Monthly Archives: December 2017

A 9.8% Yield That Remains Safe

This is my last traditional Safety Net column of the year. Next week, we’ll go over some of the dividend cuts that occurred this year and whether we saw them coming. There were so many high-yielding, F-rated stocks this year, but let’s end 2017 on a positive note. In February, I reviewed mortgage real estate investment trust…

EC These Clues

As a shareholder, you do well to place more emphasis on risk than on reward. Corporate management usually does the opposite, and this is why most large acquisitions fail. In fact, I assume from the start that an acquisition will fail — or at least will turn out not nearly as profitable as the picture…

Is This The End Of Correlation Between Inflation And Unemployment

Inflation and unemployment are often considered to have an inverse relationship. When employment rates are low, there is competition for workers and wages go up, assuming supply and demand markets are functioning. But with unemployment at 4.1% in November, its lowest rate since 2000 and beyond what the US Federal Reserve officially considers a sustainable long-run rate,…

Market Talk – Wednesday, December 20

Its that time of year again, when volumes are less than comfortable and many just working half-days. We saw a mixed Asian response to the US tax reforms, but to be fair we have seen plenty of upside already. Most core indices edged lower even with currency also losing ground. The Nikkei did managed a…

4 Factors That Make United Natural A Solid Pick In 2018

United Natural Foods, Inc. (UNFI – Free Report) has been investor’s preferred pick for quite some time, as evident from its solid bull run. This Zacks Rank #2 (Buy) stock has rallied 47.6% in the past six months, outperforming the industry’s decline of 1.7%. United Natural has been riding on effective growth policies. Moreover, a favorable outlook for fiscal…

Euroskeptics Trending In Italy

2018 Italian Elections The Italian election must be held no later than May 20th. Therefore, it will be held in March, April, or May. It has been surprising to see the Euroskeptic movement gain so much momentum considering the relative strength of the overall economy. If the economy was weak and Sicily saw even more weakness,…