This Strong Brand Keeps Serving Up Income Growth

With the stock market at all-time highs, investors can either jump in at high prices, look for value trades, or focus on great companies trading at reasonable prices. That last category has been strong for strategies such as dividend growth. More companies continue to raise their dividends, signaling a return to normal, or at least that a company can thrive during a pandemic. One of the latest companies to announce a dividend increase is Papa John’s International (PZZA). The pizza giant has had ...
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Big Oil Isn’t Dead Yet: Grab this Growth and Income Play

Yes, the energy industry is changing. But it’s a trend that won’t happen overnight. A number of oil giants are looking into going carbon neutral, but setting goal dates as far out as 2050, nearly 30 years away. Even the shift towards electric vehicles this year is unlikely to become a majority of vehicle sales this decade, at least not without the heavy push of the hands of governments of developed nations. That still leaves oil as a viable investment opportunity ...
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This Global Cloud Play Could Become a European Tech Giant

Companies that can pivot to new business lines can thrive. Those that don’t are likely to be poor performers at best, or go out of business. One European conglomerate, in business for over a century, is looking to expand into the cloud space, going toe-to-toe with big US tech giants. That’s resulting in strong operational performance, and a chance to move beyond industrial roots. That player? Siemens (SIEGY). The German company was founded in 1847, and is one of Europe’s largest companies ...
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This Overlooked Part of Tech Infrastructure Continues to Look Strong

The semiconductor shortage continues to wreak havoc on a number of industries. But other key tech components, and the companies that manufacture them, are also performing strongly right now. That includes everything from server components to hard drives. There’s been a tug of war between those two businesses over the years, based on falling, and now rising, PC sales. The Covid-driven boom in PC sales has been particularly good for hard drives. That’s where Western Digital (WDC) has been a winner. The ...
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Buy Consumer Goods Stocks When They’re Out of Favor

Price is what you pay, value is what you get. For some companies, it’s hard to get an exceptional value. Consumer goods companies, which tend to have solid profit margins thanks to brand loyalties, tend to be expensive to buy into, although they may be worth it over time. With inflation fears picking off individual stocks right now, however, a few buying opportunities in this space are emerging with an eye for a rebound in the months ahead. For instance, Clorox (CLX) ...
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Top Entertainment Growth Play Sees Earnings Season Driven Buy

Investors are catching on to the video game sector, which already topped box office sales before the pandemic hit. The space is as popular as ever, and the latest generation of consoles are driving sales and new games. Video games also hit that sweet spot of software where development costs are fixed, and exceeding sales expectations can lead to big profits. That’s great news for a number of companies, even if the market isn’t always ready to acknowledge that. Case in point? ...
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Beat Fluctuating Bond Yields With this Type of Company

Bond investors have been on a wild ride over the past year. Yields have fluctuated between around 0.5 percent and 1.75 on a 10-year US Treasury. While that entire range is historically low, the changes in those rates also create wild swings in bond prices. And with yields so low, there’s a type of company that stands out in the market today. That type of company is the dividend growth stock. These are a small group of companies that can grow the ...
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Oligopoly Stocks Set for Solid Returns on a Return to Pre-Pandemic Spending

Last week saw a large number of companies reporting earnings for the second quarter of the year, as well as a strong GDP report. The most important data? The fact that the US economy has now surpassed its pre-Covid levels. There’s still a long way to go, especially among lower-income workers. But the trend also points to more profits ahead in one key sector. That sector? Financial services, especially credit card spending. Mastercard (MA) reported solid numbers last week, hitting $4.5 billion ...
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