We’ve seen it a million times. A business is clicking and generating ample cash flows with a promising growth trajectory ahead. After crunching some numbers and looking at forecasts, management generously decides the time has come to share some of the projected surpluses with investors. That’s right, a dividend hike. Read More
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It’s shaping up to be an ugly Monday for the markets, continuing what has already been a disappointing start to 2022. The major averages are in freefall this morning, led by another steep decline in the tech sector. At this point, nearly half of all Nasdaq-listed stocks have declined 50%… Read More
- January 20, 2022
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You probably haven’t heard of cryolite. But it’s undoubtedly one of the world’s scarcest natural resources. Commercial quantities only exist in one place on the planet (the western coast of Greenland). After years of dwindling production, the well finally ran dry in 1987, and mining activity ceased altogether. February 2022… Read More
Will it be three? Or four? Or dare I say it, possibly even five? I’m talking about rate hikes this year. It’s a foregone conclusion that the central bank will soon start tightening rates and unwinding other monetary stimulus measures. The question is, how far will it go? The famous… Read More
- December 21, 2021
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What a crazy year this has been. We should have known back in February that strange things were afoot when an apocalyptic winter blizzard and sub-zero temperatures invaded the deep south. We also saw laboratory scientists successfully create a xenobot, the world’s first synthetic lifeform. Heck, Captain Kirk himself blasted… Read More
As you know, I began setting some hard stops a few months ago in order to protect profits with a few of our holdings. As the market kept climbing higher, I’ve continually adjusted those stops accordingly. Well, we finally hit one. My $57 stop loss on Oneok (NYSE: OKE) was… Read More
Get ready for more volatility. The market is getting pushed and pulled by opposing forces right now, with strong earnings optimism being countered by the uncertainty of the Omicron variant and a long overdue mea culpa from the Federal Reserve acknowledging that inflation is real, not a transitory illusion. Keep… Read More
- November 22, 2021
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Recurring income. Those two words are music to my ears. You’ve probably heard me use the term previously. But what exactly does it mean? Well, the textbook definition of recurring is “occurring again repeatedly.” So this would be an income stream that flows in over and over on a regular,… Read More
I initially recommended Coresite Realty (NYSE: COR) in March 2019 as a backdoor way to profit from the explosive growth of mobile data traffic. The company owns two dozen state-of-the-art data centers housing about 1,400 corporate tenants, from wireless providers like Verizon to cloud services behemoths such as Amazon. Read More
Is it November already? Halloween has come and gone, and Thanksgiving is right around the corner. Before you know it, the Christmas decorations will be put away and we’ll be ringing in a New Year. And just like that, 2021 will be in the history books. Covid aside, most investors… Read More