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 Read more ➝
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 Read more ➝
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.
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.
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.
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, Read more ➝