Alberta plans to shut down all its coal-fired power plants by 2030, an ambitious target that will be a huge adjustment. This transition creates a massive longer-term opening for a few specific companies.
Now more than ever, many of the biggest, safest and fastest growing yields come in small packages. We hold four relatively small capitalization, high dividend companies in the Lifelong Income Portfolio and review the power of small strength.
Volatility in oil prices and minor business bumps have contributed to pullbacks in some of our favorite master limited partnerships (MLPs). These companies’ underlying strengths mean now is a time to buy, not be shy.
The Dow Jones Utility Average has returned more than 10 percent since early December 2016, outperforming the S&P 500 by a few percentage points. It’s now reached valuations where the risk-reward balance skews to the downside. In this environment, investors should evaluate the macro forces that could bat these stocks about in coming months.
The final five Lifelong Income Portfolio members released their numbers, allowing us to gauge their health and dividend stability. Given the difficulty of revenue growth for many companies, it’s more important than ever to examine how costs and operations are being managed.
Incoming data reinforce our take that the US economy has strengthened. But technical warning signs and policy concerns mean investors who invest in specific stocks and not the broader market have a better chance of outperforming.
Results from the recent Dutch elections removed one engine of political uncertainty in the eurozone. Will this year's remaining European electoral calendar echo this outcome and release an economy ready to accelerate?
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