2024-04-24 20:30
Ladies and gentlemen, I am happy to announce that it’s that time of year again!
That’s right. It’s time to play one of our favorite games here at Safety Net…
Is Ares… Read More
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2024-04-23 20:30
Editor’s Note: It’s been a while since we’ve mentioned Chief Income Strategist Marc Lichtenfeld’s core investing system, the 10-11-12 System, here in Wealthy Retireme… Read More
2024-04-20 15:30
Good afternoon!
I have a treat for you today: a sneak peek at Chief Income Strategist Marc Lichtenfeld’s Private Executive Call from a couple of weeks ago.
These calls are for… Read More
2024-04-19 20:30
It’s not every day you come across a stock that looks as deeply undervalued as Teekay (NYSE: TK).
The marine shipping company has been one of my favorite under-the-radar value plays fo… Read More
2024-04-17 20:30
As the saying goes, where there’s smoke, there’s fire. But in the case of British American Tobacco (NYSE: BTI), where there’s smoke, there’s a giant 10% dividend yiel… Read More
2024-04-16 20:40
Yesterday was Tax Day – also known as the most infuriating day of the year.
Why?
Because even if you received a refund, you know your tax dollars are going to pay for things like a $2… Read More
2024-04-13 15:30
From the Desk of Chief Income Strategist Marc Lichtenfeld: Hey, Marc here. I’d like to make sure you’re aware of an exciting new development from my colleagues Bryan Bottarelli a… Read More
2024-04-12 20:30
There’s no hotter topic in tech these days than artificial intelligence (AI). And when it comes to the proverbial “picks and shovels” enabling the AI gold rush, all roads l… Read More
2024-04-10 20:30
When my son was in elementary school, he was on a robotics team that competed around the state. One of his favorite traditions with the team was stopping at Cracker Barrel (Nasdaq: CBRL) on… Read More
2024-04-09 20:30
We all know life has gotten more expensive lately… but has anything provided more sticker shock than healthcare?
Health insurance premiums rose 7% last year. Medical costs are expecte… Read More
2024-04-06 15:30
Everyone seems to have a favorite season of the year.
Some of you might like winter because of the snow and the holidays. Others might like summer due to the warm weather and the ability to… Read More
2024-04-05 20:30
I’ve never been a huge fan of Tesla (Nasdaq: TSLA).
Don’t get me wrong, the company’s products – from its electric cars to its solar panels – are among the best… Read More
2024-04-03 20:30
When I first started covering the biotech sector 20 years ago, it was pretty difficult to find companies that paid dividends. Even today, there aren’t many of them.
When most investors… Read More
2024-04-02 20:30
My wife and I got together with friends two weekends ago. The husband works for a startup but has been looking for a new job at a more established and mature business. His wife said, “… Read More
2024-03-30 15:30
Editor’s Note: Today’s guest article comes from Julia Guth, whom many of you likely remember as The Oxford Club’s former CEO and Executive Publisher.
Julia is now working c… Read More
2024-03-29 20:30
Most investors wouldn’t touch an auto stock with a 10-foot pole these days.
After more than a year of recession fears and sky-high interest rates, many car companies have seen their pr… Read More
2024-03-27 20:30
It’s not often in this column that we come across a dividend that looks very safe based on the Safety Net model but actually has some significant concerns.
But that’s the case wi… Read More
2024-03-26 20:30
A pivotal event on the financial calendar passed last Wednesday, but I suspect many of you missed it.
Each quarter, the Federal Reserve releases a Summary of Economic Projections (SEP), in w… Read More
2024-03-23 15:30
In our sister e-letter, Liberty Through Wealth, Chief Investment Strategist Alexander Green recently wrote a series of columns geared toward people who are in or nearing retirement.
These th… Read More
2024-03-22 20:30
As hype continues to build around the revolutionary impact that artificial intelligence (AI) is having on the global economy, some stocks are starting to garner more attention from traders t… Read More
2024-03-20 20:30
OneMain Holdings (NYSE: OMF) is one of the most commonly requested stocks for Safety Net.
I evaluated the stock’s dividend safety in 2022, giving it a grade of “B,” and the… Read More
2024-03-19 20:30
Earlier this morning, I was live in The Oxford Clubroom discussing what I believe is the worst stock in the world.
The stock is MicroStrategy (Nasdaq: MSTR).
I first criticized MicroStrategy… Read More
2024-03-16 15:30
Chief Income Strategist Marc Lichtenfeld puts a ton of hard work into every issue of The Oxford Income Letter… but he’s especially excited about this month’s edit… Read More
2024-03-15 20:30
Editor’s Note: Chief Investment Strategist Alexander Green’s Momentum Alert is on a tear!
For those who are unfamiliar, this is our reigning #1 VIP Trading Research Service&helli&hell…Read More
2024-03-13 20:30
I have a soft spot in my heart for PennantPark Investment (NYSE: PNNT).
A long time ago, when I was in my 20s, I was taking the train home and noticed that someone had left an investment new… Read More
2024-03-12 20:30
An old friend of mine is in a dire financial condition. The last time I spoke to him, which was a few weeks ago, he couldn’t pay his rent.
Over the past several decades, he’s mad… Read More
2024-03-09 16:30
Editor’s Note: I always enjoy Senior Markets Expert Matt Benjamin’s thoughts in our sister e-letter, Liberty Through Wealth.
You gave us a ton of positive feedback the last time… Read More
2024-03-08 21:30
This week, we’ll review a company that several of you asked me to put through The Value Meter. It’s a holding company owned by one of the world’s wealthiest and most succes… Read More
2024-03-06 21:30
Saying that Bank of New York Mellon (NYSE: BK) has a rich history is like saying the Broadway show Hamilton did OK at the box office. It’s a massive understatement.
The 240-year-old ba… Read More
2024-03-05 21:30
On Monday, Charles Schwab released its monthly trading activity data, including a list of the most heavily bought and sold stocks in the month of February.
The most-bought stocks are the one… Read More
2024-03-02 16:30
Chief Income Strategist Marc Lichtenfeld is everywhere these days!
We just wrapped up our 26th Annual Investment U Conference in Ojai, California, where Marc gave presentations on his 10 bi… Read More
2024-03-01 21:30
As I’m sure you’ve heard, there’s a powerful new technology that’s quickly transforming the global landscape: artificial intelligence, or AI.
Over the past year, AI h… Read More
2024-02-28 21:30
Editor’s Note: We’re doing something a little different for this week’s Safety Net.
We normally wouldn’t cover the same stock in The Value Meter and Safety Net within… Read More
2024-02-27 21:30
When you’re keen on value investing, as I am, whether the stock market is overvalued matters a ton. And lately, I find myself wondering this more often than not.
It shouldn’t be… Read More
2024-02-24 16:30
Editor’s Note: In today’s guest column, Shah Gilani, the Chief Investment Strategist at Manward Press, is giving you a guided tour through the history of the markets – and… Read More
2024-02-23 21:30
Last week, a number of you messaged me to extend a warm welcome back and to congratulate me on my new role here at The Oxford Club.
Many thanks to all of you for your kind words and encourag… Read More
2024-02-21 21:30
Brookfield Renewable Corp. (NYSE: BEPC) invests in renewable energy assets on five continents and pledges to be as environmentally friendly as possible.
The stock pays a 5.5% dividend yield… Read More
2024-02-20 21:30
In the January issue of my newsletter, The Oxford Income Letter, I made 10 predictions for 2024.
The first one was that China will suffer a financial crisis, and that was related to another… Read More
2024-02-17 16:30
I’m still in my 20s, so I’m probably not old enough to grumble about “kids these days”…
But I’m going to do it anyway.
Kids these days don’t know… Read More
2024-02-16 21:30
Editor’s Note: Today is a historic day here at Wealthy Retirement!
Our mission has always been to deliver you fresh, compelling ideas from the best and brightest minds in the financial… Read More
2024-02-14 21:30
For today’s Safety Net, I was planning on evaluating a company that fits the Valentine’s Day theme.
See’s Candies pays a dividend, but since it’s a privately held com… Read More
2024-02-13 21:30
When I got out of school and started working, I opened a checking account and received 4% interest – yes, in my checking account. I also opened a money market account with Waterhouse S… Read More
2024-02-10 16:30
Editor’s Note: As you may know, Chief Income Strategist Marc Lichtenfeld doubles as a boxing ring announcer and a Florida Boxing Hall of Fame member…
So when Chief Investment St… Read More
2024-02-09 21:30
Going into February 2022, shares of Meta Platforms (Nasdaq: META) had been nearly cut in half over the prior six months.
The steep drop in stock price had my contrarian instincts tingling.
W… Read More
2024-02-07 21:30
You’re no doubt familiar with the concept of royalties – recurring payments that people receive for the continued use of their work.
I have a friend who had a few lines in a TV s… Read More
2024-02-06 21:30
Last week, Sen. Elizabeth Warren asked Fed Chair Jerome Powell to reduce the “astronomical rates.”
I’m not sure which planet she’s on, but I know it’s not the o… Read More
2024-02-03 16:30
Editor’s Note: Today’s article comes from Senior Markets Expert Matt Benjamin. He details some of the exciting calls Chief Investment Strategist Alexander Green has correctly mad… Read More
2024-02-02 21:30
The best stocks to own for the long term aren’t average companies that were bought at really low valuations.
No, the biggest stock market winners are tremendous growth companies that w… Read More
2024-01-31 21:30
In March of last year, Chief Income Strategist Marc Lichtenfeld reviewed firearm manufacturer Sturm, Ruger & Co. (NYSE: RGR) and gave the company’s dividend safety a big, fat &ldqu&hell…Read More
2024-01-30 21:30
Oil prices rose more last week than they had in any week since September.
That was partially due to strong economic news – both here in the U.S. and abroad. U.S. GDP growth came in at… Read More
2024-01-27 16:30
Those of you who’ve had the chance to meet Chief Income Strategist Marc Lichtenfeld know he has a TON of energy.
In addition to giving you his market and dividend insights in Wealthy… Read More
2024-01-26 21:30
The market is currently forecasting a sizable decrease in interest rates over the next couple of years.
Fed funds futures are projecting a 2-percentage-point decline between now and the end… Read More
2024-01-24 21:30
It’s been four years since Safety Net looked at EPR Properties (NYSE: EPR), which describes itself as “the leading experiential real estate investment trust (REIT), specializing… Read More
2024-01-23 21:30
I’m bullish on bonds.
Now that 0% interest rates are a thing of the past, bonds finally pay a decent amount of interest. And with the markets predicting rate cuts in 2024, you have a v… Read More
2024-01-20 16:30
Last year was a profitable but volatile one for investors.
If you made good money and your portfolio is at an all-time high – as many readers told me lately – give yourself a wel… Read More
2024-01-19 21:30
Boasting a 41% market share, PayPal (Nasdaq: PYPL) is the owner of the single most dominant online payment technology in the world.
However, to say that the market has given up on shares of… Read More
2024-01-17 21:30
Corebridge Financial (NYSE: CRBG) sells two of my least favorite financial products: life insurance and annuities.
I have no problem with term life insurance. Many families need it in order… Read More
2024-01-16 21:45
Yields on Treasurys, corporate bonds and certificates of deposit (CDs) are higher than where they were a year ago and much higher than they were a few years back.
As a result, one of the mos… Read More
2024-01-13 16:30
Last year was a wild ride for investors (that’s an understatement!)…
And if we don’t learn from the past, we’re at risk of making the same mistakes in the future.
S… Read More
2024-01-12 21:30
Investing is a cyclical business.
The performance of emerging markets this century is proof of that.
From 2001 to 2010, emerging markets were the darlings of the investment world. Everyone l… Read More
2024-01-10 21:30
Magic Software Enterprises (Nasdaq: MGIC) is the rare software company that has a big yield. Most tech companies don’t pay dividends at all – and of the ones that do, very few ha… Read More
2024-01-09 21:30
When it comes to interest rates, Wall Street is more confused than a reality TV star on Jeopardy!
The market expects the Fed to cut interest rates six times this year, which is a head-scratc… Read More
2024-01-06 16:30
Editor’s Note: Chief Income Strategist Marc Lichtenfeld’s Annual Forecast Issue is the No. 1 thing his Oxford Income Letter readers look forward to each and every year.
And this… Read More
2024-01-05 21:45
The more tools you have in your investing tool kit, the more investment opportunities become available to you.
In 2023, The Value Meter was an essential tool that helped us identify a bunch… Read More
2024-01-03 21:30
I hope your 2024 is off to a great start.
2023 was a stellar year for Safety Net. It did exactly what it was designed to do: It let you know that your dividends with “A” and &ldq&hell…Read More
2024-01-02 21:30
As hundreds of merry Marylanders flocked to the streets of downtown Baltimore to celebrate the holidays, nearly a dozen of The Oxford Club’s top decision-makers gathered nearby for wha… Read More
2023-12-29 21:30
Artificial intelligence (AI) can and will do a lot of things…
I expect it to revolutionize medicine.
Instead of scientists searching for years for a molecule that may treat a disease… Read More
2023-12-27 21:30
Before we start popping champagne to celebrate the new year, we wanted to take a look back at some of Chief Income Strategist Marc Lichtenfeld’s most-watched State of the Market episod… Read More
2023-12-26 21:30
It was one of those books I’d had on my shelf for over a decade – and still hadn’t read.
Yet I kept coming across other writers who referred to it as “groundbreaking… Read More
2023-12-23 16:30
Today we have a special treat for you: an exclusive interview between Chief Investment Strategist Alexander Green and bestselling author and journalist Bob Paff.
During the intervie… Read More
2023-12-22 21:30
The greatest investor of all time has made the bulk of his money buying dominant brands.
Warren Buffett’s incredible 70 years’ worth of stock market success has been built on tak… Read More
2023-12-20 21:30
Don’t catch a falling knife.
That age-old adage means you shouldn’t try to buy a stock when it’s tumbling down, because trying to perfectly time the bottom is incredibly di… Read More
2023-12-19 21:30
One of the most common questions I receive is “Should I invest in individual securities or a fund/ETF?”
I’m a believer in buying individual stocks and bonds, but for invest… Read More
2023-12-16 16:30
I suspect some of you might be concerned about the power of artificial intelligence (AI). Or perhaps you’re fascinated by it.
Either way, I get it.
As Chief Income Strategist Marc Lic… Read More
2023-12-15 21:30
The market is currently forecasting that the Federal Reserve will start cutting rates in the spring.
From there, the central bank is expected to continue lowering rates for at least a solid… Read More
2023-12-13 21:30
YOU’RE INVITED
Hi, Marc here.
I’m writing to invite you to join me and Chief Investment Strategist Alexander Green for a special event next week.
Keith Kaplan, the CEO of TradeS… Read More
2023-12-12 21:30
I think I first logged on to the internet in 1996.
I’d already heard a lot about it. Back then, I had AOL, CompuServe and Prodigy floppy disks dumped on my doorstep practically every d… Read More
2023-12-09 16:30
Editor’s Note: In a recent Oxford Income Letter mailbag, Chief Income Strategist Marc Lichtenfeld wrote to a reader, “The commercial real estate business is a tough one right now… Read More
2023-12-08 21:30
In July 2022, JetBlue Airways (Nasdaq: JBLU) announced that it was acquiring Spirit Airlines (NYSE: SAVE).
The agreed-upon purchase price was $33.50 per share in cash.
JetBlue expected the c… Read More
2023-12-06 21:30
During the global financial crisis 15 years ago, Arbor Realty Trust (NYSE: ABR) eliminated its dividend.
As far as the Safety Net model is concerned, though, the statute of limitations has e… Read More
2023-12-05 21:30
I met one of my best friends more than 25 years ago on the trading desk. He’s a very private person, so I’ll call him Chris (even though his name is Mike). He runs a small hedge… Read More
2023-12-02 16:30
It’s a bird!
It’s a plane!
It’s… Fed Chair Jerome Powell doing everything he could over the past year and a half to cement his legacy as the guy who tamped… Read More
2023-12-01 21:30
Editor’s Note: Since Jody’s gone above and beyond and given you eight Value Meter evaluations over the past three weeks, we decided to give him this week off.
So, instead of a no… Read More
2023-11-29 21:30
Bristol Myers Squibb (NYSE: BMY) is a $100 billion market cap pharmaceutical company that has raised its dividend every year since 2010 and has paid one since 1933.
The stock currently yield… Read More
2023-11-28 21:30
On Thanksgiving, I was speaking with a relative’s friend, who was new to our Thanksgiving table this year. He is a full-time real estate investor, and he seemed to be very successful… Read More
2023-11-25 16:30
Editor’s Note: Longtime readers know that Wealthy Retirement and its publisher, The Oxford Club, take investing seriously…
But we don’t believe it’s all about stocks… Read More
2023-11-24 21:30
Black Friday is here, and it’s coming at a good time. There have been quite a few markdowns on retail stocks lately.
Over the past two years, the SPDR S&P Retail ETF (NYSE: XRT) is… Read More
2023-11-22 21:30
I always look forward to Thanksgiving, but it will be extra special for my wife and me this year because both of our kids will be home. That’s not always the case. One of them is in co… Read More
2023-11-21 21:30
Editor’s Note: Today we’re sharing an article that Senior Markets Expert Matt Benjamin wrote for our sister e-letter, Liberty Through Wealth.
In it, Matt digs into rising commodi… Read More
2023-11-18 16:30
When it comes to the economy, many Americans are feeling as uneasy as they do when the conversation shifts to politics during Thanksgiving dinner.
But as Chief Income Strategist Marc Lichte… Read More
2023-11-17 21:30
A reader recently requested that I put cigarette manufacturer Altria Group (NYSE: MO) through The Value Meter.
Honestly, I could hardly ask for a more interesting assignment.
For the three d… Read More
2023-11-15 21:30
Editor’s Note: As you’ll see below, Chief Income Strategist Marc Lichtenfeld thinks there’s a lot to like about the Perpetual Dividend Raiser he’s examining today.
An… Read More
2023-11-14 21:45
As you know, I’ve been pounding the table on bonds lately. Interest rates are at their highest levels in nearly a generation, which is finally allowing bond buyers to earn some real in… Read More
2023-11-11 16:30
Editor’s Note: Yesterday, Contributing Analyst Jody Chudley wrote about how the biggest tech companies (the “FAANG” stocks or the “Magnificent Seven”) have alre… Read More
2023-11-10 21:30
This year, the performance of the S&P 500 has been heavily dependent on a group of stocks known as the “Magnificent Seven.”
These are the seven giant tech stocks that have ac… Read More
2023-11-08 21:30
Spok Holdings (Nasdaq: SPOK) – pronounced “spoke,” not “Spock,” as I was hoping – is a healthcare software company that specializes in streamlining secure… Read More
2023-11-07 21:30
Today, I want to discuss something that market analysts don’t talk about too often.
Bonds.
Before your eyes glaze over, this is important.
Bonds belong in everyone’s portfolio. N… Read More
2023-11-04 15:30
Buongiorno!
That’s Italian for “good morning”… and it’s how Chief Income Strategist Marc Lichtenfeld would’ve greeted you in this week’s State of… Read More
2023-11-03 20:30
In July 2020, I tipped readers off to the biggest insider purchase I had ever seen.
The CEO of the Canadian reinsurer Fairfax Financial (OTC: FRFHF) had just spent $150 million of his own mo… Read More
2023-11-01 20:30
Illinois Tool Works (NYSE: ITW) may not be the most exciting company in the market. It makes products in seven industrial segments, including automotive, food equipment and polymers.
Its 2.5… Read More
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