koya79/iStock via Getty Images Associated Banc-Corp (NYSE:ASB) is a regional bank that is working through the challenges of maintaining deposits and increasing interest expenses faced by the industry. The bank is one of a few that offers a baby bond (NYSE:ASBA). A baby bond is a debt instrument, which trades on an exchange and can…
Thomas Northcut Overview We often times fail to take a moment to recognize the engineering miracles that happen around us in our day-to-day lives. We can create lights at the flip of a switch, speak to family across the word because of our phones, travel anywhere across the globe safely, and get clean water in…
J Studios Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add some historical…
Yauhen Akulich/iStock via Getty Images In the context of where Treasury rates have been in the last fifteen years, the current >4.5% for longer-duration bonds might seem attractive enough to lock in via a vehicle like the SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL). But unlike individual bonds that can be held to maturity and…
ryasick British American Tobacco (NYSE:BTI) (OTCPK:BTAFF), together with the larger tobacco sector, has fallen into a major consolidation in the last year, creating an engagement opportunity for investors with a long-term investment horizon. British American Tobacco’s alternative products categories, Vuse especially, is seeing impressive growth, indicating that the company has considerable revenue and gross profit…
RomoloTavani Back on October 12, 2023, I called Realty Income (NYSE:O) a strong buy because it had dipped significantly, offering a dividend yield of over 6%, an expected roughly 3% per share CAGR moving forward, and was trading at a 14% discount to its NAV despite historically trading at a premium to NAV. This presented…
Income from your assets is critical to your retirement. MicroStockHub The investment environment of the 2020s will be the flipside of the last 15 years’ negative interest rates and quite the opposite of the broad domestic investment experience since 1981 when 10-year US Treasury yields peaked at 15.32%. Since 1981, stocks, bonds and real estate…
Paper Boat Creative Income from my investments is essential for my retirement. That income will not only support my spending; it will also help insulate me from potential turmoil in the markets. Too many investors divide their desired dividends by their portfolio value and just go seek yields that match that ratio. This is fine…
DjordjeDjurdjevic Motio Research reports median household income increased in March 2024. The firm estimates the income earned by a typical American household increased by $906 (+1.2%) from its initial estimate of $77,265 for February 2024. Motio Research’s estimates are based on income data collected by the U.S. Census Bureau as part of its monthly Current…
filadendron Co-authored by Treading Softly In sports, it is important to have a solid defense, but a common phrase goes, “The best defense is a good offense.” The concept behind this phrase is that aggressively scoring points puts pressure on the opposing team to keep up. This gives you two ways to win – either…
Sakorn Sukkasemsakorn/iStock via Getty Images Investing Environment US equity markets reached new all-time highs in Q1 supported by a resilient US economy, a general trend of disinflation and an acceleration in corporate profits growth. Given mostly benign economic data offering little indication that a recession is near, interest rate markets pared back the number of…
Andrii Dodonov When I last covered the PIMCO Dynamic Income Fund (NYSE:PDI), I rated the 14% yielding ETF a buy, on the grounds that it paid lots of income and stood to benefit from coming rate cuts. The high yield is still on offer, but the prospect of capital gains brought on by rate cuts…
gopixa Launched on 07/07/2015 and managed by Victory Capital Management Inc., VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) is an ETF focused on high income through dividends coupled with low volatility. It currently manages about $350 million and distributes on a monthly basis. CDL is arguably one of the best high-dividend-yield ETFs…
hyejin kang/iStock via Getty Images The Short Duration Income Fund’s Institutional Class returned +1.16% in the first quarter compared to a +0.45% return for the Bloomberg U.S. Aggregate 1-3 Year Index. For the one-year period ended March 31, 2024, the Fund’s Institutional Class returned +5.46% compared to a +3.56% return for the index. Given the…
PM Images The first quarter has come to a close! We are pumped up to share our March dividend income summary. My wife and I earned almost $5,000 in passive income this month. In this article, we will break down the dividend income received, the individual breakdown, and share how much of the income came…
Disclosures Indices are unmanaged. An investor cannot invest directly in an index. They are shown for illustrative purposes only, and do not represent the performance of any specific investment. Index returns do not include any expenses, fees or sales charges, which would lower performance. The S&P 500® Index is a large-cap market index which measures…
benedek This is what dividend investing is all about! Investing in dividend stocks allows you to earn dividend income, the best passive income stream! Bias, you better believe it. Time to dive into Lanny’s March 2024 dividend income results! Were records set? Love the end of the year Dividend Tally, as the retirement account is…
Martin Barraud Lately, I have written a few negative articles on Realty Income (NYSE:O) and this has led some of its bulls to label me as a “hater”. But the reality is that I have no dog in this race. I am not shorting Realty Income, and I don’t stand to benefit in any way…
PM Images Enbridge Inc. (NYSE:ENB) hasn’t had the best start to 2024 as its shares have declined by -6.62%. Shares of ENB have been in a perpetual decline as they have shed -9.36% of their value over the past five years, and -29.08% over the last decade. ENB reached $46.81 on May 30, 2022, and…
DNY59 Track fixed income opportunities with this monthly update. One way to identify opportunities in fixed income is to look at bond yields. That’s because yield, which is based on a bond’s price and coupon payments, reflects total return potential. Yields can change over time and across bond sectors. Spread, which refers to the difference…
guvendemir/E+ via Getty Images Exchange Income (TSX:EIF:CA) is a diversified aeronautical and manufacturing business with a focus on regional and specialty aviation. EIF is based in Winnipeg, Canada. In its 20-year history, EIF has grown from a single regional airline to reach a market capitalisation of CAD 2.2bn and provided its shareholders with a 19%…
sommart Richmond Mutual Bancorporation (NASDAQ:RMBI) investment case relies highly on its above-average dividend yield compared to other regional banks, while its growth prospects and business diversification could be better. I analyzed Richmond Mutual Bancorporation back in November and concluded that its relatively high-dividend yield was the most attractive feature of its investment case. Since then,…
hyejin kang Investment thesis My initial bullish thesis about Realty Income (NYSE:O) did not age well as the stock delivered a -7.6% total return since December 2023, notably lagging behind the broader market. Despite a decent latest earnings report, the share price dipped due to ongoing uncertainty surrounding the Fed’s monetary policy, which is weighing…
Luis Alvarez The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors in the last week, as well as to highlight recently concluded or upcoming corporate actions on CEFs, such as tender offers. Data is taken from the close of…
Tzido/iStock via Getty Images Thesis We covered the BlackRock Flexible Income ETF (NYSEARCA:BINC) shortly after its inception almost a year ago. In our original piece, we described the new fund and the intent of the asset manager in a macro environment that was favorable to fixed income funds. We are going to re-visit this name…
ivanastar/E+ via Getty Images The early 2024 outlook for multifamily REIT investment could not have been gloomier. In its April report, Apartment List describes slowing rent growth as we enter the peak apartment leasing season. Apartment List Source: Apartment List In part, this could be due to the outsized new deliveries and starts of housing…
StanRohrer/E+ via Getty Images Gladstone Commercial (NASDAQ:GOOD) is a diversified equity REIT that owned a portfolio of 135 properties spread across 17.1 million square feet and 27 states, mainly in the Southeastern U.S. as of the end of the fourth quarter of 2023. GOOD focuses on secondary growth markets with higher cap rates, with industrial…
Khanchit Khirisutchalual Quarter and Calendar-Year Review The Oakmark Equity and Income Fund (MUTF:OAKBX) (“the Fund”) returned 4.92% during the first quarter, compared to 5.15% for the Lipper Balanced Fund Index. This was driven by an 8.53% return on our equity portfolio, which lagged the S&P 500 Index of 10.56%1. This was partly due to an…
Richard Drury Rose’s Income Garden Portfolio Rose’s Income Garden “RIG” portfolio ended March with 83 stocks from all 11 sectors with a goal to keep a majority of income from defensive quality investment-grade common stock. The other investments and especially the financial sector has high yield (HY), business development companies (BDCs), a few mREITs, preferred…
grinvalds I covered Etsy (NASDAQ:ETSY) six months ago with a neutral outlook. At that time, I believed the stock was likely oversold after tumbling 80%, having a far superior “P/E” valuation than in the past. I believe ETSY was trading in a clear bubble pattern from 2020 to 2022 as investors overestimated its growth rate…
Spencer Platt NEOS NASDAQ-100(R) High Income ETF (NASDAQ:QQQI) is the latest in the option income ETF world, offering a high yield, tax efficiency, and potential for capital appreciation. After researching the fund strategy, mechanics, and performing a risk analysis, I believe the fund is worth considering as an income investment for those looking for predictable…
Mireya Acierto/DigitalVision via Getty Images Today’s article dials in on Apartment Income REIT Corp. (NYSE:NYSE:AIRC), a U.S.-based REIT targeting upmarket residential units. The rationale for this thesis stems from Blackstone’s (NYSE:BX) agreement to acquire Apartment Income REIT Corp. in a deal worth a reported $10 billion. Apartment Income REIT Corp.’s market price surged by more…
PM Images Shares of FS KKR Capital Corp (NYSE:FSK) were declining into their Q4 2023 earnings report and dramatically sold off after they Q4 numbers were published. Shares of FSK had declined by -$1.14 (-5.49%) from January 4th through February 26th, then immediately after their Q4 earnings hit the street, shares declined another -$1.15 (-5.86%)…
thitivong John’s portfolio hasn’t been as active as his spouse Jane’s (especially when you look at the trade history in the Roth IRA), and to be honest, that’s the way we prefer it because when you have a retiree that is at the point of drawing RMD’s certainty and consistency is the name of the…
High voltage electric power lines at sunset. imaginima As a dividend growth investor, I’m always open to examining companies that I believe fit my quality standards and could continue to be great dividend growers. It’s not an accident that many of the companies that I highlight here on Seeking Alpha are regulated utilities. It’s true…
Kittisak Kaewchalun /iStock via Getty Images Back in December, I wrote an article on REX American Resources Corporation (NYSE:REX), suggesting to sell it after its run in Q3 and that Q4 won’t be as good. While the stock did pull back a bit after Q3 and Q4 wasn’t quite as good as Q3, it was…
We Are Energizer Holdings, Inc. (NYSE:ENR) promised lower net leverage in 2024, and appears interesting with dividend yield of close to 4%. Besides, I would also expect further operating efficiency increases in battery manufacturing, and distribution thanks to the ongoing Project Momentum profit recovery program. In addition, if recent acquisition efforts are successful, I believe…
mysticenergy SandRidge Energy (NYSE:SD) is a small, independent, oil and natural gas company headquartered in Oklahoma. All of SandRidge’s properties and proved reserves are located in the “Mid-Continent” area, more specifically Oklahoma and Kansas. The thesis behind owning SandRidge is one of valuation and more recently, capital allocation. Even with its recent runup, SandRidge is…
House surrounded by cash money. HAKINMHAN/iStock via Getty Images In the last 12 months, I’ve been buying a lot of income investments. Much more so than I did in 2022. The current market has seen no-or-low dividend tech stocks rally to nosebleed valuations, while many stocks in the “income” category have floundered. The NASDAQ-100 is…
Dragon Claws Introduction: This article is for retirees and income investors. If you are young and have many decades away from retirement, you probably have better choices. However, income may be needed not only for retirement but also for other reasons. For example, if you work for a job or business that is not highly…
Richard Darko/iStock via Getty Images Introduction Many may be wondering how well BDCs will fare in 2024, with rates still expected to decline. I am a big believer in the sector and think they are more than just high interest rate environment investments. With the banking crisis roughly a year ago causing tighter lending standards,…
Allkindza Realty Income Corporation (NYSE:O), otherwise known as the monthly dividend company, has slumped by nearly 10% since the turn of the year, leaving its investors in unfamiliar territory. Data by YCharts The real estate investment trust’s drawdown isn’t unwarranted because salient metrics suggest its poor market performance was long overdue. However, the question becomes:…
Scott Olson Department store chain Kohl’s (NYSE:KSS) has seen its share of challenges in the retail sector. I have followed the company for a while and last summer, I wrote about how I was avoiding both the shares and the debt. After reviewing the latest earnings, I have become bullish on Kohl’s with three different…
wolv/iStock via Getty Images Co-authored by Treading Softly I recently visited a museum of history with my family and was a little disturbed when I realized that, as part of their historical inventions, they included that “ancient” technology: a rotary phone. I can clearly remember moving from a rotary phone to a touch-tone phone to…
winhorse/iStock Unreleased via Getty Images AIA Group (OTCPK:AAIGF) has come down significantly since my first coverage of it in June 2023 when it shouldn’t have. Despite the Group’s strong financial performance, the market has been wary of its Chinese exposure. These “exogenous factors”, however, never had much of an impact on the fundamentals of the…
AdShooter/E+ via Getty Images The Cornerstone funds, CLM and CRF, are some of the oldest CEFs that trade on the stock market. The original Cornerstone Total Return Fund (NYSE:CRF) began trading on the NYSE in May 1973. Although the fund’s stated investment objective is capital appreciation with a secondary goal of current income, many investors…
ALLVISIONN/iStock via Getty Images Investors who read my articles are likely aware of my skepticism toward “investment products” that offer double-digit yields, particularly “buy-write” or “option strategy” ETFs and closed-end funds. The issue with these funds is not necessarily that their strategy is bad or meritless but that they are so often marketed to individual…
NanoStockk/iStock via Getty Images Introduction Eagle Point Income (NYSE:EIC) is an investment company focusing on CLO debt, and as explained in a previous article, Steven Bavaria is an authority on this sector and I would strongly recommend you to read some of his older articles. This October 2022 article is perhaps 18 months old, but…
takasuu Co-authored with “Beyond Saving.” Today, I want to address a topic that might be uncomfortable, but one that is a great concern to many investors: Our mortality. As you approach your retirement, your main focus would be towards ensuring that you have enough so that you can live out the rest of your life…
dontree_m We are writing this article as part of a 12-part series, usually with a monthly article, where we will suggest two high-income dividend stocks each time. Over the course of the year, we hope to have roughly 25 such stocks and a portfolio with 8% sustainable income. A million-dollar invested in such a portfolio…