Today, Larry Berman CFA, CMT, CTA and Shane Obata commented about whether UBER-N, TSM-N, AMZN-Q, NKLA-Q, NVDA-Q, ASML-Q, COST-Q, GOOG-Q, BRK.B-N, IBM-N, MSFT-Q, ABNB-Q, V-N, CHL-N, IXG-N, AMLP-N, HPF-T, XTR-T, ZMI-T, XCH-T, ZCH-T are stocks to buy or sell.
The bond markets are impaired and will be for a while. Low interest rates are here to stay. Income focused ETFs with exposure to bonds will not return 4-5%. Are you getting return of capital or yield? Must look into the structure where the returns are coming from. Both are similar. Both ZMI and XTR give you exposure to diversified income. All fixed income has negative return after inflation.
The bond markets are impaired and will be for a while. Low interest rates are here to stay. Income focused ETFs with exposure to bonds will not return 4-5%. Are you getting return of capital or yield? Must look into the structure where the returns are coming from. Both are similar. Both ZMI and XTR give you exposure to diversified income. All fixed income has negative return after inflation.
What does he think over the next 5 to 10 years. It is a great company and you could comfortably hold it for probably a decade. We are not in the early innings in the transition away from cash. As the global economy grows, Visa and MasterCard are too big to fail. As a merchant you have to have a value if you don't want to lose out. A lot of the smaller competitors are using the network of these two guys.