“The idea is not to worry so much about current dividend yields, but to try to find good stocks to buy, based on dividend growth potential.” This is the underlying principle of the Franklin Rising Dividends Fund, which is the subject of today’s article. The Franklin Rising Dividends Fund screens for companies that have a long history of big dividend increases, with its average holding having 26 consecutive years of increases. To read more about this fund – including its specific screening process, its top 10 holdings and its performance relative to the S&P 500 – CLICK HERE.
Today’s article examines the ongoing turnaround at Chesapeake Energy which, having been hit hard by the decline in oil prices over the last couple of years, started the year with a measly share price, billions of dollars of debt and as a candidate for bankruptcy. The author notes that, since then, Chesapeake’s “ongoing initiatives including asset sales, cost cuts and debt repurchases have transformed it into a leaner, low-cost producer that is equipped to survive in the current pricing environment.” To read more about Chesapeake’s turnaround and why the author believes that it is a “rally worth buying into”, CLICK HERE.
While nothing in life is certain except death and taxes, what’s not yet certain is what exactly those taxes will be for 2017. Today’s article, however, provides some projections in that regard, outlining the expected tax brackets, personal exemption amount, standard deduction, federal estate tax exclusion and more, courtesy of Bloomberg BNA. The good news? In general, Bloomberg BNA anticipates that taxpayers “will find a little bit of relief in 2017.” To see its specific tax-related projections, CLICK HERE.
While Wall Street is not generally associated with morality and ethics, today’s article acknowledges that investors are showing an increasing desire to make a positive impact while growing their portfolios, and provides an overview of one vehicle through which this can be done – socially responsible/sustainable responsible funds (SRI funds). But do investors have to pay more and/or sacrifice return in order to invest according to their values? To see what the most comprehensive review of this question found, as well as to read about how SRI funds have evolved from a strategy of avoidance to a more comprehensive approach – and for three funds highlighted by the author – CLICK HERE.
“The reality is that there are loads of stocks that post huge gains that are either hard to explain or foresee,” admits today’s article which highlights several stocks that were not necessarily expected to have a great 2016 but which have been posting huge gains nonetheless. To see what these unexpected winning stocks are – a tech company up 89%, a wood-alternative decking company up 61%, and three fracking stocks that have climbed despite a decline in total oil and gas drilling activity – as well as whether these gains can be expected to continue, CLICK HERE.
Knowing when the time is right to buy a stock in order to take the greatest advantage of rising share price momentum can be difficult. Today’s article seeks to help in that regard, identifying five consumer staple stocks with the highest rating on a momentum score, as well as high chances of outperforming the market over the coming months. One of the stocks in question is Kraft Heinz. To see what the other four stocks are – including a craft beer company and a beauty product company – as well as the estimated earnings growth for each, CLICK HERE.
The author of today’s article describes initial public offering activity so far this year as “nothing short of awful”, but points to three reasons – including the fact that returns on the IPOs that have taken place have begun outperforming the market – why this fall might see a flurry of IPO activity. As such, he provides an overview of some potential fall IPOs from two sectors showing growth – technology and consumer. To read about these IPO hopefuls – including a manufacturer of high-end coolers with impressive revenue numbers – as well as which big name companies you shouldn’t hold your breath on going public this year, CLICK HERE.
With September historically being the market’s worst month of the year, today’s article highlights 13 stocks in the S&P 500 index that investors might want to consider as they have all “beaten the market doom… [and] delivered gains on average during September the past five years, which is no easy feat.” While this September could always be a different matter, the author points out that “analysts think 11 of the 13 stocks have upside left before hitting their 18-month price targets.” To see what these stocks are, as well as their average September gain over the last five years, CLICK HERE.
The author of today’s article argues that “just a few dozen” of the 1,674 exchange-traded funds that exist are worth investors’ attention and provides his approach for identifying the best exchange-traded funds. What is not relevant, according to the author? Who manages the fund or its past performance. What is relevant? Cost factors, specifically three of them – including one that he states “you will never hear about” elsewhere. Using these cost factors Forbes has ranked the best ETFs across 13 categories from large-cap stocks to municipal bonds. To read more about the relevant cost factors outlined, as well as for links to Forbes’ rankings of the best ETFs by category, CLICK HERE.
The author of today’s article declares that if you don’t own microcap stocks (stocks with market capitalizations under $300 million), you are missing out, and proceeds to outline “five important reasons why microcap stocks warrant a piece of your asset-allocation pie.” Reason #1 (and perhaps the most important for investors)? Microcaps outperform bigger-cap stocks over the long term, including both high-return cycles and low-return cycles. To read the other four reasons the author offers for why microcaps deserve a piece of your asset allocation, as well as two additional reasons that have particular resonance in today’s low-growth environment with the prospect of a rate hike, CLICK HERE.