November 19, 2014
FROM THE EDITOR
Nancy Zambell

by Nancy Zambell
Editor of Dividend Digest and Investment Digest
from Investment Digest, Issue 763

What a difference a month makes! Our conservative recommendations of last month have morphed into more ambitious, growth-oriented picks, although, of course, we offer a wide variety of stocks that will round out most sectors of your portfolio.

The biggest news of the month was the U.S. midterm elections, in which the Republicans hammered the Democrats in both the Senate and House of Representatives. History shows that it usually works in the markets’ favor when the President and Congress are from opposing parties. And don’t forget, the third year of the President’s term also bodes well for stocks, rising on average more than 22%.

As long as earnings continue to excel and unemployment declines, we should be on a bullish track for the next few months.

You’ll notice that our Advisor Sentiment Barometer has turned decidedly bullish this month, and the contributors to our Market Views are also generally biased in that direction.

Our Spotlight Stock addresses a growing—and costly—problem that corporations and individuals alike are facing: Identity theft and computer fraud. And my Feature this month takes a focused look at some additional companies whose profits—and shares—are benefiting from the rush to find solutions to this challenge.

Strong earnings are propelling the technology sector, and we have a broad array of tech stocks to recommend to you in this issue including IT, online travel, semiconductors, cloud solutions, e-commerce and biotech.

We offer several growth picks, as well as a couple of international companies to help diversify your portfolio. Our energy recommendations have been hit by low oil prices, making them excellent value additions to your portfolio. You’ll also find a couple of low-priced stocks and two companies whose technical charts look very promising.

Lastly, our contributors recommend several funds and ETFs this month, including energy and value selections, and even a bond ETF for your evaluation.

We hope you enjoy this issue, and invite you to share your investment strategy questions and comments with us. And don’t forget to visit our website for a growing library of educational articles and videos. My blog is just about ready to roll, so look for the first postings very soon. I’ll look forward to seeing you there!

EDITOR'S PICK

November 21, 2014
TiVo (TIVO)
David R. Fried

David R. Fried

from The Buyback Letter

TiVo Inc. (TIVO) is a global leader in the advanced television entertainment market and has risen to the top of our filters again.

TiVo, which supplanted the VCR in homes, now offers the TiVo service and TiVo DVRs directly to consumers online and through third-party retailers. TiVo also distributes its technology and services through cable, satellite and broadcasting companies. It’s a business that not only made people’s lives easier, but upended industries in the process.

TiVo has been taking steps to innovate in a crowded market, announcing the launch of Shop By Remote, HSN’s interactive shopping experience. With a click of a button, TiVo users can now shop for thousands of products featured on their favorite HSN shows. It has also introduced a DVR for people who don’t want to pay for a TV subscription—the $50 TiVo Roamio OTA—and announced its new ultra HD set-top box technology (4x the resolution of traditional HD, and richer colors) which will be powered by Broadcom Corp. Read More »


FEATURED INCOME INVESTMENT

November 13, 2014
Marine Harvest (MHG)
Benjamin Shepherd

Benjamin Shepherd

Utilities have begun recovering, providing appreciation and income, and recent payouts from this growing fish farmer have been lucrative for shareholders.

from Global Income Edge

Farm-raised fish is a booming business, and, as the largest fish-farming business in the world, Marine Harvest (MHG) is riding the wave. Almost half the seafood eaten worldwide today is farm-raised, as opposed to caught in the wild, and the percentage of farm-raised seafood is expected to hit 62% in the next 15 years, according to the World Bank.

Salmon is behind only tuna as the most-consumed fish, and one in five Atlantic salmon eaten worldwide comes from Marine Harvest. The company has fish farms in Norway, Canada, Chile, Scotland, Ireland and the Faroe Islands (halfway between Norway and Iceland).

Its dividend is irregular, and its policy is that as long as its debt is less than half of its equity, it will pay at least 75% of free cash flow, after certain expenses, as dividends. Read More »


INCOME INSIGHTS

Robert Prechter

Robert Prechter

By Robert R. Prechter, Jr.,  fromThe Elliott Wave Theorist–Dividend Digest dated November 12, 2014

The weekly percentage of bulls among investment advisors as tallied by Investors Intelligence had the biggest jump in 34 years during the October rally. This is on top of an already miniscule percentage of bears, which has maintained for six months. Few people remember, however, that stock prices can collapse in November or peak in December. In 1973, after the Dow made an intraday rally high on October 29, it turned down and plunged throughout November. In 1968, the market registered a major top on December 2 and in the next year and a half underwent the biggest decline since 1937-1942.

Bulls say that the stock market won’t fall until the public again buys stocks in manic fashion. This isn’t going to happen. Institutions, which have access to the Fed’s new money and bank-financed leverage, are the primary market participants. The recovery in the underlying (i.e., non-financial) economy has been anemic and hasn’t even brought the level of activity back to 2007 levels. Read More »