Investors Alley

When the coronavirus pandemic-related shutdowns hit the economy, EPR Properties (EPR), a real estate investment trust (REIT), was possibly the hardest-hit stock in the U.S. It is a testament to the management team’s talents that EPR has again become an REIT that every income-focused investor should know.

This week, we are doing a covered call analysis on Apple (AAPL). The stock price has been pretty steady over the last few months.

This is the sixth (and final) comparison article in my current series. You can find the previous ones here.

When I sold bonds in the 1990s, using a bond ladder—or even laddering CDs—allowed investors to maximize their investment yields and retain flexibility and liquidity. With the yield curve starting to steepen and the future of interest rates unknown, employing the current version of a bond ladder strategy can add safety and income to your portfolio.

This week, we are doing a covered call analysis on Alibaba (BABA). The stock price has pulled back recently after a large surge in Chinese stocks.

Recently, Goldman Sachs shocked investors with its analysts’ stock market forecast for the next ten years. Stock returns have roared for the last decade, and investors who count on continued low-teens annual returns could be severely disappointed. More importantly, if your retirement goals and plans rely on continued excellent stock returns, you may not be able to retire as you hope.

The universe of high-yield, covered call option strategy ETFs continues to grow. Our ETF Income Edge service provides research and recommendations concerning this type of ETF.

NextEra Energy Partners (NEP) was a dividend growth superstar for almost a decade. The company increased its dividend every quarter by 3% to 4%, giving 15% annual dividend growth. The average yield of 4% or so put NEP’s yearly compound total returns in the very high teens. However, the way NEP structured the debt it issued to fund its growth eventually put the company in a pickle.

My ETF Income Edge services provide investment ideas to subscribers from the rapidly growing world of option strategy and ultra-high-yield ETFs. I have a research universe of over 70 ETFs (and growing!) funds that I review regularly to bring the best ideas to my newsletter subscribers. For ETFs with a long enough track record, I like to look at the one-year total return for an initial cut to decide whether to investigate further in the fund.

The shipping stocks sector has been in a five-month severe decline. I have a couple of shipping companies in the Dividend Hunter portfolio, and the stock charts are not pretty. Should we average down, or will this get worse?