Why Huawei and ZTE Are a National Security Threat

By Jeff Kagan via Iris.xyz President Donald Trump upped the ante and signed an executive order banning from the US market, wireless and telecom network equipment from Chinese companies including Huawei and ZTE ZTCOF [OTO] – $2.59 ZTCOY [OTO] – $5.17. The US Government says the reasons are privacy invasion and security threat. I recently flew to Washington DC for a meeting with Joy Tan, senior VP of Huawei to discuss the matter. Tan says she does not understand the US position on this matter. While I enjoyed the meeting, it did not answer the…

The Coming Pension Crisis Is So Big That It’s a Problem for Everyone

By John Mauldin via Iris.xyz A decade ago I pointed out that public pension funds were $2 trillion underfunded and getting worse. More than one person told me that couldn’t be right. They were correct: It was actually much worse. It has gotten to $2 trillion and much worse in just a few years. Note that we are talking here about a specific kind of pension: defined benefit plans. They are usually sponsored by state and local governments, labor unions, and a number of private businesses. Many sponsors haven’t set aside…

What Every Investor Can Learn From Buffett’s $4.3B Mistake

By Robert Ross via Iris.xyz Even the best investors have bad days. Warren Buffett is no exception. In February, he watched one of his biggest acquisitions quickly sour. I’m talking about Kraft Heinz, an American food giant that makes everything from ketchup to Oscar Mayer hot dogs to Kool-Aid. The stock plunged 30% in one day after it announced a 36% dividend cut and never recovered: This caught a lot of investors by surprise. That’s because Kraft Heinz fit Buffett’s signature strategy, known as value investing, to a T. Buffett…

Building the Case for Small Caps

By Salvatore Bruno via Iris.xyz Small cap stocks, as represented by the Russell 2000, have lagged large caps so far this year and remain well below the record level set last August, even as the S&P 500 and the Dow reached new highs. But conditions may be falling into place that will allow small caps to shine again. A strong dollar should help, as small caps are typically focused more on domestic markets than their large cap counterparts. Roughly 15% of the sales of Russell 2000 companies comes from overseas;…

Trump’s Trade War Is Good for These 3 Dividend Stocks

By Robert Ross via Iris.xyz The US v. China trade war is heating up. Until recently, the nations appeared to be making progress. That was until President Trump raised tariffs on $200 billion in Chinese imports from 10% to 25%. The news sent the S&P 500 down 3% in the next two trading days. But not all stocks suffered. That’s because some stocks actually benefit from tariffs. I’ll show you why in a moment—and share a few stable, dividend-paying stocks set to benefit as this all plays out. A tariff is a tax on…