I just bought shares of a fund aimed at generating income and lowering volatility, by owning securities with wide valuations and above-average dividend; it can be considered a stock hedge fund for the retail investor, suggests Vivian Lewis, editor of Global Investing.
Eaton Vance Tax-Managed Global Equity Income Fund (EXG) favors active management in a declining market based on CIO Michael Wilson's strategy for closed end funds.
Morgan Stanley recently rated overweight, based on the fund's actively-managed strategy. EXG uses covered calls to boost income and lower portfolio volatility.
Writing calls is a good strategy for boosting income, but you have to focus on it. The fund, run by the same two managers since its founding in 2007, is focused.
EXG is largely invested in non-US shares (mostly continental and about 10% UK) and writes calls on broad foreign equity index options (usually slightly out of the money).
The calls are offset by its portfolio of high-yielding foreign blue chip individual company stock. The current top positions in the fund include Royal Dutch, Nestle, Roche, Vodafone, HSBC, Sanofi, Novo Nordisk, BP, Unilever, Bayer, Astra Zeneca, Diageo, and ABB.
Best Valued Stocks To Invest In Right Now: Chevron Corporation(CVX)
Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
Advisors' Opinion:- [By Tyler Crowe]
What a Fool believes
Agree with these policies or not, they are not�binary�outcomes for the industry. The Obama administration's proposals to do away with tax incentives for the oil and gas industry and increased royalty revenue will probably have a negative effect on exploration and production, but they won't cripple the industry. There are still several benefits to producing oil and gas in the U.S., and our dominance in shale gas drilling has led oil majors Chevron (NYSE: CVX ) and ConocoPhillips to restructure their growth plans to incorporate more U.S. shale drilling rather than exploration plans overseas.� - [By Dan Caplinger]
However, looking more deeply at the numbers once again reveals the huge influence that rising energy prices have had on the CPI. Energy prices rose 3.4% during the month, with gasoline prices jumping more than 6%. Yet both Chevron (NYSE: CVX ) and ExxonMobil (NYSE: XOM ) are trading lower today despite rising oil prices, showing that even energy stocks don't always benefit from inflationary pressure, because higher prices spur oil consumers to reduce their consumption. When you take out the volatile food and energy segments, core CPI rose just 0.2%, adding up to a 1.6% gain over the past year. That level is low enough to give the Federal Reserve latitude to maintain its accommodative monetary policies a bit longer.
- [By Arjun Sreekumar]
Chevron (NYSE: CVX ) announced in December that its budget for the Gorgon LNG project in Western Australia surged 21% from the company's previous estimates to A$52 billion. As a result, some operators are reconsidering or even scaling back their ventures in the country. Royal Dutch Shell (NYSE: RDS-A ) , for instance, said it is thinking about holding back on the $20 billion it was planning to spend on the Arrow LNG project in Queensland, citing the project's challenging economics as the reason.
Top 5 Blue Chip Companies To Watch In Right Now: McDonald's Corporation(MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.
Advisors' Opinion:- [By Dan Caplinger]
McDonald's (NYSE: MCD ) is scheduled to release its quarterly earnings report on Monday, and its stock has climbed to the $100-per-share mark in approaching all-time record-high levels. But disappointing results for McDonald's earnings in past quarters have investors worried that the company might not deliver the fundamental strength it needs to match up to its stock's performance.
- [By Chuck Carnevale]
With this article we��e going to take an in-depth look at McDonald's Corp. (MCD) based on its fundamental value by the numbers. There are two primary reasons for writing this particular article at this particular time, both of which were instigated by reader comments and suggestions.
- [By Wallace Witkowski]
Other earnings highlights in the coming week include Dow components McDonald�� Corp. (MCD) , DuPont (DD) , AT&T Inc. (T) , and Procter & Gamble Co. (PG) . Notable S&P 500 companies include Halliburton Co. (HAL) , Netflix Inc. (NFLX) �, Amgen Inc. (AMGN) �, TripAdvisor Inc. (TRIP) �, Amazon.com Inc. (AMZN) �, Colgate-Palmolive Co. (CL) �, Ford Motor Co. (F) �, Dow Chemical Co. (DOW) �, and United Parcel Service Inc. (UPS) �
- [By Jon Quast]
For a little perspective, a company-operated McDonald's (NYSE: MCD ) does just over $700,000 in sales a quarter. With the company planning to open around 1,500 locations this year, it's growing about the same rate as The Cheesecake Factory. However, these 1,500 locations won't be as big of a boost for McDonald's as new locations will be for Cheesecake.
Top 5 Blue Chip Companies To Watch In Right Now: Visa Inc.(V)
Visa Inc., a payments technology company, engages in the operation of retail electronic payments network worldwide. It facilitates commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses, and government entities. The company owns and operates VisaNet, a global processing platform that provides transaction processing services. It also offers a range of payments platforms, which enable credit, charge, deferred debit, debit, and prepaid payments, as well as cash access for consumers, businesses, and government entities. The company provides its payment platforms under the Visa, Visa Electron, PLUS, and Interlink brand names. In addition, it offers value-added services, including risk management, issuer processing, loyalty, dispute management, value-added information, and CyberSource-branded services. The company is headquartered in San Francisco, California.
Advisors' Opinion:- [By Eric Volkman]
The card's been swiped and the money is on its way. Visa (NYSE: V ) has declared its latest common stock dividends, which are to be $0.33 per each class A and C share, and $0.139 in the case of class B. All will be handed out on Sept. 4 to holders of record as of Aug. 16. Those amounts match each of the credit card giant's three previous sets of distributions, the most recent of which was paid early last month. Before that, Visa handed out $0.22 per class A and C share, and $0.094 for class B.
- [By Sean Williams]
And then there's payment processing company Visa (NYSE: V ) , perhaps one of the very few long-term investments you can get charged up about that combines the potential for rapid growth with consistency in nearly all economic environments. The way I see it, Visa has five opportunities that put it at the head of the class.
Top 5 Blue Chip Companies To Watch In Right Now: International Business Machines Corporation(IBM)
International Business Machines Corporation (IBM) provides information technology (IT) products and services worldwide. Its Global Technology Services segment provides IT infrastructure and business process services, including strategic outsourcing, process, integrated technology, and maintenance services, as well as technology-based support services. The company?s Global Business Services segment offers consulting and systems integration, and application management services. Its Software segment offers middleware and operating systems software, such as WebSphere software to integrate and manage business processes; information management software for database and enterprise content management, information integration, data warehousing, business analytics and intelligence, performance management, and predictive analytics; Tivoli software for identity management, data security, storage management, and datacenter automation; Lotus software for collaboration, messaging, and so cial networking; rational software to support software development for IT and embedded systems; business intelligence software, which provides querying and forecasting tools; SPSS predictive analytics software to predict outcomes and act on that insight; and operating systems software. Its Systems and Technology segment provides computing and storage solutions, including servers, disk and tape storage systems and software, point-of-sale retail systems, and microelectronics. The company?s Global Financing segment provides lease and loan financing to end users and internal clients; commercial financing to dealers and remarketers of IT products; and remanufacturing and remarketing services. It serves financial services, public, industrial, distribution, communications, and general business sectors. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. IBM was founded in 1910 and is based in Armonk, New York.
Advisors' Opinion:- [By Jeremy Bowman]
IBM (NYSE: IBM ) was a big gainer for the second day in a row, rising 1.7% after authorizing an additional $5 billion for share buybacks, bringing the grand total available to $11.2 billion. The tech giant also raised its quarterly dividend 12% to $0.95, giving it a yield of 1.9%. Coming a week after an earnings miss sent shares plunging 8%, IBM seems eager to fight back, gaining yesterday as well on the release of its MessageSight machine-to-machine communication software.
- [By WALLSTCHEATSHEET]
IBM is a global technology company that provides essential products and services to companies and consumers worldwide. Chinese PC maker Lenovo Group agreed to buy IBM Corp’s low-end server business for $2.3 billion. The stock has been struggling over the last couple of years and is currently trading sideways. Over the last four quarters, earnings have been rising while revenues have been declining, which has left investors optimistic about IBM�� earnings announcements. Relative to its peers and sector, IBM has been an average year-to-date performer. WAIT AND SEE what IBM does the rest of the quarter.
- [By Ben Levisohn]
Stocks bucked their recent Monday weakness today as Visa (V), International Business Machines (IBM), United Technologies (UTX), Micron Technology (MU) and Vertex Pharmaceuticals (VRTX) gained. But your view of today likely depended on the index you were watching.
- [By Traders Reserve]
General Electric (GE) also invested $105 million to buy a 10% stake in Pivotal Initiative. Best of all, EMC�� products are compatible with many different platforms including IBM (IBM) and Oracle (ORCL).
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