Watsco

  • Intentional Investing: Tough Love on Housing Recovery (Part 6)

    By Penny Czarra - May 21, 2013 | Tickers: BECN, CSTE, WSO

    Are there any “housing recovery” stocks out there that are worthy of inclusion in a reasonable growth + reasonable risk + reasonable price portfolio?

    Here are 3 prospects I want to study. They straddle the wholesale/retail distribution segment of the building materials sub-industry. They have already enjoyed a fairly good run in share price, so “reasonable price” may be too much to hope for right now. In any case, “reasonable price more »

  • Interested in Playing The Housing Recovery? Consider These Stocks

    By Robert Ciura - May 6, 2013 | Tickers: LEG, TPX, WSO

    As the economy in the United States continues to recover from the worst recession in decades, it’s becoming clear that the housing market in particular is showing strength. For the first time in quite some time, the American housing market may prove to add to our national gross domestic product rather than be a drag on it.

    Recent data points reflect the resuscitation of the U.S. housing market more »

  • Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

    By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

    I don't like "noise". I try to avoid it whenever / wherever I can.

    Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

    "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »

  • An Interesting Way to Play the Housing Recovery

    By Robert Ciura - February 8, 2013 | Tickers: LEG, WSO, WHR

    Most evidence suggests the housing market in the United States is continuing its steady, albeit slow, recovery from the depths of the 2008 financial crisis.  Several data points suggest the housing market is returning to a state of health.  Recently, the National Association of Realtors reported that existing home sales dropped 1.0 percent last month to a seasonally adjusted annual rate of 4.94 million units.  While the drop more »

  • 5 Small-Caps with More Than 10 Years of Dividend Growth

    By Meena Krishnamsetty - December 26, 2012 | Tickers: LANC, NJR, OMI, SKT, WSO

    Investing in small-cap stocks can be rewarding. History shows that small-cap stocks provide better risk-adjusted returns than broader-market portfolios. When one adds dividends to the mix, small-cap dividend stocks can provide current income that magnifies total returns. Investors in small-cap dividend stocks should look for companies with sustainable payouts, proven history of dividend growth, solid balance sheets, and strong profitability.

    Russell Investments has devised a specific small-cap-focused index, the Russell more »

  • The Johnny Depp of Closed-End Funds Talks CUBA (part 6)

    By Nick Slepko - October 5, 2012 | Tickers: AMX, CX, FMX, CUBA, WSO

    Closed-end fund guru Tom Herzfeld discusses Cuba and his most popular fund, the Herzfeld Caribbean Basin Fund (NASDAQ: CUBA).

    [Continued from part 5]

    Slepko:  How do politics figure into your Cuba outlook?

    Herzfeld: Well, I believe if President Obama is re-elected, then whatever chances there are of the embargo being lifted are better than if Governor Romney wins. Others seem to agree with that assessment. I noticed our stock had more »

  • 5 Dividend Stalwarts To Consider

    By Michael French - January 30, 2012 | Tickers: LMT, LOW, TROW, WAG, WSO

     Investors should stay away from companies with wavering fundamentals that pay impressive dividends.  In fact, sometimes companies pay dividends to distract investors from basic value such as poor growth, dismal earnings and additional risks. Below are five companies that have a history of strong dividend payments. In this article, I assess each to determine if they can continue the trend.

     Watsco, Inc. (NYSE: WSO)

    Shares of the electronics wholesale company more »