Recent Free Articles

  • Planning Now for Your Retirement

    by Michael Sullivan

    If you ask my friends or family, they’ll attest to the fact that I’ve always said that once I hit retirement age, I’ll spend my days skydiving, bungee jumping, golfing and skiing. Before you say anything, I’m aware that some of these things may not be as appealing once I hit retirement age, but that’s...

  • Drop in Oil Prices Does Not Change My Opinion of Ring Energy

    by PM101

    Earlier this week I posted an article on Ring Energy Inc. (Ring Energy: Digging for Gold in all the Right Places) In it I describe the attractive opportunity available to oil and gas drillers in the US, and particularly those that focus on the Permian Basin. With the sharp decline in oil prices, I've been...

  • Should Your Bond Allocations Follow Bill Gross to Janus?

    by PM101

    A week ago Friday, the investment world was shocked when Bill Gross, the venerable bond manager, known as the King of Bonds, announced he was leaving the firm he founded and heading to Janus. Not only is it unusual for the founder of a firm to leave abruptly as he did, but to go to...

  • Day-to-Day Influences That May Be Affecting Your Investment Decisions!

    by Michael Sullivan

    “Success in investing doesn’t correlate with I.Q. once you’re above the level 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.” – Warren Buffet When we make decisions a lot of factors come into play. Some of those we may not...

  • Alibaba IPO Opens With a Bang, Despite Investor Warnings

    by PM101

    With an opening price of $92.70 on Friday at 11:53 a.m., Alibaba (BABA) became the largest initial public offering (IPO) in U.S. history. The Chinese e-commerce giant was initially priced at $68 per share but quickly jumped 42% in value once the New York Stock Exchange gave it the green light for trading. Originally founded in 1999...

  • Consumer Sentiment May be the Crytal Ball for Predicting S&P Returns

    by PM101

    I keep hearing about the danger of investing in the US stock market after recently hitting an all-time high. Since that all-time high, the US market, as measured by the S&P 500, has flattened out and decline slightly. Its quite possible there could be a pullback in the coming weeks or months, but it doesn’t...

  • Forget the Barbell Approach in US Equities, Look at the Mid (dle) Caps

    by PM101

    Equity markets finally ended their five week string of new highs after the subdued level of employment growth reported Friday. Now, the Fed’s timing of interest rate hikes has been called into question, as if anyone knew for sure when it would actually begin. The consensus seems to be that if employment disappoints again in...

  • Bank Loan ETFs May Be Good Investments, But Beware of Liquidity Risks

    by PM101

    While bank loan mutual funds and ETF's are the few ways individual investors can invest in bank loans, they have very unique risks not evident in ETF's and mutual funds that invest in traditional asset classes. Know what these risks are and the situations that may arise that will trigger these risks.

  • Alternative Mutual Funds Under Investigation by SEC, but Don't Panic

    by PM101

    Alternative mutual funds are under investigation by the SEC, but there is no reason to panic and certainly no reason to sell your positions in these funds. The SEC SHOULD be looking into the space and quite honestly, its about time. Many alternative mutual funds use complicated strategies usually only offered by hedge fund managers...

  • What Type of Investor Are You?

    by PM101

    If you don't know the answer to that question, don't fret, you are not alone. Many of us 'think' we know our investment objectives fairly well: generate as much return as possible. But the first rule of investing is that the higher the return you seek, the more risk you will have to take. It...

Recent Premium Reports

  • Ring Energy: Digging For Black Gold In All The Right Places

    by PM101

    Some of the largest companies in the world operate in the oil and gas industry. Exxon Mobil (NYSE:XOM) has a market cap of $402 billion as of 9/29/2014; Royal Dutch Shell (NYSE:RDS.B) has a market cap of $243 billion; PetroChina (NYSE:PTR) has a market cap of $236 billion; and Chevron (NYSE:CVX) has a market cap of $230 billion. They weren't always that big,...

  • Senior Housing Properties Trust: It's Fallen, Can It Get Back Up?

    by PM101

    We're getting old. We all are. But no one group is reaching 'old age' faster than the baby boomer generation born between 1946 and 1964. By 'old age' I'm referring to retirement, and unfortunately for many seniors, it means senior housing facilities. Today's younger generation isn't like that of days past, which cared for their...

  • Cohen & Steers: King Of REITs Moving In The Right Direction But It Will Take Patience For The Big Payoff

    by PM101

    Investors continue to show interest in a fast growing asset class called Retail Liquid Alternatives. I wrote an article published on May 15th, 2014 on Seekingalpha.com where I highlight the favorable strategic position of a niche mutual fund provider called Cohen & Steers (NYSE:CNS). Cohen & Steers isn't exactly your household name, such as Blackrock (NYSE:BLK),...

  • Digital Realty Keeps Cruising

    by PM101

    On March 15th, I published an article about Digital Realty (NYSE:DLR) on Seeking Alpha (Read Article) that highlighted how its international interconnected network of data centers will help distance it from the competition. At the time the stock was at $51.51 and has since climbed to $64.77 as of July 30th. Throw in a $0.83...

  • Forget The Trains And Planes, Buy This Industrial REIT For A 20% Treat

    by PM101

    Despite a 2.9% decline in GDP for the US economy in the 1Q of 2014, consensus estimates are for the US economy to expand by roughly 3% in 2014 with acceleration of growth beginning with 2Q GDP and continuing throughout the year. While the 1Q GDP number was adversely impacted by horrible weather conditions, mother...

  • Coresite Realty: It's Not Cheap, But I May Still Give Some Of My Data Dollars To This REIT

    by PM101

    Have you ever wondered where all of the data we hoard is stored so that we have easy access to it whenever we need it? The answer for most of us is in our mobile phones. After all, if you have ever lost or misplace your phone, didn't you feel lost? Naked? Helpless? Our phones...

  • My Kids Can Live At These College Housing REIT Properties, But I'm Not Ready To Invest Just Yet

    by PM101

    If you have children in college you already know that the cost of higher education has risen much faster than the rate of inflation. Hopefully, your kids were able to get a scholarship and somewhat ease your burden of paying for their education. You're happy to do it because it will provide your children with...

  • Resource Capital: 14% Dividend Yield Is Nice, But I'm Putting This One On Ice

    by PM101

    Resource Capital Corp. (NYSE:RSO) is a REIT that focuses on originating, underwriting, and investing in transitional commercial real estate loans, or bridge loans. While it is not categorized as an mREIT, it does have very similar characteristics. It provides financing primarily to borrowers in multi-family, office, retail, and hotel properties. It is externally managed by...

  • Bristow Group: Deep Offshore Drilling Is The Catalyst For A High-Flying Stock

    by PM101

    Bristow Group (NYSE:BRS) dividends are as safe as flying on one of its aircrafts. The company recently reported safety results for FY2014 and was proud to announce zero aircraft accidents for the entire year. The company did report two accidents related to ground operations but in general, its safety record was outstanding. The stock has also...

  • CBL & Associates: A Detailed Look At The Transformation Reveals A Potentially Sharp Upside Move

    by PM101

    Uncertainty is the enemy of investing. When there is any uncertainty around the predictability of a company and its earnings, 'smart investors', or so they are called, tend to stay away. You could argue that this approach is a smart approach; after all, preservation of capital is the most important prerequisite of growing capital. But...