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11 archived posts filed under Income.
Markets are closed today for President’s Day. The activity this week will be interesting following Friday’s flat stock market and commodity-lower divergence. “…accumulate income-generating assets whose income by itself may generate enough…
“Bonds of Exxon Mobil and Johnson & Johnson are trading with yields below those of comparable Treasurys, a sign that investors perceive them as a safer bet. It is a rare phenomenon that some market observers said could be the beginning of a new era for debt markets. It could ultimately mean some companies will borrow…
Obtaining meaningful income from investment capital is challenging. First, operational risk is large in equity investments ( Ycharts ). Secondly, interest rate risk is huge ( Peter Brandt ). Over extended periods of time, yield on cost is…
Be sure to watch the dollar ( Kimble chart ) for the price direction in risk assets. The Industrial Conclusion? Chess The Brics have taken an unhappy turn at FT Times (free registration required). IMF Sees ‘Alarmingly High’ Risk of Deeper…
Filed under Commodities, Income, Premium
On one hand the continuous printing is exceedingly bullish, and at the same time the world’s largest market may have permanently topped. Jeff Saut: “…when the stock market generates an overbought condition of this magnitude it suggests…
Filed under Commodities, Income, Premium
Income investing in a zero rate world could be called an oxymoron. Investors do not know how long the environment will last. But can it end well? This type of list seems ubiquitous: 10 Undervalued Dividend-Paying Stocks With Momentum at…
Oil Trades Near Week High on Stimulus Outlook, Mideast Unrest at Bloomberg . U.S. crude oil production (ex-Alaska) reaches a 23-year high in June : AEI . The industrial side of the shale boom: Reuters . “Continental Resources Inc.’s daily…
Filed under Bakken, Income, Natural Gas, Oil
Simply said, $70 would cause a slew of problems for oil producers. Don’t look now but unless it is being priced of against waterborne oil, we are there. Economics get very skinny and capital budgets outspend cashflow with low oil prices…
Filed under Company Specific, Energy, Income, Natural Gas, Oil
Steel-making met coal has remained strong so far, a commodity I lump into the ‘industrialization of China’ investment bucket. But most U.S. producers are electrical generation thermal coal production heavy. Thermal coal on its own competes…
Filed under Coal, Company Specific, Energy, Income, Investing
Filed under Eagle Ford, Energy, Income, Natural Gas, Oil, Technical Analysis
Twice recently we’ve warned against chasing yield. On Tuesday Forbes pumped a high yielding energy name, which promptly cut their dividend in half later that day. Oops. Here is a name to consider: Natural Resource Partners (NRP). NRP…
