Eaton Vance Tax-Advantaged Global Dividend Income Fund
A globally diversified fund with a strong history of qualified dividends. Recent capital gains distributions and return of capital are out of the ordinary. Cont
Vermilion Energy: A 9.7% Fully Self Funded Yield Every Income Investor Must Own
Vermilion Energy has taken a beating over the past year. Shares are down 40%. The business remains stellar. Vermilion is diversified across the globe and the di
Market Top Coming: 10 Safe High-Income Opportunities
The multi-year stock market rally is starting to flash serious signs of capitulation as central banks continue to tighten. The growth and technology stocks that
4.1% Yield And 20% Income Growth
Dominion Energy Midstream is a MLP offering above par distribution growth supported by drop-downs from its sponsor – Dominion Energy. Focused in the East and Ro
TransCanada Should Be Able To Fund Its Development Projects Through 2021
TransCanada delivered strong Q3 2018 earnings with double-digit earnings and EBITDA growth. The company has a rich development pipeline that should help grow it
Critical Commentary On Closed End Fund
Tax Advantage does not outweigh market risks. Standard Metrics published by brokers do not apply to CEFs. High cost and conflict of interest hamper performance.
Top 10 Healthcare Stocks For Dividend Growth And Income
The potential repeal of Obamacare has caused added volatility among the Healthcare Sector stocks. My updated spreadsheets provide fair value numbers, dividend g
6 Tips for Your Crowd Funded Hardware Design
Crowd funded hardware is not as easy as it looks. This is a brief history of some of the past troubles in several projects and how to avoid them.
A Top Performing Global Income Fund
Henderson’s Dividend & Income Builder Fund has outperformed its Morningstar peer-group benchmark by over 400 basis points since its inception four years ago. Last week, I spoke with two of its co-managers.
Why is it so hard to fund Wisconsin roads?
Lots of options on the table, but few palatable to state Legislature, Gov. Walker
Fund Year-End Review And What To Expect In 2019
A tough year for fund investors leaves valuations more balanced and offering a better place to start the new year. Loans, real estate and utilities stand out as
What Happened To My Intermediate Term Bond Fund?
To help investors make the distinction between management styles, on May 1, 2019, Morningstar split its $1.7 trillion Intermediate-Term Bond category into two n
NexPoint Strategic Opportunities Fund: Why We Sold It
A more detailed update of why we alerted members to sell NHF in early April. The fund is now trading -16% below our sell alert price. In my opinion, there are j
A Top-Performing Multi-Asset ESG Income Fund
Martin Wildy is portfolio manager of the Eventide Multi-Asset Income Fund. Martin has more than 10 years of experience as a portfolio manager and analyst, building sustainable portfolios of companies in the tech, banking, real estate, and other sectors. His fund actively invests in green bonds, “yieldcos” and MLPs. I spoke with Martin on June 24.
See How I Safely Get Income And Protect Myself From Inflation
The U.S. Inflation rate began falling in mid-2014 along with crude oil prices. Inflation bottomed in mid-2015 around zero. Inflation has been notably rising sin
The Value Investors: Lessons From The World's Top Fund Managers
About Mr. Ronald W. Chan Mr. Ronald W. Chan is the founder of Chartwell Capital Limited, an investment management company based in Hong Kong. Ronald holds Bache
What Some Very Smart Hedge Fund Managers Are Saying About This Market
Shows why some very smart Hedge Fund Managers are so nervous about this market. Explains the various facts they use to back up their claims. Talks about “capita
Why Technology-Enabled Fund Administrators Will Become A Bigger Force With Family Offices
Family Offices have grown to control over $4 trillion in capital. Many of these offices have become complex financial firms that are executing sophisticated inv
How to Win Project Funding From the Next Minnesota Bonding Bill
Here we provide tips for putting together an enticing application for next year’s bonding bill and cover what to do if you miss the June 16 deadline.
Top Merger Stocks Held By Fund Managers, Mid-Q2 2019
Form 13F filings show fund managers' top arbitrage stocks. Top M&A stocks of the 46 funds I follow. Red Hat top pick of merger arbs.