Why do high-yield stocks have lower valuations—and why does it matter? We walk through the math of how High Dividend Yield multiplied by High Dividend Coverage equals Low P/E, and we also compare historic market valuations with the future total returns | Read more >
We all get just one retirement so good results “on average” is not enough. That’s why it’s important to examine how the dividend strategy works in all retirement periods, including those with challenging markets | Read more >
We believe a separately managed portfolio can better match an investor’s risk tolerance | Read more >
A confluence of factors has drawn the market’s attention to natural gas demand. An inflection in electricity demand and a wave of LNG exports are set to further accelerate already solid natural gas demand trends. We believe US infrastructure is poised to answer the call. | Read more >
Depending solely on investments to meet spending needs can be a daunting challenge when both spending and investment returns are hard to forecast. The spike in inflation in the last few years has heightened client concerns over whether their savings will be enough to support their retirement plans | Read more >
The high and growing levels of stock-based executive compensation create misleading comparisons with non-dividend-paying stocks. Once non-cash executive compensation is adjusted out, stocks with higher dividend yields are actually superior on both free cash flow margins and free cash flow yields. | Read more >
In our view, the day will come when stock market performance will no longer be concentrated in just the largest-cap companies. As returns broaden, we expect high-yield dividend stocks to resume their historical outperformance. | Read more >
A molecule comprising four hydrogen atoms and one carbon atom can create quite an array of benefits and challenges. | Read more >
We believe the midstream sector provides a unique income solution for investors—and, more specifically, provides income and growth of income. | Read more >
We have shown that healthy, growing companies (characterized by high free cash flow yields and good revenue and earnings per share growth) are more likely to announce dividend increases, and are more likely to announce larger increases. | Read more >
