I'm aggressively buying stocks with a rare combination of high yields and huge buyback programs. I want these opportunities to also have strong balance sheets, high-quality business models, and trade at attractive valuations. I detail three such opportunities right now.
Energy Transfer LP announced on August 6 the expansion of its Transwestern Pipeline that will supply natural gas from the Permian Basin to New Mexico and Arizona. The expansion will help meet rising natural gas demand for power generation driven by population growth and data centers.
Synchronizing the currency exposure between liabilities (expenses) and assets (investments) is a pragmatic thing to do. Yet, there is also a merit of introducing some bias towards developed foreign instruments. In the article, I discuss why I think that EUR-denominated picks could be worth considering.
I have been writing about ETFs since I started on Seeking Alpha two years ago, and it's been great in terms of engagement compared to writing about stocks. That being said, there are some tricks to writing about ETFs that analysts may miss. They are different from stocks and other funds in weird ways! Writing about ETFs can be very rewarding, especially on the engagement front, as articles tend to have longer shelf lives with readers and higher engagement levels (at least from my experience).
Most dividend investors are too greedy for their own good. Most 10%+ yielding stocks are traps. This small change in your investment approach could earn you much better results.
I share my favorite place to invest for passive income right now. I share some of my top picks of the moment. These picks pay out 7-10% sustainable yields that are growing at inflation-beating clips.
Retirement income should focus on durable, predictable cash flows with inflation protection, balancing yield and risk for peace of mind. Infrastructure assets offer stable, inflation-linked income, making them ideal for retirement portfolios due to non-cyclical demand and reasonable valuations. In the article I discuss two high-yielding vehicles, which are backed by retirement-proof fundamentals and cash flows.
The Alerian MLP ETF sports an 8% dividend yield as well as positive dividend growth over the last five years. The fund invests in energy infrastructure, including pipelines and storage facilities. Market fundamentals argue for a healthy energy infrastructure industry in the years ahead.
Sustainable 10% yields are attractive for compounding and retirement income. However, some of the most popular 10%+ yields today are also overrated and poised to disappoint investors. I share four very overrated 10%+ yields.
Diversification is crucial for a stable, growing dividend portfolio, but overweighting high-conviction sectors can boost long-term total returns and income growth. We detail two of our highest-conviction high-yield sectors of the moment. We also share some of our top picks in these sectors.
I love investing in dividend stocks. However, I have to be honest about the headwinds facing them right now. I share three reasons to avoid dividend stocks in H2 2025.
Momentum investing is tempting, but value investing in overlooked sectors offers superior long-term returns if you remain disciplined and patient. We share why we think the market may be about to get turned upside down. We also share some of our top picks of the moment.