am thinking MacDonalds and such may be good, but as off shore person I get clopped w/ a dividend withholding tax at the USA side, so it makes sense for me to rely on the possibility that MCD either stay where it is or melt up, as opposed to melt down, and keep selling Puts to garner the premium (not taxable to offshore folks).
MCD, KO, ... as opposed to the REITs fit the profile, that which folks need
In the case of China Mobile, its dividend is twice covered, low PE, albeit revenue is RMB-based, and at start of 5G rollout capex cycle
if it wasn't for the hubbub of trade war, S&P can rise quite a bit instead of just chopping around making punters fatigued
Unclear to me what the expected 'interim mini trade deal' is supposed to be, and certainly have not the vaguest on what the alleged currency deal could be, but the details do not matter. Only optics count. Maybe. |
