The 2023 Investing Lesson from the Southwest Airlines Fiasco

The 2023 Investing Lesson from the Southwest Airlines Fiasco

I am sure you are aware that last week, Southwest Airlines Co. (LUV) canceled more than two-thirds of its scheduled flights, with the cancellations continuing for days after the winter storm that initially triggered flight delays and cancellations. You might know someone whose holiday travels were completely disrupted by the shutdown of most of Southwest’s […]

Your Plan for Portfolio Growth in 2023

Your Plan for Portfolio Growth in 2023

2022 was not a comfortable year for investors. Tech stock values imploded. The broad market coverage S&P 500 dropped by 20% for the year. The hot investment themes of 2021 lost investors trillions of net worth in 2022. If you feel like nothing works in this uncomfortable market, consider my Dividend Hunter strategy, which generates […]

Why Investing in 2023 Will Be Completely Different

Why Investing in 2023 Will Be Completely Different

Howard Marks, the billionaire founder and chairman of Oaktree Capital, sends out his “Memos” several times a year. His December issue, titled Sea Change, offers food for thought about successful investment strategies to use in the new year. Let’s take a look, and see how we can earn some nice cash returns next year with […]

Trade of the Week: ARKK

Trade of the Week: ARKK

While it’s been a rough year for the Ark Innovation ETF (ARKK), a large options trade may suggest a brighter 2023.  A strategist purchased what appears to be a 30,000-lot of covered calls on ARK that expire in February. The covered calls allow for over 10% upside potential in share appreciation before capping out, while […]

Act Now to Get Special Dividends Deposited in Your Account

Act Now to Get Special Dividends Deposited in Your Account

A special dividend announcement in my inbox reminded me it’s that time of year: special dividends season. For certain types of stocks and funds, special dividends point to a high probability of future dividend increases. That’s a big help in a year when falling share prices made us wonder about the stability of our investment […]

How to Weather These Choppy Markets

How to Weather These Choppy Markets

The stock market has proven to be very resilient in recent months. Even as Federal Reserve officials talk about the need for interest rates to be higher than expected for longer than anticipated, the markets have managed to hang on to the idea that if the pace of rate hikes slows, the eventual destination does […]

Lose Weight, Grow Your Portfolio

Lose Weight, Grow Your Portfolio

Founded in 1923, Novo Nordisk (NVO) is a global healthcare company headquartered in Denmark. Its focus is on diabetes and other serious chronic conditions, such as obesity, as well as rare blood and endocrine diseases. The company is the global powerhouse in diabetes treatment, with about 30% of the $50+ billion global diabetes market and […]

Trade of the Week: DLO

Trade of the Week: DLO

It’s always interesting to see a very large spread trade occur in a stock that doesn’t have a very active options chain. Dlocal Limited (DLO) offers a payment system for emerging markets and generally trades about 5,000 options per day. On one day last week, one spread accounted for 30,000 contracts. It appears to be […]

The Simplest Way to Put Your Savings to Work Safely

The Simplest Way to Put Your Savings to Work Safely

A recent Wall Street Journal article stated that Americans missed out on $42 billion of interest income because of where they keep their money. The culprits are the low-yielding savings accounts offered by America’s big banks. As luck would have it, there are much better places to put your money. Places that will generate much […]