government-driven investing posts
FeedPosted Jun 28th 2010 1:50PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Housing, Financial Crisis
"Capstead Mortgage (CMO) borrows for the short term at low cost -- rolling loans among a handful of big banks -- while lending money for the long term at a higher rate," says Andy Obermueller.
The editor of Government-Driven Investing -- which finds stocks positioned to benefit from changes in government policies and regulations -- explains, "Capstead, organized as a real-estate investment trust, keeps the spread for its troubles, and pays out 95% of its net earnings to shareholders. The result is a good defensive stock to help protect your portfolio.
"One of the things the government did to make sure that the housing market didn't crater even more than it had was to step in and guarantee certain mortgages. If the borrower defaulted, Uncle Sam would step in, like a co-signer, and make good on the loan.
Continue reading Capstead Mortgage (CMO): Low Beta, High Yield
Posted Oct 30th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"The U.S. Energy Department is sponsoring a race to develop an obscure industrial process -- carbon capture and sequestration (CCS) -- and the winners of the race will receive $1.4 billion -- yes, billion, with a B," says Andy Obermueller.
In Government-Driven Investing, he says, "My pick to profit from among the 12 companies selected to compete in this scientific 'Olympiad' is Praxair (NYSE: PX)."
"This industrial-gas company owns hundreds of CCS patents, technology that could turn a coal-fired power plant -- about the dirtiest thing in the world, emissions-wise -- into one of the cleanest.
Continue reading Praxair (PX): The 'race' for carbon capture