If you're entering retirement with a nice sum of money saved up, give yourself a pat on the back. Many seniors end up having to mostly live on Social Security because they don't manage to bring savings with them into retirement. But after working hard to build up a sizable IRA or 401(k) balance, the last thing you want is to gradually watch your retirement savings run out. Here are some key steps ...
If you're entering retirement with a nice sum of money saved up, give yourself a pat on the back. Many seniors end up having to mostly live on Social Security because they don't manage to bring savings with them into retirement. But after working hard to build up a sizable IRA or 401(k) balance, the last thing you want is to gradually watch your retirement savings run out. Here are some key steps you can do to reduce that risk substantially. Image source: Getty Images. Continue reading
Oakmark Select Fund (Investor Class) underperformed the benchmark, the S&P 500 Index, for the quarter, but outperformed since inception. The fund added Gartner ( IT ) and Marsh & McLennan ( MRSH ); exited APA ( APA ) and Molina Healthcare ( MOH ). The fund sees equity markets as increasingly influenced by short-term noise and crowd behavior rather than fundamentals, amid elevated volatility, geopo...
Oakmark Select Fund (Investor Class) underperformed the benchmark, the S&P 500 Index, for the quarter, but outperformed since inception. The fund added Gartner ( IT ) and Marsh & McLennan ( MRSH ); exited APA ( APA ) and Molina Healthcare ( MOH ). The fund sees equity markets as increasingly influenced by short-term noise and crowd behavior rather than fundamentals, amid elevated volatility, geopolitical headlines, and wide stock dispersion. More on Oakmark Select Fund Investor, Gartner, etc. Oakmark Select Fund Q1 2026 Commentary Marsh & McLennan Remains An Attractive Growth Play In The Insurance Sector Gartner, Inc. (IT) Presents at BofA Securities 2026 Information & Business Services Conference Transcript Oakmark Fund (Investor Class) adds ADBE, NFLX; exits DE, APA among Q1 moves Leadership shift at Marsh: Mark McGivney appointed as EVP & COO
Looking at the universe of stocks we cover at Dividend Channel, on 4/16/26, McGrath RentCorp (Symbol: MGRC) will trade ex-dividend, for its quarterly dividend of $0.495, payable on 4/30/26. As a percentage of MGRC's recent stock price of $113.81, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 4/16/26, McGrath RentCorp (Symbol: MGRC) will trade ex-dividend, for its quarterly dividend of $0.495, payable on 4/30/26. As a percentage of MGRC's recent stock price of $113.81, this dividend works out to appr
mnbb/iStock via Getty Images Growth With Discipline Fortive Corporation ( FTV ) has transformed and strengthened its strategies since my last article, which warrants a rating upgrade. Its recurring revenue base provides not only earnings visibility but also downside protection. Fluke, a part of the Intelligent Operating Solutions segment, remains a growth engine due to its exposure to the software...
mnbb/iStock via Getty Images Growth With Discipline Fortive Corporation ( FTV ) has transformed and strengthened its strategies since my last article, which warrants a rating upgrade. Its recurring revenue base provides not only earnings visibility but also downside protection. Fluke, a part of the Intelligent Operating Solutions segment, remains a growth engine due to its exposure to the software and data center business. I also think the company’s strategy of capital allocation, including buybacks and portfolio optimization, supports earnings growth in the medium term. But it is also important to understand the challenges. Fortive’s near-term growth may decelerate due to weak capital equipment demand. The healthcare policy flip-flop can adversely affect the AHS segment EBITDA margin. Also, demand remains uneven across regions as geopolitical risks grow. I think the company’s robust liquidity will provide the balance sheet with a sufficient cushion from any adverse shocks. It can also finance growth-related reinvestments. The relative valuation multiples have overstretched in recent months. Still, I think the stock’s long-term fundamentals have shifted well enough to call for a re-rating to a “Buy” from a previous “ Hold .” Key Drivers: Geographic and Emerging Businesses I see three key drivers for FTV in the coming quarters. These include growth in data centers, expansion in the EMEA (Europe, the Middle East, and Africa) region, and increased sales coverage in India. Its strategy is focused on high-growth markets and regions. To capture the rapid growth in the data center business, it has introduced products like Fluke’s CertiFiber MAX (a fiber-optic testing and certification tool). This improves testing speed and accuracy for data center applications. Fluke provides instruments, software, and services. In data centers, demand is relatively resilient across industries, including manufacturing and utilities. Multiple reports suggest strong growth in the data center...
Looking at the universe of stocks we cover at Dividend Channel, on 4/16/26, GAMCO Natural Resources, Gold & Income Trust (Symbol: GNT) will trade ex-dividend, for its monthly dividend of $0.06, payable on 4/23/26. As a percentage of GNT's recent stock price of $8.87, this d
Looking at the universe of stocks we cover at Dividend Channel, on 4/16/26, GAMCO Natural Resources, Gold & Income Trust (Symbol: GNT) will trade ex-dividend, for its monthly dividend of $0.06, payable on 4/23/26. As a percentage of GNT's recent stock price of $8.87, this d
In early trading on Wednesday, shares of Salesforce topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.2%. Year to date, Salesforce has lost about 33.3% of its value. And the worst performing Dow component thus far on the day is
In early trading on Wednesday, shares of Salesforce topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.2%. Year to date, Salesforce has lost about 33.3% of its value. And the worst performing Dow component thus far on the day is
tifonimages/iStock via Getty Images Powell Industries ( POWL ) is a Texas-based manufacturer of solutions for complex electrical applications. These solutions are for the low- and medium-voltage range of the spectrum. Ten years ago, the market may not have paid much attention to a name like this, especially given its SMID-cap status and relative complexity; however, the company's last several year...
tifonimages/iStock via Getty Images Powell Industries ( POWL ) is a Texas-based manufacturer of solutions for complex electrical applications. These solutions are for the low- and medium-voltage range of the spectrum. Ten years ago, the market may not have paid much attention to a name like this, especially given its SMID-cap status and relative complexity; however, the company's last several years of financial progression are really starting to make waves in the investment community. The valuation, even post the stock's near doubling YTD, still screens as rather cheap, and it sets itself up for an extended run higher into the mid-$200s if not as an acquisition target for larger electrification companies. The early stages of an industrial compounder are in the works. An Underappreciated Competitive Moat Powell has a unique competitive moat for two reasons: complexity and customer relationships. Beginning with the latter, the company has long-term, repeat customers, which minimizes revenue volatility and creates a staple-like demand profile. This should afford the stock a premium multiple over time, but we shouldn't stop there. The reason that's so important is because of the next attribute - it's complexity. The complexity aspect of it is such that each product is spec to order - there is no molding or repetitive cast of the same equipment. This builds a defensive moat, especially for later servicing of their products. Whenever you find a company like this, there's often years of R&D behind the products' creation and several months, if not years, of acquiring the certifications necessary for the systems to even be implemented, tested, and installed. In many cases, Powell likely works with their end customers to design specific, long-life products, which creates high visibility for revenue generation. However, due to the relative complexity of Powell's product set, stocks like this are often overlooked by investors until they become so expensive that it discourages n...
Monty Rakusen/DigitalVision via Getty Images This monthly article reports industry metrics in the utilities sector, aiming at a top-down analysis based on value, quality, and momentum. It may also help analyze sector ETFs such as the Utilities Select Sector SPDR ETF ( XLU ) and the Invesco S&P 500 Equal Weight Utilities ETF ( RSPU ), whose holdings are used to calculate these metrics. Shortcut The...
Monty Rakusen/DigitalVision via Getty Images This monthly article reports industry metrics in the utilities sector, aiming at a top-down analysis based on value, quality, and momentum. It may also help analyze sector ETFs such as the Utilities Select Sector SPDR ETF ( XLU ) and the Invesco S&P 500 Equal Weight Utilities ETF ( RSPU ), whose holdings are used to calculate these metrics. Shortcut The next two paragraphs in italics describe the dashboard methodology. They are necessary for new readers to understand the metrics. If you are used to this series or if you are short of time, you can skip them and go to the charts. Base Metrics I calculate the median value of five fundamental ratios for each industry: Earnings Yield ("EY"), Sales Yield ("SY"), Free Cash Flow Yield ("FY"), Return on Equity ("ROE"), and Gross Margin ("GM"). The reference universe includes large companies in the U.S. stock market. The five base metrics are calculated on trailing 12 months. For all of them, higher is better. EY, SY, and FY are medians of the inverse of Price/Earnings, Price/Sales and Price/Free Cash Flow. They are better for statistical studies than price-to-something ratios, which are unusable or unavailable when the "something" is close to zero or negative (for example, companies with negative earnings). I also look at two momentum metrics for each group: the median monthly return (RetM) and the median annual return (RetY). I prefer medians to averages because a median splits a set into a good half and a bad half. A capital-weighted average is skewed by extreme values and the largest companies. My metrics are designed for stock-picking rather than index investing. Value And Quality Scores I calculate historical baselines for all metrics. They are noted respectively as EYh, SYh, FYh, ROEh, and GMh, and they are calculated as the averages on a look-back period of 11 years. For example, the value of EYh for hardware in the table below is the 11-year average of the median Earnings ...
Looking at the universe of stocks we cover at Dividend Channel, on 4/17/26, Clough Global Opportunities Fund (Symbol: GLO) will trade ex-dividend, for its monthly dividend of $0.0537, payable on 4/30/26. As a percentage of GLO's recent stock price of $5.90, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/17/26, Clough Global Opportunities Fund (Symbol: GLO) will trade ex-dividend, for its monthly dividend of $0.0537, payable on 4/30/26. As a percentage of GLO's recent stock price of $5.90, this dividend works