BMYMP News and Press, Bristol-Myers Squibb $2Pr From 03/08/22

Stock and REIT indexes remain below their 200-day moving averages, and investor sentiment is decidedly fearful. Volatility is returning to the market, and with it comes opportunity. We present two fast-growing REITs that are attractively valued and well-positioned to handle rising...

20 Dividend payments increased income 22.2% over Feb 2021 and raised forward income by 19.5%. Portfolio value is up 1.9% ytd, up 19.9% from Feb 2021, 23.2% from Jan 2021 and up 0.14% from last month. Complete listing of all 89 RIG companies and when they make their dividend paymen...

100s of companies run trials in Ukraine; some of them will face delays. In the long term, Ukraine may cease to be a favored location for clinical trials. However, neither Russia nor Ukraine are drug manufacturing hubs, and market exposure is minimal. For further details see:...

Healthcare is relatively well-positioned as a defensive sector in a volatile market environment compared to the broader market. Favorable trends to continue boosting healthcare spending. Medical Services and Pharmaceuticals are a few that are better-positioned, while biotechs face...

High dividend yield stocks are vulnerable to a cyclical downturn. A cyclical downturn, compounded by a secular slowdown, is increasingly likely. With the rising risk of a significant slowdown, both dividends and capital are at risk in high-yield equity ETFs. VYM is more expose...

Berkshire Hathaway's 13F stock portfolio value increased from ~$293B to ~$331B. Their largest three holdings are at over two-thirds of the entire portfolio. Berkshire Hathaway increased Chevron while reducing AbbVie, Marsh & McLennan, Bristol-Myers Squibb, Visa, and Royalty Ph...

Close study of the stocks that have come and gone in the S&P 500's Top 10 reveals that only a few stocks are able to maintain that rank for decades. Many that do are on a downward course after 20 years in the Top 10. Microsoft is an exception. Its dramatic rise in market cap s...

ETFs are a great way to approach broad plays that focus on sector allocation rather than intra-sector allocation where quality of decisions results in more marginal benefits. We think that the theme for the year is inflation and that opinions on this will shift the markets more than m...

My passive income was up 21.80% on a y/y basis during January. My portfolio outperformed the S&P 500 during the month, falling 4.52% (compared to the SPY's -5.26% performance). During January, I made 22 purchases and 0 sales. For further details see: Nicholas Ward's ...

Since the acquisition of Alexion was completed, we were watching AstraZeneca from the sidelines. Holding but not taking any further action. Q4/FY 2021 earnings are marking a turning point for the company, for its future, for its dividend, and (consequently) for us. This has been nothi...