Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both K-shaped, with affluent consumers and AI-related stocks thriving while others struggle or stagnate. Despite these divergences, I remain committed to value-oriented dividend growth investing, focusi...
A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions eve...
I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasi...
Are we in an AI bubble? And will it be AI or tariffs that determine the trajectory of the market going forward? I'm focusing on dividend growth stocks and ETFs with attractive yields and solid projected dividend growth rates. I estimate most of the stocks on my buy list will deliver mid- to high-single-digit dividend growth going forward.
Public Storage (NYSE:PSA ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants H. Thomas Boyle - Senior VP, Chief Investment Officer & CFO Joseph D.
GLENDALE, Calif.--(BUSINESS WIRE)--Public Storage (NYSE:PSA) announced today operating results for the three and six months ended June 30, 2025. “We are raising our outlook based on stabilizing operations and accelerated acquisition volume,” said Joe Russell, President and Chief Executive Officer. “Strategic initiatives across the company are distinguishing our performance. Public Storage's ope...
U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest dec...
In an uncertain market, I stick to five core investing principles: stay the course, specialize, diversify, trust proven experts, and keep some cash. Dividend growth investing (DGI) remains my strategy, with a focus on reliable cash flow compounding and growing dividends to eventually replace labor income. I diversify beyond my real estate core by blending passive DGI ETFs and selecting active E...
Register for Free
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.