Dividend Investing

The Safety Net: Targeting 46 Years of Dividend Raises and Counting

I’m not a fan of the experience at Target (NYSE: TGT). Although my wife shops there, I try to avoid it. The one closest to my house has an odd smell, like popcorn butter mixed with some kind of chemical cleaner. Hopefully, it’s not what they use on the popcorn.

The company’s dividend is another story. There’s a lot to like there, which will probably sit well with Herman, who asked me to take a look at the stock this week.

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17% a Year for 10 More Years

Last week, The Wall Street Journal ran an article that contradicted every negative piece it has published about the bond market since 2009.

The article essentially said a rising interest rate market is not the end of bonds or the fixed-rate Armageddon the money press has predicted.

I couldn’t agree more.

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Bond Investing

A Bloody Bargain

In this market, I won’t consider any stock unless it is a screaming bargain. I’m a bond guy. I’ve proven that it’s possible to beat the markets and not lose the safety of bonds.

So, I should really say, if there isn’t blood flowing under the doors in the executive suite of a company because a stock has been beaten up so badly, as far as I am concerned it’s overpriced.

But there is always an industry, sometimes an entire sector, that is in “blood under the door” mode. I’ll show you what I mean in just a moment.

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The Hidden Treasures of So-Called “Junk” Bonds

It’s time to set the record straight about bonds, specifically high-yield bonds.

Since the bad ol’ days in the 1980s, when Michael Milken and his cronies at DLJ ruined the reputation of high-yield bonds – that’s where the term “junk bonds” came from – they have been the whipping boy of the industry.

Ask any stock broker and he will tell you these bonds are high risk and to avoid them.

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Retirement Investing

Most Investors Are Dead Wrong

Last week, I had the same argument with two different people. It’s one I’ve had many times before.

“It’s not a good time to invest,” they said. “There’s too much strife in the world. Look at what’s going on in Ukraine.” Because of the problems in Russia, Syria and any other hot spot, stocks should surely go down.

Except they haven’t.

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Mamas, Don’t Let Your Babies Grow Up to Be Financially Illiterate

Most of us couldn’t imagine not helping our kids learn how to read. And when they have a tough math problem, we do our best to help them. Reading and math are two critical skills for success in life.

Yet many people completely ignore a skill set that will be just as important if not more so than reading and math – financial literacy.

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Stock Market Volatility

Getting Defensive

The developing Russian invasion in the Ukraine has investors on edge.

The markets were in damage control this morning… Crude moved higher… Gold popped… U.S. Treasury yields inched up…

Asian and European markets were hammered overnight.

The Hang Seng fell 1.5%. The Nikkei fell 1.27%. In Europe, the DAX dropped 3%, while the Euro STOXX 600 dipped 1.9%. But Russian stocks and bonds were hit the hardest.

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My Top Three Predictions for 2014

Every year at this time, pundits make their annual predictions. At The Oxford Club, we don’t pretend to have a crystal ball. As I often say, anyone who tells you they know where the market is going is either lying to you or to themselves.

That being said, it’s natural for people to ask about our outlooks for the coming year.

When I wrote my 2013 outlook a year ago, I mentioned that dividend stocks were hot and they were likely to stay that way.

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