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Stock Screening Made Simple: A Closer Look
ZACKS· 2025-08-04 22:56
Group 1 - Stock screening is a common tool used by investors to navigate the overwhelming number of options available, similar to creating a grocery list [1][9] - The screening process can be tailored to individual preferences, as there is no one-size-fits-all approach [2] - Parameters in stock screening can be fine-tuned for various investing styles, including momentum, value, growth, and income [3] Group 2 - Value investors can utilize parameters such as Price-to-Earnings (P/E) ratio, Price-to-Sales (P/S) ratio, and Price-to-Book (P/B) ratio to identify high-quality stocks trading at a discount [4] - Momentum investing focuses on stocks that have experienced buying pressure, with parameters like percentage price change over the last month and average volume [5] - Growth investing targets companies expected to grow sales and earnings at above-average levels, using parameters like last year's earnings growth rates and expected growth rates for the current year [6][7] Group 3 - Income-focused investing emphasizes dividend-paying stocks, which are often more stable and represent mature companies sharing profits with shareholders [8][10] - Parameters for searching dividend-paying stocks include current dividend yield and the 5-year historical dividend growth rate [10] - Zacks offers many pre-built custom screens for various investment strategies, making the screening process smoother for investors [9][11]
2 Call Writing Funds Delivering Steady Monthly Income With Different Strategies
Seeking Alpha· 2025-08-04 16:03
Group 1 - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% to facilitate income investing [2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2] - The community consists of over a thousand members focused on finding the best income ideas, catering to both active and passive investors [2] Group 2 - Funds that write call options can provide steady distributions, including weekly distributions for some newer ETFs [2] - The majority of holdings in the portfolios are monthly-payers, which aids in faster compounding and smoothing income streams [2]
FLXR: High-Quality Bond ETF With Attractive Yield And Risk-Adjusted Returns
Seeking Alpha· 2025-08-03 11:28
Group 1 - The CEF/ETF Income Laboratory manages portfolios targeting approximately 8% yields through closed-end funds (CEF) and exchange-traded funds (ETF) [1][2] - The service is designed for both active and passive investors, providing managed income portfolios that focus on high-yield opportunities [2] - Most holdings in the CEF/ETF Income Laboratory are monthly payers, which facilitates faster compounding and steady income streams [2] Group 2 - Juan de la Hoz has extensive experience in fixed income trading, financial analysis, and operations, with a focus on dividend, bond, and income funds, particularly ETFs [3]
QQQX: Strong Performance, Still Looks Attractively Discounted
Seeking Alpha· 2025-08-03 07:30
Group 1 - The Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has experienced strong performance, contributing to the overall positive outlook for closed-end funds (CEFs) and exchange-traded funds (ETFs) [2] - The CEF/ETF Income Laboratory offers managed portfolios targeting safe yields of approximately 8%, providing actionable income and arbitrage recommendations [2] - The service includes in-depth analysis of CEFs and ETFs, catering to both active and passive investors, with a community of over a thousand members [2] Group 2 - The majority of holdings in the CEF/ETF Income Laboratory are monthly-payers, which enhances compounding and smooths income streams for investors [2] - Nick Ackerman, a former financial advisor, provides coverage on CEFs and ETFs, leveraging over 14 years of personal investing experience [3]
Medical Properties Trust: Uncertainty Remains For Now, But The Patient Is Recovering
Seeking Alpha· 2025-08-02 09:50
Core Viewpoint - Medical Properties Trust (MPW) is currently experiencing significant volatility, making it essential to monitor the stock closely [1]. Group 1: Company Overview - MPW is identified as one of the most turbulent Real Estate Investment Trusts (REITs) at the moment, indicating a challenging market environment [1]. - The investment strategy focuses on identifying REITs that are temporarily out-of-favor, suggesting a contrarian approach to investment [1]. Group 2: Investment Strategy - The investment horizon is long-term, emphasizing the importance of fundamental economic insights to assess the intrinsic value of stocks [1]. - The strategy revolves around contrarian and deep-value opportunities, indicating a preference for undervalued assets in the market [1].
Healthpeak Properties: A Lot Of Value To Unlock For Investors With A Long-Term Horizon
Seeking Alpha· 2025-08-01 03:43
Group 1 - The article discusses the strategy of expanding a portfolio by focusing on Real Estate Investment Trusts (REITs) that have strong fundamentals and future growth prospects but are currently undervalued by the market [1] - The author emphasizes a contrarian investment approach, targeting REITs that are temporarily out-of-favor, indicating a long-term investment horizon [1] - The investment philosophy is rooted in fundamental economic insights to assess the intrinsic value of stocks, particularly in the context of income investing [1]
QQQI: ~14.7% Distribution Yield From This Tech-Heavy Call Writing Fund
Seeking Alpha· 2025-07-30 16:58
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below! At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service. NEOS Nasdaq-100 High Income ETF (NASDAQ: QQQI ) does exactly as its name would suggest, provide a high 'income' to investors. The fund's latest distribu ...
EWU: Why UK Stocks Could Beat The S&P 500 The Next 3-5 Years
Seeking Alpha· 2025-07-30 15:31
Group 1 - The article discusses the potential investment opportunity in EWU, the largest ETF tracking the UK, highlighting historical and cultural ties between the US and the UK [1] - The author emphasizes a non-traditional approach to income investing, focusing on humility and discipline within the investment community [1] - The author has extensive experience in investment advising and fund management, having charted investments since the 1980s [1] Group 2 - The article does not provide specific financial data or performance metrics related to the ETF or the market [2][3]
Piedmont Realty Trust: The Investment Thesis Is Playing Out Nicely
Seeking Alpha· 2025-07-30 02:50
Group 1 - The article expresses a bullish outlook on Piedmont Realty Trust (NYSE: PDM), emphasizing its long-term prospects as an A-tier office REIT [1] - The author specializes in identifying Real Estate Investment Trusts (REITs) that are currently out-of-favor, indicating a contrarian investment strategy [1] - The investment approach is based on fundamental economic insights to assess the intrinsic value of stocks, with a focus on long-term investment horizons [1]
EXG: Attractive Monthly Distribution But Discount Narrows
Seeking Alpha· 2025-07-29 17:43
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below! Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in thi ...