Special Reports

Special Report: 7 Steps to Protect Your Portfolio While You Still Reap Market Gains: Step #5 Bet on a very hot summer

Special Report: 7 Steps to Protect Your Portfolio While You Still Reap Market Gains: Step #5 Bet on a very hot summer

I think that rather than trying to hedge market or sector direction in the 2024 market, I’m going to look for plays on the long side that will gain even if the market goes nowhere or tumbles, In other words, in financial jargon, I’m going to look for sectors and stocks that are uncorrelated with market direction rather than looking for sectors and stocks that are anti-correlated (where my gains depend on a downturn in the market.) That’s the logic with Step #5 today. Go long natural gas ahead of what is shaping up as a really, really hot summer.

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Special Report: It’s a New World for Dividend Investors: Pick #10 ABBV

Special Report: It’s a New World for Dividend Investors: Pick #10 ABBV

Bookkeeping. I added AbbVie (ABBV) as Pick #10 for My New World for Dividend Investing Special Report (You can find it in the Special Report section of this site along with all the content on this market and its trends for Dividend Income investors. But I’m reposting it as a stand alone pick so no one misses it. AbbVie (ABBV) has been a long-time member of the Dividend Portfolio with a gain of 213% since my January 29, 2020 pick. The question right now is Should it be a top dividend pick going forward? After all, the appreciation in the stock has dropped the dividend yield to 3.67%. (Add in a modest yield from buybacks and the total yield goes to 4.18%.) The most pressing question has been What will replace the $20 billion in annual revenue from the company’s blockbuster arthritis drug Humira (adalimumab) now that it faces competition from biosimilar generics? Now we’ve got some numbers to answer that question and to me they add up to AbbVie remaining a top dividend pick.

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Special Report It’s a New World for Dividend Income Investors Stock Pick #8 Verizon

Special Report It’s a New World for Dividend Income Investors Stock Pick #8 Verizon

Bookkeeping. I added Verizon (VZ) as Pick #8 for my New World for Dividend Investing Special Report (You can find it in the Special Report section of this site along with all the content on this market and its trends for Dividend Income investors. But I’m reposting it as a stand alone pick so no one misses it. Dividend Pick #8: Verizon (VZ) The question for Verizon–and for dividend investors–is remarkably similar to the question for AT&T (T): Can a management that has run up a huge debt load find the discipline to use the company’s immense cash flows to pay down debt?

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Special Report It’s a New World for Dividend Income Investors Pick #5 Visa

Special Report It’s a New World for Dividend Income Investors Pick #5 Visa

Bookkeeping. I added Visa as Pick #5 for my New World of Dividend Investors Special Report (You can find it in the Special Report section of this site along with all the content on this market and its trends for Dividend Income investors. But I’m reposting it as a stand alone pick so no one misses it.

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Special Report: It’s a new world for dividend income investors: 3 trends (all now posted) and 10 picks (now posted PFE, BEPC, NKE, EQNR, V, HON, T, VZ, RTX, ABBV)

Special Report: It’s a new world for dividend income investors: 3 trends (all now posted) and 10 picks (now posted PFE, BEPC, NKE, EQNR, V, HON, T, VZ, RTX, ABBV)

Let’s say you’re a dividend income investor. You need cash income in retirement. Or you want your portfolio to generate cash now so you can invest in new opportunities. Or you just want the extra safety and lower risk that owning a stock with a substantial dividend can bring. Whatever your reasons–and I can think of a lot more–this is a particularly challenging financial market for dividend income investors.But I do think there are strategies dividend income investors can successfully pursue even in this challenging market. In the rest of this Special Report I’m going to explain the three ways I think you should be thinking about dividend income investing in this market. And then I’m going to give you 10 dividend stocks that I think are especially well-suited to producing income (and price appreciation, which is always nice even if you’re an income investor) in this market environment. First pick just posted–Pfizer

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Special Report: 7 Steps to Take Now to Protect Your Portfolio While You Still Reap Market Gains–Steps 1-5

Special Report: 7 Steps to Take Now to Protect Your Portfolio While You Still Reap Market Gains–Steps 1-5

Can you have your cake and eat it too? That’s basically the question stock investors and traders face now. Is there a way to build a strategy that will put profits in your pocket if the rally that set in at the end of 2023 continues? And that will hedge the downside so the your portfolio won’t tumble if the market does? Or that will at least lose less? Or that might even make some money on its downside bets. I think there is. And that’s the subject of this Special Report. Today Steps 1-3

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