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This section is for stocks with significant yield. I define
significant as at least in the neighborhood for real-world
inflation, which has nothing to do with government statistics.
Most private efforts (including my own) at quantifying increases
in the cost of living show it bouncing around an annualized rate
of 6% over the past two decades. In my opinion, sustainable
significant yield is by far the best means of valuing stocks over
the long-term and offers the most safety (though not always
short-term stability) in all
kinds of market environments.
Updates: |
+1 |
Resonant COO, EBIX OMIB, and Clearway/Covanta macro | 23:33 02-Dec-19 |
-1 |
Golar 3Q19 results and energy update | 11:49 26-Nov-19 |
?1 |
PG&E financing, RESN thoughts, CUI & MVIS OMIBs and value | 16:48 19-Nov-19 |
+2 |
MVIS OMIB and earnings follow-ups | 13:06 14-Nov-19 |
?2 |
Ebix 3Q19 schedule & value down the macro path | 09:30 29-Oct-19 |
+2 |
Covanta 3Q19 results | 09:21 25-Oct-19 |
?1 |
new AMSC grid proposal, Fitbit 3Q19 schedule and CVA follow-up | 16:47 22-Oct-19 |
?3 |
Brexit, hydrogen and CVA redux | 14:53 22-Oct-19 |
?1 |
Resonant shipments & 3Q19 schedule plus EMAN & AUO | 09:08 21-Oct-19 |
?1 |
5G and value update | 08:27 15-Oct-19 |
?3 |
Covanta, UDC & MagnaChip schedule 3Q19 reports | 10:49 11-Oct-19 |
+1 |
The Fed and lurking debt danger | 19:24 18-Sep-19 |
+1 |
what we learned in the first week of September | 12:38 06-Sep-19 |
+1 |
Westport CFO, CUI OMIB, CTL dividend & more interesting notes | 20:03 22-Aug-19 |
?1 |
earnings follow-ups, plus bull/bear and macro discussions | 09:12 12-Aug-19 |
?1 |
BGC builds aviation plus AES, value, space & corporate tax thoughts | 06:25 06-Aug-19 |
?1 |
CenturyLink bond redemption | 11:48 29-Jul-19 |
?4 |
Covanta 2Q19 results | 09:47 26-Jul-19 |
?2 |
Covanta and UDC 2Q19 schedules | 17:15 11-Jul-19 |
+1 |
macro and telecom update | 07:11 28-May-19 |
+1 |
MACOM OMIB, elections and trading the trade wars | 19:59 23-May-19 |
+2 |
Covanta 1Q19 results | 09:44 26-Apr-19 |
+2 |
more MVIS dilution, STI and Covanta pre-earnings notes | 18:49 23-Apr-19 |
+1 |
Golar news and 1Q19 pre-earnings updates | 12:33 16-Apr-19 |
?3 |
Covanta 1Q19 and Brexit schedules | 19:01 10-Apr-19 |
-1 |
GIP sells CWEN shares | 17:40 03-Apr-19 |
+1 |
CenturyLink Q&A plus BGCP, CVA & AMSC | 02:48 27-Mar-19 |
+2 |
Rookery to commence construction | 09:35 22-Mar-19 |
?1 |
crux climax? | 12:00 13-Mar-19 |
+1 |
CenturyLink bond opportunity | 05:57 08-Mar-19 |
?2 |
earnings previews and follow-ups | 13:04 18-Feb-19 |
+1 |
Covanta 4Q18 report | 16:46 14-Feb-19 |
?2 |
stock gyrations and valuations | 11:48 06-Feb-19 |
?3 |
Covanta schedules 4Q18 report and CTL sale | 16:42 16-Jan-19 |
+4 |
Covanta to commence TAPS in the second half | 10:11 07-Jan-19 |
+3 |
CVA OMIB | 17:17 02-Jan-19 |
+1 |
FOMC and pre-holiday value list | 14:13 19-Dec-18 |
?1 |
ABB sells grids & restructures, plus Golar, CVA & CUI | 14:51 17-Dec-18 |
+1 |
energy markets, CUI and global trading | 10:17 07-Dec-18 |
?1 |
MicroVision dilutes, Schlumberger warns, CVA drops | 18:34 04-Dec-18 |
+1 |
UDC 3Q18 results and industry notes | 02:24 02-Nov-18 |
?3 |
Covanta 3Q18 results | 10:05 26-Oct-18 |
-1 |
recapping last week and looking beyond this one | 21:01 15-Oct-18 |
?3 |
Covanta schedules 3Q18 report | 19:11 09-Oct-18 |
+1 |
Resonant introduces 5G filter and more | 09:21 09-Oct-18 |
?2 |
more Covanta news | 16:30 03-Oct-18 |
?2 |
Vodafone Italian 5G spectrum & Covanta bond refinancing | 09:29 03-Oct-18 |
?1 |
Is everything about to change? | 11:21 24-Sep-18 |
+1 |
another VOD OMIB plus more macro, CTL and CVA notes | 11:34 18-Sep-18 |
+1 |
Clearway prices debt plus Covanta news | 20:56 17-Sep-18 |