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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: |
+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 |
+4 |
Covanta 1Q21 results | 09:51 30-Apr-21 |
?3 |
Covanta 1Q21 schedule | 11:13 09-Apr-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 |
?4 |
Covanta 3Q20 results and strategic review | 09:31 30-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 |
+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 |
?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 |
-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 |
+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 |
?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 |
+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 |
?3 |
Brexit, hydrogen and CVA redux | 14:53 22-Oct-19 |
?3 |
Covanta, UDC & MagnaChip schedule 3Q19 reports | 10:49 11-Oct-19 |
?4 |
Covanta 2Q19 results | 09:47 26-Jul-19 |
?2 |
Covanta and UDC 2Q19 schedules | 17:15 11-Jul-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 |
?3 |
Covanta 1Q19 and Brexit schedules | 19:01 10-Apr-19 |
+2 |
Rookery to commence construction | 09:35 22-Mar-19 |
?2 |
earnings previews and follow-ups | 13:04 18-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 |
?3 |
Covanta 3Q18 results | 10:05 26-Oct-18 |
?3 |
Covanta schedules 3Q18 report | 19:11 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 |
+2 |
Covanta bond refinancing | 08:51 30-Aug-18 |
?2 |
Covanta refinancing and follow-up | 17:07 21-Aug-18 |
+2 |
Covanta taking over operation of two plants in FL | 17:10 09-Aug-18 |
?3 |
Covanta and IDT earnings follow-ups, minor BGC & CTL news | 12:27 31-Jul-18 |
+3 |
Covanta 2Q18 results | 10:18 27-Jul-18 |
?2 |
final CQH/CQP distribution? | 09:36 27-Jul-18 |
?3 |
Covanta schedules 2Q18 report | 21:01 12-Jul-18 |
+2 |
Monday morning macro | 06:30 25-Jun-18 |
+2 |
natural gas stock pricing follow-up | 11:57 30-May-18 |
+2 |
CQH fold-in and other natural gas and telecom follow-ups | 16:15 17-May-18 |
+2 |
IDT Sony win and CVA OMIB | 19:09 07-May-18 |
+4 |
CQH, CTL and macro notes | 09:59 04-May-18 |
+2 |
Covanta dividend official | 16:39 03-May-18 |
+2 |
CQP distribution increase | 10:03 27-Apr-18 |
+3 |
Covanta 1Q18 results | 10:01 27-Apr-18 |
?3 |
UDC, Covanta and CenturyLink 1Q18 reports scheduled | 19:29 11-Apr-18 |
?2 |
IDT 4Q18 schedule and Covanta followup | 16:57 02-Apr-18 |
+2 |
CVA dividend, trade and AES debt | 20:36 01-Mar-18 |
?5 |
Covanta 4Q17 report | 13:29 23-Feb-18 |
?4 |
Covanta schedules 4Q17 report | 17:09 01-Feb-18 |
+2 |
CQP dividend, UDC agreement and more | 17:05 23-Jan-18 |
?2 |
Fluence now official and more | 12:02 11-Jan-18 |
+2 |
Covanta Fairfax facility resumes operation | 10:05 29-Dec-17 |
+2 |
CQH OMIB and year end notes | 23:15 23-Dec-17 |
?3 |
year end energy update | 08:29 21-Dec-17 |
+5 |
Covanta enters JV with Macquarie | 13:28 18-Dec-17 |
+3 |
BOE contract for UDC and Covanta dividend | 16:30 07-Dec-17 |
?2 |
short-term news | 13:04 07-Dec-17 |
+4 |
SLB, AES and new natural gas picks | 02:25 01-Dec-17 |
+4 |
Covanta 3Q17 report | 09:52 27-Oct-17 |