Recent Articles

  • 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...

  • The Right Level of Retirement Income

    by PM101

    Imagine you’ve reached a point in your life that you are done working, the end of the rat race, no more bump and grind. You are now ready to live the rest of your life doing just about anything you want, or nothing at all, it’s your choice. You have saved so much money for...

  • Who Should Use Target Date Funds?

    by PM101

    Target date funds may not be for everyone. But with the increasing use of target date funds within 401K plans, it may be the best option for most investors. Particularly, those that would otherwise be invested randomly in a variety of funds available within the 401K plan. So should YOU be investing in target date funds?

  • When do Unconventional Economic Policies Become Conventional?

    by PM101

    You can't go one day without hearing or reading conjecture about how the Fed will 'wind down' its unconventional policies. There could be an energetic debate on whether unconventional measures were or were not necessary to support the US economy during and after the recent financial crisis that began sometime around 2008. Six years later and...

  • When the Stock Market Correction Comes, How Bad Can it Be?

    by PM101

    You can find many articles these days mentioning the possibility of a market pullback, or correction. The market hasn't seen a correction of over 10% in over 2 years. The correction is coming but when it does, how bad will it be?

  • Active vs. Passive Investing

    by PM101

    Definition of active versus passive management The difference between active and passive management is quite simple on the surface. Active management is just what it says it is: the active management of your portfolio by choosing investments on a continual basis, including when to buy and when to sell. It may include overweighting certain stocks or...

Recent Reports

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

    by PM101

    The data consumption theme continues to look compelling in light of current trends. But sometimes, you have to look past the Apples, Googles, and AT&Ts and look for lesser known companies along the same value-chain. Using Porters 5 Forces would be a good start. See Porters 5 Forces article in the PM 101 Insights section . I think I found a good one in CoreSite Realty, and while it may not be the best potential investment in the space, it wouldn't hurt to add it to your portfolio. AVAILABLE ONLY FOR A LIMITED TIME ON SEEKING ALPHA.

  • 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...

  • Annaly Adjusts Portfolio Drivers As Visibility Improves

    by PM101

    Back in April, I wrote an article on Annaly (NLY) where I expressed my opinion that Annaly is a sleep well at night investment, if invested in correctly. (Read Article) I have to admit that this was probably not the most accurate way for me to express my opinion about Annaly. You see, my philosophy...

  • I Wish They All Could be California REITs

    by PM101

    Have you ever ordered anything from Amazon? It sure beats having to drive in traffic to get to the mall or shopping center; only to spend another 15 minutes looking for a parking space; then wasting precious time looking for the one item you went in there to buy, never mind that you now have...

  • Digital Realty Keeps Cruising

    by PM101

    On March 15th, I published an article about Digital Realty (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

    Economic expansion typically leads to increases in consumer confidence and subsequent spending on goods and services. While services are usually provided locally, goods may need to travel thousands of miles to reach their final destination. This benefits many of the transportation companies that ensure that goods get from point A to point B, including railroads,...

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

    by PM101

    Sometimes things are too good to be true. Resource Capital pays a hefty 14% dividend yield and operates in a lucrative niche within capital lending. I like the company quite a bit and I'm tempted to invest if only to receive the dividend. But the company seems to be stuck on a treadmill and the...

  • Apollo Investment Management: 10% Dividend Yield Through Private Lending

    by PM101

    Many retail investors don't have direct access to the private equity deals and private placements that have been so lucrative for high net worth and/or accredited investors. However, through investments in business development companies (BDC's) such as Apollo Investment (AINV), retail investors can benefit from double-digit dividend yields, portfolio diversification, and top-notch management.

  • Bristow Group: Deep Offshore Drilling is the Catalyst for a High-Flying Stock

    by PM101

    Bristow Group is the leader in oil and gas helicopter transportation, but the company is not resting on its laurels. With the growth in offshore drilling, the company is redefining its business strategy to drive incremental revenue and earnings via a shift to larger aircraft and leveraging its new search and rescue contracts. The market hasn't...

  • Cohen & Steers: The King Of REITs Poised To Provide Investors 42% Annualized Returns

    by PM101

    Retail investors are increasingly looking for ways to further diversify their portfolios to avoid a repeat of 2008-2009, where they saw both equity and fixed income holdings decline concurrently. One asset class that has received plenty of attention and is expected to grow five-fold in 6 years is the Retail Liquid Alternative (RLA) space, where...