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.
In an environment where energy prices remain lower for longer and short-cycle US onshore plays take market share, midstream MLPs with the best growth prospects remain some of our favorite picks. Do recent IPOs represent good investment opportunities?
Given the uncertainty and volatility in the energy sector, we prefer midstream names that offer the best leverage to volumetric growth stories and have the balance sheet strength to pursue joint ventures with cash-strapped rivals.
In the first of a two-part series, we examine the potential upside catalysts–above and beyond dividends and their growth–for Lifelong Income Portfolio members. These catalysts offer important near-term potential as we enter the second half of the year.
We preview the upside catalysts that could be in play for some of our Lifelong Income Portfolio holdings and replace one of our winners with another higher yielder that offers a better risk-reward proposition
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