Dividend Investing Weekly Newsletters

Seismic Shift in Asset Allocation Fuels Massive Sector Rotation

November 28, 2016

Within the lyrics of the global hit “Wind of Change,” by the German rock band the Scorpions, are the words, “the future’s in the air, I can feel it everywhere.” For stock and bond investors, it would be hard to find a better way to pretty much say it all. As the great unwinding of […]

Time to Consider the Pros and Cons of ‘Trump Economics’

November 21, 2016

Goldman Sachs has put out the 10 market themes it is forecasting for 2017 and, unsurprisingly, they are heavy on Donald Trump. With each forecast, I’ll lay out my view as to whether they seem rational or hold fast to the Goldman Sachs culture of being very anti-Trump. First, they don’t expect returns to be […]

Trump’s World View of Taxes and Income — A Wet Ink Blueprint

November 14, 2016

The world of taxation both at the personal and corporate level are about to go through a radical overhaul. For the most part, the forthcoming changes will be positive in my view for the greater good. Trump promised to re-work the tax system and, with a Republican House and Senate, he has a good shot […]

A Closer Look at the Earning Reports

November 7, 2016

Just as the earnings season was getting into a bullish rhythm with the majority of companies reporting third-quarter results coming in above estimates, some recent events sent fireworks throughout trading desks around the globe that once again proved we are in a very schizophrenic investing landscape. For most of last week, momentum was building on […]

There Always is a Bull Market Somewhere for Income Investors

October 31, 2016

Sometimes I just get sick and tired of hearing about “the market” even though I’m credited as being a “market analyst” in the financial publishing business. Actually, my role at Eagle Financial Publications is to be an investment newsletter editor who recommends what to buy and sell. Breaking out certain sectors that feature specific stocks […]

Signs of Sector Rotation Mark a Fluid Sentiment Change

October 24, 2016

Many professional asset managers, including myself, are self-described students of sector rotation. While both schools of top-down and bottom-up investment analysis exist and can be equally argued for, there is a driving consensus that they both have proven to be effective approaches to investing from a historical basis. Before we look at the differences between […]

Where to Invest for Income When Rates Rise

October 17, 2016

Bond yields have been moving higher for the past month as fixed income traders are taking more seriously the notion that the Fed may raise rates starting in December. There is also a growing chorus of Fed officials talking of two more hikes in 2017 followed by two more in 2018. Even if there are […]

Stick with an Overweight Allocation in Technology

October 10, 2016

For some investors, Halloween came early this month. Last Friday, Wall Street darlings Honeywell (HON) and PPG Industries (PPG) both caught investors off-guard by issuing a pair of profit warnings that flew in the face of the recent rotation into more economically sensitive sectors. Both companies cited specific areas of slowness, but also opined about […]

Strap in for October — The Fun Has Only Begun

October 3, 2016

Following a string of high-profile events that included a Federal Open Market Committee (FOMC) policy meeting, a Bank of Japan (BOJ) policy meeting, an OPEC meeting, end-of-the-quarter window dressing and a no-holds-barred U.S. Presidential debate, one would have thought that the skies for the stock and bond markets might have cleared somewhat heading into October. […]

Taking the Fed at Face Value Keeps Markets Guessing

September 26, 2016

After all the hype and buildup, the Fed voted 7-3 to leave the target range for the fed funds rate unchanged at 0.25% to 0.50%. Voting to take action to hike rates were Kansas City Fed President George, Cleveland Fed President Mester and Boston Fed President Rosengren, each of whom prefer to raise the target […]

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