earnings estimates even while consumer sentiment is hitting lows. What’s going on here? Well, in my Thursday video, I’ll […]
