The Importance of Portfolio Rotation for Income-Focused Investors

At Fly High Investing, our primary focus is on building and maintaining portfolios that generate consistent and reliable income. For investors prioritizing income over capital appreciation, portfolio rotation is a crucial strategy that ensures earnings remain robust and dividends sustainable over time.   Portfolio rotation involves reassessing and reallocating holdings within a portfolio to better…

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The Dividend Dilemma – Qualified vs Unqualified Dividends and Their Role in Different Accounts

While we touched upon Regulated Investment Companies and Qualified vs Unqualified dividends in a previous article, we thought it would be beneficial to dive deeper…   When it comes to maximizing the income from your investments, understanding the nuances of dividends—especially how they’re taxed—can make a huge difference. Dividends, whether qualified or unqualified, serve as…

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Stock dips from a public share offering

When a company announces a public offering of common stock such as RITHM Capital has this week, it typically results in a temporary dip in its stock price for several reasons. First, the increase in the number of available shares leads to dilution, where each shareholder’s percentage ownership in the company decreases, thus reducing the…

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Beyond P/E ratios: How to uncover dividend opportunities

At Fly High Investing, we focus on a comprehensive view of earnings ratios to evaluate the sustainability and potential of dividend-paying stocks. You might be interested to find that we also use the price-to-earnings (P/E) ratio as a metric to determine whether a stock might be over or undersold, however it is not the core…

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Avoid the Dividend capture strategy…

It isn’t as easy as it sounds. If you are not familiar how it works, you buy a stock right before the ex-dividend date to capture the dividend, then sell it right after. Sounds like a quick win, right? But here’s the kicker: stock prices tend to drop by the dividend amount on the ex-dividend…

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REFI: A Cannabis Market Outlier

Most stocks that are in cannabis are struggling yet REFI is knocking it out of the park and Wall Street loves it!   This is an example how a performing dividend yield company can weather the storms even if an entire sector is being beaten down. See the article on Yahoo Delivering Returns As The…

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Arcus Biosciences obtains $250m loan facility with Hercules Capital

The recent loan facility secured by Arcus Biosciences from Hercules Capital is strategically advantageous for both companies. Arcus Biosciences benefits significantly from this arrangement as it provides them with up to $200 million in funding, crucial for advancing their research and development initiatives, particularly in the costly and high-stakes biopharmaceutical industry. Importantly, this loan represents…

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Dividend Stocks as a Hot Play

With the Federal Reserve’s interest rate decision approaching in September, more investors are eyeing dividend stocks. Experts believe that dividend stocks could be a strong play into the fall, providing a stable income stream amid market uncertainties.   Paul Baiocchi of SS&C ALPS Advisors supports this strategy, noting a shift from money markets and fixed…

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