Shailesh Kumar, MBA

daily investing news

Daily Investing News for Long-Term Investors – January 29, 2025

Leave a Comment / Market Insights / /

Welcome to your daily roundup of news stories and market updates tailored for long-term investors. Whether you focus on value investing, small-cap opportunities, dividend growth strategies, or building an income factory portfolio, we’ve got the latest developments to keep you informed and empowered. Let’s dive into today’s highlights. 1. Economic Outlook Update: 2. Earnings Report […]

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daily investing news

High-Yield Covered Call Funds: Unlocking Income Potential or Risky Gamble?

Leave a Comment / Income Investing / /

High-yield covered call funds are gaining popularity among income-focused investors. With the promise of steady cash flow and enhanced yields, they seem like an obvious choice for anyone looking to generate passive income. But do these funds truly deliver on their promise, or are there significant trade-offs hidden beneath the surface? This article considers how

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earnings yield

Using Earnings Yield as a Proxy for Value

Leave a Comment / Financial Ratios & Metrics / /

Value investing thrives on simplicity. Earnings yield is one of the most straightforward tools in a value investor’s toolkit—and one of the most effective. It makes the investment process clearer by showing you what kind of return you might expect based on the price you’re paying. Unlike complicated valuation models that can feel like solving

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introduction to value investing

Chapter 1: Introduction to Value Investing

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Value investing is a disciplined investment approach focused on identifying stocks that are trading below their intrinsic value. This approach is grounded in the belief that markets are not always efficient, creating opportunities to purchase undervalued assets that have strong potential for long-term growth. You may have heard people saying that some information is priced-in

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investment policy statement

Secure Your Financial Future: Create a Winning Investment Policy Statement

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Introduction: Why Every Investor Needs an Investment Policy Statement How do you stay disciplined when markets are unpredictable? An Investment Policy Statement (IPS) serves as your financial roadmap. It guides your investment decisions and keeps you focused on long-term goals. This document provides a framework that helps you manage the emotional and strategic challenges of

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earnings reports for stock selection

Earnings Reports for Stock Selection: A Value Investor’s Guide

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Earnings reports are the cornerstone of sound investment decision-making for you as an investor. They offer a detailed view of a company’s financial performance, helping you decode the story behind the numbers. For a value investor like yourself, these reports are indispensable tools for identifying undervalued opportunities and avoiding costly mistakes. By scrutinizing earnings reports,

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monthly vs quarterly dividends

Monthly vs Quarterly Dividends: A Strategic Guide for Income Investors

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Income investors face a critical question: Should you prioritize monthly or quarterly dividend distributions? The choice between these two schedules can significantly influence your cash flow, reinvestment strategy, and long-term financial goals. Understanding the nuances of each option allows you to make informed decisions that align with your personal financial objectives. Whether you’re a retiree

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financial ratios

The Role of Financial Ratios in Identifying Value Stocks

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What if you could decode the financial health of a company in minutes? For value investors, financial ratios offer this very power—a way to measure the intrinsic worth of a company against its current market price. Understanding and applying these ratios can help uncover hidden gems in the stock market. This article will explore the

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daily investing news

What Is an Income Factory? Transforming Investments Into a Cash Flow Machine

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The idea of earning steady, reliable income from investments is incredibly appealing. After all, who wouldn’t want a strategy that keeps the cash flowing even during uncertain times? Imagine an approach where your investments work like a factory, steadily producing cash flow even in volatile markets. This is the essence of an Income Factory—a concept

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daily investing news

Building Generational Wealth: Lessons from the Investing Pros

Leave a Comment / Value Investing / /

Building wealth that spans generations often involves studying those who have done it successfully. Families like the Rockefellers, who grew their fortune through oil and investments, and the Waltons, who leveraged Walmart’s massive success, provide valuable lessons. Notably, many of these families built their wealth through strategic investing—from equities to real estate—showcasing the enduring power

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