Are Mega Cap Tech Stocks Today’s Best Value Stocks?

Value stocks have outperformed growth stocks so far this year. Value stocks are generally considered “cheap” and are good value for the money. Hence as the US economy is in recovery mode value stocks have roared back from the depths of last year’s pandemic nightmare. While there hundreds of value stocks in the US market, …

Continue reading ‘Are Mega Cap Tech Stocks Today’s Best Value Stocks?’ »

A Review of the Biggest Four Publicly Traded European Luxury Companies

The multi-billion dollar luxury goods business is dominated by European companies. Luxury makers survived the pandemic last year better than other retailers and are emerging stronger this year. While in the past developed countries mostly were the market for luxury products that is no longer the case. China and other emerging markets are a huge …

Continue reading ‘A Review of the Biggest Four Publicly Traded European Luxury Companies’ »

S&P 500 Total Return vs. Price Return: Chart

Dividends are important factor to consider to boost return with equity investments. I have written many times before in this blog that dividends provide a cushion to a well-diversified portfolio during adverse market conditions and help increase the total return of an investment. To put it another way, buying dividend-paying stocks and then reinvesting the …

Continue reading ‘S&P 500 Total Return vs. Price Return: Chart’ »

Volatility is One Hurdle to Cross to Achieve Long-Term Goals

The S&P 500 is up about 13% so far this year. In the first quarter US equity markets had a smooth sailing. However volatility returned in the second quarter with last week had four down days in a row. Fear of rising interest rates and inflation caused market participants to evaluate the strength of the …

Continue reading ‘Volatility is One Hurdle to Cross to Achieve Long-Term Goals’ »

Dividend Yields for Select Countries 2021

Dividend yields of equity markets are generally higher in countries of the US. This is true especially in developed Europe where the dividend culture is more traditional and deep-rooted. Some emerging markets also offer attractive dividend yields. For income investors based in the US, the smart strategy is identify these opportunities abroad and spread their …

Continue reading ‘Dividend Yields for Select Countries 2021’ »