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Portfolio Update

Making a Move Ahead of Earnings Season

By Roger S. Conrad, on Jan. 19, 2017

Longtime readers know the Lifelong Income Portfolio’s investment strategy focuses heavily on our holdings’ dividend safety and growth. That makes earnings reporting season an especially important time: Financial results and management guidance are the best clues to the safety and reliability of a company’s payout, as well as the potential for share price-boosting growth.

Heading into fourth-quarter earnings season, we’re bullish on prospects for all our holdings. That’s based, in part, on the portents from the third-quarter numbers and management guidance delivered in conference calls. It’s also because of company-specific business developments, guidance updates delivered at various conferences, happenings with industry peers and technical analysis.

If anything in the reported numbers changes our view materially—either positively or negatively—we’ll send an alert to Capitalist Times Premium subscribers. Otherwise, look for updates on our holdings’ progress in regular portfolio articles like this one.

In the meantime, we’re making an addition to Portfolio’s aggressive sleeve ahead of earnings season.


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