Miller/Howard Investments Blog
Drop in Free Cash Flow Raises Concerns

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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Challenges Ahead

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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Omicron and Inflation: How Strong Are the Headwinds?

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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Fixed Income vs. Unfixed Income

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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Using ESG to Prepare Your Portfolio for Climate Change

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

The case for optimism centers on the remarkable strength of both the consumer and business sectors.…

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Do Unprofitable Companies Belong in Your Portfolio?

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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The Power of Proxy Voting

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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Midstream Marvels: An ETF Strategy for the Low-Rate Landscape Webinar Recap

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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Banks May Offer Dividend Growth Again in 2021

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.…

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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.

© 2024 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.

© 2024 Miller/Howard Investments.

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