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SNOOZE-FEST

January 23, 2020. We spend many hours everyday looking at possible buys and sells in the Core Portfolio. And right now there is just nothing happening. But JPMorgan has an article with 3 BUYS, and we hold all three already. Article link:

LINK HERE

By market capitalization, TESLA (cult stock) is THREE times larger than Ford. LOL You call this crazy stupid.

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PricewaterhouseCoopers’ (PWC) Annual Global CEO Survey has revealed that pessimism among more than half of the CEOs surveyed across the world are bearish on the global economy. 

PWC surveyed 1,581 chief executives in 83 territories, found 53% projected a decline in the rate of global economic growth this year. Only 27% of CEOs are “very confident” that 2020 will turn out to be a prosperous year. The number of bearish CEOs is at the highest level since 2009. 

FULL ARTICLE

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Image result for investors in stock market cartoons

Trump talks about the rising stock market, almost everyday, but there are analysts out there that say that most Americans are NOT in the market, and therefore don’t really care about stocks. There is one dude that we listen to that claims 84% of households are NOT in the markets….or 16% ARE in stocks. SO, what are the facts??

According to Gallup, below, 55% of Americans ARE in stocks (vs the 16% number above) …so theoretically they ARE interested in stock market movements. (Obviously the rich and super rich hold the highest PERCENTAGE of stocks.)

WASHINGTON, D.C. — With U.S stock values setting record highs this year, but also experiencing significant volatility, it is fair to ask what percentage of Americans are personally exposed to the market’s financial risks and windfalls.

Gallup found 55% of Americans reporting they own stock in April 2019, similar to the average of 54% Gallup has measured since 2010. This is based on a question asking respondents about any individual stocks they may own, as well as stocks included in mutual funds or retirement savings accounts, like a 401(k) or IRA.

Stock ownership was more common from 2001 to 2008 when an average 62% of U.S. adults said they own stock, but this fell toward the end of the 2007-2009 recession and has not fully rebounded.

NOW IN OUR 8TH YEAR. NOTE TO NEW READERS:  Before you buy anything we discuss here, GO to the Core Portfolio tab to see a CURRENT listing of holdings. Dividend Income Investor is designed for investors seeking income by using preferreds, BDCs, REITs, Closed End Funds, baby bonds and corporate bonds. Don’t forget to hit the like button. Go Here For “About Our host WordPress is running ads in the blog and we receive NO compensation from this advertising.

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TAKE PROFITS FOR WINNERS

January 21, 2020. There really is not much new to discuss regarding the Core Portfolio. We continue holding all positions with the anticipation of a minor pullback…..but read on…….

Today we sold half a position that had a huge 21% gain in 18 months.(increasing the portfolio cash position a little) This holding was not listed in the Core Portfolio as sometimes we feel they are too risky for the readers. We bring this up only to point out that we are taking profits where we feel there is little upside. When you have huge gains, it is typically a good idea to take your profits and run for the hills, especially if there is a POSSIBLE decline coming in the markets. If you have significant gains in some positions, you may want to think about selling……. or selling HALF of the holding. (It is scary to think that uninformed buyers are paying these sky high prices for positions that we are selling.)

If you do not want to sell positions, keep in mind you can short the market by using SH………IF we start seeing declines. If you are not familiar with these ETFs, they go UP when the market goes DOWN.

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Profiles in Corruption, the just released book that we mentioned recently, is getting a lot of coverage on the conservative outlets. If you have any inclination of voting for Biden, you should read the reports. The corruption and cronyism is really startling.

video

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Here is another conservative oriented site that is trying to replace the once very popular Drudge Report: which has reportedly been sold and has gone liberal. We hear traffic to the Drudge site has cratered.

https://www.citizenfreepress.com/

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HILL SLAMS SANDERS….….LOL……TOO FUN

Failed Presidential candidate Hillary Clinton heatedly denounced Sen. Bernie Sanders in a new documentary of her life on Hulu and in a Monday interview withthe Hollywood Reporter.

“He was in Congress for years. He had one senator support him. Nobody likes him, nobody wants to work with him, he got nothing done,” Clinton said in the documentary. “He was a career politician. It’s all just baloney and I feel so bad that people got sucked into it.”

Sanders lost the 2016 Democrat primary to Clinton but went on to endorse her and campaign for her in several states — including Michigan, Wisconsin, Minnesota, and Iowa.

But Clinton had nothing but criticism for her former opponent.

She chided Sanders and his “online Bernie Bros” for their attacks on women candidates and blamed the famous Democrat socialist for the online culture surrounding his movement.

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BLOW OFF TOP?

January 17, 2020. The markets continue higher and are extremely over-valued. We remain diligent still expecting some sort of pullback within the next month. Despite the expected decline, there was one purchase of a higher quality Southern Company NEW ISSUE this week in the Core Portfolio.HERE IS A DETAILED DISCUSSION We also a Southern Company Corporate Bond in the Core Portfolio.

We recently placed some buy orders for BIZD and GSBD (that were going ex dividend) with the hopes that we could buy at lower prices. Obviously that did NOT happen. So we are cancelling the orders for now. WE CONTINUE HOLDING ALL POSITIONS IN THE CORE PORTFOLIO, WITH APPROX 12% IN CASH—FOR NOW.

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Republican voters chose two of President Donald Trump’s children as their top choices for president in 2024, according to a recent poll.

The Axios/Survey Monkey poll found that 29 percent of Republican voters favored Donald Trump Jr. as their choice for president, and 16 percent of Republicans favored Ivanka Trump as their presidential choice.

Only Vice President Mike Pence was able to gain more support among Republicans as a 2024 choice for president at 40 percent. Donald Trump Jr. was the top choice among younger Republicans, while Pence was the favorite among older Republicans.

NOW IN OUR 8TH YEAR. NOTE TO NEW READERS:  Before you buy anything we discuss here, GO to the Core Portfolio tab to see a CURRENT listing of holdings. Dividend Income Investor is designed for investors seeking income by using preferreds, BDCs, REITs, Closed End Funds, baby bonds and corporate bonds. Don’t forget to hit the like button. Go Here For “About Our host WordPress is running ads in the blog and we receive NO compensation from this advertising.

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BUYING: CAN U BELIEVE IT

January 14, 2020. SOJD is finally trading today.

BUY SOJD at $25.32 or less…… This is an “investment grade” bond from a high quality Company. But note that it only pays a “low” 4.95% but we are ok with that due to the quality of Southern Co. Yes this position could pull back if we see declines in the market, but you can anticipate rather significant price appreciation in the long term. The bonds will probably move upward to over $26.

You don’t get opportunities like this very often. Yes the yield is lower than we would like and you have to decide if this is appropriate for you.

Southern Co. Series 2020A 4.95% Junior Subordinated Notes due 01/30/2080
Ticker Symbol: STHNP (The permanent symbol is SOJD)

CUSIP: 842587800     Exchange: TRACE. Security Type:   Exchange-Traded Debt Security

The 4.95% Junior Subordinated Notes were issued on 01/06/2020 and started trading temporarily on the Other OTC market 01/06/2020 under the ticker symbol STHNP until they start trading on the NYSE. The shares are expected to start trading on the NYSE within 30 days of their issue date under their permanent ticker symbol of (not yet known). For information on securities trading on the Other OTC, see our discussion on this subject on our What Income Investors Should Know page which can be found on our Information menu at the top of any page.
QUANTUMONLINE.COM SECURITY DESCRIPTION:  Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 issued in $25 denominations, redeemable at the issuer’s option on or after 01/30/2025 at $25 per note plus accrued and unpaid interest, and maturing 01/30/2080. Interest distributions of 4.95% per annum ($1.2375 per annum or $0.309375 per quarter) will be paid quarterly on 1/30, 4/30, 7/30 & 10/30 to holders of record on the record date that will be the business day immediately prior to the payment date if the Notes are in book-entry form or on the 15th calendar day prior to the payment date if the Notes are not in book-entry form (NOTE: the ex-dividend date is one business day prior to the record date).

BUSINESS:  Southern Co. is America’s premier energy company. The company provides clean, safe, reliable and affordable energy through electric utilities in four states, natural gas distribution utilities in seven states, a competitive generation company serving wholesale customers across America and a nationally recognized provider of customized energy solutions, as well as fiber optics and wireless communications. Southern Company brands are known for excellent customer service, high reliability and affordable prices that are below the national average. Through an industry-leading commitment to innovation, the company and its subsidiaries are inventing America’s energy future by developing the full portfolio of energy resources, including carbon-free nuclear, advanced carbon capture technologies, natural gas, renewables and energy efficiency, and creating new products and services for the benefit of customers.

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REMEMBERING-RISK

January 13, 2020. Sell high. Buy Low. How many times over the years have we suggested you buy stuff when it is ON SALE.

We are expecting a minor pullback. but we are NOT expecting a recession….at least not in the near future. So some big gainers have been sold with the expectation that we can buy positions on sale. The Core Portfolio now has a 12% cash position.

Will the pullback occur. Maybe not. But we like to reduce risk when possible and will make adjustments when and if needed.

Here is an excellent article talking about the current status of the financial markets. http://www.realinvestmentadvice.com is one of the best free money oriented sites that we have found.

FULL ARTICLE

Let me state clearly, we did not “sell everything” and go to cash. We simply reduced our holdings to raise cash, and capture some of the gains we made in 2019. When the market corrects we will use our cash holdings to either add back to our current positions, or add new ones.

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The cover of the soon-to-be-published book, Profiles in Corruption: Abuse of Power by America’s Progressive Elite, was revealed by Axios’s Mike Allen on Thursday

It has also been revealed that the book will expose the “Biden Five,” a group of Biden’s family members beyond son Hunter Biden who have siphoned tens of millions of dollars from taxpayers and from guaranteed loans. As Breitbart News reported, the Burisma Ukrainian natural gas company scandal surrounding Hunter Biden that was at the center of the House Democrats’ partisan impeachment push in Congress is just “the tip of the iceberg” when it comes to Biden corruption, and much more will be exposed in this book.

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Whack job liberal takes lead in Iowa.

Sen. Bernie Sanders (I-VT) has taken the lead in Iowa less than a month ahead of the February 3 caucus, a CNN/Des Moines Register/Mediacom poll released Friday revealed.

These ultra liberal whacko Democraps are really NUTS:

“A Steyer Administration will … ensure that all undocumented communities have access to affordable and safe housing,” Steyer said in his immigration proposal.

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SELLING-BIG PROFIT

January 10, 2020. We bought THQ Tekla Healthcare in July of last year. We already have a 22% profit in that short period of time. We are SELLING and locking in the gains.

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Here is a new book coming out in the next few weeks. Schweizer’s books are always interesting: the last book talked about Joe Biden and son’s corruption but back then nobody was paying attention.

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NOT OUR FIRST RODEO

January 9, 2020. We have seen this before. The markets are now severely over bought BUT seemingly want to continue higher. We may see a pull back.

We continue to suggest that you exercise caution in buying new stock or bond positions. Having lived thru several large market declines, we can confirm that the pain is really tough to take.

We have sold some positions, and are HESITATING on buying or adding to the Core Portfolio. The best approach right now is to simply observe and do nothing…and be prepared to sell. WE ARE STILL INVESTED IN ALL CORE PORTFOLIO POSITIONS

Which bring us to inverse funds. If SPY declines, you may want to consider shorting stocks using SH, which goes UP when SPY goes down.

Trump Golf Count: Tracking President Trump's golfing so you don't have to! Trump Star, Trump International, Trump Policies, Golf Outing, Golf Player, Counting, Golf Carts, Obama, Donald Trump

Trump Doesn’t Want Voters to Know How Much His Family’s Trips Cost Taxpayers. This is really shocking. GO HERE FOR ARTICLE

Inflation is running up to 13%, NOT the 2% the lying government is telling us. GO HERE for the website.

NOW IN OUR 8TH YEAR. NOTE TO NEW READERS:  Before you buy anything we discuss here, GO to the Core Portfolio tab to see a CURRENT listing of holdings. Dividend Income Investor is designed for investors seeking income by using preferreds, BDCs, REITs, Closed End Funds, baby bonds and corporate bonds. Don’t forget to hit the like button. Go Here For “About Our host WordPress is running ads in the blog and we receive NO compensation from this advertising.

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