Cabot Turnaround Letter 1021
Transportation is a fundamental component of human existence, and like all industries, innovations that improve relevance while reducing costs mean the difference between prosperity and oblivion.
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investment grade corporate bonds Archives
Cabot Turnaround Letter 921
While the stock market continues to set new record highs, investors continue to bypass the energy sector. One indicator: the sector’s weight within the S&P 500 has collapsed from nearly 16% in 2009 to only 2.4% today, making it the smallest in the index.
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Cabot Turnaround Letter 821
It’s been a remarkably strong market, not just since the bottom of the pandemic-driven sell-off a little more than a year ago, but over the past decade.
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Cabot Turnaround Letter 721
At about the halfway point of 2021, the S&P 500 has returned 14.8% (a good annual return in most years), continuing its remarkable advance from the depths of the pandemic-led sell-off in March 2020.
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Cabot Turnaround Letter 621
Good investment ideas can come from anywhere. One useful source is to borrow ideas from like-minded investors.
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Why High-Yield Bonds Have Rarely Yielded Less
High yield bond returns have been quite strong. But the yields are lower than they've been in 30 years. And that makes them even higher risk.
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Cabot Turnaround Letter 521
With the stock market continuing to reach record highs, and with most stocks either participating in the rally or facing structural, fundamental challenges that they won’t likely overcome, finding new ideas can be a challenge.
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Cabot Turnaround Letter 421
In the excitement to capture the momentum in post-Covid economic re-opening stocks, investors seem to be leaving aside the defense contractors.
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Cabot Turnaround Letter 321
We are modestly optimistic on energy prices – domestic production will likely remain subdued while global demand has essentially returned to pre-pandemic levels even though some petroleum-driven demand for gasoline and jet fuel hasn’t fully recovered yet.
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Cabot Turnaround Letter 221
While momentum-driven concept stocks make the headlines, stocks of companies that are firmly grounded in cash flows and tangible assets, like energy pipelines, remain out of favor. There may be an opportunity emerging in this group from their contrarian status and a favorable change...
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Cabot Turnaround Letter 121
Following the S&P 500’s incredibly strong 33% total return last year, adding to a remarkable decade-long bull market, it would have seemed a stretch to think that 2020 would bring more gains.
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Wall Street’s Best Dividend Stocks Daily Alert
This Morningstar four-star rated fund has a current dividend yield of 2.71%, paid monthly.
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PIMCO Income Strategy (PFL)
This closed-end fund’s portfolio consists of 40.64% Securitized, 31.30% Corporate and 1.25% Income. It pays an 8.6% dividend yield, paid monthly.
PIMCO Income Strategy (PFL)
from Bob Carlson’s Retirement Watch
Unlike most of the PIMCO closed-end funds, PIMCO Income Strategy (PFL) sells at a small discount net...
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Sell Alert: Vanguard Intermediate-Term Investment-Grade Bond (VFICX)
VFICX was recommended by Bob Carlson’s Retirement Watch in Dividend Digest issue 236, dated May 9, 2012.
“Interesting things happened in bond and income markets since the start of the year. As investors have become more complacent about stocks and growth, they’ve worried about and...
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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
Today’s Daily Alert features a new value play on corporate bonds from Cabot Benjamin Graham Value Letter Editor J. Royden Ward.
“iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD, $122) seeks investment results that correspond to the price and yield performance of the investment-grade...
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An Interview with Bob Brinker
Today, I'm pleased to bring you another installment in the Dick Davis Digest's Contributor Interview Series. Last week, I got to talk to Bob Brinker, editor of The Brinker Fixed Income Advisor. Read our conversation below for his advice on investing in low-interest environment,...
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Which Stocks Will Perform Well in 2012?
Abbott Laboratories (ABT) and Advance Auto Parts (AAP) are among five stocks with the right credentials to perform well in 2012.
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Janus Flexible Bond (JAFIX)
“Over the past two years, Janus Flexible Bond (JAFIX for ‘T’ shares) was the 10th best performer of every fund we track in our Performance Comparison tables. Its annualized gain over this period was 10.2%, vs. 6.8% for iShares Barclays Aggregate (AGG), an exchange...
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