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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.
|+4||CQH, CTL and macro notes||09:59 04-May-18|
|?3||year end energy update||08:29 21-Dec-17|
|+4||SLB, AES and new natural gas picks||02:25 01-Dec-17|