来源：雅虎金融 2019-08-25 21:30
来源：雅虎金融 2019-08-25 05:36
来源：seekingalpha 2019-08-24 21:04The stock market has been volatile and wild during the past 12 months. In fact, the S&P 500 index actually has gone nowhere in the last 12 months.We study some recent periods of market stress, July-August 2019, May-June 2019, and Sept-Dec 2018, and some not so recent, May-Oct 2011 and the 2007-2009 recession.We compare the behavior of nearly 70-80 DGI stocks and some dividend-ETFs with the S&P-500 to find stocks that may be recession and crash resistant, albeit on a relative basis only.We then construct a portfolio that would possibly have 40% the drawdowns of S&P 500 in case of a bear market and provide decent upside in case of recovery. The portfolio also provides 3.8% income.
来源：雅虎金融 2019-08-24 08:19
来源：雅虎金融 2019-08-23 01:17
来源：seekingalpha 2019-08-22 15:34Goldman Sachs recently recommended 10 high-yield stocks because it expects that long-term rates might go lower (hunt for yield) which isn't a fundamentally good reason.But high-yield stocks are also trading at their most undervalued levels relative to low-yield stocks in 40 years. That's a VERY good reason to buy undervalued quality high-yield stocks today.Of Goldman's 10 picks (T, KSS, ADM, VLO, CFG, ABBV, ETN, STX, SGP, and EVRG) KSS and STX don't make my quality cut-off.VLO and EVRG are more than 20% overvalued, meaning T, ADM, ABBV, ETN, CFG, and SPG are reasonable to very strong buys today.There are superior alternatives to T and CFG, including TU, WFC, BNS, TD, and CFR. This means I would personally only recommend buying ADM, ABBV, ETN, and SPG today.
来源：腾讯 2019-08-22 14:25
来源：seekingalpha 2019-08-21 14:07I discuss my portfolio management goals and strategies.I highlight all 60 of my holdings, cost basis, gain/loss %, and portfolio weighting.I talk about why I do what I do, retirement plans, and the idea of leaving a long-lasting legacy.
来源：雅虎金融 2019-08-20 23:50
来源：seekingalpha 2019-08-20 21:30
来源：seekingalpha 2019-08-20 20:44
来源：seekingalpha 2019-08-20 08:58The media is pounding the recession drum, after the 10y-2y yield curve briefly inverted and joined the 10y-3m curve in the red.Actual recession risk is about 41% to 43% over the next 12 months, and current economic fundamentals have me putting 40% of my monthly savings into stocks (2/3 into defensive names).Four great defensive dividend stocks the Dividend Kings recommend today are: BTI, ABBV, MO, and JNJ.The rest of this article walks you through a reasonable and methodical way of screening quality companies for potentially great buying opportunities. This includes both defensive and cyclical companies since the probability of us avoiding recession is still about 57%.Always remember "quality first, valuation second and proper risk management always." No dividend stock is a bond alternative, so always use the proper asset allocation that lets you sleep well at night no matter what the economy or stock market does.
来源：seekingalpha 2019-08-20 06:33S&P500 dogs August top-ten net-gains ranged 33.03%-73.43% topped by Marathon 8/16/19. The ten, IPG; GPS; VLO; SPG; KSS, OXY; ABBV; JWN; TPR; MPC, averaged 42.6% projected gains.99 Top S&P 500 index dogs ranged 3.01%-9.45% in estimated annual yield. Top 10, JWN, KSS, KIM, GPS, ABBV, TPR, OXY, IRM, CTL, & M averaged 7.04%.S&P 500 index top ten firms by August broker target-price upsides, IPG, GPS, OXY, VLO, SPG, KSS, ABBV, JWN, TPR, & MPC, averaged 37.82%. Stocks reporting annual returns below -23% were excluded.$5k invested in the lowest-priced five August top-yield S&P 500 dividend Dogs showed 10.95% LESS net-gain than from $5k invested in all ten. Big, high-price S&P 500 dogs again ruled the pack for August.
来源：seekingalpha 2019-08-19 23:30
来源：雅虎金融 2019-08-19 20:58
来源：雅虎金融 2019-08-19 20:04
来源：seekingalpha 2019-08-19 19:38
来源：seekingalpha 2019-08-19 18:03Trade war uncertainty and plunging bond yields are sending Wall Street careening up and down with frightening volatility.The brief inversion of the 10y-2y yield curve on August 14th created numerous media headlines screaming that recession was nigh.The actual state of the economy remains strong, 12-month recession risk is 42% to 45%, and even without a trade deal, a recession is the lower probability event.If you want to get defensive (recession-resistant business models and tend to fall less during corrections), then ABBV and MO are the best aristocrats and kings to buy, respectively. Cyclical top picks (could soar if we avoid recession) are XOM, MMM, CAT, and LOW.Just remember that no aristocrat or king, even defensive ones, are true bond alternatives. In a correction or bear market, virtually all stocks fall, so you need to own the proper allocation of bonds/cash equivalents to avoid becoming a forced seller of top-quality dividend stocks at low valuations.
来源：Benzinga 2019-08-18 01:46Biotech stocks succumbed to the broader market weakness, as trade tensions and recession fears shook the broader markets. Earnings and stray clinical readouts triggered some activity in the space.
来源：seekingalpha 2019-08-17 00:36