Miller/Howard Investments Blog

Companies have cut or canceled dividends at the highest rate since 2009. Our success in largely eluding dividend cuts comes principally from avoiding stocks with high leverage.…

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Investors have an opportunity to provide opinions and oversight to companies they hold, and we believe that strong corporate governance requires sensitivity to the views of shareholders.…

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Society holds conflicting views of the stock market. Millions of people continue to take a long-term view, investing in equities with an eye towards funding retirements that may be decades away.…

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Active management may have benefits over passive management during times of uncertainty--especially for investors who prioritize dividend stability.…

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We expect the growth of renewable energy to be a multi-year tailwind for utilities companies. Utilities are deploying capital on natural gas and renewables projects to position for the future, and this growth trajectory is reinforced by public opinion and regulatory support.…

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For the first time since 1982, a calendar year ended with 2 stocks being >10% of the S&P 500. Even with recent turbulence, this weight has grown. We believe it may be time to rebalance to reduce concentration risk, & dividend-paying stocks could be a solution.…

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The energy markets are rapidly changing day-to-day. Our priority and focus in the current environment is to continuously stress test the names in our midstream energy portfolios.…

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How might the US kick-start the economy, ease unemployment, and take advantage of the current low interest rate environment? Infrastructure.…

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The pandemic will permanently impact some businesses, and most of the long-term economic damage will be associated with problems faced by overly-leveraged companies. In contrast, firms with healthy balance sheets should have the flexibility to survive the crisis and thrive on the other side. We continue to focus on high current yield, prospects for dividend growth, financial strength, and earnings stability in our Income-Equity strategies. We believe our holdings are well-positioned to weather this downturn and poised to return to dividend growth when economic conditions improve.…

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Today, we believe investors should focus on how the real economy will most likely look in 3–5 years. From that perspective, many may find current market conditions enticing. It has been our philosophy that long-term investment success depends on reliable income, and for us, nothing has changed.…

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INVESTMENT PRODUCTS: ARE NOT FDIC INSURED - MAY LOSE VALUE - ARE NOT BANK GUARANTEED

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. Nothing stated herein, including the mention of specific company names, should be construed as a recommendation to buy, hold, or sell any security, sector, or MLPs in general. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer’s board of directors, and the amount of any dividend may vary over time. Dividend yield is one component of performance and should not be the only consideration for investment.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs, and changes to any assumptions may significantly affect the economics of any transaction.

The information and analyses contained herein are not intended as tax, legal, or investment advice and may not be appropriate for your specific circumstances; accordingly, you should consult your own tax, legal, investment, or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such appropriateness. Any investment returns — past, hypothetical, or otherwise — are not indicative of future performance.

Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline, or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance, and investment time horizon.

Past performance does not guarantee future results.

DISCLOSURE

INVESTMENT PRODUCTS: ARE NOT FDIC INSURED - MAY LOSE VALUE - ARE NOT BANK GUARANTEED

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. Nothing stated herein, including the mention of specific company names, should be construed as a recommendation to buy, hold, or sell any security, sector, or MLPs in general. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer’s board of directors, and the amount of any dividend may vary over time. Dividend yield is one component of performance and should not be the only consideration for investment.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs, and changes to any assumptions may significantly affect the economics of any transaction.

The information and analyses contained herein are not intended as tax, legal, or investment advice and may not be appropriate for your specific circumstances; accordingly, you should consult your own tax, legal, investment, or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such appropriateness. Any investment returns — past, hypothetical, or otherwise — are not indicative of future performance.

Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline, or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance, and investment time horizon.

Past performance does not guarantee future results.