Stock markets around the world are in correction mode. Leading the way for major markets are U.S. stocks. As I offered for more than a year, U.S. were very expensive. Canadian stocks don’t have the same growth profile as U.S. stocks, and they have offered very good value for quite some time. Rising earnings and […]
Are we there yet? Plus, the Sunday Reads.
This past week, U.S. stocks (S&P 500) were within a whisker of entering an official bear market. That bear market definition is a decline of 20% or more. But on Friday, the market got off the mat, dusted itself off and offered a one-day relief rally. The S&P 500 was up 2.8% while the tech-heavy […]
Building the energy dividend portfolio.
When it comes to sectors, energy is the most useful inflation fighter. In fact it is the only sector that has delivered positive real returns across every inflationary period, looking back some 100 years of stock market history. Energy stocks also delivered incredible returns during the stagflationary period of the 1970’s and into the early […]
Finding dividend growth tech stocks, on the Sunday Reads.
In early 2015 I sold our U.S. Dividend Achievers index ETF and bought (skimmed) 15 of the largest cap holdings. The goal of investment strategy is greater portfolio stability with the potential of outperformance. The index insists on at least 10 years of dividend growth, it also applies financial health screens. The index ETF (ticker […]
We’re in the golden era of free cash flow for energy producers.
On Monday, we will see the launch of the Ninepoint Energy Income Fund. Portfolio manager Eric Nuttall suggests the time is more than right. We have the perfect backdrop, aside from the tragedy in Ukraine. We are in a golden era of free cash flow for Canadian and U.S. energy producers. It is the free […]
There’s dividend energy on the Sunday Reads. The Ninepoint Energy Income Fund.
The energy sector has been the best-performing sector for well over a year now. In October of 2020 I suggested that readers give the energy sector another look, another chance perhaps. That suggestion was mostly based on the work of Eric Nuttall who runs the Ninepoint energy fund. From that October date the energy index […]