With the bull market now the longest in history many investors are understandably worried that valuations have become too rich and the next bear market is looming.
^SPXTR data by YCharts
And while the actual short-term risk of either a recession or bear market is relatively low, it's always a good idea to prepare for the next downturn. That's especially true for conservative income investors such as retirees looking to live off dividends.
This is why sleep well at night or SWAN stocks are ideal choices because they offer a great combination of generous, safe, and steadily growing income. Most importantly they have extremely stable business models that ensure they can maintain and raise their payouts in all economic, industry, and interest rate... more
Royal Dutch Shell (RDS-A) (RDS-B) combines strong cash flows, a compelling growth outlook, an outsized dividend yield, and massive share repurchases. Shares of the company look inexpensive right here, and it seems likely that Shell will deliver compelling returns over the coming years.
The above combination of positive factors makes Shell the most attractive supermajor right here, I believe. Shares could be a good pick for long-term focused income investors as well as for those seeking total returns.
Strong Underlying Execution And A Rising Oil Price Drive Shell's Earnings And Cash Flow Growth When Shell announced the purchase of BG Group during the oil price crisis many analysts and commenters stated that Shell had overpaid for this acquisition and that the company had made... more
Sometimes in business, one of the most lucrative business models is to specialize in something, or to service a niche market. The exclusivity or rarity of your services allows for you to charge a premium, or isolate yourself from a degree of competition. Today's dividend champion spotlight Roper Technologies, Inc. (ROP) does just that. It is also new to the dividend champions list with 25 years of consecutive dividend raises. Despite generating monster annual returns of more than 17% per year over the past two decades, this stock is tragically under followed by retail investors - who own less than 3% of outstanding shares (the other 97% is held by institutions and insiders). We dive into Roper's business, and explore why retail investors should carve out a spot on their watch list... more
The ALPS Dorsey Wright Sector Momentum ETF (Nasdaq: SWIN) declared its third quarter 2018 distribution on September 19, 2018 in the amount of $0.03702. The dividend is payable on September 27, 2018 to shareholders of record on September 21, 2018.... more
The ALPS Sector Dividend Dogs ETF (NYSE: SDOG), the ALPS International Sector Dividend Dogs ETF (NYSE: IDOG) and the ALPS Emerging Sector Dividend Dogs ETF (NYSE: EDOG) (the “Funds”) declared their third quarter 2018 distributions on September 19, 2018 in the amounts of $0.39244 for SDOG, $0.1994 for IDOG and $0.3586 for EDOG. The dividends are payable on September 27, 2018 to shareholders of record on September 21, 2018.... more
The Cohen & Steers Global Realty Majors ETF (NYSE: GRI) declared its third quarter distribution on September 19, 2018 in the amount of $0.22115. The dividend is payable on September 27, 2018 to shareholders of record on September 21, 2018.... more
The ALPS Equal Sector Weight ETF (NYSE: EQL) declared its third quarter distribution on September 19, 2018 in the amount of $0.38179. The dividend is payable on September 27, 2018 to shareholders of record on September 21, 2018.... more
The Alerian Energy Infrastructure ETF (NYSE: ENFR) declared its third quarter distribution on September 19, 2018 in the amount of $0.16953. The dividend is payable on September 27, 2018 to shareholders of record on September 21, 2018.... more
Introduction Closed-end funds do not seem like the best place to be for active traders, at least on paper. However, these products have been our bread and butter for a while now, and as long as we are capable of detecting opportunities and successfully acting on them, we intend to keep on rolling.
Active followers have taken note of the 'Weekly Review' series, and it would only be appropriate to complement these articles with a follow-up, like this one, whose goal is to highlight the funds of interest to us.
Statistical Comparison And Potential Trades The current market conditions are severe for the fixed income instruments. The affected group includes the municipal sector, as well. Over the past week, the price of the iShares National AMT-Free Muni Bond ETF (NYSEARCA:... more
Goldman Sachs BDC, Inc. (GSBD) is a top-shelf business development company with above-average dividend coverage stats. The business development company relies on a defensively-positioned investment portfolio and has considerable net interest income upside in a rising rate environment. Goldman Sachs BDC easily outearns its dividend with net investment income, and shares continue to sell for a reasonable run-rate NII-multiple. An investment in Goldman Sachs BDC yields 8.1 percent.
Goldman Sachs BDC - Portfolio Overview Goldman Sachs BDC's debt investment portfolio largely consists of secure first and second liens. First and second liens together represented ~89 percent of Goldman Sachs BDC's investment portfolio at the end of Q2-2018. The BDC also invests a smaller portion of... more