Franco-Nevada: A Great Portfolio Hedge Going Forward

Franco-Nevada: A Great Portfolio Hedge Going Forward

Exposure to gold serves as a hedge against volatility in a diversified portfolio, and Franco-Nevada Corporation (ticker: FNV) offers investors one of the safest ways to get that exposure. Gold vs Bonds for Portfolio Protection Gold and bonds often compete for the same slot in a portfolio. Traditional portfolios have much larger exposure to bonds, with little or no gold … [Read more...]

For Daring Investors, Emerging Markets Offer a Good Entry Point

For Daring Investors, Emerging Markets Offer a Good Entry Point

Since early summer of this year, we've seen a big divergence in performance between domestic stocks and emerging markets:Chart Source: Google FinanceThat's almost 20% total returns divergence.Most of the blame is currently placed on a strong dollar. The U.S. Federal Reserve has been tightening its balance sheet and raising interest rates, which makes the dollar … [Read more...]

2 Ideal Stocks to Generate Covered Call Portfolio Income

2 Ideal Stocks to Generate Covered Call Portfolio Income

We've enjoyed a tremendous bull market from 2009 into early 2018, but for the past three months the S&P 500 has been in correction territory. Is this another hiccup in the journey upwards, or is it the start of another multi-year period of flat or negative returns?Some investors prefer to avoid that question and focus on portfolio income generation rather than hoping … [Read more...]

Ventas (VTR): This Stable High-Yielder Just Went on Sale

Ventas (VTR): This Stable High-Yielder Just Went on Sale

Ventas, Inc. (NYSE: VTR) is a real estate investment trust that owns a diverse set of healthcare properties and currently pays investors a growing 5.8% dividend yield. They have senior housing properties, hospitals, medical offices, university life sciences buildings, and more.And the market just put its shares on sale:Source: Google FinanceCompared to the … [Read more...]

5 Charts Showing the Health of the Banking Industry

5 Charts Showing the Health of the Banking Industry

The average price-to-earnings ratio of the S&P 500 is now 25, and the cyclically-adjusted price-to-earnings ratio is over 31.But the financial sector's average price-to-earnings ratio is less than 17.Banks and insurers usually trade at lower valuations than the broad market, due to the amount of leverage and interest rate sensitivity they have compared to other … [Read more...]

Starbucks (SBUX) Offers Strong Dividend Growth

Starbucks (SBUX) Offers Strong Dividend Growth

Starbucks Corporation's (NASDAQ: SBUX) growth rate might be slowing, but it's making up for it by shifting its focus toward sending money back to shareholders.With a price-to-earnings ratio of about 29, this stock is on the high end of valuation compared to other stocks I tend to buy, but in my opinion the numbers justify the current stock price, and options can help … [Read more...]

2 Option Investments for an Expensive Market

2 Option Investments for an Expensive Market

U.S. market valuations have now reached what they were in 1929, and are therefore the second highest in the country's history.Only the Dotcom Bubble was higher.Currently: The cyclically-adjusted price-to-earnings (CAPE) ratio of the S&P 500 is over 31. The average S&P 500 price-to-book value is 3.25, compared to only 2.00 in 2012. The Wilshire 5000 … [Read more...]

5 International ETFs Worth Adding to Your Portfolio

5 International ETFs Worth Adding to Your Portfolio

Many investors focus heavily on individual security selection, but proper asset allocation is where you get most of the bang for your buck.There's almost always a decent value to be found somewhere in the world.  And many asset classes tend to revert to their mean- if one country outperforms another country over the course of a decade, then it's often the opposite case next … [Read more...]

Sugar is the New Tobacco: Coca Cola Faces Headwinds

Sugar is the New Tobacco: Coca Cola Faces Headwinds

Over the past century, buying and holding dividend growth stocks has been one of the most reliable ways to build wealth.But it's important to be nimble with your investments, to question old assumptions, and to be well-positioned for the future.  Buy-and-hold investing means maintaining a low portfolio turnover rate, but doesn't mean you can't rotate away from dying … [Read more...]

Two Billionaire Investors Just Bought Shares of Synchrony Financial (SYF)

Two Billionaire Investors Just Bought Shares of Synchrony Financial (SYF)

It was recently disclosed that both Warren Buffett and Seth Klarman bought shares of Synchrony Financial (SYF) in the second quarter of 2017.Let's take a look at why. Synchrony Overview Synchrony Financial was spun off from GE Capital as a public company in 2014.It's the largest issuer of store credit cards in the country.  When Amazon, Lowe's, Walmart, and many other … [Read more...]

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