A flat yield curve, stronger corporate profits, and continued growth in e-commerce sales are three trends that the author of today’s article believes will drive stock prices in 2019 – and he proceeds to highlight three real estate investment trusts that stand to benefit from these trends. For these three dividend payers – a commercial real estate mortgage REIT, a lodging REIT, and a logistics REIT – CLICK HERE.
Israel’s economy is booming, thanks in large part to its tech sector. However, today’s article notes that Israeli tech companies do not receive much attention from American investors – and while there are 95 Israeli companies currently trading on the Nasdaq, these do not include smaller, mid-cap names. Enter the ETF that today’s article highlights, which seeks “to bring broader exposure of Israel-based tech companies to both U.S. and Israeli investors” – and which is up almost 30% in one year. For more on this ETF, CLICK HERE.
In regards to dividend aristocrats, the author of today’s article advises that “just because a company is on the list of dividend aristocrats, that doesn’t necessarily mean that it is a good investment to make today. Inclusion in an elite list of dividend stocks is like having a great resume – it lets you get a foot in the door for further evaluation, but nothing else.” The author proceeds to use a number of criteria in order to screen for attractively valued dividend aristocrats worthy of further research. For this screen – and the 14 dividend aristocrats it yielded – CLICK HERE.
When it comes to high-yield dividend stocks and high-growth dividend stocks, the author of today’s article points out that it doesn’t have to be an either/or proposition, as “some dividend payers offer an attractive current yield and compelling growth potential” – and he proceeds to highlight three master limited partnerships with above-average current payouts and which are forecast to increase those payouts by more than 15% annually over the coming years. For more, CLICK HERE.
The FAANG stocks have had an incredible year – but the fund manager highlighted in today’s article believes that, while “a lot of attention has been focused on very large-cap companies selling above 30 multiples…there are others that are reasonably priced.” He proceeds to identify three large-cap growth companies that he believes sport attractive valuations. For these three stocks – two semiconductor companies and a retailer that is unique among the brick-and-mortar crowd – CLICK HERE.
The author of today’s article has long subscribed to the investing principle that stock prices follow earnings. However, while he still considers earnings growth to be a reliable indicator, he is “becoming convinced that an even better leading indicator may exist” – one that investors might be wise to consider adding to their arsenal. What is this indicator – and how does it help to explain the success of companies such as Apple and the failure of companies such as Groupon? CLICK HERE to find out.
There are few businesses more stable than utility companies. After all, we all need to keep the lights on! But today’s article points out that the love that investors have for utility stocks, on account of the level of safety they offer regardless of broader economic conditions, is making them more expensive and pushing up valuations: “The average price-to-earnings ratio of utilities stocks in the broad Standard & Poor’s 500 has risen nearly 10% since a year ago… [while] most sectors have gone the other way and gotten cheaper.” To see specifically how valuations for utilities have changed relative to other sectors, as well as what this may mean in the long-term for investors buying utility stocks defensively, CLICK HERE.