The GM Dividend: Is General Motors a “Dividend Stock”?

General Motors (GM) reinstated its dividend last week, a move that was widely anticipated but nonetheless very welcome for long-suffering shareholders.

General Motors—which suspended its dividend in 2008 before eventually going through a bankruptcy reorganization—will pay 30 cents per share [...] Continue Reading…

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Update: Your Income Strategy

I try to avoid hero worship, as watching the moves of other investors is no substitute for real research. But in the current environment, it’s a bad trading move to bet against bond heavyweights Bill Gross and Jeffrey Gundlach.The good news is that we’re already on the same page.

In this update, I’ll reiterate why our most recent yield-sensitive purchase is in a strong position for 2014, and which of our holdings it’s time to cut loose.

[...] Continue Reading…

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How Big Are Emerging Markets?

The Economist had an info graphic in the last print edition that puts emerging market investing in perspective.  The market caps of the local MSCI indices–which are the benchmarks for most emerging-market ETFs– are compared to the market caps [...] Continue Reading…

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Even Amidst the Retail Slaughter, Wal-Mart is a Buy.

Best Buy (BBY) saw its share price plummet by 29% on Thursday after reporting that same store sales during the holiday season had fallen about a percent from the year before.

Now, Mr. Market has been known to overreact to disappointing [...] Continue Reading…

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Review: The Little Book of Market Myths

“Questioning yourself is hard.”

These are the opening words of Ken Fisher’s latest book, The Little Book of Market Myths: How to Profit by Avoiding the Investing Mistakes Everyone Else Makes, and I am inclined to agree.  Being a good [...] Continue Reading…

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