A never ending discussion in the field of dividend investing is whether you go for high yielding stocks or dividend growth stocks. Recently, I had a few discussions on Twitter about this topic. Because it is a question many investors have – amateurs and experienced investors alike – I decided to write a Weekly to compare both strategies.
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The Dogs of the Dow – top dividend stocks for 2023?
The turn of every year is a special time. Not only because it feels like the old and especially bad is left behind and something new starts. There is also a well-known stock-picking strategy that promises you to beat the Dow Jones Index by only doing a few transactions at the start of each year. Did this low-maintenance strategy deliver in the past? And what are the picks for 2023 according to this strategy?
Continue readingThe funeral business: dead money or under-looked opportunity?
Last week, I wrote about farmland and farmland stocks. But land can also be used for other purposes. While being asked about land, the most common answers will be farmland or land for housebuilding. Maybe also forestry. However, there is another sector that could prove to be a more valuable investment opportunity due to being less followed, but obvious in hindsight.
Continue readingRising Food Protectionism – and a new research report
While people over the last week were scratching their heads over whether cryptocurrencies are a scam with the implosion of the third largest crypto exchange FTX, the world is facing REAL problems. Exports of an estimated 20% of the world’s calories are currently restricted. Food protectionism and nationalism are on the rise. An investigation into this dangerous trend and a new research report due for my Premium Members, on Saturday.
Continue readingAre evil energy (oil) stocks already priced too ambitiously for a recession?
It is an old wisdom that during a recession cyclical equities in general and energy stocks in special are suffering pretty much. When the economy slows down, the supply and demand imbalance pushes energy prices down, too. Stocks of these “commodity businesses” come under pressure in unison. But is it the same now? Or could we even be in for a surprise to the upside?
Continue readingMy latest research report is out!
Like I teasered in my most recent Weekly, where I covered the topic of offshore banking from the perspective of a small private investor, I just published the corresponding research report. I wrote about a company that focussed its business on just that – offshore banking!
Continue readingMyths about offshore banking and a unique stock thereof
If you speak publicly about offshore banking, there is a good chance that you will be suspected or even criminalized. You certainly have something to hide! However, what most people don’t know is that an offshore bank account is perfectly legal. But why does it have a bad reputation then? This and a stock that provides you an investment opportunity (exclusively for my Premium Members) in this sector are today’s topics.
Continue readingBargain or pain? Ten dividend darlings that face painful cuts
Who doesn’t like collecting dividends? Just receiving money on a regular basis for owning a few shares and waiting for payday. In fact, as I wrote last week, dividends have historically accounted for most of the total return on stock investments. But what if I told you that there are some companies that are in danger of cutting their distributions to shareholders?
Continue readingMy Premium Membership just started – first exclusive research report out now
I am proud to announce the start of my Premium Membership with my first research report.
From now on, besides my free weekly newsletters, I am going to publish yearly eight research reports, exclusively for my Premium Members.
Continue readingHow to beat the bear market – inflation, stagflation, recession
It should be clear to almost everyone by now that prices have risen sharply over the past twelve months. At the same time, economies around the world are plummeting. Stagflation at its finest. Unsurprisingly, many stocks have fallen, too. As a result, most people have become poorer in real terms, whether they invest or not. It is time to answer the urgent question of how to successfully weather this painful bear market.
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