Dividends By The Numbers In April 2024

April 2024 proved to be yet another mixed month, on net, for the dividend-paying stocks of the U.S. Stock market. The number of extra dividends announced presaged a multi-year decline for the stocks in April 2014. Favorable dividend changes outnumbered unfavorable changes by a margin of 27% year-over-year. The most disappointing aspect of April 2024 is that industrial firms were not in favorables.

The Stock Market Is Vulnerable, But On Solid Footing

Home Market Outlook Today's Market The Stock Market Is Vulnerable, But On Solid Footing. The outlook for earnings growth remains fairly positive, but much of this is already in the price. This leaves the stock market vulnerable to the downside in a stagflation-like environment.

Evolving Fed Expectations And Asset-Allocation Implications

Franklin Templeton: The current macro backdrop is slightly atypical for an impending Fed easing cycle. Growth and labor markets remain strong, inflation levels are elevated. The implications for multi-asset investors remain positive for equities. We believe reflationary macro conditions and a peak in the fed funds rate are supportive for risk-taking.

Solar Stocks, Berkshire, And The Latest Costco Craze

Home Earnings Analysis Solar Stocks, Berkshire, And The Latest Costco Craze. First Solar Earnings and Shareholder Meeting on Tap. The solar industry is now among the most susceptible areas to higher borrowing costs. Costco's same-store sales figures come out this week.

A Good Start To 2024

Many financial markets hit record highs in the first quarter of 2024. The S&P 500 Index of stocks of large US companies hit a record high late in January. The annual rate of inflation has slowed since its 2022 peak but is still above the Federal Reserve’s 2% target.

Weekly Report: what happened at SPDV last week (0422-0426)?

Equity Income Investing Redux

High-yielding stocks are positioned to perform better over the next year. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March. Over the past 30 years, the highest quintile of high-yield stocks have outperformed.

SPY: The Setup Looks Extremely Bearish

SPY has been on a strong run recently, but the outlook is very bearish right now. The S&P 500 is overvalued based on several valuation models. A weakening macroeconomic outlook also poses a severe headwind for SPY. SPY is facing a challenging economic environment and outlook.

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at SPDV last week (0415-0419)?

Iran Attacks Israel - How Could Markets Be Impacted?

Weekly Report: what happened at SPDV last week (0408-0412)?

Sideways, With A Splash Of Uncertainty

The S&P 500 established its last record high on the last Thursday in March, right before the long Easter weekend. The market has bounced around in a mostly directionless manner since then. The Q1 earnings season is officially underway as of Friday. The recent decline in stock prices has taken a relatively short-lived effect.

Q1 2024 Earnings Preview: Will Reports Be Good Enough To Turn Markets Positive

Q1 earnings season kicks off with Q1 2024 S&P 500 EPS growth expected to come in at 3.2%. The second quarter got off to a rocky start as major indices closed lower last week. Buybacks and dividend increases were on the rise in Q1. The Consumer Price Index for March was higher than expected.

Weekly Report: what happened at SPDV last week (0401-0405)?

Spring 2024 Snapshot Of The S&P 500's Market Cap

Microsoft has become the biggest company in the S&P 500 with a market cap of nearly $3.3 trillion as of 28 March 2024. The first quarter of 2024 has come and gone. The index clocked a new record high of 5,254.35. The Top 10 stocks in the index together accounted for 32.5% of its total valuation.

Four Reasons To Consider Value Investing Now

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

Weekly Report: what happened at SPDV last week (0325-0329)?