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The Financial Lexicon

 
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  • It's Time To Sell Hewlett-Packard Bonds
    Editors' Pick • Oct. 7, 2014 HPQ 1 Comment

    Summary

    • Hewlett-Packard announced plans to split the company into two.
    • The press release did not include details about how it will divide its debt and cash.
    • It's time to sell Hewlett-Packard bonds.
  • Is Ben Bernanke Really 'Betting On Higher Interest Rates'?
    Oct. 7, 2014 AGG, LQD, HYG 9 Comments

    Summary

    • A recent article claims Ben Bernanke is "betting on higher interest rates".
    • Nothing I can find in the press supports the idea that Bernanke is "betting on higher interest rates".
    • When was the last time you heard of a "bubble" popping in an asset class in which most everyone is bearish?
  • Here's What's Wrong With HYG
    Editors' Pick • Oct. 6, 2014 HYG 12 Comments

    Summary

    • I have three strict requirements for investing in bonds.
    • HYG has experienced periods of falling prices and falling yields-on-cost.
    • For me to feel comfortable investing in HYG, it would require significantly lower prices.
  • 4 Reasons The Jobs Report Stinks
    Oct. 3, 2014 SPY, QQQ, DIA 137 Comments

    Summary

    • The headline numbers in the latest employment report look good.
    • The headline numbers don't tell the whole story.
    • There are four reasons the latest employment report stinks.
  • S&P 500 Earnings Data You'll Want To Bookmark
    May. 17, 2014 SPY 11 Comments

    Summary

    • Retail investors don’t always have access to information that institutional investors can access in the blink of an eye.
    • S&P 500 earnings information can be a useful tool when forming an opinion about the markets.
    • This article provides 20 years of historical S&P 500 earnings data as well as recent forward projections.
  • Verizon's Stock Is No Longer A 'Bond Substitute'
    Mar. 12, 2014 VZ 11 Comments

    Summary

    • Buying certain stocks as “bond substitutes” has been a fashionable trend in recent years.
    • A new emerging trend toward issuing 20-year bonds offers a happy medium between the low yields associated with 10-year debt and the extremely long maturities associated with 30-year debt.
    • Higher bond yields and a new 20-year bond make Verizon’s stock less appealing as a bond substitute.
  • Petrobras - Up To 7.25% Yields From This Energy Giant
    Mar. 11, 2014 PBR 10 Comments

    Summary

    • Despite today’s low-interest-rate environment, the bond market still provides occasional opportunities.
    • Petrobras has a new six-part bond offering with yields up to 7.25%.
    • I think the 10-year notes are the most attractive part of the offering.
  • These Charts Speak Louder Than Words
    Feb. 15, 2014 SPY, QQQ, DIA 48 Comments
  • One Thing You Didn't Know About The Latest Jobs Report
    Feb. 7, 2014 SPY, QQQ, DIA 9 Comments
  • Unconventional Thoughts On Best Buy
    Jan. 28, 2014 BBY 12 Comments
  • Adding Perspective On The Stock Market Sell-Off
    Jan. 25, 2014 DIA, EEM, IWM 12 Comments
  • Buy Target While It's In The Penalty Box
    Jan. 22, 2014 TGT 24 Comments
  • High-Yielding Preferred Stocks Start 2014 With A Bang
    Jan. 15, 2014 DLR, KIM, O 8 Comments
  • 3 Things Every Stock Market Investor Should Consider
    Jan. 3, 2014 SPY, SH, SSO 1 Comment
  • The Financial Lexicon Positions For 2014: Individual Bonds Are The Way To Go
    Editors' Pick • Dec. 20, 2013 DIA, IVV, HYD 7 Comments
  • Toll Brothers Bonds: Is 5.51% An Attractive Yield?
    Dec. 20, 2013 TOL Comment!
  • The Case For A 0% Bond Allocation Is Weak
    Nov. 7, 2013 HYG, IEF, LQD 26 Comments
  • 7% Yielding Preferreds For Income-Hungry Investors
    Nov. 7, 2013 BDN, COR, DLR 14 Comments
  • Thinking About Selling Stocks? Consider This First
    Oct. 31, 2013 AMZN, BMY, MAN 7 Comments
  • Diversifying Your Stock Portfolio - How You Do It Matters
    Oct. 22, 2013 CAT, EXC, FCX 3 Comments
  • There's Still No Rush To Buy IBM
    Oct. 21, 2013 IBM 30 Comments
  • Increase Your Income With BNY Mellon's Preferred Stock
    Oct. 7, 2013 BK 13 Comments
  • Here's Why I Care Very Little About Interest-Rate Risk
    Oct. 1, 2013 AA, AGG, AGU 16 Comments
  • The Battle For Bond Investors' Hearts - Bond Funds Vs. Individual Bonds
    Editors' Pick • Sep. 30, 2013 CSCO, HD, HYG 35 Comments
  • Should You Sell All Long-Term Bonds Now? Not Necessarily
    Editors' Pick • Sep. 19, 2013 AGG, BAC, DEG 22 Comments
  • Duke Energy: This 6% Yielding Security Is Worth A Look
    Sep. 16, 2013 DUK 8 Comments
  • Gold Bonds - High Income Opportunities From These 4 Companies
    Sep. 15, 2013 ABX, GG, KGC 8 Comments
  • Bond 'Losses' Got You Down? Ask Yourself These 4 Questions
    Sep. 15, 2013 AGG, HYG, IEF 6 Comments
  • Verizon's Blockbuster Bond Sale - Breaking Down The 8-Part Offering
    Sep. 12, 2013 VZ 2 Comments
  • Buying Buybacks - Index Methodology Matters
    Editors' Pick • Jul. 26, 2013 IWM, MDY, RSP 7 Comments
  • All Dividend-Growth Investors Are Not Created Equal
    Jul. 21, 2013 KMB, KO, MCD 123 Comments
  • Gold - Here's What You Need To Know
    Editors' Pick • Jul. 7, 2013 IAU, SIVR, SLV 139 Comments