We attended the National Association of Publicly Traded Partnerships' MLP Investor Conference and lived to tell the tale. Here are some of our key takeaways from the most important event of the year for MLP investors.
The divergence between the Bloomberg US Economic Surprise Index and the S&P 500 suggests that the risk of a short-term market correction continues to grow. Savvy investors have started to put together their shopping lists to prepare themselves for this buying opportunity.
In the US, renewable-energy developers continue to reap the rewards of favorable policies at the state and federal level. However, concerns about rising electricity costs and general opposition to government subsidies raise questions about whether this support will continue.
Telecom’s biggest players continue to pull away from the competition, making these high-yielding stocks the only names in the sector worth owning. Meanwhile, yield moths eyeing closed-end bond funds need to understand the risks and be selective to avoid getting burned.
The S&P 500’s flat performance this year belies a number of major market and economic trends that investors can ride to profits. These key themes will inform our investment strategy as we continue to assemble our shopping list for a potential pullback in the stock market.
We continue to add stocks to our watch list in anticipation of a pullback in the broader market. Here are three more names that we have our eyes on for potential inclusion in the Wealth Builders Portfolio.
DISCLAIMER: Capitalist Times, LLC is a publisher of financial news and opinions and NOT a securities broker/dealer or an investment advisor. You are responsible for your own investment decisions. All information contained in our newsletters or on our website(s) should be independently verified with the companies mentioned, and readers should always conduct their own research and due diligence and consider obtaining professional advice before making any investment decision. As a condition to accessing Capitalist Times materials and websites, you agree to our Terms and Conditions of Use, available here including without limitation all disclaimers of warranties and limitations on liability contained therein. Owners, employees and writers may hold positions in the securities that are discussed in our newsletters or on our website.