Description
Recommends “high quality” dividend paying stocks — buys when dividends rates are historically high, sells when they are low.
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INVESTMENT QUALITY TRENDS
This newsletter is more than 40 years old, with only two editors the whole time. It is extremely clear in its philosophy and methodology (true blue-chip dividend-paying stocks) and uses hype-free language. It has an actual track record and has consistently scored as one of Hulbert’s top performing risk adjusted newsletters. And, blessedly, it only runs ONE newsletter and does not junk up your mailbox with solicitations for endless sub-newsletters! If you want to be long equities, especially mid to large cap, this is the one to follow. If you don’t, use Hussman or bonds or CDs or non-stock strategies such as long/short commodity funds. Have subscribed for over 10 years, the only losing year was 2008 with about -22% or so. Costs about $200-250 a year via email.
This is best suited for IRA’s as the whole purpose is to rotate in and out of overvalued to undervalued stocks. These stocks are basically the best of the best. However, selling in cash accounts would require paying capital gain taxes which negates some of the gains. Also, you can download a sample newsletter (albeit an old one) which is rare indeed. This newsletter has a sterling track record. However, no one can predict Black Swan events and you can have a bad year once in a while. This is where reverse index ETF’s come in handy.
Performance is quite good; RISK ADJUSTED performance is stellar.
This newsletter not only gives you buy criteria. It also gives something just as important: SELL criteria.
It’s a little tricky to follow, but the addition of the annual Lucky Thirteen and bi-monthly Timely Ten has made it easier to implement.
Although this investment letter has done well in the past, since late 2018 it has been the fastest way to lose money I’ve seen in thirty years of investing dividend stocks. Recent recommendations of ABBV and PM have both lost greater than 10% of their value in less than a month after their strong buy recommendations. I would avoid this newsletter unless you need to lose money and quickly.
You sound like somebody trying to make a quick buck. Look at their LONG TERM track record. Undeniable. This obviously isn’t for you. I used to think the way you are thinking and got nowhere fast.
Worked well in 2020. I started investing using its “Timely Ten” recommendations in April 2020. As of end of 2020 I had a 22% gain and received about 2% in dividends. Some examples: WOR purchased 5/4/20 for $25.01, now $51.34; SXT purchased 4/21/20 at $40.96 now $73.77. Not every stock will go up like this but my biggest loss is -12.5% excluding dividends and -10% including dividends. One tip: buy with a limit order so you get a good price. I take the Timely Ten yield and the annual dividend to calculate the buy price to avoid overpaying since the price may have gone up by the time you are ready to place the trade.