Daily Alert – 11/20/18
This global fund seeks to invest in companies that are operating across financial sectors including banks, diversified financials, real estate, and insurance industries.
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Bob Carlson
Bob Carlson is editor of the monthly newsletter, Retirement Watch. In it, he provides independent, objective research covering all the financial issues of retirement and retirement planning. Mr. Carlson also is Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has over $2.8 billion in assets. He has served on the board since 1992. His latest book is Invest Like a Fox…Not Like a Hedgehog, published by John Wiley & Co. in 2007. His previous book was The New Rules of Retirement, published by John Wiley & Co. in the fall of 2004. Mr. Carlson has written numerous other books and reports, including Tax Wise Money Strategies, Retirement Tax Guide, How to Slash Your Mutual Fund Taxes, Bob Carlson’s Estate Planning Files, and 199 Loopholes That Survived Tax Reform.
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Articles by Bob Carlson
Daily Alert – 10/15/18
October 15, 2018|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
Provided are the top five institutional holders of this fund.
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Wall Street’s Best Dividend Stocks Daily Alert – 8/15/18
August 15, 2018|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
This real estate and preferred income fund has a yield of 7.57%, paid monthly.
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Wall Street’s Best Dividend Stocks Daily Alert
July 17, 2018|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
This four-star-rated fund has a current dividend yield of 2.72%, paid quarterly.
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Wall Street’s Best Investments Daily Alert
The top five stocks in this fund are indicated in this article.
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Wall Street’s Best Dividend Stocks Daily Alert
March 12, 2018|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
The top five holdings of this telecom fund are: Verizon Communications Inc (VZ, 19.46%); AT&T Inc (T, 16.40%); T-Mobile US Inc (TMUS, 8.29%); Telephone and Data Systems Inc (TDS, 5.31%) and Sprint Corp (S, 5.19%). The fund has a current dividend yield of paid...
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Wall Street’s Best Dividend Stocks Daily Alert
January 22, 2018|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
In this bond portfolio, 68.25% of the holdings are rated ‘B’ or higher. The fund has a current yield of 3.75%, paid monthly.
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Wall Street’s Best Dividend Stocks Daily Alert
December 4, 2017|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
This energy ETN has a current dividend yield of 7.15%, paid quarterly.
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Wall Street’s Best Dividend Stocks Daily Alert
October 26, 2017|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
This high-yield fund has a current yield of 8.52%, paid monthly.
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Wall Street’s Best Dividend Stocks Daily Alert
October 10, 2017|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
The top five holdings of this commodities fund are Monsanto Co (MON, 3.63% of assets); Sheffield Receivables Corp (n/a, 2.41%); Deere & Co (DE, 2.35%); BHP Billiton Ltd ADR (BHP.AX, 1.97%) and Asb Finance Ltd London (n/a, 1.94%). The ETF has a current yield...
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Wall Street’s Best Dividend Stocks Daily Alert
May 25, 2017|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
The portfolio of this emerging market fund’s bonds is comprised of 73.01% AAA-rated instruments. The current yield is 4.04%, paid monthly.
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Wall Street’s Best Investments Daily Alert: (IYW)
Our first pick today is a tech fund whose five largest holdings are: Apple Inc (AAPL, 17.47% of assets); Microsoft Corp (MSFT, 11.90%); Facebook Inc A (FB, 7.59%); Alphabet Inc A (GOOGL, 5.98%) and Alphabet Inc C (GOOG, 5.84%).
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Wall Street’s Best Investments Daily Alert: (PRNEX)
I don’t think oil prices are going to revisit the lows of the bear market, but the recovery likely has stalled for a year or more. The fund returned 15.95% over the last 12 months.
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Wall Street’s Best Dividend Stocks Daily Alert: Two Bond Funds to Buy (DBFRX) or (DLFRX)
January 27, 2017|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
Our three-star-rated bond fund buys have current dividend yields of 3.5% and 3.25%, respectively, paid monthly.
Buy: DoubleLine Floating Rate (DBFRX) or (DLFRX)
From Bob Carlson’s Retirement Watch
If the $100,000 minimum investment in DoubleLine Floating Rate (DBFRX) isn’t for you, invest in the fund’s N with...
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Wall Street’s Best Dividend Stocks Daily Alert: Sell (DBLTX)
January 27, 2017|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
Sell: DoubleLine Total Return Bond (DBLTX)
From Bob Carlson’s Retirement Watch
Updated from WSBDS 287, August 10, 2016
Jeffrey Gundlach of DoubleLine Total Return Bond (DBLTX) said he expects the new administration will be bad for bonds, and that in a few years we’ll realize 2016...
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Wall Street’s Best Investments Top Picks Daily Alert: (PRNEX)
This Top Pick is a bet on continuing outperformance of energy stocks.
T. Rowe Price New Era (PRNEX)
From Bob Carlson’s Retirement Watch
The outlook for oil and energy prices improved in late 2016 when OPEC and other oil-producing countries agreed to limits on production. It a..
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Wall Street’s Best Investments Daily Alert: Buy (PRNEX)
This 3-star-rated fund has gained more than 25% year-to-date.
T. Rowe Price New Era (PRNEX)
From Bob Carlson’s Retirement Watch
T. Rowe Price New Era (PRNEX) invests in companies involved in the natural resources industries. Historically, 45% to 55% of the fund has been invested in companies
(primarily...
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Wall Street’s Best Investments Daily Alert: (MPGFX)
The top three sectors in this five-star-rated fund are technology (18.92% of assets); financial services (14.66%) and healthcare (13.53%).
Mairs & Power Growth (MPGFX)
From Bob Carlson’s Retirement Watch
We invest in U.S. stocks primarily through Mairs & Power Growth (MPGFX). The fund’s been around since with...
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Wall Street’s Best Investments Daily Alert: Buy (PRLAX)
This diversified fund provides a diversified entry into emerging market stocks.
T. Rowe Price Latin America (PRLAX)
From Bob Carlson’s Retirement Watch
We own emerging market stocks through T. Rowe Price Latin America (PRLAX). We
added the fund because it looked like the low in commodities had reached...
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Cohen & Steers Preferred Securities & Income (CPXCX)
September 22, 2016|From Wall Street’s Best Dividend Stocks|by Bob Carlson|Wall Street's Best Dividend Stocks
Sell: Cohen & Steers Preferred Securities & Income (CPXCX)From Bob Carlson’s Retirement Watch
Updated from WSBDS 279, December 9, 2015
We’ve held preferreds profitably for several years through Cohen & Steers Preferred Securities & Income (CPXCX). We don’t want to hold them through a downturn the...
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