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Tag: dividend

ETF Comparison for Dividend Income

For those clients seeking income, we have a choice between US Government Bonds, Dividend paying stocks and Real Estate.

Friday Investment Talk: China, EM Inflation, Dividends

Yields of VNQ, DVY, TLT

Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the …

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Friday Investment Talk: MercadoLibre and PagSeguro, AT&T and Semiconductors

MELI-PAGS
MercadoLibre and PagSeguro are growing their fintech efforts. AT&T cuts its dividend. Semiconductors remain newsworthy.

Friday Investment Talk: Dividends vs Growth Stocks, USD Weakness in 2021

Dividend stocks underperforming
Investors focused on dividends have completely missed the opportunities in growth stocks during the last 10 years. Will the USD fall in 2021, giving rise to non-US assets?

Friday Investment Talk: Valuations, Growth to Value Transition, Gold and Healthcare Stocks

Investment Talks

Are markets overbought? The narrow bull market in FAANG and some other technology stocks has led to concern among analysts that stocks are out of sync with the economy. We explore how interest rate assumptions affect analyst pricing in discounted cash flow models and lead to inflated asset prices.  A discussion of the opposite case …

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DIVIDEND INVESTMENT RESEARCH UPDATE: MLPs and REITs volatile

Here we update our Dividend Investment Research (DIR) that we initiated in May. In review, our momentum approach involves an active management of ETFs. We run monthly screens that show the top performing stocks from each of 6 Dividend ETF categories. We focus on the top 5 stocks for investment, and would sell them if they …

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Dividend Investment Research Update: MLPs moving

Here we update our Dividend Investment Research (DIR) that we initiated last month. In our momentum appraoch, we run monthly screens that show the top performing stocks from each of 6 Dividend ETF categories.
To access this post, you must purchase Subscription Plan – AVC Pro.

FRIDAY INVESTMENT TALK: NDX at all time highs

Friday Investment Talk
Markets are still bullish, although even more overbought than last week. Today's unexpected employment report provides fuel for higher prices. MLPs are leading momentum in all high dividend paying ETFs. Defense and Transportation (Airlines) showed strength this week. Value plays have rebounded sharply, while software companies look vulnerable with high valuations. Defaults are rising. Investors have piled money into cash equivalents. We look at the EUR/USD and Palladium also.

New Research: Dividend Investing

dividend stocks perform better
This is the first of a new series of monthly research articles designed to help investors build high quality dividend growth stock portfolios for the long term. AVC Advisory’s Dividend Investing Research (DIR) uses momentum trading strategies to identify which dividend securities are trading in a positive manner relative to both the market and other income investements.
To access this post, you must purchase Subscription Plan – AVC Pro.

DIVIDEND STOCKS: NEGATIVE MYTHS AND POSITIVE REALITY

We all know that there is no such thing as the perfect investment, but I have one that comes pretty close. Working with the American Association of Individual Investors for many years, I have done research on dividend paying stocks. Investing in stocks that pay dividends offers a tantalizing triple play of 1) greater safety, …

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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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