Joseph L. Shaefer retired as a Senior VP of Charles Schwab to found Stanford Wealth Management and to speak and write on investment subjects. He is a retired USAF Brigadier General and the author of the investment classic, “Bringing Home the Gold.” Mr. Shaefer has been interviewed on FNN, Fox, CNBC, ABC and other financial television shows and has been quoted in Forbes, The Wall Street Transcript, Barrons, Financial World and scores of other publications.
This investment firm is working on a turnaround. As a speculative buy, the shares have a current dividend yield of 10.02%, paid quarterly.
Waddell & Reed (WDR)From The Investor’s Edge
Every business has its ups and downs. Those that survive for 80 years, through good and...
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This closed-end fund offers an entry into some interesting Irish shares and is currently trading at a discount.
The New Ireland Fund (IRL) From The Investor’s Edge
I have not bought any Smurfit, Ryanair or CRH—directly. I have found a way that gives me a of...
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Starwood Property Trust (STWD)From The Investor’s Edge
Starwood Property Trust (STWD) is the largest commercial REIT in the U.S. yet its price has been under pressure lately, which offers us a unique opportunity to own a great company at a great price.
Starwood Property sells just...
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This fund just celebrated its 20th birthday. Its five largest holdings include: SPDR® Barclays International Trs Bd ETF (3.23% of assets); SPDR® S&P 500 ETF (2.87%); US Treasury Note 2.125% (2.28%); iShares MBS (2.07%) and CurrencyShares® Japanese Yen ETF (1.10%).
Leuthold Core Investment Retail From...
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This preferred stock is paying more than a 6% yield and is issued by a REIT that owns buildings across the US.
Stag Industrial REIT preferred B (STAG-B) From The Investor’s Edge
My latest find is the Stag Industrial REIT preferred B (STAG-B.) The preferred pays...
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These foreign funds have a high dividend yield of 6.69%, paid monthly.
PIMCO Foreign Bond (USD-Hedged) A (PFOAX) or PIMCO Foreign Bond (USD-Hedged) D (PFODX) From The Investor’s Edge
We are moving to a more defensive posture. It will look like this:
· Up to 50% fixed...
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This fund’s top holdings are: Apple Inc (AAPL; 13.36% of assets); Microsoft Corp (MSFT, 8.39%); Amazon.com Inc (AMZN, 6.53%); and Alphabet Inc Class C Capital Stock (GOOG, 5.15%). The fund has a current dividend yield of 8.6%, paid quarterly.
Nuveen NASDAQ 100 Dynamic Overwrite (QQQX)...
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Biotech may be down, but it’s not out. Here’s an opportunity to buy a diversified healthcare fund at a discount.
Tekla Healthcare Opportunities (THQ) from Investor’s Edge
Tekla Healthcare Opportunities (THQ) contains the absolute best of the biotech and health care sector—and it does so a..
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Investor's Edge presents two model portfolios: Growth and Value and Aggressive Growth. Issues present complete direction including how much to buy and when to sell. Investor’s Edge has been called “America’s Best-Written Financial Letter” because it does not hedge or waffle, but delivers and...
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Our contributor shares his current outlook on US equities versus European and Japanese stocks, and offers two hedging ideas for the US dollar.
Wisdom Tree Germany Hedged (DXGE) and Wisdom Tree Europe Hedged Small Cap (EUSC)
from Investor’s Edge
We’ve been moving steadily offshore as we fewer...
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This bond fund has a current dividend yield of 7.42%, paid monthly. The top 10 positions include bonds from the United States (47.71% of assets); France (12.54%); United Kingdom (8.39%); Canada (6.65%) and New Zealand (3.88%).
Analysis: PIMCO Foreign Bond (US Dollar-Hedged) Fund D (PFODX)
from Edge
After...
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This company involved in fracking, beat Wall Street forecasts by six cents, posting adjusted EPS of $0.83 in its most recent quarter. The stock has fallen with the energy industry, to bargain levels. It has a dividend yield of 2.7%, paid quarterly.
Carbo Ceramics (CRR)
from...
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This company just spun off its distribution and transmission segments, and raised its dividend by 75%. It dividend yield is now 2.4%, paid quarterly.
National Oilwell Varco (NOV)
from The Investor’s Edge
National Oilwell Varco (NOV) is another former portfolio holding that is even cheaper today. don’t...
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The majority of this fund’s holdings (89%) are in the financial services segment. The dividend yield is 4.33%. paid monthly.
RiverNorth/Oaktree High Income (RNOTX)
from The Investor’s Edge
RiverNorth/Oaktree High Income (RNOTX) is a unique collaboration two rather different styles: RiverNorth provides tactical asset allocation via in...
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It looks like biotechs may be making a rebound, which may garner a closer look at this closed-end fund.
H&Q Healthcare Investors (HQH)
from Investor’s Edge
H&Q Healthcare Investors (HQH) top 5 holdings are Gilead Sciences, Celgene, Regeneron Pharmaceuticals, Biogen Idec, Alexion Pharmaceuticals, and Amgen, all in...
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This exchange traded fund seeks to track the investment results of an index composed of global equities in the energy sector. The shares currently have a 2.5% dividend yield, paid semi-annually.
iShares Global Energy (IXC)
from The Investor’s Edge
The Ukrainian situation is terrible from a rights...
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Ripe for a comeback, today’s stock selection gives surplus and salvage items a chance to find a new home via online auctions.
Liquidity Services (LQDT)
from The Investor’s Edge
In up years like 2013, there is an interesting phenomenon which we like to take advantage of: shares...
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Today’s buy idea is a unique natural resources play that’s out of favor with investors and yielding a whopping 11% as a result. Though obviously not without risk, Contributor Joe Shaefer thinks this stock is unloved enough here to be a great value although...
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Today The Investor’s Edge Editor Joseph Shaefer recommends a value fund with a twist.
“RiverPark/Gargoyle Hedged Value Fund (RGHVX) is a long-term mid-cap and large-cap value fund with a kicker: they hedge a portion of market risk by selling index calls. This is not ‘buy/write’...
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In today’s Daily Alert, The Investor’s Edge Editor Joe Shaefer explains why he likes investing in Asia through Matthews Asia funds, and recommends a new income-focused mutual fund from the firm that currently yields around 4%.
“I have owned various Matthews Asia funds a of...
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