investment

This week we’ve prepared a special report on the breakup/spinoff of the Hilton Hotels empire.

Our view is that spinoffs are the closest thing you can find to a sure thing in investing. That belief, in fact, led us to launch our new Spinoffs, Takeovers & Special Situations newsletter.

Study after study has shown that after an initial adjustment period, spinoffs tend to outperform comparable stocks for several years....
What’s a hedge fund and how could it damage your portfolio? For starters, it can involve speculative strategies like short-selling, derivatives and margin trading.
Canada’s Medical Facilities Corp. has a niche in the U.S., a high dividend yield and a tangled web of American health care regulations to deal with.
J.P. MORGAN CHASE & CO. $116 (New York symbol JPM; Income Portfolio, Finance sector; Shares o/s: 3.5 billion; Market cap: $406.0 billion; Price-to-sales ratio: 4.3; Dividend yield: 1.9%; TSINetwork Rating: Average; www. jpmorganchase.com) is the largest banking firm in the U.S., with total assets of $2.5 trillion as of December 31, 2017.

Morgan has four main businesses: Consumer and Community Banking, including branches and credit cards (45% of 2017 revenue, 36% of earnings); Corporate and Investment Banking, including brokerage and underwriting services (34%, 41%); Asset Management (13%, 9%); and Commercial Banking, which provides financing and other services to business clients (8%, 14%)....
Recent changes to the U.S. tax code will force these three tech leaders to repatriate billions of dollars held by their overseas subsidiaries. That cash will be taxed at 15.5% instead of 35% as under the old rules.

While those payments will hurt their short-term earnings, the new rules also cut their corporate tax rate to 21% from 35%....
High-yielding stocks can provide a great boost to a portfolio’s returns, and quality dividends are much more reliable than capital gains.

Interest rates are moving up, but investors still earn negligible returns on their fixed-return investments. This can lead some to buy high-yield stocks indiscriminately.

Dividend yield, and high yield especially, can give you a false sense of security....
ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $42 (Toronto symbol AP.UN; Cyclical- Growth Payer Portfolio, Manufacturing & Industry sector; Units outstanding: 92.7 million; Market cap: $3.9 billion; Dividend yield: 3.7%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 157 office buildings, mainly in major Canadian cities....
The Shiller P/E Ratio is one tool aimed at valuing stock picks, but it can be misleading when viewed in isolation
The best energy sector stocks have experienced management, a reasonable market cap, and more
Dear Inner Circle member,

A friend recently asked me what I thought about his investing plan. He’s a middle-aged professional with a young family, and dependable cash flow from a growing practice. He began investing in the stock market prior to the 2008/2009 recession....