You may have noticed that there is only one holding in the “10%+ Yielders” section of my portfolio. That’s not by design, but reflects the scarcity of quality double-digit yielders in today’s market that meet my investment criteria. But that holding is… Read More
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July 2017 Update A Mid-Term Report Card Well, we’re just past the midway point of the year. And if nothing changes over the next six months, 2017 will go down as a pretty good year for U.S. stocks. Through June 30,… Read More
The yield curve worries me... Read More
The World's No. 1 Maker of Cryogenic Equipment Read More
Since 2000, the number of liquefied natural gas (LNG) importing countries has more than tripled, to 35 from 10. And last year alone, total shipments rose by 17 million tons to a record 265 million tons. According to Shell, export volume will… Read More
Several of you have written in since yesterday asking about the double-digit dip in shares of Government Properties Trust (NYSE: GOV). The pullback is in response to the company’s proposed acquisition of First Potomac Realty (NYSE: FPO). Since the… Read More
Plus: My 5 Rules For Picking CEFs Read More
In the next issue, you’ll read about a dining chain and specialty retailer that paid a $3.00 special dividend in the June 2015, an encore of $3.25 in June 2016, and now an upcoming distribution of $3.50 in June 2017. That’s not… Read More
One holding sold assets while another made its third acquisition of the year... Read More
Alcoa (NYSE: AA) — In the wake of a major restructuring last fall that sent Alcoa’s upstream mining and downstream product fabrication operations down two different paths, both stocks have delivered strong returns for investors. Legacy Alcoa has… Read More