Dividend Investing

The Safety Net: An A-Rated Dividend That’s Doubling Every Three Years

Every January, I attend the J.P. Morgan Healthcare Conference in San Francisco. It is the most important healthcare investing conference of the year and a very tough ticket to get. I go with my eyes and ears open, searching for great, undiscovered small cap biotech stocks as well as listening to the presentations of the dividend-paying, big pharmaceutical companies.

For the past few years, one company that has impressed me is CVS Caremark (NYSE: CVS).

Continue Reading

The Safety Net: Apple’s Shocking Dividend Figures

Somewhere along the line, the tech stocks from yesteryear grew from white-hot explosive growth opportunities to mature businesses with steady and predictable income. As that process occurred, they began to pay dividends.

The lowest yield of the four tech stocks, but the one with perhaps the most room to grow, is Apple. And it’s the focus of this week’s Safety Net.

Continue Reading


Read More About Dividend Investing

Bond Investing

Triple Your Expected Return

Doing something as simple as focusing on the fundamentals of a corporate bond rather than its interest rate will return three and four times what the average income investor is earning.

But virtually no one does it.

That’s too bad, because the same average income investor has starved for yield for more than six years.

Continue Reading

Cash Giveaway: 66% More Than Expected

From its glory days in the early 2000s, Advanced Micro Devices has dropped from more than $40 to about $4.40 a share.

So how does a company dealing with such horrible market conditions pay its bondholders 66% more than it has to?

Continue Reading


Read More About Bond Investing

Retirement Investing

You Must Invest

If you have kept your cash on the sidelines these past few years out of fear of another downturn like we experienced in 2008, how much money did you not make?

Of course, no one had the foresight to buy at the bottom.

But what if you just never sold at all? Or didn’t even worry about where the market was headed?

Continue Reading

Avoiding the Retirement Crisis

There’s a retirement crisis in this country.

And we need to act quickly if we want to spend our golden years on the golf course instead of behind a desk. About a year ago, I contemplated this problem and worked on various ways to beat this.

My goal was to create a “Set It and Forget It” portfolio that would continue to build over time. The more time it had to run – using the magical power of compounding – the better the end result would be.

Continue Reading


Read More About Retirement Investing

Stock Market Volatility

Two Startling Statistics

Last week, I wrote an article for our sister publication Investment U on why I don’t like share buybacks. On Friday, Alexander Green, The Oxford Club’s Chief Investment Strategist, took the opposite side of the argument.

One of the main reasons I don’t like most stock buybacks is that management teams tend to make the same mistakes as everyday investors.

Continue Reading

A Boost for Your Brain and Your Portfolio

Like most adults in America, one of the first things I do in the morning is brew a pot of coffee.

It’s “the best part of waking up,” to steal a line from a great marketing campaign.

For me and millions of Americans, it’s a necessary part of our morning ritual. But coffee isn’t just for consumers. It’s a great way to give your portfolio a boost as well.

Continue Reading


Read More About Stock Market Volatility

x