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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 notes09:59 04-May-18
+4 SLB, AES and new natural gas picks02:25 01-Dec-17