Miller/Howard Investments Blog
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!…
Read this article >
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...…
Read this article >
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...…
Read this article >
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"...…
Read this article >
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....…
Read this article >
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...…
Read this article >
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'...…
Read this article >
We believe successful investing requires both attention to current market fundamentals impacting stock prices as well as consideration of long-term market cycles and trends. Take, for example, the growth vs. value style cycle. It is of particular interest to investors today as the FAANG-driven bull market seems to have hit a speed bump in October 2018...…
Read this article >
In the first half of 2018, unwary investors were seduced by the sweet melodies of today's Sirens—Amazonia, Applonia, Facebookia, and the others. Even seasoned professionals could not maintain the discipline they had learned over years of navigating market waves, headwinds, and tailwinds...…