Author Archive: Jeremy Parkinson
Choosy Investors Choose J.M. Smucker And The Dividend Adds Value
Introduction The J.M. Smucker Company (SJM) is a “Dividend Contender” that has increased its dividend for 20 consecutive years. After being overvalued for most of fiscal year 2017 (fiscal year ends in April) the company has since fallen into attractive valuation territory. As a result, the company is available at a low P/E ratio relative to […]
Dollar & Bond Yields Plunge As Cohn Doubts, A Draghi Dud, & Debt Ceiling Denials Dominate
Ugly jobs data (hopefully transitory), uglier energy industry data, and ugliest comments from Trump on throwing away any fiscal restraint with the debt-ceiling bathwater left the dollar down, stocks lower, and bonds and bullion bid… Was this Gary Cohn driven? The Dow (hurt by DIS, GS, and TRV) and Small Caps sank on the day… […]
The Market’s Message… Low For Longer
Preferred stocks have been good investments. Preferred investors are up about as much as stock investors in 2017, but with less risk. A preferred that I’ve been adding to client portfolio is the new Annaly Capital Management 6.95% Series F Fixed/Float (NLY.F) Preferreds aren’t the only income vehicle showing strength. The SPDR Utilities ETF (XLU) […]
Wherefore Art Thou Collateral?
The US Treasury as a result of the government’s bloated response to the Great “Recession” has been forced in notes and bonds to reopen their auctions each and every month. Before then, reopenings were less frequent. They weren’t infrequent, but the Treasury wasn’t just auctioning 10s every month. In 2007, for example, the Department conducted […]
So What Now?
Well, one day on from Trump’s deal with Democrats to rush aid to victims of Hurricane Harvey and avoid any 11th hour brinksmanship ahead of a technical U.S. default, markets were nervous. Although stocks managed to tread water… …bonds and the dollar exhibited palpable angst as uncertainty grows about the future of the Fed […]
Real Estate Investing: Here Are 4 Timeless Strategies To Use
For new investors, getting into the business of buying, selling, and renting homes may seem pretty ambitious. But like any other area of personal finance expertise, real estate investing boils down to some simple basics. With the right strategies, patience, and a willingness to learn, it’s a discipline that can help you make strides on […]
Apple Debuts New Iphones Next Week
Apple Inc. (AAPL) is engaged in designing, manufacturing and marketing mobile communication and media devices, personal computers, and portable digital music players. The Company’s products and services include iPhone, iPad, Mac, iPod, Apple TV, a portfolio of consumer and professional software applications, the iOS and Mac OS X operating systems, iCloud, and a range of […]
Gold Has Broken Out – Don’t Be Left Behind
The coming gold and silver moves in the next few months will really surprise most investors as market volatility increases substantially. It seems right now that “All (is) quiet on the Western Front” as Erich-Maria Remarque wrote about WWI. Ten years after the Great Financial Crisis started and nine years after the Lehman collapse, it […]
Bank Stocks Fall Amid Falling U.S Interest Rates
Shares of U.S. bank stocks are trading lower on Thursday, amid a drop in the yield on the benchmark 10-year treasury note. The yield fell to 2.037% in the late morning. The drop in yield was due primarily to the European Central Bank, ECB, leaving its benchmark interest rate unchanged on Thursday. The ECB said […]
The Latest Look At The Total Return Roller Coaster – Thursday, September 7
Note: We’ve updated the charts below based on monthly data through August. Here’s an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted […]
