Dividend Income & Trading Expert Bryan Perry

Dividend Investing Weekly Newsletters

Where to Find Assets for Maximum Income in 2020

January 6, 2020

Among the most cited investment objectives highlighted within various financial surveys is the desire to generate yield and income from invested capital. For the past 10 years, yields on traditional asset classes have been dismal, not even keeping up with inflation and taxes. Rates on certificates of deposit (CDs), money markets, Treasuries, Government National Mortgage […]

Industrial Stocks Likely Will Lead in 2020

December 31, 2019

As 2019 comes to a close, all manner of predictions regarding what to expect in 2020 are making headlines. From interest rates, to sectors, to price targets for gold, oil, currencies and stocks, fortunes and reputations will be won and lost on such bold calls for the year ahead. In keeping with this tradition, I […]

2020 Trade – Long European Banks?

December 23, 2019

In December 2011, shortly after he became the new chief of the European Central Bank (ECB), Mario Draghi opened the floodgates and offered unlimited amounts of euros to banks in three-year loans at 1% interest, with the intention that they would lend that money to businesses and spur growth. The Basel Committee (which sets global […]

Two ‘W’ Dividend Stocks Set to Vault Higher

December 16, 2019

This past month, one well-respected banking/brokerage firm after another is talking up the “great rotation” occurring within the stock market. Evidence of money flowing from growth and defensive sectors into value and cyclical sectors is becoming more evident, so there is no doubt which stocks are showing the mojo on any given day. Since a […]

Time Winding Down to the Tariff Deadline

December 9, 2019

Following a record-breaking Black Friday through Cyber Monday shopping spree by U.S. consumers, it will take a major chain of negative events to undue the strong undercurrent of the year-end bullish sentiment. After all, the consumer has been the driver for the domestic economy in 2019 because interest rates are low, the unemployment rate is […]

China’s Bad Behavior and the Elusive ‘Phase One’ Deal

December 2, 2019

Investors are bidding the U.S. stock market averages to new all-time highs amid ongoing sentiment that a trade deal with China is imminent. However, the precise time when a pact will be reached is anyone’s guess. The news media keeps reporting that the “final touches” are being worked on and that it’s all but a […]

Investors Betting Heavily On Earnings Rebound in First Half of 2020

November 25, 2019

It is interesting that all the three major averages are hitting all-time highs following three straight quarters of declining earnings growth for the S&P 500. The latest estimates from FactSet show that the fourth quarter also will produce negative earnings growth for the S&P 500 — forecasts have been slashed to -1.4% from 2.3%. The […]

Steepening Yield Curve is Bullish for Mortgage REITs

November 18, 2019

In just the past month, the bond market’s yield curve has righted itself in a big way. As the inverted yield curve had compressed margins to nothing for those entities that borrow short and lend or invest long, profit margins evaporated. In the span of two months, the yield curve has steepened, and spreads have […]

Business Development Companies (BDCs) Should Gain Lift in 2020

November 11, 2019

During the past several weeks, I’ve noted that I want to provide my portfolios with exposure in the part of the financial sector that sports high yields. When I keep reading how difficult the lending environment for mid-size private companies is, it only makes sense to take a hard look at a couple of the […]

Is the Sudden Shift Into Deep Cyclicals Legit?

November 4, 2019

The major stock market indexes have entered November with fresh gains, with the S&P 500 and the Nasdaq Composite setting new record highs following better than expected employment data and better than feared manufacturing data for October. Nonfarm payrolls exceeded expectations, growing by 128,000 last month even during the General Motors (NYSE:GM) strike. Figures for […]

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