Daily Posts Archive
“United Rentals, Inc. (URI)—This equipment-leasing firm is one of the top-performing companies in this economy, and it is not hard to see why. Construction firms would rather lease or rent than own equipment in this tricky economic climate. United Rentals had a truly blowout quarter—earnings per share increased a...
“Baker Bros. Advisors, the hedge fund I wrote about in a recent issue, is obligated to make a filing to the U.S. Securities and Exchange Commission every quarter to detail its stock holdings. A recent filing showed a huge block of shares in Incyte Corp. (INCY). As of...
It’s the big losers and big winners that determine how your portfolio performs.
In today’s Stock Market Crash Course, the experts say the market still looks strong, but there are some signs things are deteriorating under the surface. Volume, the VIX and stocks making new highs are all suggesting a correction ahead. Experts quoted include Stephen Leeb, Rick Pendergraft, Jason Cimpl, Mike Cintolo,...
The air travel industry is famously cyclical, making airline stocks poor long-term holdings. But when things are going well for the industry, it can be a source of short- and medium-term gains. You just need to know where to look. Today, there are a few bright spots. The first: budget airlines. These...
Restaurant stocks offer some great investment opportunities for both growth and value investors.
In times of uncertainty, the best move is to pay attention to what your investing system tells you to do.
“Gabelli Global Multimedia Trust (GGT – yield 11%) is still relatively cheap. GGT currently trades at a 12% discount to its net asset value (NAV). This means you are getting the equivalent of a dollar’s worth of assets for just 88 cents. Better yet, you are getting the...
“Enterprise Products Partners L.P. (EPD – yield 4.80%) is the largest master limited partnership (MLP) in America. In total, the partnership owns more than 50,000 miles of pipelines (enough to circle the planet twice) used to carry natural gas, oil, natural gas liquids and refined chemicals around the...
“The carry trade is alive and well. Mortgage REITs borrow short and lend long, capturing the spread between investment and borrowing rates, known as the net interest margin. This fuels big distributions to shareholders. mREITs utilize repurchase agreements, a form of very short-term secured borrowing, to finance their portfolios of...