Buy These 2 MLPs with 9.7% Yields for Merger Profits

July 24, 2014 was a big day for the small, high-yielding upstream MLP sector. In a sector dominated by $10 billion market cap Linn Energy LLC (Nasdaq: LINE), the rest of the handful of companies were valued in the $1 to $3 billion range. With business models that require these oil drillers to acquire assets […]

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3 Tech Stocks to Buy on Shareholder Activism

I find it quite amazing how shareholder activism has evolved over the last few decades. In the 1980’s the primary activist agents were corporate raiders that acquired a significant stake in a company and then push for what was called “greenmail” at the time – basically for the company to buy back their position at […]

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These 3 Stocks Could Fall by More Than 25% This Year

Stock market valuations have gotten so far out-of-hand that the Federal Reserve has been chided by fellow international bankers at the BIS (Bank of International Settlements) and the IMF (International Monetary Fund), which aren’t exactly known as paragons of financial restraint. Now even Fed Chairwoman Janet Yellen has expressed concern: “Valuation metrics in some sectors […]

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Top 3 Ways to Profit From the Tax Inversion M&A Craze

Tax inversions are fueling the latest merger and acquisition craze. The euphoria surrounding tax inversions is that it allows U.S. based companies to get a lower tax rate. The U.S. corporate tax rate can be as high as 40%, which is nearly double the global average. Inversions allow U.S.-based companies to relocate via acquisitions that […]

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3 Energy Stocks to Buy on Real Growth

One of the hallmarks of the rally in the stock market over the past year and a half has been driven by multiple expansion and not by earnings growth. The market has rallied some 40%, including dividends, over the past 18 months while earnings have only improved approximately 10% over that same time frame. In […]

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3 Dividend Stocks to Sell Before the Stock Market Drops 10%

After a June and July of regular record highs for the major U.S. stock indexes, the markets are starting to look shaky, and an overdue market correction may be closer than a lot of analysts realize. As I write this the market has experienced two significant down days out of the last three. The higher, […]

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Sell These 5 Stocks Ahead of Next Week’s Earnings

Earnings season is underway, and so far the results have been mixed. Many high-profile companies have already reported, and several more are slated to between now and the end of this week – but a total of 1,567 companies will issue their quarterly earnings reports next week, between July 28 and August 1. The list […]

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3 Contrarian Miner Stocks to Buy Before the Correction

The last five years have provided one of largest surges in U.S. equities in history. Coming off a financial crisis and with the backing of an extremely supportive Federal Reserve, the S&P 500 has almost tripled off its lows of early March 2009. It has been an unloved but very lucrative rally for those with […]

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3 Stocks to Buy When the Market Corrects 10%

Thursday last week, July 17, the stock markets gave investors a taste of what may be the early signs of a true market correction, which would be a drop in the major market indexes of at least 10%. Since the bottom of the last bear market, there have been three 10% or greater corrections, in […]

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3 Crash-Proof Stocks to Add to Your Portfolio

“Defensive stocks” are stocks with business operations that aren’t highly correlated to the economic cycle. For this reason, “defensive stocks” are often referred to as non-cyclicals. These stocks tend to perform well during economic downturns, and they usually hold up better during a market correction. For investors and traders who aren’t yet willing to pull […]

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Sell These 4 Stocks Before Another Cold War with Russia

Even before the tragic shooting down of a Malaysia Airlines plane over Ukraine, the United States initiated a new round of sanctions against Russia last week. The most intense sanctions we’ve seen in a very long time. The missile firing has become a “blame game” of sorts, with Russian President Vladimir Putin blaming the Malaysian […]

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ETFs for Russia, Europe, Gold & Oil

Russia, Europe, gold and oil have been in the news lately, and this week’s new economic sanctions could spell more trouble for the already troubled region. Russia’s economic troubles started long before this week’s shoot down of the Malaysian airliner as the ruble has been in decline, the economy is slowing and the effect of […]

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3 Oil Patch “Ponzi Schemes” for Monthly Dividends

There is a dirty secret about oil and gas drilling company stocks that is not generally shared with the investing public. Energy companies involved in exploration and production (E&P) must continue to drill new wells to find more oil and/or natural gas just to keep production at the current level. A new oil well produces […]

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