Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Pfizer's June Rally and the Dividend Catch-Up Trade
In this episode of Stock Picking with Fexingo, Lucas and Luna break down why Pfizer is up nearly seven percent over the past week while the rest of the market tries to find its footing. They explore the dividend catch-up trade—how a beaten-down pharma giant can become a compelling income play when the Fed's next move gets murky. With a big jobs miss sending rate-hike odds tumbling, they discuss what that means for dividend stocks broadly and how a concentrated portfolio might allocate to a name like Pfizer. The conversation touches on the basics: yield, payout ratio, balance sheet, and…
The skinny
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