Energy politics aren’t just a US phenomenon affecting US people and companies. These Canadian and Australian companies are finding opportunity as they push forward with business plans in times of low prices and challenging politics.
The December 2015 issue of Conrad's Utility Investor emphasized the importance of diversification to generating differentiated returns in 2016. Despite a few laggards, that article's picks outperformed, generating an average total return of 18.6 percent. This year, we opted to highlight 10 trends that should drive outperformance.
In the prevailing low-yield environment, income-starved investors have piled into dividend-paying US equities for their superior current returns relative to bonds, pushing valuations on many of these stocks to frothy levels. Last issue, we highlighted opportunities for investors to scoop up high-quality Canadian dividend payers at bargain prices. This time, we shift our focus even further afield, to some of our favorite income-generating names that trade on the Australian Stock Exchange.
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