Recently I’ve been telling my readers about a quiet revolution that’s taking place thanks to eccentric billionaire Elon Musk and his band of scientists at Tesla Motors (Nasdaq: TSLA). You see, for years they’ve been working feverishly at their lab in Fremont, California on a battery that could provide enough energy to power a house. Earlier this year, news came along that they’d finally broken through. And now, for the first time in decades, we could see the entire utility sector turned on its head as a result — leading to massive gains for early investors. As you… Read More

Recently I’ve been telling my readers about a quiet revolution that’s taking place thanks to eccentric billionaire Elon Musk and his band of scientists at Tesla Motors (Nasdaq: TSLA). You see, for years they’ve been working feverishly at their lab in Fremont, California on a battery that could provide enough energy to power a house. Earlier this year, news came along that they’d finally broken through. And now, for the first time in decades, we could see the entire utility sector turned on its head as a result — leading to massive gains for early investors. As you can see, Tesla’s battery storage device looks nothing like your old-fashioned AA battery. It’s a sleek, compact unit that you can mount on the wall in your garage. One single, stand-alone unit delivers enough power to take an entire home completely off the grid. Simply charge it with a solar panel, windmill or any other power source, and you’ve got all the energy you need. #-ad_banner-#Thanks to Tesla, the world is about to see that an energy sea-change has been quietly unfolding before their eyes for several years now. And many of… Read More

After a record-setting rally in bonds, the better-than-expected June jobs report gave bond traders an excuse to bank some fat profits. However, a look under the hood shows that, structurally, nothing has really changed. The bull market in bonds and trend toward lower interest rates remain intact. And that is why I’m now looking for a good place to buy the dip… in the utilities sector. #-ad_banner-# Despite this week’s pause in bond prices, the yield curve — the yield on the 10-year Treasury note minus the yield on the… Read More

After a record-setting rally in bonds, the better-than-expected June jobs report gave bond traders an excuse to bank some fat profits. However, a look under the hood shows that, structurally, nothing has really changed. The bull market in bonds and trend toward lower interest rates remain intact. And that is why I’m now looking for a good place to buy the dip… in the utilities sector. #-ad_banner-# Despite this week’s pause in bond prices, the yield curve — the yield on the 10-year Treasury note minus the yield on the two-year note — is still in a flattening trend and narrower than it has been in years. The flatter it gets, the more likely the economy will see problems. Banks in particular find it more difficult to profit when their cost of money, borrowed at the short-term rate, is close to or even greater than revenue received at the long-term loan or mortgage rate. The trend around the world is for government bonds to offer negative interest rates. Given the choice between German or Swiss bonds at negative yields and the 10-year U.S. Treasury note at 1.5%, it’s pretty obvious… Read More

The Brexit selloff has turned to gains for the major indices, but a few sectors are still trading lower and with an air of uncertainty around unknown risks. In response to the uncertainty about the regional economy, trade and the ability to move workers easily investors are focusing on the negative consequences of the vote.  #-ad_banner-#One company in particular could see an upside in overall sales, as well as a higher market share in its business segment.  If the potential for stronger sales were not enough, shares are trading at a 35% discount to the long-term price multiple. Air Traffic… Read More

The Brexit selloff has turned to gains for the major indices, but a few sectors are still trading lower and with an air of uncertainty around unknown risks. In response to the uncertainty about the regional economy, trade and the ability to move workers easily investors are focusing on the negative consequences of the vote.  #-ad_banner-#One company in particular could see an upside in overall sales, as well as a higher market share in its business segment.  If the potential for stronger sales were not enough, shares are trading at a 35% discount to the long-term price multiple. Air Traffic Is Improving And Could Be Ready To Jump Ryanair Holdings (Nasdaq: RYAAY) is Europe’s largest airline by passenger traffic with service throughout the region, counting Britain as its single largest market. Shares plunged 17.6% after the Brexit vote and are still 19% off their 52-week high set in December.  Shares have tumbled despite strong passenger traffic growth. June traffic was up nearly one million passengers to 10.6 million compared to 9.5 million in June 2015 even after having to cancel hundreds of French flights due to a strike by air traffic controllers. The company’s load factor, the percentage of… Read More

#-ad_banner-#I have some important news to share with you today. Readers of our premium income advisory, The Daily Paycheck, know that longtime Chief Investment Strategist Amy Calistri recently learned that her mother has cancer. In light of this difficult news, Amy decided to step away from her role and focus on caring for her family. I’ll introduce Amy’s replacement in a moment, but first, I’d be remiss if I didn’t say a few things about my colleague and what she’s meant to us as well as her valued subscribers. We’ve learned much from Amy over the years. And… Read More

#-ad_banner-#I have some important news to share with you today. Readers of our premium income advisory, The Daily Paycheck, know that longtime Chief Investment Strategist Amy Calistri recently learned that her mother has cancer. In light of this difficult news, Amy decided to step away from her role and focus on caring for her family. I’ll introduce Amy’s replacement in a moment, but first, I’d be remiss if I didn’t say a few things about my colleague and what she’s meant to us as well as her valued subscribers. We’ve learned much from Amy over the years. And there’s perhaps no greater testament to that by looking at the results she’s produced in The Daily Paycheck. Here’s how she recapped her experience with the Daily Paycheck system in a parting note to her subscribers:       “It takes a bit of patience to be a Daily Paycheck investor. It’s not a get-rich-quick scheme. But with a little time and patience, The Daily Paycheck strategy can make a significant difference in anyone’s life. Let’s see how patience has paid off for us so far… In the roughly six and a half years… Read More

Markets have recovered their post-Brexit selloff, but that doesn’t mean the United Kingdom’s decision to leave the European Union won’t have some big effects on corporate profits.  While the actual process to leave the EU could take years, corporations will be positioning ahead of the new environment and clear winners will emerge before the separation is final.  #-ad_banner-#One group will be looking to capitalize on the power shift in the global financial market — U.S. banks. Not only will this group benefit as UK and EU competitors struggle with uncertainty, but its own government may be getting out of the… Read More

Markets have recovered their post-Brexit selloff, but that doesn’t mean the United Kingdom’s decision to leave the European Union won’t have some big effects on corporate profits.  While the actual process to leave the EU could take years, corporations will be positioning ahead of the new environment and clear winners will emerge before the separation is final.  #-ad_banner-#One group will be looking to capitalize on the power shift in the global financial market — U.S. banks. Not only will this group benefit as UK and EU competitors struggle with uncertainty, but its own government may be getting out of the way as well, something that’s weighed on the industry since 2009. One company in particular looks poised to benefit from the new scenario, and it’s just tripled its dividend in victory. London’s Pain Is The New World’s Gain As London sees its power as a major financial hub weaken one of the few winners of the Brexit vote could be U.S.-based banks. At risk are the current privileges enjoyed by UK-based firms to easily move staff around the European Union. EU leaders are saying “no” to trade negotiations without immigration concessions by the Britons, which could hold up a… Read More

These days, investors are bombarded with a lot of chatter from the market. The internet, TV and radio are flooded with so-called “experts” claiming to know the future of the economy and offering varying opinions on where investors should place their hard earned dollars. #-ad_banner-#On any given day, you might come across a dozen articles online claiming the market is in-store for a major bull run, only to see a news report claiming the next recession is just around the corner, not even an hour later. With the market presenting you such a mixed bag of opinions, how are you… Read More

These days, investors are bombarded with a lot of chatter from the market. The internet, TV and radio are flooded with so-called “experts” claiming to know the future of the economy and offering varying opinions on where investors should place their hard earned dollars. #-ad_banner-#On any given day, you might come across a dozen articles online claiming the market is in-store for a major bull run, only to see a news report claiming the next recession is just around the corner, not even an hour later. With the market presenting you such a mixed bag of opinions, how are you to know what investments you can actually trust? Simple: just ignore it completely. Now, I know that might sound like a stretch, but trust me, it isn’t. The market — and its thousands of pundits — often panders to what I think is an investor’s absolute worst enemy: their emotions. Whether its fear, optimism, excitement or panic, many investors have a way of letting their emotions completely cloud their judgments. And often times, that can cost them a big gain or lead them to some hefty losses. The truth is ignoring the market allows to you completely take the emotion… Read More

In last week’s Market Outlook, I said that even though the short term still looked risky, the tide was turning in favor of the bulls. That remains the case as the U.S. stock market put in another good performance last week. #-ad_banner-#The across-the-board gains in the major indices were led by the tech-heavy Nasdaq 100, which added 2.1%. Moreover, through Friday’s close, this market-leading index has gained a whopping 350 points, or 8.3%, since the bottom of the Brexit sell-off on June 27. Despite this strength, however, the market still has one more big obstacle to deal with before it… Read More

In last week’s Market Outlook, I said that even though the short term still looked risky, the tide was turning in favor of the bulls. That remains the case as the U.S. stock market put in another good performance last week. #-ad_banner-#The across-the-board gains in the major indices were led by the tech-heavy Nasdaq 100, which added 2.1%. Moreover, through Friday’s close, this market-leading index has gained a whopping 350 points, or 8.3%, since the bottom of the Brexit sell-off on June 27. Despite this strength, however, the market still has one more big obstacle to deal with before it is out of the woods, which I will discuss in just a minute. Last week’s broad-based strength was also very apparent at the sector level, as all sectors of the S&P 500 finished with gains except for energy, which lost 1.3%. The rally was led by consumer discretionary (2.2%) and health care (2.1%). Tech Bellwether Also Points Higher In last week’s report, I reminded readers that the mid-April breakout in the bellwether Dow industrials targeted a 14% rise to 20,400. I also said the late-June retest and rebound from the upper boundary of the indecision area near 17,446 established a… Read More

The Brexit dominated headlines at the beginning of last week. By week’s end, investors had shrugged it off. And while risks remain for Europe’s economy in the aftermath, there’s another part of the globe that could be much more problematic for the markets. I’m talking about China. Policymakers in China have been playing a game of smoke and mirrors for years. They’re hoping Chinese citizens — and global investors — aren’t paying attention to what they’re really up to. But my colleague Jared Levy has had his eye on China for a while. Jared and his… Read More

The Brexit dominated headlines at the beginning of last week. By week’s end, investors had shrugged it off. And while risks remain for Europe’s economy in the aftermath, there’s another part of the globe that could be much more problematic for the markets. I’m talking about China. Policymakers in China have been playing a game of smoke and mirrors for years. They’re hoping Chinese citizens — and global investors — aren’t paying attention to what they’re really up to. But my colleague Jared Levy has had his eye on China for a while. Jared and his Profit Amplifier readers have made money from bearish China-related trades several times over the past year. Take a look for yourself…      The reasons to be worried about China are numerous — so much so that we don’t have the space to cover all of them in today’s essay. But let’s take a quick look at some highlights… #-ad_banner-#The Smart Money Is Betting Against China Experts are saying China is “overheated” and “full of bubbles.” In fact, Jared… Read More

Investors have always referred to underperforming stocks as dogs. One of history’s most well-known dividend value investing strategies is known simply as “the Dogs of the Dow”. With the recent re-pricing of energy stocks, primarily master limited partnerships (MLPs), I’ve gone in search of some real dogs. Here’s what I’ve found. Take a look at a chart of the Alerian MLP Exchange Traded Fund (NYSE: AMLP) Shares of this popular ETF track the performance of a basket of the most widely held energy MLPs traded. And as the energy sector crashed, no one was spared. The price of… Read More

Investors have always referred to underperforming stocks as dogs. One of history’s most well-known dividend value investing strategies is known simply as “the Dogs of the Dow”. With the recent re-pricing of energy stocks, primarily master limited partnerships (MLPs), I’ve gone in search of some real dogs. Here’s what I’ve found. Take a look at a chart of the Alerian MLP Exchange Traded Fund (NYSE: AMLP) Shares of this popular ETF track the performance of a basket of the most widely held energy MLPs traded. And as the energy sector crashed, no one was spared. The price of the fund was basically cut in half at the darkest point and, while AMLP has recovered by well over 50% it’s still trading at an attractive 21% discount to the 52-week high. In all, AMLP holds a basket of 24 different energy MLPs. On average, the top ten MLPs are trading at around a 21% discount to their 52-week highs. I decided to drill deeper. I identified the three names trading at the deepest discounts to their 52-week highs:   Discount To 52-Week High Yield MLPX LP (NYSE: MPLX) 48% 6.2% Plains All American Pipeline LP (NYSE: PAA) 38% 10.2% Williams Partners LP (NYSE: WPZ) 32%… Read More