Pgiam Investment Thesis Hingham Institution for Savings (NASDAQ:HIFS) is in my opinion one of the finest financial establishments in the U.S. The bank has outstanding asset quality thanks to a laser focused approach to risk management and mitigation. The bank has also historically been one of the best performing financial institutions in the U.S. with…
tiero Please note that this week is the quarterly Master List fundamentals update. Every quarter, after earnings, I update all necessary fundamentals for the DK 500 Master List, which enables valuation-based ratings to operate automatically in real time. Thus, this is the reason for just one article this week. Here’s my ZEUS Family fund holdings’…
PM Images In September 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to invest 100% of this money in dividend growth stocks. Each month, I publish my results on those investments. I don’t do this to brag. I do this to show my…
NurPhoto/NurPhoto via Getty Images Introduction On December 20, I wrote an article titled “14% Annual Return Potential: L3Harris Is My Favorite Dividend Stock Going Into 2024.” In that article, I took an extremely detailed look at the well-diversified defense contractor L3Harris Technologies (NYSE:LHX), which has become one of the most important pillars of NATO defense…
Kobus Louw Today, many investors are looking for very high-yielding stocks and bonds. Ultra-high-yield investments are prevalent today due to the growing number of retired individual investors. Over the past decade, there has been a solid trend toward high stock ownership among older Americans as the traditional conservative retirement investing strategies are undone. On the…
malerapaso Introduction Last year, I started covering drug manufacturing giant Amgen Inc. (NASDAQ:AMGN). On June 30, I wrote an article titled “Amgen: A Healthcare Bargain With A 4% Yield.” Since then, shares are up 41%, beating the 9.5% performance of the S&P 500 (SP500) by a wide margin. This rally restored the company’s longer-term performance,…
LPETTET Last week, I published an article highlighting Realty Income (O) as my favorite high-yield REIT. In that article, I mentioned that I couldn’t call “The Monthly Dividend Company” my favorite REIT overall because of another, faster-growing company that I like just as much. I said that Rexford Industrial (NYSE:REXR) is my favorite high-growth REIT…
SHansche/iStock via Getty Images Introduction Safe Bulkers (NYSE:SB) is another mid-size bulk carrier company. It is an exciting proposition with its fleet of 46 vessels at an average age of ten years. Twenty-two ships are equipped with scrubbers, and 100% have a ballast water treatment system. SB has a solid balance sheet with 57% total…
jurgenfr This was a tough year for cannabis stocks! While some have rallied, most have declined. Stocks that have seemed cheap have gotten cheaper. One that I really like, Organigram (NASDAQ:OGI), was down a lot in 2023, but it has rallied since I last wrote about it in October. I called it a great stock…
asbe Introduction If there’s one thing I have highlighted in recent articles, it’s my increased focus on value stocks, given that the stock market valuation hints at subdued long-term total returns. Generally speaking, this favors stocks with low valuations and/or decent yields, as we can expect a bigger part of future total returns to come…
Douglas Rissing First, let me revisit the inflation news I brought you last week: Consumer prices are falling around the world. China’s National Bureau of Statistics reported that its consumer prices declined 0.5% in November, reaching the fastest 12-month decline in three years. Germany’s consumer price inflation also declined 0.3% in November. That means our…
selamiozalp All financial numbers in this article are in Canadian dollars unless noted otherwise. (A Lengthy) Introduction If there’s one thing we have discussed a lot this year, it’s energy. Energy is a cornerstone of my long-term investment thesis, as I believe that we are in a new era where subdued long-term supply growth meets…
SHansche Listen to the podcast above or on the go via Apple Podcasts or Spotify. Why J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there’s a recession? (8:40). This is an abridged version of a recent conversation. Nathaniel Baker: Joined today by…
Maksim Safaniuk/iStock via Getty Images Introduction One of my favorite topics this year has been oil and gas investments, as I have consistently added to companies that I expect to protect my portfolio against inflation and deliver consistent juicy (special) dividends. Furthermore, I have made some changes, as one of my all-time favorite holdings, Pioneer…
JHVEPhoto/iStock Editorial via Getty Images Introduction It’s time to talk about the Union Pacific Corporation (NYSE:UNP), the economy, trends going into 2024, and my investment strategy. As most of my readers know, Union Pacific is one of my high-conviction investments, as it accounts for 6.1% of my current portfolio value. This makes it the fourth-largest…
Ales_Utovko/iStock via Getty Images Introduction When it comes to long-term investing, I’ve clear favorites. Although I try to keep a balanced portfolio, I am significantly overweight three industries: aerospace & defense, freight & logistics (railroads), and REITs (self-storage). Leo Nelissen (Dividend Growth Portfolio) Energy is also an industry I’m overweight when adding the exposure I…
Olemedia Bitcoin (BTC-USD) has garnered recent widespread investor attention after the decision by the SEC not to challenge the ruling, paving the way for a Bitcoin Spot ETF to enter the marketplace. The significance of the initial ruling and the subsequent decision by the SEC to not tempt fate again cannot be understated. A Spot…
Dragon Claws ETF Overview The VanEck IG Floating Rate ETF (NYSEARCA:FLTR) seeks to replicate the performance of the MVIS US Investment Grade Floating Rate Index which consists of U.S. dollar denominated floating rate notes issued by corporate issuers and rated investment grade. FLTR has ~$1.31 billion in net assets and charges an expense ratio of…
Roman Barkov Ares Capital Corp (NASDAQ:ARCC) has long been my favorite overall Business Development Company (i.e., “BDC”)(BIZD), in large part due to its impressive total return performance alongside its very high and consistent dividend payout. However, it is no longer my favorite overall BDC. In this article, I discuss three major reasons why. Why ARCC…
Anna Usova/iStock via Getty Images The Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF) takes a systematic approach to investing in small-cap stocks by focusing on companies generating excess cash flow. The idea here is that “cash cows”, as profitable companies with strong fundamentals, should offer shareholders higher return potential over the long run….
AlexSecret Thesis summary Mega-caps stocks have been responsible for most of the market appreciation, but that doesn’t actually mean they are expensive. If we look at PEG specifically, they are quite cheap. Given what’s to come, there’s a valid reason why mega-caps should trade at a premium. Out of the Magnificent seven, Alphabet (NASDAQ:GOOGL) stands…
Pla2na/iStock via Getty Images All financial numbers in this article are in Canadian dollars unless noted otherwise. Please note that oil and gas prices are always in US$. Introduction Things are developing very quickly – even quicker than I expected. Almost two months ago, I wrote an article titled Canadian Natural Resources Is One Of…
gorica/iStock via Getty Images Introduction Extra Space Storage (NYSE:EXR) was one of the first REITs that I started buying many years ago (although it wasn’t an initial holding of my current dividend growth portfolio). I have mentioned in several articles that EXR perfectly aligns with my investment strategy. Although REITs rarely have economic moats, EXR…
This is an opinion editorial by BitcoinActuary, an actuary based in the U.K. I’ve recently returned from spending a long weekend with around 200,000 others at one of the loves of my life, Glastonbury Festival. The 2023 version of this annual music festival was peppered with sets from big name acts — Elton John, Guns…