Yieldcos Reboot
The Lifelong Income Portfolio has migrated to sister-product Deep Dive Investing’s Idea Vault. For our Portfolio readers, we run through additional Idea Vault members that may be of interest.
Fixed-Income Update
Attractive yields and favorable risk-reward propositions remain in short supply in the fixed-income market. Nevertheless, we continue to leverage our expertise in the utility sector and other essential-service industries to uncover opportunities for fixed-income securities.
Stick with Our Dividend-Paying Stocks
Diversification has insulated the Lifelong Income Portfolio against recent weakness in utility stocks and real estate investment trusts.
Two Reasonable Values Even in a Bull, Bull World
Even in a bull market that’s gone this high for this long, value and opportunity can be found. Here are two energy companies that offer strong businesses but haven’t yet convinced other investors of their full worth.
Buying Bonds in a Sellers’ Market
In the bond market, however, it’s still all about supply and demand. Investors who must buy still greatly outnumber companies that must sell. The result is limited availability of attractive bonds.
Macro Income Talk
What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.
There’s Still a Place for Bonds in an Income Portfolio
Passive investment has had a dramatic effect on bond funds. And while that’s meant higher prices and lower yields for many, four in our coverage universe offer solid management, performance, and income.
When to Take Profits in Dividend Stocks
There are two times to sell even the best dividend stocks. We prepare our portfolio and ourselves in case those times come to pass as we head into earnings season.
The Search for Yield
Where can investors find big yields that won’t blow up in their faces?
Four Utility Stocks to Be Wary Of
Few things can be as damaging to an investment as a cut dividend. In this article, taken from a regular feature in Conrad's Utility Investor, Roger reviews four stocks he considers to be at risk of a dividend cut.