Buckle up. We are in the thick of fourth-quarter reporting season, with batch after batch of earnings data crashing into the market like waves on the seashore. Of course, it’s not so much yesterday’s results that stir up volatility, but the initial outlooks for tomorrow – and whether they come… Read More
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Oneok (NYSE: OKE) – Considering businesses valuations are closely tethered to earnings, it’s uncommon to see financials and share prices move in polar opposite directions. Until they fall back in synch, such divergence often presents a window of opportunity. I believe that’s the case with Oneok, one of the world’s… Read More
Greetings. Thus far 2026 is shaping up to be, let’s just say, eventful. Less than a month in, and investors have already had to grapple with the controversial ouster of a foreign leader, a criminal probe levied against Federal Reserve Chairman Jay Powell, and a rancorous feud between the U.S. Read More
Amazing. I spent countless hours this past spring and summer trying to grow a backyard garden. Planting. Weeding. Watering. But in the end, the rocky soil just wasn’t well suited to growing anything edible. I managed to pick a handful of tomatoes and two or three misshaped cucumbers. The entire… Read More
Well, another year has come and gone in a flash. Seemingly, I was just sitting down to write the first HYI issue for 2025. If you’ll recall, our portfolio had increased from $175,000 to a record $207,000 – an increase of more than $32,000, or 19%. Flash forward twelve months… Read More
Hello Friends. Merry Christmas and Happy Holidays! Your portfolio probably isn’t getting your undivided attention right now. That’s perfectly understandable. It’s the time of year when most of us prioritize and focus on what matters most: spending quality time with friends and family. I myself have been preoccupied with gift… Read More
Some people love upgrades. The flashiest new car. The trendiest new clothes. The snazziest new mobile phone. I’m not one of them. My Dodge Durango has about a quarter-million miles on it. I’ve got faded blue jeans older than my kids. And my archaic phone has a cracked screen that… Read More
$1 trillion. That’s about the GDP of Switzerland. It’s also how much money U.S. shoppers are expected to spend this holiday season, according to the National Retail Federation (NRF). Reaching that lofty threshold will require a 4% spending bump over last November and December, equating to tens of billions in… Read More
This section of the newsletter is dedicated to stocks that are poised to start putting more cash in stockholders’ pockets. I scan the market for potential dividend hikes over the next several weeks, as well as noteworthy special distributions on the horizon. I give special attention to outsized double-digit increases… Read More
It happened again. The Dow was solidly in the green yesterday (closing up 300+ points), while the Nasdaq flashed red for the entire trading session. Such divergence is rare. The major indexes don’t always march at the same pace, but they do tend to move in the same general direction. Read More