Eq: Large Cap
Q1 Earnings are starting to roll in for many companies and this presents an opportunity…see the full story on our partner Magnifi’s site
65 Stocks make up the dividend aristocrats in the S&P 500, known for their consistency, however some…see the full story on our partner Magnifi’s site
The recovery has boosted the junk bond market as investors saw investment-grade bonds and government debt perform…see the full story on our partner Magnifi’s site
It is no secret that oil and gas stocks have great dividends. What makes the sector special right now is that the sector is also looking like a good investment for capital appreciation because of the rise of the “commodities super cycle”. With all that in mind, check out these three names for good income: Marathon Petroleum (MPC) or its MLP, MLPX, Energy Transfer (ET), and Antero Resources (AR). All three opportunities currently offer double digit yields.
FINSUM: Oil is definitely in recovery mode, so the combination of value and income is compelling.
Consumers spent more at online stores last year than the previous year by a staggering $900 billion…see the full story on our partner Magnifi’s site
Despite the big losses in Treasuries, high yield bonds have been doing well, and according to Fidelity that seems likely to continue. Advisors could be forgiven if they are wondering “how?”. The answer is that the big reason bonds are losing is interest rate risk, and it so happens that high yield bonds have some of the lowest interest rate risk around because of their higher coupons and shorter terms. According to Adam Kramer, who managers Fidelity’s Strategic Income Fund, “an economic recovery may be on the horizon and the Fed may avoid tightening monetary conditions for some time”, which he says means the high yield market “could offer investors the best of both worlds in 2021”.
FINSUM: High yield bonds have the lowest exposure to the market’s major risk at the moment and also the upside of an economic recovery. The picture is bright.