Miller/Howard Investments Blog
In today’s market, midstream is one of the few asset classes that continues to provide high yields—significantly higher than the S&P 500 Index, traditional income-equity sectors such as utilities and REITS, corporate bonds, or treasuries.…
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Importantly for us, the Fed recently announced that it will once again allow banks to increase their dividends, provided they pass the June 2021 stress test.…
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The news coming out of Pfizer’s vaccine trials on November 9th was truly spectacular and triggered a meaningful shift in the stock market.…
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Only by understanding what drove results in the past and how that might be different going forward, can we confidently invest for the long term.…
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We effect change now by engaging companies on difficult questions—moving the industry to better practices, increasing disclosure, and heightening transparency faster than regulators can. That happens with engagement.…
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The Fed’s stamp of approval on bank credit metrics should build investor confidence, based on the Fed’s unique ability to peer into non-public details of each bank’s financial health.…
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The news coming out of Pfizer’s vaccine trials on November 9th was truly spectacular and triggered a meaningful shift in the stock market.…
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The spread between the utility sector dividend yield versus 10-year Treasury yield remains in the 99th percentile relative to the past 25 years. Why do we view today’s environment as a unique valuation opportunity in utilities?…
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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.…