|
|
Recent Articles
-
What Is Gold Really Worth?
Apr 8, 2024
-
Image: Gold prices have surged since 2020, and they recently hit an all-time high.
What is the yellow metal really worth? Let's discuss the greater fool characteristics of the price of gold.
-
Geopolitical Risks Driving Crude Oil Prices Higher
Apr 7, 2024
-
Image: Crude oil prices have staged a strong advance to start 2024.
Geopolitical tensions continue to be elevated as concerns grow that the war in the Middle East could further escalate, and as the war in Ukraine continues to rage on. On April 1, Israel apparently staged an attack on an Iran embassy in Syria that killed several military officials, including three senior Iranian commanders. Iran has indicated that it would retaliate, and many are speculating that the possible attack may be on Israeli soil, which would further increase global tensions. Ukraine has also been actively targeting Russian energy infrastructure, cutting into Russia’s refining capacity.
-
Crown Castle Under Activist Fire
Apr 6, 2024
-
Image: Crown Castle's shares have been under pressure the past couple years.
Crown Castle continues to deal with activist pressure from Elliott Investment and founder Ted Miller (Boots Capital Management).
-
The Dividend Cushion Beats the Aristocrats
Apr 5, 2024
-
A prolonged period of low interest rates has driven income investors to dividend growth investing as a way to achieve retirement goals. Traditional dividend growth analysis has rested on evaluating a company’s dividend payout ratio and its track record of historical consecutive annual dividend increases. A supplement to these approaches, the forward-looking, cash-flow-based Dividend Cushion ratio maps a company’s future expected free cash flows to its future expected cash dividends paid (after considering balance sheet health) and has shown to be a superior indicator of both dividend growth (risk) and total return relative to other dividend growth analytical processes. The results in this paper showcase the outperformance of a select number of high-yielding equities with strong Dividend Cushion ratios relative to both S&P 500 firms and companies with decades of consecutive annual dividend increases.
|
