Investors in S&P 500 Are Missing Exposure to MLPs
Investors might not know how little exposure they have to the energy sector — and MLPs, more specifically. The energy sector is the fourth-lowest-weighted sector in the S&P 500, at 3.3% of the index by weight as of Sept.
Sell Alert: Big Dividends Getting Too Pricey
Dividend growth stocks have surged due to falling interest rates and a 50-basis point rate cut by the Federal Reserve. Despite favorable conditions, significant risks like economic downturns and geopolitical tensions warrant caution in chasing high valuations for dividend stocks. We discuss three blue-chip dividend stocks that currently appear to be overpriced.
A Rare High-Yield Buying Opportunity
The high-yield sector has soared recently. However, one sector has lagged behind significantly despite having very strong underlying fundamentals. This creates a rare high-yield buying opportunity.
ETF Prime: Morris on Energy Sector, Midstream Yield & More
On this week's episode of ETF Prime, Stacey Morris, CFA, head of energy research at VettaFi, discussed the state of play for the energy and energy infrastructure sectors. Afterward, Mike Akins, founding partner at ETF Action, joined the podcast to break down ETF flows.
Oil Prices on a Rollercoaster: What's Driving the Decline?
Oil prices have seen a significant drop, falling from around $90 earlier in the year to nearly $70, which was unexpected.
Sell AMLP, Buy These ETFs Instead
Energy and midstream energy offer investors high yields, strong momentum, and cheap prices and valuations. Although bullish on midstream energy, I find AMLP less favorable due to its riskier, concentrated, lower-quality portfolio, higher drawdowns, and worse returns compared to peers. AMLP's higher dividend yield of 7.8% is offset by weaker dividend growth, resulting in lower long-term income and yield on costs.
A Clever Way to Play MLPs for Energy Income
Key Points: Significant drop in oil prices due to weak demand and oversupply.
8%-Yielding Portfolio For Retirement Passive Income
Investing in high-yield dividend stocks can provide a stable passive income in retirement, reducing sequence-of-return risk compared to index funds. We share a model portfolio for how you can do this. The model portfolio yields a weighted average 8% while also growing its payouts at a rate that should meet or even beat inflation over the long term.
Dividends & Buybacks: Drivers of Midstream Shareholder Returns
Dividends and buybacks continue to drive shareholder returns for MLP/midstream investors. Dividends have long been a priority for energy infrastructure companies, and in recent years, midstream/MLPs have used excess cash flow for dividend growth and opportunistic buybacks.
An Important Warning For Dividend Investors After The Fed's Big Rate Cut
The Federal Reserve's 50-basis-point rate cut seems like a big tailwind for dividend stocks. However, the rate cut also brings several warnings to the dividend stock space. We discuss what these are and how we are positioning our portfolio to navigate rate cuts.
AMLP: Midstreamers Remain Attracitve On Valuation, Uptrend Intact
AMLP offers high yield and has outperformed oil and gas ETFs recently, amid weak crude oil and natural gas prices. AMLP's valuation remains attractive with a P/E ratio of 11.2x and a PEG ratio under 1, despite some emerging risks. Key risks include weaker economic activity, higher borrowing costs, and potential natural disasters impacting MLPs' cash flows.
Buy These Blue-Chip High-Yield Growth Stocks Before It Is Too Late
My ideal stock has four specific qualities. There is one sector where these qualities still exist in abundance. I share some of the most attractive opportunities in the space and why this opportunity may not last much longer.
