April 15, 2015
FROM THE EDITOR
Nancy Zambell

by Nancy Zambell
Editor of Dividend Digest and Investment Digest
from Dividend Digest, Issue 271

While analysts are waiting to see if third-quarter earnings reports are anemic (as forecasted), the economy continues plugging along. Initial unemployment claims were better than expected last week (268,000), the unemployment rate held steady at 5.5%, and pending home sales and consumer confidence both improved.

That dose of normalcy has kept the markets on an upward trend, and as you’ll see in our Market View this month, our advisors remain bullish, but cautious.

It’s interesting to note that as the bull matures, we’re seeing recommendations more widely dispersed through many sectors, instead of the concentration that we saw a few months ago in healthcare, financials and energy.

Our Spotlight Stock touches on a controversial sector—energy pipelines. And while there is no shortage of opinions on the subject, as I’ve noted in my feature, the business is booming. And like other sectors such as tobacco that may garner opposing viewpoints, investors often flock to stocks in these industries for their growth potential as well as their high dividends. Our Spotlight Stock meets both criteria.

And speaking of generous dividends, you’ll find several high yield stocks in the Digest this month, including a utility, a gold producer and an industrial packaging business. We also offer two preferred stocks with high yields.

Discounted energy companies continue to attract our contributors, with three new recommendations. And our growth & income offerings cover a wide range of sectors, including medical, food, business services, restaurant and logistics.

Though still lagging growth stocks, our value recommendations continue to offer bargain-shopping opportunities. And the healthy earnings of the last few years are prompting lots of dividend increases, as you’ll see in these selections.

Retail is the name of the game in our Real Estate Investment Trust recommendations this month, and you’ll find that bonds remain attractive as well as in our fund & ETF recommendations, which also features a European hedged fund.

EDITOR'S PICK

March 19, 2015
Hibbett Sports (HIBB)
John Reese

John Reese

from Validea Hot List Newsletter

Hibbett Sports, Inc. (HIBB) operates sporting goods stores in small and mid-sized markets predominantly in the South, Southwest, Mid-Atlantic and the Midwest. The company operates 927 stores consisting of 910 Hibbett Sports stores and 17 smaller-format Sports.

Hibbett’s merchandise assortment emphasizes team sports complemented by localized apparel, footwear and accessories designed to appeal to a range of customers within each individual market. The company’s primary retail format is Hibbett Sports, an approximately 5,000 square foot store located primarily in strip centers, which are usually near a Wal-Mart store. Read More »


FEATURED INCOME INVESTMENT

April 16, 2015
HollyFrontier (HFC)
John Buckingham

John Buckingham

from The Prudent Speculator

HollyFrontier (HFC) is one of the largest independent petroleum refiners in the U.S. Through six complex refineries (which process lower-cost heavy sour crude into a higher percentage of fuel), its subsidiaries produce and market gasoline, diesel, jet fuel, asphalt, heavy products and specialty lubricant products.

HFC shares have been hit along with the rest of the energy space, and the firm saw its Q4 performance impacted by the narrowing price gap between Brent and West Texas Intermediate crude. Read More »


INCOME INSIGHTS

Buy for Now, but Stay Tuned for Overbought Signs
Stephen Todd

Stephen Todd

by Stephen Todd from Todd Market Forecast
Dividend Digest 271, April 15, 2015

The S&P 500 has become overbought as measured by the 5 day RSI (arrow). This can be some sort of top, but it can also be a sign of strength. Stay tuned. and there was concern about Q1 earnings reports which get under way in earnest this week. Gold fell back by $6. A stronger dollar again got credit for the drop.

The VIX rose 11%. Large moves like this tend to be in the vicinity of some sort of rebound. We can see this in the chart to the left.Screen Shot 2015-04-16 at 3.02.28 PM

Our intermediate term system is on a buy from Feb. 20, 2015. We are long the SPY from 206.43. Read More »