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Investment Strategy

Answering the Call: Tactical Maneuvers for 2015

By Roger S. Conrad, on Nov. 24, 2014

The Lifelong Income Portfolio’s primary goal is to generate above-average income from a diversified portfolio of stocks backed by healthy, growing companies. As long as these underlying businesses stay on track, we’ll profit from a rising stream of dividends that will lift stock prices over time.

When we launched Capitalist Times Premium in June 2013, shares of many best-of-breed dividend payers traded at elevated valuations, thanks to ultra-low interest rates and a four-year bull market.

Accordingly, our strategy has focused on undervalued laggards with catalysts that could help them to overcome their challenges and deliver outperformance.

We’ve had some noteworthy successes.

Consolidated Communications (NSDQ: CNSL) still hasn’t managed to deliver consistent revenue growth. However, a string of solid quarterly results and speculation that the regional telecom could spin off some assets as a real estate investment trust (REIT) did produce a profitable short squeeze. We cashed out of this position for a 60.5 percent gain in mid-September.

We also sit on solid gains in Digital Realty Trust (NYSE: DLR), Entergy Corp (NYSE: ETR) and Enbridge Energy Partners LP (NYSE: EEP), three value plays that the market has grown to appreciate since we made our contrarian bets.

Kinder Morgan Energy Partners LP (NYSE: KMP), which we argued had a lot of underappreciated levers to pull, also turned into a winner after Kinder Morgan Inc. (NYSE: KMI) announced a blockbuster deal to consolidate the master limited partnership.

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