A joint venture in Nevada between two mining giants – creating the single-largest gold producing operation in the world (and one with the potential to become what the author of today’s article refers to as “the ‘Walmart’ of the mining world”) – could be a major sign that gold miners are anticipating a bull run in gold prices. And with gold mining stocks still greatly undervalued relative to the market, now may be the time to consider investing in gold miners. For more, CLICK HERE.
While, as today’s article notes, “The only way for a stock to increase its dividend for 25 or more consecutive years is for it to have a strong and durable competitive advantage”, that doesn’t mean that all 57 stocks that currently make up the S&P 500 Dividend Aristocrat Index are good buys today. The authors single out ten stocks from the index that they assess to be the top Dividend Aristocrats today based on expected future total returns. For more, CLICK HERE.
They get far less attention than the FAANG stocks, and they don’t have the clever acronym (although the author of today’s article proposes PUTIN, among other suggestions), but stocks of cloud software companies are flying high – perhaps too high – with the author warning that “a category of typically fast-growing cloud software firms have stretched their valuations so far that they’re vulnerable to a meltdown. If you’re looking for a bubble, this might be it.” For more, CLICK HERE.
After a rough go in 2018 (due in part to concerns over rising interest rates), data center stocks are staging a turnaround (due in part to the Fed’s more dovish tone on future rate hikes). Now available at lower valuations, and with long-term growth drivers still intact, data center stocks may be attractive plays. Today’s article highlights four data center stocks that appear to be especially compelling picks: three retail data centers and one document storage REIT that is moving into the data center space. For more, CLICK HERE.
“The dividend aristocrats index tends to shine during bear markets and low return environments. However, it also pulls its weight when we are in a bull market too. It is the best of both worlds really,” notes the author of today’s article, who proceeds to identify the 57 companies that make up the Dividend Aristocrats index for 2019 – and which may serve as a list of stocks for further research and consideration. For these stocks – including the four new additions to the index – CLICK HERE.
After experiencing a rough 2018, today’s article notes that “the investment case for emerging markets has vastly improved” – and highlights some specific emerging market recommendations from some big-name investors. Among these recommendations is an Eastern European bank which one equity research firm notes “ranks first as the most undervalued name with outstanding profitability… and one of the highest dividend yields in the sector”. For more, CLICK HERE.
It’s probably not a surprise to learn that the stocks that were the most adored by analysts at the start of 2018 beat the overall market last year. A little more surprising, however, is the fact that the stocks that were the most despised by analysts at the start of last year also ended up beating the market. Given this, which stocks are the biggest analyst darlings (and which stocks are the most disliked by analysts) as 2019 gets underway – and which group (the adored or the despised) might end up doing better this year? CLICK HERE.
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.
When it comes to shorting stocks, the author of today’s article advises that penny promotions may be the best candidates, noting that “The problem with a momentum stock is that it might not come down as far as you like, and unless you caught the exact peak it might be hard to make a good profit. Promotions artificially inflate a stock to extreme levels so they are the best candidates for shorting.” How can you know when a reversal has set in – maybe even a bit before it becomes apparent to others? The author highlights one indicator to consider using to your advantage. For more, CLICK HERE.
In regards to the stock of this high-quality pharmaceutical distributor, the author of today’s article declares that it “is not just cheap – it’s incredibly cheap.” But what about concerns the market currently has about this stock – namely Amazon’s entrance into the drug distribution space and White House rhetoric on drug prices? The author lays out how, under even the worst-case scenario for this company, it’s a “heads we win, tails we get less, but we still win” scenario for investors. For more, CLICK HERE.