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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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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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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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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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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This Morningstar four-star rated fund has a current dividend yield of 2.71%, paid monthly.
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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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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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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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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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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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“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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