• Fidelity Forays into Low-Cost Funds

    Fidelity Investments is a relatively recent entrant to the exchange-traded fund (ETF) provider market. Fidelity, founded in 1946, probably is best known as one of the largest providers of mutual funds and other actively managed funds, featuring actively managed sector | Read More »

  • Your Q1 ETF Scorecard

    The first quarter of 2014 is history, and now it’s time to do a little review of the various sector exchange-traded funds (ETFs) to show how the market performed during the past three volatile months.

  • ETF Investors Bolting from China for RIC Markets

    Since March 20, 2014, some $42 million has fled Chinese-focused exchange-traded funds and flowed into other markets.

  • Baby REIT’s Yield All Grown Up at 14.3 Percent

    OAKS hasn’t wasted any time in setting up a robust dividend for investors, yielding 14.3 percent, derived from its leveraged portfolio of residential real estate properties.

  • S&P 500 Rises to Another Record High

    Optimism-fueled increases in consumer and technology stocks led the S&P 500 to yet another new record high today.

  • My #1 Pick in the World’s Most Hated Stock Market

    Russia is the market that investors love to hate. With Russian President Vladimir Putin annexing Crimea at his whim — and lining tens of thousands of troops along Ukraine’s border as a thinly veiled threat for a future invasion of Ukraine — chances are you feel the same way.

  • Housing and Real Estate with United Real Estate Chairman and CEO Dan Duffy

    Joining us this week is Dan Duffy, chairman and CEO of United Real Estate.

  • Bad Timing for Barra, Worse for GM Investors

    With General Motors (GM) CEO Mary Barra set to testify in front of the U.S. House today, this could be the beginning of a run away from shares of one of the Big 3 automobile builders.

  • Oil Investors Set for a Windfall

    For the first time since the third quarter of 2013, West Texas Intermediate Crude Oil broke into the land of triple-digit prices.

  • S&P 500 Climbs to Fifth Straight Quarterly Gain Thanks to Fed

    Stocks rose today, in the process ensuring a fifth consecutive quarterly gain for the S&P 500. The U.S. Federal Reserve is partially behind the market’s success, as it continues to taper its monetary stimulus at the expected rate.

  • Major Tax Reform Efforts Look Likely to Stall Again

    Advocates of comprehensive tax reform in the United States should expect to start over in the next Congress due to the dim prospects that anything major will happen before the current legislative year ends in December, a key U.S. senator said.

  • This Rival is Kicking KFC’s Butt

    Even though Chik-fil-A has only 1,775 stores in the United States — about 1/3 of KFC’s number — it earned revenues of more than $5 billion in 2013.

  • TWO for One Deal: Get a Solid 10.1 Percent Yield with this REIT

    Even in today’s stronger rate environment, this holding company — which operates as a real estate investment trust (REIT) — still offers a solid 10.9 percent yield.

  • Consumer Data Lifts Stocks

    Following two days of decline, stocks rebounded today on the back of the best increase in household purchases in three months.

  • Cashless Consumption Is Ready for Liftoff

    If you’ve been in line at any Starbucks location, I bet you have seen someone pay for coffee and other items with a smartphone. What’s amazing to me is you can leave home without your wallet and still manage to get a good cup of coffee.

  • Visa’s Monopoly Inhibits Retailer Profit Margins

    The world’s largest retailer claims that its largest card issuer is colluding with banks to fix transaction fees.

  • Get a BDC at a Discount & Grab 11.9 Percent Yield

    It is not often that the market offers up a gift to investors, but that may just be the case with this business development company.

  • A Victory for Supply-Side Economics

    I am at the Investment U conference in Carlsbad, Calif. (the Hyatt Aviana Resort). Here’s an update on several issues.

  • Bank, Technology Stocks Bring Market Down

    Investors pocketed recent profits today, exiting bank and technology shares to bring the overall market down for the fourth time in five sessions.

  • McDonald’s Buries Competition with Homemade Profits

    With each McDonald’s location averaging around $2.6 million in revenue last year, and number 2 Burger King averaging about $1.2 million, it appears that Mickey D is beating the pants off the competition