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
Now more than ever, many of the biggest, safest and fastest growing yields come in small packages. We hold four relatively small capitalization, high dividend companies in the Lifelong Income Portfolio and review the power of small strength.
Volatility in oil prices and minor business bumps have contributed to pullbacks in some of our favorite master limited partnerships (MLPs). These companies’ underlying strengths mean now is a time to buy, not be shy.
Donald Trump's support for the controversial Dakota Access and Keystone XL pipelines could have unintended consequences for the energy sector: increased state and local opposition to much-needed infrastructure, especially on the East Coast.
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