Now and then it is nice to take a peek over the shoulder of a successful investor to see what their high-conviction buys are.  When you read a headline that “Warren Buffett is buying Company X,” you’re naturally inclined to do a little digging into Company X’s financials.  After all, if it’s good enough for...Read More

In the interests of brevity, I can make the answer short. No. There is not a bubble in dividend-paying stocks. This is not to say that defensive sectors of the market are not modestly overpriced relative to more cyclical sectors or that, when faced with paltry rates on bonds, some investors have not taken to...Read More

If you’ve been trading or investing long enough, you’ve no doubt come across the Dogs of the Dow strategy. In its most popular form, an investor buys the 10 Dow stocks with the highest dividend yield, holds them for a year, and then starts the process over again. The Small Dogs of the Dow uses...Read More

If you don’t know who Jeremy Grantham is, you should.  In fact, once you finish reading this article, you should drop whatever else you are doing, go to his website, and read his latest quarterly letter.  Make it a habit to read every quarterly letter as they come out; you’ll be a better investor for...Read More

I like ETFs as an investment vehicle.  And I love dividends as a source of investment return. So, one might draw the conclusion that I was favorably disposed towards dividend ETFs, and indeed I am (see “Dividend ETFs for Growth and Income”). Today, I’m going to take a look at one relatively new entrant in...Read More