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SCHD: Built for Winners

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If you are looking to hit it big—move on, this article is not for you. If you are looking for healthy returns, healthy dividend income and healthy diversification (especially as certain mega cap growth stocks may seem precipitously overvalued), keep reading, this article might be for you (especially if you also like low fees, low volatility and tow taxes). In fact, all of these things, and more, combine to make the Schwab US Dividend Equity ETF (SCHD) a compelling opportunity for “emotionally intelligent” investors. And after reviewing the fund in detail (including the risks), we conclude with our strong opinion on investing.

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Forget High Growth: Top 10 Big Yields Worth Considering (August Edition)

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There comes a time in every investor’s life when they realize chasing high growth stocks makes absolutely no sense whatsoever. Sure, if you’re 25 and want to roll the dice (on “the next big thing”) go for it. But if you’ve built a nest egg, and you just want your investments to produce big steady income, this report is for you. We countdown our top 10 big yield investments (including REITs, BDCs, CEFs and more) with a special focus on why each opportunity is uniquely attractive right now.

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A Top CEF: Big Steady Income, AI and Fed Tailwinds, Tax Advantages

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The closed-end fund (“CEF”) we review in this report offers a big, steadily-growing, monthly-paid, tax-advantaged distribution (currently yielding 8.2%). And the fund does so by owning utility-sector stocks (known for lower volatility and steady dividend payments). In this report, we review the fund (overview, philosophy, investment process), its advantages (tax favorability, monetary policy impacts and artificial intelligence tailwinds) as well as risks (expenses, leverage, price premium). We conclude with our strong opinion on who might want to consider investing.

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Rough Week for Stocks: Do This Now

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In a major market reversal, leading mega-cap and semiconductor stocks have sold off hard over the last week (see table), and a lot of investors are concerned this may be the beginning of something much worse. We’ve been hearing for months, even years, these names were over-extended, and some investors are flummoxed about what to do (i.e. is it time to dump growth and tech stocks, and dive headfirst into value stocks—or even bonds?). In this quick market snapshot report, we share our strong opinion about what investors should be doing right now.

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PDI: PIMCO Vs. BlackRock, 10 Big-Yield CEFs Compared

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If you are an income-focused investor, you’ve likely considered PIMCO’s popular big-yield bond funds (often yielding in excess of 10%, paid monthly). You may have also considered BlackRock funds (although many perceive them as second rate to PIMCO). In this report, we compare high-level data on 10 big-yield bond funds (from PIMCO and BlackRock), and then dive deeper into PIMCO’s 14% yielding Dynamic Income Fund (PDI), including a discussion of its risks (such as leverage, interest rates, insufficient distribution coverage, confounding interest rate swaps and the potential for delayed recognition of “Return of Capital” that was previously taxed as ordinary income). We conclude with our strong opinion on investing.

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Software Application Stocks: Interest Rates, Market Rotation and 3 Attractive Opportunities

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So the latest reports of cooling inflation triggered some market rotation this week, and there could be more to come. One group that may be particularly well-positioned for gains is select software application stocks. For example, the group has been underperforming the market, but the fundamentals have remained strong. In this report, we briefly review changing interest rate expectations, sector rotation, and 3 top software application stocks, especially as the AI boom proliferates beyond just phase one hardware/semiconductors).

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ADX: New 8.0% Distribution, Shrinking Discount to NAV (Tender Offer)

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Quick Note: As we wrote about previously, this attractive CEF recently announced initiatives to shrink its discount to NAV (good for shareholders). The initiatives include a newly increased distribution, plus a public market tender offer to acquire up to 10% of the shares at 98% of NAV. And as you can see in the chart below, things are going well.

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Experiential REIT: Despite Risks, 6.0% Yield Worth Considering

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If you are an income-focused investor, Real Estate Investment Trusts (“REITs”) can be attractive. And one REIT that stands out for its growing dividend yield (and growing funds from operations) is VICI Properties (an “experiential” REIT best known for its Caesar’s Palace and MGM Grand properties on the Las Vegas strip). In this report, we review VICI’s business (including what makes it special), dividend safety, valuation and risks. We conclude with our opinion on investing.

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Top 10 Growth Stocks (July Edition): Market Rotation Opportunities

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Owning top businesses for the long-term doesn’t mean turning a blind eye to the risks and rewards of market rotation. While Main Street is just now hearing about Nvidia for the first time (it’s up nearly 3,000% over the last 5-years), most investors know chip stocks (like Nvidia) are notoriously cyclical and (despite powerful long-term megatrends, like AI) 50% pullbacks are not uncommon. In this report, we countdown our top 10 growth stocks (July edition) with a special focus on market cycle risks and outstanding opportunities with big long-term upside.

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Enovix: Despite Risks, Big Upside

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As smart phone energy demands grow (especially with the proliferation of AI apps), Enovix is working to scale its disruptive battery architecture to improve efficiency and capacity. And the company’s total addressable market (“TAM”) is enormous, expanding beyond just smart phones and into wide-ranging Internet of Things (“IoT”) devices and electric vehicles. In this report we review the Enovix solution, TAM, progress, valuation and risks. We conclude with our strong opinion on investing.

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Nvidia: Despite Red Flags, It’s Going Much Higher

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Nvidia is the dominant seminconductor leader powering explosive megatrend growth in the great cloud migration and now artificial intelligence. And these truly massive megatrends are not coming to an end anytime soon. However, there are multiple glaring “red flags” for Nvidia. In this report, we review the business, growth, market size, current valuation, moat and then four massive red flags investors need to consider. We conclude with our strong opinion on investing.

Disclaimer: Everything on this website is for informational purposes only. No information contained herein is intended to be an offer or recommendation to buy or sell any investment. Investing is risky. Consult an investment and/or tax professional before investing.