yield investing posts
FeedPosted Oct 16th 2009 1:20PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, ETF Investing, Stocks to Buy
"It's time to take some profits and play defense for a while," says Glenn Rogers, adding, "Fortunately, we can hedge our bets by taking some profits and building cash reserves and reinvesting in more defensive securities."
In The Internet Wealh Builder, the advisor suggests, a trio of conservative dividend-focused exchange-traded funds.
He explains, "Everybody I talk to these days is nervous, although for different reasons. Some are nervous because they feel left behind. They sat on the sidelines and missed the incredible rally we've had since March. Now they're afraid they won't have a chance to participate because the market has been refusing to correct.
"Others are nervous because they made a pot of money in the rebound and they're afraid they could lose it all in a replay of last year's meltdown. Meanwhile, there some relatively low-risk ETFs where you could park some money while we see how all this plays out.
Continue reading Defensive bets: A trio of dividend funds
Posted Sep 24th 2009 1:30PM by Steven Halpern (RSS feed)
"All across America, college town populations are rising much faster than practically any other real estate market; that's because enrollments on a national basis are on a steady rise," says income expert Bryan Perry.
In his The Cash Machine, he looks to Education Realty Trust (NYSE: EDR), a real estate investment trust that provides high-quality student housing throughout the U.S.
Perry explains, "While it's still early to call a bottom for real estate in a number of regions -- especially in commercial properties -- one thing is for sure: Parents will give their right arms to send their kids to great colleges.
"There is a stealth bull market for apartment growth in major college towns, and rents are only going to rise in the years to come as the broader economy rebounds.
Continue reading Education Realty (EDR): Ivy league income
Posted Sep 9th 2009 1:50PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Housing, Recession
"Right now, I believe real estate investment trusts (REITs) are one of the worst places you can put your money; but there is one exception," says Tom Dyson.
In Daily Wealth, he looks to Realty Income (NYSE: O), explaining, "This REIT -- which has paid 463 consecutive quarterly dividends -- is one of my all-time favorite income investments." Here's his review.
"I see abandoned real estate all over my town. Half the businesses still operating are running on fumes. Our Kmart is a basket case. It's always empty. The Walgreen's is a teardown. Sears has gone. The carpet store has gone and they've boarded up the car dealership.
Continue reading Realty Income (O): 'Rock solid' in real estate
Posted Aug 14th 2009 2:20PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Regions Financial (RF), Wells Fargo (WFC), Stocks to Buy, Recession, U.S. Bancorp (USB), Financial Crisis
"While I continue to avoid bank stocks and bank ETFs , I very much continue to recommend that you buy and own plenty of nicely high-yielding bank preferreds and bank minibonds for your retirement investing," says Neil George.
In his income-focused Stocks that Pay You, the advisors reviews his favorites among these lesser-known investment vehicles.
"Why invest in banks at all? Because -- as they continue to clean up and bolster their balance sheets -- banks are getting even better credit risks, which means that you'll be even more likely to get paid your high-yield dividends and interest payments.
Continue reading Bank bets for income investors
Posted Jul 15th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Verizon Communications (VZ), Stocks to Buy
"We are at the early stages of witnessing a transformation of wireless activities away from voice and towards data for both personal and business customers," says says Ian Wyatt.
In his The Recovery Portfolio, he explains, "This portends great things Verizon Communications (NYSE: VZ), which has the best wireless network in the U.S. (For more on Verizon, see my recent post, The Safest Dividend in the Dow.)
"Verizon provides wireline service to 35 million access lines and 87 million wireless customers. It recently picked up 13 million of these wireless subscribers upon completion of its $28 billion purchase of privately held Alltel in January.
"My investment thesis for Verizon is all about growth in its wireless operating segment. Smartphone penetration, which is more profitable for Verizon, is still small and growing very rapidly.
Continue reading Call on Verizon (VZ) for smartphone growth
Posted Jul 7th 2009 12:00PM by Steven Halpern (RSS feed)
Filed under: Pfizer (PFE), Newsletters, AT and T (T), Caterpillar (CAT), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Merck and Co (MRK), Kraft Foods'A' (KFT), DJIA, Stocks to Buy
"Following last year's dismal market performance, investors are looking for something they can be sure of in the year ahead; and for income investors, that means finding a safe and rewarding dividend yield," says Carla Pasternak.
In her High Yield Investing, she offers a fascinating review to find the "safest dividend in the Dow." Here's her assessment.
"The 30 members of Dow Jones Industrial Average represents some of the strongest names in America. So these corporate titans are a good place to start searching for the safest dividend.
"The first step in the process is not to look at the Dow at all, but to start with the 10-year Treasury note, currently yielding 3.86%.
Continue reading The safest dividend in the Dow
Posted Jun 23rd 2009 1:30PM by Steven Halpern (RSS feed)
"Most of the government 's proposed changes for the financial markets aren't new or needed; but what will happen will be a boost for some and a bane for others," says Neil George.
Long-known in the newsletter community for his expertise in income investing, the advisor has just launched a new blog service, Stocks that Pay You. Here, he looks at some winners and losers from the current proposals for financial regulation.
George says, "In my view, these supposedly massive changes amount to window dressing. Banks and other related firms can continue to do what they've always done: cherry pick regulators and play off one regulator against another.
"So, unless we get the government actually empowering the guys down the line inside all of these agencies and departments, don't look for any big changes, because - while the players and the names might be changing - the contest is staying the same.
Continue reading Income ideas: Winners from financial regulation
Posted May 20th 2009 3:20PM by Sheldon Liber (RSS feed)
Filed under: ETF Investing, Personal finance, Serious Money, DJIA
During the last eight months, with the market bouncing up and down, there have been times when I did not look too smart buying stocks through it all.
Of course I looked the most foolish on March 9, when I wrote the prophetic Nostradamus was a punk! Have we reached bottom? Some folks were commenting that they were staying in cash until the DJIA dropped to 5,000. Today that looks highly improbable, even if the market gives something back over the next few months.
There must be some readers that also have contrarian instincts and made good money this year. This is a reminder to take something off the table. It's time to book some gains. We all did great in 1999 and 2000 only to give it all back and then some. Don't let that happen to you again!
Continue reading Serious Money: ETF that's better than cash
Posted May 5th 2009 3:20PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, Stocks to Buy, Housing, Recession
"Investors have fared well in US Treasuries, the top-performing asset class in 2008 with returns approaching 6.8%; but for new money Treasuries seem less compelling given the current paltry yields," says Benjamin Shepard.
In Personal Finance, explains, "To capture higher yields while taking advantage of the security of government debt, we're adding Fidelity Ginnie Mae (FGMNX) to our bond holdings."
"Government debt still makes sense from a safety standpoint, particularly if you're able to realize higher yields. Debt issued by the Government National Mortgage Association (GNMA) is the way to do that.
Continue reading Government backing boosts Ginnie Mae fund
Posted May 1st 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, ETF Investing, Oil, Stocks to Buy, Recession
"Duff & Phelps Utility & Corporate Bond Trust (NYSE: DUC) owns a nice blend of corporates, utility, and mortgage-backed securities," notes income expert Bryan Perry in his growth & income oriented Cash Machine advisory.
"These types of securities are getting more attention with the notion of an economic recovery occurring late this year, implying a higher demand for power and thus a rebound in the utility sector as a whole.
"If investors can lock in a 7.5% yield through this senior debt holder of major global utilities, then you can rest assured that the monthly dividend, which was raised this month, is secure.
Continue reading Utility returns from Cash Machine
Posted Apr 16th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy
"Throughout the credit crisis, we've focused on Kinder Morgan Energy Partners, LP (NYSE: KMP) -- and we've not been disappointed," says Keith Fitz-Gerald in The Money Map Report.
"With the economy in the toilet and prices in the hopper, the notion of going 'long' energy right now might seem like a move that will lower our portfolio returns over the long haul. Not true. In fact, now's precisely the time that you want to establish or add to an energy position.
"Energy is not only an ideal hedge against rough markets, but more importantly, as I have noted repeatedly in recent months, one of the most concentrated upside opportunities available today.
Continue reading Kinder Morgan (KMP): Pipeline profits
Posted Mar 2nd 2009 1:20PM by Steven Halpern (RSS feed)
Filed under: Major movement, Newsletters, Mutual funds, ETF Investing, Recession
This post is part of a 12-article feature that can be read here: Today's best income ideas.
"The markets are littered with compelling buying opportunities that may be the best we see in a generation," says Keith Fitz-Gerald.
In The Money Map Report, he looks at a trio of income ETFs -- one focused on Treasury inflation protected securities, one invested in muni bonds, and one that buys high yield corporates.
"We are holding three positions in our portfolio which we believe can be bought with new money. First, we suggest iShares Lehman TIPS Bond ETF (NYSE: TIP). The 10 year TIPS' yield is 2.23% versus 2.40% for 10 year Treasuries.
Continue reading TIPs, munis & corporates: ETFs for income
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