Miller/Howard Investments Blog
The current situation is very uncertain. Our view is that the best approach is to stick with companies that are maintaining high levels of free cash flow while others are faltering. These companies should be able to continue to pay high and rising dividends, in our opinion. …
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Fear of inflation loomed over the market from the outset of the first quarter, only to be joined by a new risk in February—fallout from the Russian invasion of Ukraine. Military conflict inserts a new set of risks into the global market, just as investors were anticipating an economic rebound from the easing of COVID restrictions. Given the risks we have discussed and the market’s rocky start to the year, a fair question to ask is, “How do income stocks perform in down markets?”…
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Despite the daily barrage of negative headlines, we still believe that we are months, rather than years, away from the end of the pandemic dominating daily behavior.…
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When most investors think of retirement income, or just investment income in general, they usually think of bonds and not stocks.…
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We are committed to managing the risks we see to ensure that our portfolios’ risk exposure suits our clients’ risk appetite.…
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The case for optimism centers on the remarkable strength of both the consumer and business sectors.…
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Income investing does involve having general views on the future, but ultimate success is much more dependent on the power of compounding than 20/20 foresight.…
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Late spring is proxy season - and when the majority of US-based companies hold their Annual General Meetings. These gatherings are, increasingly, sites of newsworthy and strategy-shifting watershed moments.…
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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.…