Miller/Howard Investments Blog
Banks Announce Significant Dividend Increases & Buybacks Following the 2019 Fed Stress Test Results

US large banks announced significant dividend increases and share buyback authorizations following announcement of this year's Federal Reserve stress test results on June 27, 2019.…

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An Open Letter to MLP/Midstream Management Teams from Miller/Howard

Can open communication with Master Limited Partnerships (MLPs) and midstream energy companies encourage management teams to become better aligned with investors?…

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Ted Williams and the Sequence of Returns

Ted Williams and Joe DiMaggio each singled on this date in 1941. It was the beginning of the longest hitting streaks for both legendary players. What does that have to do with investment returns?…

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Boring Can Be Beautiful When It Comes to Dividend-Paying Stocks

At Miller/Howard Investments, we believe an important cornerstone of any good savings plan is to invest a portion of your savings in dividend-paying stocks, even if you are a millennial!…

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The Popular Kids — Least Likely to Succeed?

There's a behavioral finance model of finance that colors investors' decisions. Read our takeaways from a study by Roger Ibbotson et al. — Popularity: A Bridge Between Classical and Behavioral Finance...…

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Bank Stocks: There's More to the Story Than Rising Rates

There are several reasons why we believe banks are good stocks to own. In our changing economic landscape, well-chosen bank stocks provide dividends now—and prospects for dividend growth and consistent earnings growth in the future...…

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Income Stocks Are a Good Idea for Spenders

The first rule of spending is to save first. When it comes to spending, especially in retirement, conventional wisdom suggests that you "spend from total return"...…

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Are the Stars Aligning for Energy?

At Miller/Howard Investments, we believe the energy market is at a critical inflection point. There are key macro supply and demand developments that should benefit companies within and around the North American energy sector....…

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ESG Can Be More of a Marathon Than a Sprint

At Miller/Howard Investments, ESG is in our DNA. We've been doing this for nearly 30 years, starting back when E, S, and G were mostly unremarkable letters in the alphabet and occasional guest stars on children's television programs. Now, ESG has fused into a powerful tool that enables investors to analyze a company's environmental, social, and governance risks and opportunities...…

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Which Stocks Offer High Income and Relative Safety? Banks.

Tough regulation has created opportunities that many income-oriented investors have overlooked. It's been about 10 years since the global financial crisis hit bottom and the Federal Reserve spent trillions of dollars to rescue the US financial system, yet the trauma still shapes many investors'...…

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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. To receive a list of all recommendations for the previous year, please email compliance@mhinvest.com. 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.

The returns on a portfolio that utilizes environmental, social, or governance (ESG) criteria for stock selection may be lower or higher than portfolios where ESG factors are not considered, and the investment opportunities available to such portfolios may differ.

Past performance does not guarantee future results.

© 2025 Miller/Howard Investments.

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. To receive a list of all recommendations for the previous year, please email compliance@mhinvest.com. 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.

The returns on a portfolio that utilizes environmental, social, or governance (ESG) criteria for stock selection may be lower or higher than portfolios where ESG factors are not considered, and the investment opportunities available to such portfolios may differ.

Past performance does not guarantee future results.

© 2025 Miller/Howard Investments.

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