North American railroad stocks are on a tear. The railroad industry is dominated by a handful of Class I railroads that share the most of the freight traffic in the continent. Some of the factors the growth of railroad companies in the past few years include the shale oil boom in the U.S., limited pipeline …
Continue reading ‘All Aboard The North American Railroad Stocks’ »
Utility stocks were once considered to be safe, slow and steady growers. For years they were the favorite of income investors as utilities generally had a high dividend yield relative to other sectors and for the most part they were dull and boring. With the deregulation of the industry the stability and steady growth was …
With stocks, bigger isn’t better: Andrew Hallam (Canadian Business) Buy your fund manager (Canadian Business) 5 things investors should fear (Financial Post) The biggest EM in the world: the US (beyondbrics) Buy, sell or hold: Should you put Tesco in your portfolio? (Trustnet) Henderson’s O’Gorman: tech stocks hitting ‘terrifying’ valuations (CityWire) Now is the time to invest in European equities (The Asset) …
The current yield on the S&P 500 Index is 2.08%. The yield has stayed around the 2% range for many years now. However the dividend amounts paid out components in the index has increased over the years especially in the long run. The following chart shows the dividends paid per share and the yield on …
Continue reading ‘Dividend Growth of S&P 500 From 1972 To 2012’ »
The correlation between a country’s economic growth and equity market returns is very low especially in the long-run. Many studies have confirmed that high economic growth does not translate into high equity returns for investors. For example, developed equities have yielded higher returns than emerging equities in the past few years despite the lower economic growth …
Continue reading ‘On The Correlation Between Economic Growth And Stock Returns’ »