Emotion can be a profit-killer. But so can relying on predetermined sell points that are susceptible to violent, program-trading-driven whipsaws.
AltaGas Income Trust (TSX: ALA-U, OTC: ATGFF) will pay a dividend on the high side of management’s prior guidance when it converts to a corporation in July.
Investors love bonds right now, despite the fact that yields are hardly attractive. Dividends paid by solid utilities are safer, however, and offer considerably more upside.
Investing in overseas utilities confers the same advantages of predictable cash flow. But foreign jurisdictions aren’t as unsettled when it comes to regulation and taxation. Go abroad for high income and currency gains.
Several Portfolio recommendations, particularly high-yielding Canadian trusts and MLPs, have bounced around a bit. Volatility doesn’t alter the fact that these companies continue to report solid operating results.
The recent rush to sell new debt and the voracious consumption of these issues raises questions about whether bond buyers really are more savvy than equity investors. Today’s yield simply don’t adequately compensate you for prevailing risks.
Great Plains Energy (NYSE: GXP) is bringing a significant power plant project in on time and on budget. This, coupled with a low payout ratio, spells Great Plains’ exit from the Dividend Watch List.
Entergy Corp’s (NYSE: ETR) plan to spin off its nuclear assets didn’t work out as planned, but the company is arguable more valuable now than when its stock traded near $120 per share.
Spain-based Telefonica (NYSE: TEF) is growing rapidly in Latin America. It’s partnership with Brazil-based ViVo (NYSE: VIV) bodes well for dividend growth.
A motivated seller, E.ON, found an enthusiastic buyer, PPL Corp. Who wins and who loses on the sale of E.ON’s Kentucky-based assets? What of also-ran bidders such as Duke Energy?
