May 2023 Issue Why Brand Power Matters You May Not Know The Company, But You Know The Brands… Dividend Raisers & Special Dividends Portfolio Updates: AB “Buy First” List What do Louis Vuitton, Coca-Cola, ESPN, Rolex, Mercedes Benz, and Frito Lay have in common? They are all among the… Read More
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Today’s pop quiz: Manufacturing accounts for approximately what percentage of domestic GDP? A.) 6% B.) 12% C.) 20% D.) 28% The answer is B. According to the Federal Reserve, manufacturing currently represents around 12% of the U.S. economy. But if you’d asked the same… Read More
April 2023 Issue How To Double Your Income AND Lower Risk Remember When Yields Were 1%? This Pays 1% Per MONTH… Dividend Raisers & Special Dividends Portfolio Updates: BBY “Buy First” List Another day, another epic battle between the bulls and the bears. To be sure, each side has… Read More
And it continues. The markets were rattled on Friday by the swift implosion of Silicon Valley Bank (SVB), the second-largest bank failure on record. The Santa Clara-based lender survived the dotcom crash but couldn’t withstand the crippling rate-tightening cycle unleashed by the Fed. Not even with $200+ billion in assets. Read More
We hear you. The bond markets are sending signals that the economy may be softening. And they are anything but subtle – more like clanging bells and shouts from the rooftops. Treasury yields tell us quite a bit. They communicate the collective expectations for the investment community vis-à-vis inflation and… Read More
March 2023 Issue Why I’m Bullish About Resilient Consumer Spending… This Hotel REIT Is Making A Comeback — And It Yields Nearly 6%… Dividend Raisers & Special Dividends Portfolio Updates: MPX, QSR “Buy First” List What do Disney (NYSE: DIS), Delta (NYSE: DAL), Expedia (Nasdaq: EXPE), and Carnival Corp… Read More
Did you watch the State of the Union address? I tuned in briefly, long enough to catch some of the President’s comments on infrastructure spending, tax policy, and the debt ceiling. These are all certainly areas where politics and investing intersect. As you know, we try to stay above the… Read More
February 2023 Issue Why Now Is The Time To Buy Bonds (This Pick Yields 5%) This Bond Fund Has Doubled Its Payout (With More To Come) Dividend Raisers & Special Dividends Portfolio Updates: MAIN, AL-A “Buy First” List There are axioms that we accept in life as basic truths. Read More
At last, the winds of change are blowing. It has been a tough slog for income investors. I’m not talking about last year’s vicious stock market pullback (that was rough on everyone). I’m talking about the pervasively low-yield environment that has turned dollars of interest into pennies. Great for Nasdaq… Read More
January 2023 Issue These Picks Helped Us Beat The Market In 2022 This “Green” Infrastructure Play Yields Nearly 7%… Dividend Raisers & Special Dividends Portfolio Updates: BBY, FLC “Buy First” List Well friends, it’s almost time to close the books on another year. Few investors will look back fondly… Read More