Nicholas Vardy
Monthly Income — “Preferred”
Last week, I told you how we assembled your DividendPro portfolio to balance different sources of income. This week’s DividendPro pick adds another asset class — preferred stock — to that already eclectic mix by betting on “preferred stocks” through the PowerShares Preferred Portfolio (PGX). PGX mimics the performance of The Bank of America […]
On Summer “Blahs,” Roubini and Romney
The performance of your Alpha Investor Letter portfolio reflected the market’s overall weakness. Your only gainer for the week was 3D printer Stratasys (SSYS), which jumped 5.14% as the 3D manufacturing revolution gains momentum. Although the MSCI Hong Kong Index ETF (EWH) — a position on your watch list — crept above its 50-day moving average, I am going to […]
The Disaster of Olympian Economics
Well, the Olympics of 2012 are starting on Friday — some of it practically right on my doorstep here in London. And, as if on cue, the sun has come out in London in the past two days, after the dreariest June, well… since, folks started measuring these things. One local newspaper even trumpeted that […]
Booking Two Double-Digit Gains — and a Bet on U.S. Retail
Overall, it was a flat week in the markets with all the major averages ending the week within 1% of where they started. The Dow Jones was up 0.36% and the S&P 500 rose 0.43%. The MSCI Emerging Markets Index (MCSI) eked out a 0.26% gain. 3D Systems Corp. (DDD) was the top performer […]
Booking 57.1% Gains in Omega Healthcare — in a DivPro Portfolio with a 10.34% Yield
Last week’s Dividend Pro recommendation, Omega Healthcare Investors Inc. (OHI), took off like a rocket, rising 4.83% in its first week in the portfolio. The December $25 call options that I recommended also shot up 57.1% in a single week. I recommend that you sell half of your gains here to lock in these […]
How to Get Rich by Betting Against China
China has been getting a lot of bad press lately. Gross Domestic Product (GDP) growth is slowing. China’s much-vaunted currency reserves have fallen for the first time in many years. Thousands of U.S. investors have gotten burned by investing in fraudulent U.S.-listed Chinese stocks. And tellingly, a growing number of China’s wealthiest entrepreneurs are packing […]