Latest news with #InvestingStrategy
Forbes
2 days ago
- Business
- Forbes
Cash Flow Kings Growing Wealth With Dividends
"Do you know the only thing that gives me pleasure? It's to see my dividends coming in.' -John D. Rockefeller. While our interests are more varied than Mr. Rockefeller's, Dividend Investing remains a focus at Equitas. Our 2012 article 'An Interest in Dividends' ( ) sparked the idea that launched our own dividend strategy, tailored for our income-focused clients like retirees. Benefits of Dividend Investing in a volatile market environment Dividend stock investing is a time-tested strategy that appeals to a broad range of investors, from retirees seeking reliable income to long-term investors focused on compounding wealth. At its core, this approach involves owning shares of companies that return a portion of their profits to shareholders in the form of regular cash payments—known as dividends. What makes dividend strategies so compelling to clients is the sense of stability and predictability they offer. Unlike growth stocks, which rely heavily on market appreciation and can be volatile, dividend-paying companies are often mature, financially sound businesses with a history of strong earnings. These regular payouts provide investors with tangible income, often on a quarterly basis, that can either be used to meet expenses or reinvested to accelerate growth. This consistent stream of income becomes especially valuable during periods of market turbulence, when price appreciation may be harder to come by. For example, during the 2008 financial crisis, the Dividend Index declined -35%, compared to losses of -47% for the Value Index and -45% for the Growth Index. Income from dividend-paying stocks held up even better, falling just -23%, and that was the worst year for dividend stocks. The Financial origin of the crisis impacted Bank earnings, which typically form a large portion of the big dividend payers. A broader study by Moon Capital further supports this point: even accounting for the -23% decline in dividends during the financial crisis, the average dividend cut during bear markets is just -2%. Furthermore, Dividend Investing offers several tax advantages that can enhance an investor's overall returns. In the United States, qualified dividends are taxed at a lower rate than ordinary income (see table below). Compared to ordinary income tax rates up to 37%, this can be a significant savings. Additionally, dividends received in tax-advantaged accounts like IRAs or 401(k)s can grow tax-free or tax-deferred, allowing investors to compound their returns without immediate tax liabilities. Advisors, working with their clients' accountants, can help investors offset dividend income with capital losses or deductions. 🚀Tax Rates for Qualified Dividends (2024–2025) Ordinary dividends are taxed as ordinary income, at rates up to 37% Under current U.S. tax law, qualified dividends enjoy favorable rates: Recently, the Equitas High Dividend Strategy celebrated its 10-year anniversary. Over the past decade, Equitas Capital Advisors has delivered strong results through our deep experience in dividend investing. As of June 30, 2025, our Equitas High Dividend Strategy gained +8.8% (+8.3% net) for the first half of the year and +18.1% (+16.9% net) over the past 12 months, compared to +3.2% and +14.5% for the dividend index. These returns not only outperformed the style-specific Dow Jones Select Dividend Index but also exceeded the performance of almost all major domestic equity indices during this volatile economic environment. In addition to these strong total returns, the strategy is currently delivering a 4.4% dividend yield with consistent monthly income. Our 10 Years Successful Record of Dividend Investing At Equitas, we approach dividend investing with a more balanced strategy - one that not only generates income and provides resilience during down markets, but also retains the ability to participate in up markets. The result is a strong, long-term performance record over the past 10 years: higher yield (i.e., greater dividend income), smaller drawdowns, and superior returns compared to other dividend funds. Below are select tables and graphs from our recent dividend manager search. The full report is available for free upon request. DIVIDEND MANAGER SEARCH * Net performance includes a max 1% fee. Total Annualized Return Max Drawdown Return Cumulative Performance Equitas Capital's proprietary Dividend Equity Strategy employs a hybrid approach. We blend both high-dividend-yield stocks for immediate income (examples include AT&T, Welltower, and Altria) and dividend-growth stocks for long-term appreciation (examples include Microsoft, IBM, and JPMorgan Chase) to create a balanced portfolio that delivers both current income and future growth potential. The strategy utilizes a research-driven selection process with over 20 sector-specific metrics across five key dimensions (valuation, financial health, profitability, dividend consistency, and technical trends) to identify quality companies with sustainable dividends while avoiding yield traps. With thoughtful diversification across 40+ stocks spanning all 11 major S&P sectors, the portfolio is designed to provide durable income, steady capital appreciation, and enhanced risk-adjusted returns without over-concentration in any single industry. The portfolio represents a modern, dynamic approach to dividend investing that combines income generation with innovation for effective long-term wealth building. Please contact us at for more information on our High Dividend Strategy and the companies we invest in. ECA Logo In 2002 Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices. Disclosures and Disclaimers: Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. This information including any specific securities mentioned is for educational, entertainment and illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security. You cannot invest directly in an index. Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission ('SEC') and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. This publication does not involve the rendering of personalized investment advice. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. Charts and references to returns do not represent the performance achieved by Equitas Capital Advisors, LLC, or any of its clients. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. All investment strategies have the potential for profit or loss. There can be no assurances that an investor's portfolio will match or outperform any particular benchmark.
Yahoo
2 days ago
- Business
- Yahoo
Are You Looking for a Top Momentum Pick? Why SkyWest (SKYW) is a Great Choice
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us. Below, we take a look at SkyWest (SKYW), which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions. It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. SkyWest currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period. You can see the current list of Zacks #1 Rank Stocks here >>> In order to see if SKYW is a promising momentum pick, let's examine some Momentum Style elements to see if this regional airline holds up. Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area. For SKYW, shares are up 4.24% over the past week while the Zacks Transportation - Airline industry is up 2.63% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 12.93% compares favorably with the industry's 5.16% performance as well. While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Shares of SkyWest have increased 30.9% over the past quarter, and have gained 33.68% in the last year. On the other hand, the S&P 500 has only moved 17.01% and 13.4%, respectively. Investors should also take note of SKYW's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now SKYW is averaging 286,020 shares for the last 20 days.. The Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with SKYW. Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost SKYW's consensus estimate, increasing from $9.28 to $9.36 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period. Given these factors, it shouldn't be surprising that SKYW is a #2 (Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep SkyWest on your short list. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SkyWest, Inc. (SKYW) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
3 days ago
- Business
- Globe and Mail
Archer Aviation CFO Mark Mesler Resigns
Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Archer Aviation ( (ACHR)) has shared an announcement. Mark Mesler has resigned as Chief Financial Officer of Archer Aviation effective July 7, 2025, after being on medical leave since September 2024. Priya Gupta will continue as the acting CFO, while Harsh Rungta remains the Senior VP of Finance. Mesler's transition includes a severance package and accelerated stock vesting, reflecting a structured leadership transition within the company. The most recent analyst rating on (ACHR) stock is a Buy with a $12.50 price target. To see the full list of analyst forecasts on Archer Aviation stock, see the ACHR Stock Forecast page. Spark's Take on ACHR Stock According to Spark, TipRanks' AI Analyst, ACHR is a Neutral. Archer Aviation's overall score reflects significant challenges in financial performance due to its developmental stage, lack of revenue, and reliance on financing. Technical indicators suggest mixed momentum, while valuation remains challenging with negative earnings. Positive developments in strategic partnerships and liquidity were highlighted in the earnings call, but FAA certification and high expenses pose risks. To see Spark's full report on ACHR stock, click here. Archer Aviation operates in the aviation industry, focusing on the development and production of electric vertical takeoff and landing (eVTOL) aircraft, aiming to revolutionize urban air mobility. Average Trading Volume: 34,630,964 Technical Sentiment Signal: Buy Current Market Cap: $6.63B For detailed information about ACHR stock, go to TipRanks' Stock Analysis page.
Globe and Mail
4 days ago
- Business
- Globe and Mail
Credo Technology Group Holding Ltd (CRDO) Receives a Rating Update from a Top Analyst
In a report released today, Richard Shannon from Craig-Hallum maintained a Buy rating on Credo Technology Group Holding Ltd. The company's shares closed yesterday at $97.29. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Shannon is a top 100 analyst with an average return of 35.4% and a 54.29% success rate. Shannon covers the Technology sector, focusing on stocks such as IonQ, Navitas Semiconductor, and AXT. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Credo Technology Group Holding Ltd with a $92.55 average price target, representing a -4.87% downside. In a report released on July 9, Bank of America Securities also assigned a Buy rating to the stock with a $120.00 price target. Based on Credo Technology Group Holding Ltd's latest earnings release for the quarter ending May 3, the company reported a quarterly revenue of $170.03 million and a net profit of $36.59 million. In comparison, last year the company earned a revenue of $60.78 million and had a GAAP net loss of $10.48 million Based on the recent corporate insider activity of 150 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CRDO in relation to earlier this year. Last month, Lip Bu Tan, a Director at CRDO sold 92,248.00 shares for a total of $8,403,136.08.
