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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 |
BGC Corant closing, Telus 3Q21 and Amdocs schedules plus follow-up and look ahead | 21:55 01-Nov-21 |
?1 |
Nokia, Shell & Covanta 2Q21 results and much more | 08:29 29-Jul-21 |
+5 |
Covanta going private at $20.25 per share | 08:46 14-Jul-21 |
?2 |
Ebix 1Q21 schedule, NFE OMIB, Golar execs and trading update | 12:41 14-May-21 |
-1 |
eMagin 1Q21 schedule, plus Google & energy news | 09:09 05-May-21 |
+4 |
Covanta 1Q21 results | 09:51 30-Apr-21 |
?3 |
Covanta 1Q21 schedule | 11:13 09-Apr-21 |
?1 |
Telus refinancing, Himax auto win, and more | 03:31 01-Apr-21 |
?1 |
Clearway OMIB plus M&A commentary | 08:22 09-Mar-21 |
?1 |
AES investor day and more on energy | 12:38 05-Mar-21 |
+3 |
Covanta 4Q20 results | 09:49 19-Feb-21 |
?2 |
BGC & Covanta 4Q20 schedules and other market notes | 17:40 13-Jan-21 |
+2 |
Himax 4Q20 schedule and more | 10:39 12-Jan-21 |
?1 |
Hygo case dismissed and Ebix accolades | 09:32 10-Dec-20 |
+1 |
Pai to leave FCC and macro views | 10:41 01-Dec-20 |
+1 |
election implications, GRoDT schedules & news, plus Q&A | 09:45 09-Nov-20 |
+1 |
vote projection | 10:07 04-Nov-20 |
?4 |
Covanta 3Q20 results and strategic review | 09:31 30-Oct-20 |
+1 |
new Hygo MoU and European policy progress | 10:00 14-Oct-20 |
+1 |
Vuzix Blade Upgraded available & Golar update | 08:04 01-Oct-20 |
?2 |
Xebec stock incentives and value updates | 09:57 21-Sep-20 |
?3 |
OEG OMIB, new Covanta and other debt | 18:54 24-Aug-20 |
-1 |
Vuzix 2Q20, debt & politics | 16:25 14-Aug-20 |
+3 |
Covanta & MagnaChip 2Q20 results | 10:00 31-Jul-20 |
?4 |
Covanta & Clearway 2Q20 schedules and much more | 08:27 15-Jul-20 |
-2 |
Virtu 2Q20 schedule and value thoughts | 17:49 08-Jul-20 |
-1 |
renewable natural gas website changes | 22:26 11-Jun-20 |
-1 |
Clearway near, BGC & Covanta far from the finish line, Fed could move it | 13:23 11-Jun-20 |
-1 |
FOMC and other nonsense | 17:57 10-Jun-20 |
?1 |
Fitbit & macro update | 13:05 04-Jun-20 |
?2 |
AMSC 4Q19 schedule, BGC PR and macro value notes | 10:33 01-Jun-20 |
?3 |
Covanta 1Q20 results | 09:40 08-May-20 |
?4 |
Covanta 1Q20 schedule | 16:54 22-Apr-20 |
?1 |
value & implementation notes | 18:37 16-Apr-20 |
-5 |
Covanta & Westport business updates | 18:52 14-Apr-20 |
?2 |
CUI Reach final, CWEN 1Q20 schedule, plus CVA & COVID thoughts | 08:47 07-Apr-20 |
?1 |
CTL OMIBs and reality vs finance | 17:35 16-Mar-20 |
+1 |
SLB OMIB, Virtu call and a correction | 14:29 12-Mar-20 |
?1 |
VOD OMIB and other values | 16:47 27-Feb-20 |
+3 |
Covanta 4Q19 results and natural gas outlook | 09:42 21-Feb-20 |
?3 |
Covanta & Nokia 4Q19 schedules, plus Orange France deal | 08:30 31-Jan-20 |
-1 |
Shell 4Q19 report | 08:04 30-Jan-20 |
-1 |
new Fenics market maker plus trade & competition | 09:35 21-Jan-20 |
+1 |
EbixCash partners with MoneyGram and much more | 09:39 13-Jan-20 |
?1 |
macro, value and Nokia | 11:54 09-Jan-20 |
-1 |
macro tremors | 10:25 31-Dec-19 |
+1 |
pre-Xmas news & trading wrap | 20:40 20-Dec-19 |
?3 |
Covanta dividend and U.K. election results | 17:31 12-Dec-19 |
+3 |
Covanta equity partnership in China | 16:48 11-Dec-19 |
?3 |
Covanta vs CenturyLink financing and more | 12:45 10-Dec-19 |