China's banks have $9 Trillion of worthless debt that they are carrying on their books at full value.
Compared to this.......everything you mention is peanuts or meaningless. Europe's collapse will be 4x Lehman Brothers.......China's collapse will be 100x Lehman Brothers.
Immigration has nothing to do with it. Europe has a negative birth rate........How do you grow any economy with a negative birth rate? With a negative birth rate, every year you need less and less of everything.
Europe needs to stop giving workers 16 weeks paid vacations and 1 year of paid leave for just about every reason under the sun. Europe is great at working a full 4 hour day three days a week.
High yielding US stocks will get a 4 or 5 point PE premium.
Baby Boomers need income. AT&T will go to $50......and be very fairly valued when compared to bond yields.
This is just the new reality. AT&T's dividend will be 4x what the 10 year US bond pays.
Been telling you guys about FCPT for 2 months. Sweet little REIT with a rich payout and investment grade book of business with a bankroll to increase that book 35%. REITs are where investors are going for income......and REITs become a sector August 31. FCPT is going to be a very nice investment with a rich payout and very low risk. Check it out.
I don't know......I'm a small investor now sitting on $950,000 in cash trying to figure out where to put it. There are probably 60 million investors worldwide just like me. And Baby Boomers are being told by their financial planers to restructure for income.
People are sitting on record levels of cash. With interest rates probably at zero for the next 5 years, a 3% dividend will look pretty darned good. Safe, High Dividend US Stocks will be "revalued". VZ should go to $65.....or higher. Verizon is in the sweet spot. The very last bill people stop paying in a recession is their phone bill.
VZ will be raising the quarterly dividend to 58 cents in 3 months......and still have a very low payout ratio. :-)
10 year bond yields under 1% mean that a 3% solid dividend yield will be "rich". The new reality.
Verizon's current 4% yield along with the ability to raise it puts VZ in the speed slot.
Baby Boomers need income......US large cap high yielders are the only place they can go. :-)
10 year Bonds under 1% will bring a new world where a solid 3% dividend will be considered "rich".
Baby Boomers need income......High yielding US stocks is the only place to go.
SE is in a speed slot......4.4% current yield, and a 14 cent Increase in the dividend expected in 6 months.
A 10 year bond yield headed to 1% means FCPT will be paying out 4x more. That's golden.
Baby Boomers need income. FCPT should move up to the $30 range. In the new world, a 3% yield will be considered "rich". :-)
10 year bond yields under 1% means ATT's 4.5% dividend is golden.
Large cap US high yielders are the only place Baby Boomers can go for income.
ATT and Verizon both have 30% upside.......just based on their payouts.
SE and FCPT probably have a 40% upside. :-)
High Dividend payers and growers are golden when the 10 year bond yield goes to Zero. It will be under 1% soon. Headed to a negative yield. Oh my!
US large cap high yielders will rock and roll........and those who have heavily shorted the US market get clobbered. Baby Boomer need income........come to Papa. :-)
ATT offers all US operations and safe 4%+ Dividends.......This stock should be at $50.
With interest rates at zero......you must revalue how much a safe 4% yield is worth.
ATT is probably safer than a 10 year treasury bond.....and yields 3x more.
Citi has it wrong. Baby Boomers will bid T and VZ right back up.
Maybe not today.....or for a while. Very tough market with Europe imploding and China treating Apple very poorly.
Look at FCPT......It will be at $25 by August 31.....$21 now. FCPT is the Darden spinoff REIT that is made up of 420 Olive Garden triple net leases. They yield 4.4% and it's all American and Investment Grade. REITs become a sector August 31........Funds will be buying. Baby Boomers need investment grade income!
SE really is in the sweet spot of the space. Gas demand will be very strong for the next 5 years. SE has many projects that are perfectly timed to capitalize on this over the next 18 months. I see this stock in the mid $40s by the end of the year......and even higher in 2017. :-)
Check out FCPT.....New small cap REIT. Darden Spinoff. 5% yield on investment grade book.....Triple net leases on 420 Olive Gardens, 1.5% yearly rent increases, and a LOI for another chain to add. ($350 million) Dividend should jump to $1.30 area from $.97 now. Stock trades for about $20.
This company looks very solid and should be a wonderful addition to REIT portfolios. Worth checking out. High yield and potential growth. It won't be under the radar for long......REITs become a sector August 31.
And there are a lot of them. :-)
My portfolio is up 12% over the last 3 weeks. We need a Brexit every month or so.
US high dividend payers........a 3% yield will soon be considered "rich". Verizon will go to $70.
I assume there will be one or two new 10% owners when the Q2 reports are filed.
I think this stock will be over $25 by August 31........and perhaps a buyout at $32-$35 by the end of the year.
A solid 3% yield will be the new normal.......and FCPT will be yielding 6% when they put the $350 million to work. I love this story. FCPT is flying under everybody's radar. :-)