“Asset allocation is typically the most important aspect of portfolio management so understanding how the various asset classes performed is instructive when trying to understand your results,” explains the author of today’s article before sharing his updated “asset allocation quilt” – which shows the returns (and respective rankings) for each asset class for each of the past 10 years – and some important takeaways from it. What insights can be gained from the inclusion of 2018’s returns in the quilt? CLICK HERE.
Debt-funded stock buybacks have been on the rise since 2009, with 2018 seeing a record amount of buyback activity. This leads the author of today’s article to make the following point: “If the stock market performed as poorly as it did in 2018 with record amounts of buybacks to prop it up, just imagine how much worse it would be if buybacks were to slow down significantly or grind to a halt?” For his insights on what a bursting of the U.S. corporate debt bubble could mean for stocks, CLICK HERE.
Assessing the current landscape for stocks, the author of today’s article notes that “First, almost nobody across Wall Street thinks we will have a recession in 2019.” He also notes that, while earnings are likely to be lower in 2019 than they were in 2018, there will still be upside – and the Fed could very well not raise interest rates at all. With this in mind, he proceeds to highlight six Buy-rated stocks with solid dividends (and the best volatility ratings) to consider buying this year. For more, CLICK HERE.
For mature companies without significant growth opportunities to fund, and with shareholders to please, there are two standard ways to use excess cash: distribute said cash directly to shareholders in the form of dividends, or use it to buy back shares. But which of these approaches is better for investors? Today’s article examines this question – including looking at the tax implications of each approach for investors. For more, CLICK HERE.
In regards to economic measures such as retail sales, industrial production, and employment, the author of today’s article notes that “it is a perverse fact that such measures have been at their highest points, and even at record levels, just before falling a few months later under the weight of an economic downturn.” And now another indicator that tends to peak before a downturn – and is currently at a record level – can be added to the list: the household wealth to income ratio. What does this ratio mean – and is it flashing a warning that a recession is coming? CLICK HERE.
Erik Finman, who started buying bitcoin at the age of 12 and became a bitcoin millionaire during the most well-known cryptocurrency’s astonishing run-up, is now calling its demise, stating bluntly that “Bitcoin is dead…It may have a bull market or two left in it, but long-term, it’s dead.” For the young bitcoin superstar’s rationale for this assessment, another cryptocurrency he declares is on its way out – and which cryptocurrencies he believes have the best chance at success going forward, CLICK HERE.
Through the Vietnam War, the fall of the Soviet Union, the Dot-com bubble bursting, the Great Recession, and many other crises and calamities, just 26 companies in the U.S. have managed to increase their dividends consistently for at least 50 years – making them an elite group of dividend kings. Today’s article provides the list of dividend kings going into 2019 – including the most recent addition to the group – and identifies three companies which appear poised to join the list by the end of next year. For more, CLICK HERE.
Back in August, the author of today’s article saw a trade opportunity in a giant cable and broadband provider – and since that time, shares of that company have outperformed the S&P 500 by almost 12%. The reason he saw an opportunity in the company, as he explains, is that, while the “market isn’t wrong about the fact that cable customers are choosing to ‘cut the cord’ at a rapid pace… the market is very wrong about… how this is going to impact the cable companies” – and now he is eyeing shares of another undervalued cable and broadband provider. For more, CLICK HERE.
It’s that time of year when many firms issue their top stock picks and favorite sectors for the year ahead – and Credit Suisse (which has the most bullish outlook for the S&P 500 next year amongst its peers) has added 11 companies to its Top Picks list, all of which are covered with Outperform ratings. For these 11 stocks – including three airlines – that are among the investment bank’s research team’s best ideas for next year, CLICK HERE.
“Whether we are talking about socks or stocks, it is better to buy them on sale,” declares the author of today’s article, who describes himself as “a long-term buy and hold investor in the accumulation phase.” He proceeds to outline a four-step process to screen the list of dividend champions for potential bargains worthy of further research – and identifies the 26 dividend champions that currently pass this screen. For more, CLICK HERE.