Investing
On one front, this tariff pandemonium changes nothing for us: We still see our favorite high-yield investments—8%+ paying closed-end funds (CEFs)—as the best choice to anchor your retirement portfolio. In fact, times like this add to their appeal even more. That’s because, in a crash, we CEF investors don’t have to sell a single unit of our funds to get the cash we need to fund our lives. Our big dividends—many of which roll in monthly—take care of our needs for us. Then there’s CEFs’ discounts to net asset value (NAV, or the value of their underlying portfolios). This unique-to-CEF…
Key News Asian equities had a strong day on light volumes, except the Philippines, which was closed for Maundy Thursday, also known as Holy Thursday, commemorating the Last Supper. Hong Kong and Stock Connect are closed tomorrow and Monday. It was a fairly quiet night as Hong Kong rebounded by the same names that led it lower yesterday, with Hong Kong’s most heavily traded Alibaba +3.13%, Tencent +2.23% after announcing an effort to help foreign firms tap the domestic market, Xiaomi +1.7%, Meituan +1.19%, and SMIC -1.32%. A Mainland media piece titled “Taobao ranks first in downloads in 16 countries…
SiriusXM Holdings has been named as a Top 25 dividend stock, according the most recent Dividend Channel ‘’DividendRank” report. The report noted that among the coverage universe, SIRI shares displayed both attractive valuation metrics and strong profitability metrics. For example, the recent SIRI share price of $20.08 represents a price-to-book ratio of 0.6 and an annual dividend yield of 5.38% — by comparison, the average company in Dividend Channel’s coverage universe yields 4.4% and trades at a price-to-book ratio of 2.3. The report also cited the strong quarterly dividend history at SiriusXM Holdings Inc, and favorable long-term multi-year growth rates…
Market Forces Take Control As Business Risk Becomes Great Equalizer In Corporate Resilience Strategy
Large corporations are entering a period of introspection when it comes to sustainability and corporate resilience. As United States (U.S.) policy on the environment and climate-related disclosures, both domestically and abroad, continues to shift to a much lighter touch, companies will need to further take it upon themselves to manage regulatory risks related to environmental, health, safety and sustainability-related issues. Increasingly, how effectively they manage that process will be judged not by regulators, but by investors, customers and employees. Put simply, the major resiliency risk that companies now face is more market-driven than regulatory, compared to just a few months…
With so many cross currents in the stock market, what can you trust? Who can you trust? The short answer is that you can trust high-quality fundamentals to guide your investment process through good markets and bad. Look no farther than Warren Buffet – the greatest investor of all time. He’s not a MOMO, FOMO or crypto bro. Not at all, he’s always been about deep fundamental analysis, reading annual reports and doing real diligence. I take the Warren Buffet approach one step further by adding technology. Specifically, the Robo-Analyst AI is proven to deliver superior fundamental research and stock…
Are we having fun yet, my fellow income investor? We’re now in a bear market, whether the financial media or our intrepid politicians admit it or not. Peak to trough the S&P 500 dropped 21% intraday. Based on closing prices the decline was “only” 18%, however—not quite the technical 20% drop that defines a bear market. Regardless, let’s not split hairs and call this what it is—the third bear market of the 2020s. Three bears. And it’s only 2025! You may be wondering, as I was, if this is normal. It is not, my friend. Since 1900 we have averaged…
Shares in Sainsbury’s edged higher on Thursday as it announced retail operating profit north of £1 billion for the first time last year. Sainsbury’s – the UK’s second-biggest supermarket – saw its share price rise 3.3% in pre-Easter trading, to 256.2p. Group sales (excluding fuel) rose 3.1% to £31.6 billion during the 52 weeks to 1 March, it said. This was driven by a 4.2% revenues increase across the Sainsbury’s store network and website, to £26.6 billion. Grocery revenues increased 4.5% year on year, while general merchandise (GM) and clothing sales here flatlined. At Argos, its specialised GM division, revenues…
Key News Asian equities were lower as our “tariffs higher = markets down” theory was proven correct by Nvidia’s announcement that it will take a Q1 charge of $5.5 billion. The US government will require Nvidia to obtain an export license for its H20 chips. No word from AMD (yet), as their MI308 chips will also require an export license. There are small signs that the US and Chinese governments are slowly getting to a point of talking to one another, as China issued a statement saying that it would gladly negotiate once the US appoints a representative. Hong Kong,…
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. 10 Oversold Stocks You Should Know About » In trading on Wednesday, shares of AbbVie entered into oversold territory, hitting an RSI reading of 29.1, after changing hands as…
Gold has always captivated investors during uncertain times, and with its recent surge to an unprecedented $3,322 per ounce, many are wondering if now is the moment to add the precious metal to their portfolios. Let’s examine gold’s investment profile and the challenges of timing this uniquely volatile asset. Gold’s Enduring Appeal as a Safe Haven Gold has long been hailed as the ultimate safe haven, a glittering refuge in times of economic turbulence. But how does it stack up as a long-term investment? The answer depends on how and when you look. While gold prices soared nearly 360% between…
In the run-up to the reversal of many of President Trump’s tariffs, we saw some true panic selling that turned into what can only be called panic buying: Investors eager to get back in as they realized the selloff was a buying opportunity. And to no one’s surprise, tariff-related market drama has continued since then. Last Wednesday’s bounce happened so fast I couldn’t get my response to the selloff published in time. Earlier last week I wrote, “Fortunately, this situation will not last forever. Stocks will ultimately recover their losses from this last week.” Then stocks did recover before those…
Editors Picks
Subscribe to Updates
Get the latest finance news and updates directly to your inbox.