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The Enduring Appeal of Tobacco Stocks

by: Lawrence Hamtil  on Tuesday, April 24, 2018

Tobacco stocks currently find themselves in a steep drawdown, with industry titans Altria Group and Philip Morris International currently down about 30% and 34%, respectively, from their all-time highs.  A rise in bond yields, - which lessens the appeal of tobacco stocks' hefty dividend yields, - increased regulatory concerns, and disappointing financial performance have combined to push the stocks to their worst performance in more than a decade: Read More

Equal-weighting the S&P 500 vs the S&P 400

by: Lawrence Hamtil  on Tuesday, April 10, 2018

Recently, S&P Dow Jones published a great article titled "Outperformance in Equal-Weight Indices," which goes into great detail about what drives the excess performance of the S&P 500 Equal-Weighted index versus its capitalization-weighted parent index.  According to S&P Dow Jones, a main driver of excess outperformance is greater exposure to big winners in equally-weighted portfolio (via SPDJ): Read More