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.
Q4 First Reporters: Favorable Portents
It’s another earnings reporting season for Lifelong Income Portfolio companies. We take a look at the first two to report, and examine how these results foreshadow those that remain.
Some End-Year Sales
With this bull market on the verge of year ten, even the most selling-averse investor needs to shift strategies, at least slightly. We have three easy steps, as well as a few Portfolio updates to share.
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.
The Discipline of Steel
Third-quarter earnings season is in full swing. One of our favorite utility stocks earns a higher buy target, while our two master limited partnerships (MLP) continue to generate excess cash flow, enabling them to reduce their reliance on the equity market for fresh capital.
Finding Value in an Overbought Market
The near- to intermediate-term future looks bright for utility stocks and the sector’s prospects for earnings and dividend growth. However, with the Dow Jones Utility Average making new highs, investors must consider how much of this good news the market has priced in to sector favorites.
First Reporters: Benefits of Low Valuation
The first two Lifelong Income Portfolio stocks have announced third-quarter results. The common theme: Low investor expectations embodied in low valuations are a major advantage when the spotlight is on.
Critical Facts From Upcoming Q3 Numbers
Over the next few weeks, Lifelong Income portfolio members will deliver quarterly results. It’s likely to be quiet quarter for most. But several companies face potentially key developments that merit close watch.
Income Investors: How Much Energy Should You Own Now?
How long will the energy sector’s underperformance of the past several years continue? Is energy still a sector worth holding for income-seeking investors? Let’s answer these two important questions.
The Rise of the Machines
Best-in-class telecom providers appear to be on the verge of an underappreciated growth phase, spurred by the rise of machine-to-machine communications and the internet of things.