AlexLMX All financial numbers in this article are in Canadian dollars unless noted otherwise. Please note that oil and gas prices are always in US dollars. Introduction Buy every oil dip you see! The quote above is from a hedge fund newsletter I read yesterday. While I always call for prudent financial management, I’m one…
z1b Earnings season is a great time to pick up stocks that one has been eyeing for some time, as results or guidance that disappoint Wall Street can create opportunities to buy quality companies at discounted prices. This is because market reactions to earnings can often be exaggerated, causing stocks to drop more than they…
Andrew Rich/E+ via Getty Images Total returns are important for many investors, and that’s perfectly understandable. After all, who doesn’t like to see big unrealized gains on their portfolio statement? However, I would compare having sizable unrealized gains to having a lot of equity built up in one’s primary home or in a rental property…
canakat JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) are two popular, high-yield monthly pay, diversified ETFs that have become very popular with income investors, as evidenced by their rapidly rising assets under management since launching just a few years ago: Data by YCharts In this article, we will…
RichVintage Introduction Joining the U.S. Navy two months out of high school, I knew I wanted something more out of life. After joining the military, I quickly realized that there were a lot of military service members who didn’t invest, at least stock in the market. And definitely not for dividends. I would hear some…
youngvet/iStock via Getty Images Co-authored with Hidden Opportunities. To make money when you sleep, you need a “set and forget” investment strategy. This is where an investor makes purchases intending to hold it for a long period, often without actively managing or monitoring it regularly. Here are some criteria that investors should consider when seeking…
travelpixpro Thesis The first step in investing is understanding what you are buying and the risk factors involved. Say you want to buy bonds – you need to understand the difference between treasuries, corporate bonds and junk bonds in order to zone in the sector that is most suitable for your investment style. The same…
Roman Tiraspolsky Let’s drift into the mortgage arena and discuss what’s waiting in the wings for the Blackstone Mortgage Trust, Inc. (NYSE:BXMT). For those unaware, we covered various components of Blackstone (BX) extensively in the past week, including the company as a whole its Blackstone’s Apartment Income REIT Corp. (AIRC) acquisition. However, today’s analysis builds…
HeliRy Note: I previously covered Okeanis Eco tankers (NYSE:ECO) in February 2024. In my note, I highlighted the company’s top-notch fleet, an average age below 5 years, and 100% scrubber availability. The ECO fleet consists of VLCC and Suezmax crude oil tankers. ECO distributes attractive dividends at a 14.2% TTM yield. Considering the company’s strengths,…
serengeti130 Introduction It’s time to discuss a company I believe is one of the most underappreciated dividend growth stocks. That company is Huntington Ingalls Industries, Inc. (NYSE:HII), one of the largest defense constructors in the United States and the backbone of the Navy. I held the company for a while in my dividend growth portfolio…
Vintage Business Man RyanJLane/E+ via Getty Images Growth and income: These are two of the main portfolio styles that investors tend to identify with. Many younger investors like high growth tech stocks, while older investors tend to prefer dividend stocks that bring in consistent income. Truthfully, there is no fundamental reason to choose between growth…
bruev/iStock via Getty Images Co-authored with Treading Softly The concept of a foxhole in military combat has long existed. In essence, a foxhole is a hastily dug hole to protect oneself from oncoming fire. Foxholes can be more established, but they should not be confused with a trench (trench warfare), which is a longer series…
mouu007 Warren Buffett once said: Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. Right now, numerous high yield dividend stocks (SPYD) presents investors with such an opportunity. In this article, we will discuss why and share some of our top picks of the moment. Why High Yield Dividend Stocks…
PM Images What is Old is New Again “Whenever Charlie and I buy common stocks…, we approach the transaction as if we were buying into a private business. We look at the economic prospects of the business, the people in charge of running it, and the price we must pay… When investing, we view ourselves…
m.czosnek/iStock via Getty Images Foreword This article is based on Fortune magazine’s 2023 survey of 500 Largest U.S. Corporations (F500-IL) “Size matters: the 50 largest companies on this year’s list accounted for 49% of total Fortune 500 revenue and 45% of earnings.” This article covers those 50 and 18 more as industry leaders. Any collection…
bjdlzx Baytex Energy Corp. (NYSE:BTE) management reported a significant increase in cash flow compared to what it would have been had the company not acquired Ranger Oil (ROCC). The fourth quarter cash flow represented more than half of the cash flow for the fiscal year. This is now a light oil upstream company. The market…
cokada Co-authored by Treading Softly. There’s a growing trend toward wanting to live more simply, especially among the middle-aged generation that is currently steeped in the workforce and trying to figure out retirement, families, and income. In prior generations, people flocked away from farmland in the rural communities to cities, which helped spawn innovation as…
Gearstd Living off passive income from dividends can be truly life-changing as once your passive income surpasses living expenses, you are liberated from the necessity of working to support yourself. ETFs can be particularly powerful instruments towards achieving this end given that they give investors immediate access to diversified portfolios that are managed by professional…
Richard Drury We previously covered Opera Limited (NASDAQ:NASDAQ:OPRA) in December 2023, discussing its improved monetization trend and growing ARPU, leading to its strong financial performance in FQ3’23 and raised guidance for FY2023. Combined with the depressed valuations and attractive dividend yields, we had reiterated our Buy rating for the stock then. In this article, we…
da-kuk February saw forward progress in meeting my 2024 goals that I wrote about in my 2023 review. As a recap, there are a few things I’m working to achieve in 2024 as I reconfigure and clean up my portfolio while also continuing to have quality dividend growth and a diverse portfolio. 1. Maximize contributions…
PM Images This was another interesting week in the markets. The S&P 500 was basically flat as it decreased by -0.03%, while the Nasdaq declined by -0.95%. We’re less than a week away from the upcoming Fed meeting, and CME Group is projecting that there is a 97% chance that rates will remain unchanged. Fed…
silvestra Co-authored with “Hidden Opportunities.” In the era of digital finance, where access to markets is simplified and commission-free, the average investor has embraced a short-term mindset: Buy, Sell, Repeat! This mantra echoes from Main Street to Wall Street, but it’s not my game plan. While some thrive on the adrenaline of short-term trading, my…
peterschreiber.media Business Overview Consolidated Edison (NYSE:ED) is a utility company that distributes and delivers electricity, gas and steam energy in New York to about 4 million people. The company operates power plants, distribution centers, distribution routes and natural gas pipelines among other things in order to create and distribute energy. As with most regional utility…
courtneyk Co-authored by Treading Softly. Have you ever spoken with somebody who has completely made up their mind and just ignored what you have to say outright? They’re not really that concerned with the facts. They’re more concerned with their pre-conceived opinion. I think author Frank Peretti put it well when he said it this…
PM Images Capital appreciation is becoming polarizing again as NVIDIA (NVDA) delivered strong earnings, which led to a $110.66 (16.40%) gain today. Tech earnings are grabbing the spotlight again, as an overwhelming amount of commentary is focused on artificial intelligence. Watching companies such as Meta Platforms (META) and NVDA being propelled into all-time highs while…
mixmotive We last presented a picture of the future for the dividends of the S&P 500 (SPX) in mid-December 2023. At the time, we commented on how much brighter the outlook for quarterly dividends had become since we presented our regular mid-quarter snapshot of the future for dividends from just a month earlier. Now that…
Scott Olson Thesis Kenvue Inc. (NYSE:KVUE) represents an ideal candidate for a low-risk income-producing strategy of writing covered calls to enhance the dividend. In a previous article, I discussed how the riskiness of the underlying investment changes covered call option choices. The company operates in the highly stable Personal Care Products subsector of the economically…
spooh Co-authored with “Hidden Opportunities.” Legendary bond investor Bill Gross created the first investable market for fixed income accessible to all investors. In 1971, he co-founded and led one of the largest and most successful investment firms – PIMCO – in a vibrant career spanning 40 years. His strategy and techniques over time made fortunes…
andreswd January 2024 was a lackluster one for the dividend-paying firms of the U.S. stock market. Starting with the bad news, the number of favorable changes for dividends was down both month-over-month and year-over-year and the number of unfavorable changes were up month-over-month. The good news is that the number of unfavorable changes in January…
Perry Peine/iStock via Getty Images Office REITs are in a battle for their lives, and their investors are faced with a conundrum in picking the winners in an increasingly Darwinistic space. The headwinds are clear; a Fed funds rate at a more than two-decade high and rising office vacancies as work-from-home becomes a perpetual feature…
Araya Doheny/Getty Images Entertainment Article Thesis Meta Platforms (NASDAQ:META) reported strong quarterly results and announced that it would begin paying dividends on top of that. The market reacted very positively to this news. While shares are not as inexpensive as they used to be, Meta Platforms remains a strong high-quality growth pick. What Happened? We…
FG Trade After my first article, I continue my studies about dividend companies. As I was navigating the internet, I came across a particular business working in an intriguing sector: Genuine Parts Company (NYSE:GPC), a company distributing automotive replacement parts and industrial components. Over the last five years, it was not able to compound its…
Sezeryadigar Co-authored by Treading Softly. There is a belief that is pervasive within the entire Western mindset: “Everything happens for a reason.” Even the unreligious will often exclaim when something bad happens; there is a reason behind it that a greater force, whether it be Karma or a deity or just some law of thermodynamics,…
MarsBars One of the most important questions that every investor has to answer at some point is: how much do you need to retire? According to a report from the BLS, the average annual income for 65–74-year-olds in the United States was $59,872 and for 75-year-olds and older it was $43,217. Meanwhile, Macro Money Concepts…
Andrii Yalanskyi/iStock via Getty Images Thesis General American Investors (GAM) is an equity CEF. We have covered this name before here, when we assigned it a ‘Hold’ rating based on its intrinsic characteristics. We are revisiting this name based on a very interesting development in the market this past year: most equity CEFs tracking the…
Pgiam/iStock via Getty Images Investment Briefing As a value investor, when owning the securities of listed corporations, I want to maximize our return on equity (“ROE”) whilst minimizing the price paid relative to net assets (“price to book”) and projected earnings (“price to earnings”). That is, maximise value relative to price. Too many investors think…
jetcityimage/iStock Editorial via Getty Images Here’s something about the auto major General Motors (NYSE:GM) to chew on. Its diluted earnings per share [EPS] have seen a compounded annual growth rate [CAGR] of 68% over the past five years. Yet, its share price is up by just 4.7% in this time. Even adding the dividends in,…
skynesher Please note all $ figures in $CAD, not $USD, unless stated otherwise. Introduction I’m nowhere near the age of retirement, but I can’t deny that I love a good dividend paying stock. Dividends are great because they provide investors with stable, re-occurring streams of income paid out from the company’s cash flows. For retirees…
Bundles of $100 U.S. banknotes. allanswart/iStock via Getty Images It’s often been said that money never sleeps. This principle can either be your own worst nightmare or your dream come true. What do I mean? On one hand, bills and living expenses never relent. Unlike us humans who might take time off during the holiday…
Justin Sullivan Elevator Pitch I assign a Hold investment rating to Nissan Motor Co., Ltd. (OTCPK:NSANY) [7201:JP]. Nissan Motor’s FY 2023 guidance is favorable, but it is a concern that the company is losing market share in the Chinese market. A key catalyst for Nissan Motor is the targeted increase in payout ratio to 30%,…
Tsuguliev/iStock via Getty Images The MDLZ Investment Thesis Remains Tempting We previously covered Hershey Company (NYSE:HSY) in an older article, covering the stock’s excellent growth prospects, attributed to the aggressive M&A activities in order to diversify its confectionary offering with salty snacks. For this particular article, we will be looking at Mondelez International (NASDAQ:NASDAQ:MDLZ) and…
NosUA Achieving financial independence through passive income can truly be life changing. In this article, we will discuss why this is, explain why dividend growth investing is one of the best methods for achieving financial independence through passive income, share some key principles for successfully living off of dividends, and then share some of our…
ryasick We previously covered V.F. Corporation (NYSE:VFC) in September 2023, discussing its underperformance since April 2021, thanks to its impacted top/ bottom lines and growing inventories as the global macroeconomic outlook remained uncertain. While the stock had been rated as a Buy for speculative income oriented investors then, attributed to our belief that “the safest…
The recently announced capacity restrictions in the Panama Canal have done more than any other factor to reduce effective fleet supply worldwide NorGal/iStock via Getty Images Investment thesis Following its Q2 earnings, which I covered in a previous article, BW LPG (OTCPK:BWLLF, OTCPK:BWLLY) has reported even more substantial Q3 earnings. The main points supporting the…
takasuu/iStock via Getty Images Introduction Who wants to be a dividend collector? Me! Many here on Seeking Alpha are also huge fans of collecting dividends. That’s probably why you’re reading this article honestly. A fellow analyst, Austin Rogers, recently wrote an article titled, “How To Live Off Dividends Forever.” I’m a big fan of Austin….
digicomphoto/iStock via Getty Images The Kings are down but not out Continuing with more fairly priced dividend kings and aristocrats at decade-high yields, today we have Hormel Foods Corporation (NYSE:HRL). The risk-free rate of “free” short-term money has clobbered this group. While interest in bank accounts and money market funds is hardly free [the principal…
KTStock/iStock via Getty Images It is possible to achieve financial freedom by living off dividends forever. That isn’t to say it’s easy, but it’s possible. Those starting from nothing admittedly have a hard road to retirement-enabling passive income. Unless one has a preternatural ability to save a huge portion of their income for over a…
Olivier Le Moal By Matt Wagner, CFA When will international equities outperform the U.S.? This seems to be a constant refrain from investors over the last decade. Owing to outperformance in the fourth quarter of 2022, the MSCI EAFE has clung onto a trailing 12-month advantage over the S&P 500 of more than 4%.1 Without…
RiverNorthPhotography Overview McDonald’s Corporation (NYSE:MCD) has been around longer than sticky notes have. No seriously, that’s a true fact! Founded in 1940, MCD has been the go-to cheap spot to eat for a lot of our families. As you’ve probably noticed, McDonald’s isn’t so cheap anymore. Long gone are the days of the $1 McChicken…
AleksandarNakic Co-authored with “Hidden Opportunities” Market price action is often disconnected from the business fundamentals, profitability, debt management, and pricing power. Let us look at similar disconnects that sharply affected the prices of mega-cap despite a lack of tangible impact to the business. In the early 2000s, Coca-Cola (KO) faced criticism and declining sales due…