Fox Business - The Power to Prosper
Search Site

African National Congress

My case for dividend and emerging market stocks

Last month, I laid out my basic investment strategy for 2014 : I am overweight Europe and emerging markets as well as dividend-paying U.S. equities. On the flip side, I am underweight non-dividend-paying U.S. equities.With one month down, dividend-paying stocks are performing well relative to the broader market. My Dividend Growth model is essentially flat year-to-date through February 5 (down 0.2%) vs. a 5.1% loss on the S&P 500. In a down market, you win by not losing.Bond yields continue to moderate—at time of writing the 10-year Treasury yields 2.7% after falling below 2.6% in early February—which, in my opinion, makes "bond substitutes" like mortgage REITs and conservative triple-net equity REITs look attractive.Triple-net equity REITs are a major component of my Dividend Growth portfolio, and my Dividend Growth, Global Macro and Tactical ETF models all currently have exposure to mortgage REITs.Will dividend-focused investment continue to outperform throughout 2014?  Only time wil...

Read More

  1. Power Play 12/6/2013: Obama lobbed softball questions

    The world reflects on the life of Nelson Mandela as Obama sits down for a softball interview. Plus - Is one party control of Washington a good thing?

  2. James Baker remembers Nelson Mandela

    Former Secretary of State on 'Fox & Friends'

  3. 9 historic sites to visit and pay tribute to Nelson Mandela

    Chancellor House was this office block where Mandela opened Johannesburg's first black...

  4. South Africa labor still 'inherently unstable' after strike ends: BMW

    BMW said on Monday the labor situation in South Africa remained "inherently unstable" and it had no plans to reverse a freeze on expansion, even after car parts make...

  5. Strike hits Amplats South African mines

    Fewer than one in five workers turned up for work at Anglo American Platinum's (Amplats) South African platinum mines around the city of Rustenburg, it said on Frida...

  6. Court halts lawsuits vs. IBM, Daimler, Ford for apartheid crimes

    A federal appeals court on Wednesday ruled that three major companies cannot be held liable in the United States for crimes South Africa's former apartheid governmen...

  7. Anglo American Platinum Urges South Africa Workers Not to Strike

    Anglo American Platinum Ltd. (AMS.JO), the world's largest platinum producer by output, tried Thursday to head off a wildcat strike at its South African mines, urgin...

  8. Lonmin's South African platinum workers end strike

    MARIKANA, South Africa (Reuters) - Workers at Lonmin's South African platinum shafts were ending a walkout, the company said on Wednesday, easing fears that a two-da...

  9. Lonmin South Africa workers strike, raising fears of unrest

    MARIKANA, South Africa (Reuters) - South African workers at the world's No. 3 platinum producer Lonmin launched a wildcat strike on Tuesday, halting all mine operati...

  10. Lonmin South Africa workers strike, raise fears of mine unrest

    South African workers of world No. 3 platinum producer Lonmin launched a wildcat strike on Tuesday, halting all of the company's mine operations and reigniting fears...

  11. Militant South Africa union vows fight as Amplats job plan looms

    RUSTENBURG, South Africa (Reuters) - South African labor activists promised on Friday to fight any job cuts by Anglo American Platinum , which is expected to unveil ...

  12. Tensions high as Amplats to unveil South Africa job cuts plan

    Anglo American's platinum arm, under pressure from South Africa's government, could announce a restructuring plan on Thursday or Friday that will sharply scale back ...

  1. Hopes and dreams in South Africa following Mandela's death

    Greg Palkot reports from Pretoria

  2. Judge Jeanine: Secret Service or 'Secret Circus'?

    How did sign language fraud get near Obama at Mandela memorial service?

  3. 121613_Pirro_1200


  4. 121113_interpreter_207


  5. Fake sign language interpreter crashes Mandela memorial?

    South African government investigates

  6. Juan Williams shares memories of Nelson Mandela

    Lasting legacy of civil rights icon

  7. Dr. J. Peter Pham: Mandela was a 'visionary leader'

    Celebrating life, legacy of iconic leader

‹ Prev12345Next ›
Freebase CC-BY
Source: African National Congress on Freebase, licensed under CC-BY
Other content from Wikipedia, licensed under the GFDL