Dividend investing is a simple strategy that has historically delivered exceptional long-term returns. But as the world's savviest investors will tell you, there is more to achieving investment success than simply picking a winning strategy. Warren Buffett describes it this way: "Investing is simple, but not easy."
In this month’s issue, we’ll take a look at why far too many investors never achieve the investment success that is within their reach and what you can do to attain success in your own portfolio.
We also have an update on our advised fixed income and stock market strategy. In bonds, if you have invested along with us, you are in the catbird seat to take advantage of rising longer-term bond yields. I am recommending a new 5-year bond issue as a part of this strategy. In equities, we have put together a mini-portfolio of world-class franchises that offers you a compelling stream of income with the prospect of future income increases. More >>
At Young Research, we just completed an overhaul of the roster of domestic stocks that we advise for you in Global Investment Strategy. Our goal is to help you better navigate the bubble conditions in the stock market. At Global Investment Strategy, our focus is on dividend-paying companies and especially those companies with a record of making regular annual dividend increases. The combination of dividend payments today and higher dividend payments tomorrow is a powerful tonic for long-term investment success. While no stock can escape from a bear market unscathed, businesses that continue to make regular annual dividend increases will be some of the first to fully recover should the market take a tumble.
In this month's issue, we are adding five names to the Global Investment Strategy Master List that all make regular dividend increases. Included in these names is one of only two major commercial airplane manufacturers in the world as well as the world's largest parcel delivery company. In order to free up room for these new names, we'll be dropping four names from our Master List. While a couple of these names have given us decent total returns and are fine as long-term holdings, we are looking to free up room for more compelling opportunities. Finally, we'll review the first quarter using the Global Investment Scorecard, and evaluate just how much impact a strong dollar had on markets at home and abroad. More >>
May 21, 2015 Originally posted January 21, 2014. Imagine outgoing Chairman Ben Bernanke joyfully wrapping things up at the Fed while humming "tiny bubbles make me feel happy" from Don Ho's song Tiny Bubbles. Creating bubbles seems to be a job requirement for a Fed Chair. The Fed is putting on an air of solidarity for incoming Chair […] More »
The Young Research Commodities chart book includes price, both real and nominal, for different time periods and annual rates of change for the commodities covered on the Global Investment Scorecard.
The Young Research Equities chart book includes a range of charts featuring indicators on stock market valuation, sentiment, relative strength, etc. for U.S. stocks over a variety of timescales.
The Young Research U.S. Economy chart book includes short and long-term charts on output and activity, the labor market, inflation, and consumer and business sentiment.
Since 1896, the average bull market has lasted 835 days and resulted in a doubling of stock prices. For more historical perspective on the duration and magnitude of bull and bear markets, check out our new Dow Bull and Bear Markets table.
Our Credit Markets chart book includes many of the charts we monitor and use regularly to formulate fixed-income investment strategy. The chart book includes long-term charts on nominal and inflation-adjusted treasury rates, policy rates, interest rate valuation indicators, and credit spreads.
Jeremy Jones, CFA, is the director of research for Young Research & Publishing and editor of the Global Investment Strategy newsletter. Jeremy is also the Chief Investment Officer at Richard C. Young & Co., Ltd., an investment advisor to high net-worth families and businesses. More »