Institutions and retail investors alike have been exiting the utilities for the better part of the past 60 days in order to be out ahead of the coming Federal Reserve's interest rate…
Change is in the air after the midterm elections have swung the balance of power back to the Republican party in Congress.
Jon OggBob Doll, Chief Equity Strategist and Senior Portfolio Manager of Nuveen Asset Management, is out with his ten predictions for 2014. His predictions are followed by many, and he scored a…
ThinkstockCredit Suisse has shown a very mixed report on its coverage of utilities on Tuesday. We have seen one very positive call on Northeast Utilities (NYSE: NU), followed by caution in Exelon Corp.…
thinkstockInvestors almost always worry about a stock market crash, but when headwinds start to look stronger than the positive forces, they really start to worry that the rug can get yanked right…
The bull market appears to still be alive and well for equities, but the risk of rising interest rates is plaguing bonds and investments tied to big dividends. What equity investors also…
ThinkstockUtility investors have been able to enjoy a true safe haven when it comes to collecting high-yield dividends and above-market dividend yields for years now. That may be coming to an end.…
thinkstockThe utility sector has suffered the wrath of selling. As these are all high-dividend stocks and as many long-term investors had substantial capital gains, the investment community has been selling these handily…
ThinkstockElection Day has come and gone. President Obama won a second term. The current electoral vote was by a margin of about 3 to 2 (unofficial), but the percentage last seen was…
thinkstockOn the day that the Presidential election is happening, investors are throwing money into the inflation winners. The problem is that maybe this is not an inflation trade. Maybe it is a…
Most investors have discovered that earning less than 1% per year in short-term Treasuries or even less than 2% out in the 10-year Treasury is no fun. Longer-dated Treasury bonds also are proving…
By now you know that we have started to become cautious on some of the top dividend stocks. It is not that we think anything is wrong at the companies, and it…
Investors cannot make any money in the bond market right now merely by buying and holding Treasury bonds forever. The problem is that Treasury yields are at record lows. In some parts…
We are mostly in a world where many investors are now just willing to settle for a “return of capital” rather than a “return on capital.” Still, retirees and investors who rely…
By now the markets figured out that all of this week’s preliminary jobs numbers did in fact call it right that the unemployment and jobs report was right. So investors are scrambling…
