A modest P/E ratio combined with high yield has the potential to offer both a defensive position in a market correction and capital appreciation.
Has 'sell in May' arrived early this year?
Getting more cautious.
Bill DeShurko's investing right now: "We've got one foot very near the door"
What to look for before getting defensive.
Is the market now topping? Here's my tell.
This chart could be flashing a big warning sign
How and why I chose this junk bond ETF
My model is poised for gains if the fiscal cliff talks surprise on the upside.
You have to manage your risk
Sure, you can make more money with more risk. But smart investors don't operate like that.
Market timing really does matter
When you invest is most likely the single biggest investment decision that you will make.
Unless the Fed shows me the money, I'm hanging back from stocks
Only if the Fed acts, will we change the look of our portfolio and jump on the stock market bandwagon.
Yield and value in one portfolio
Responding to recent high valuations in dividend stocks.


