Investing Topics: Value INvesting

Afraid of Dividend Cuts? Buy Bonds

By Roger S. Conrad on Dec. 18, 2014

Investors looking for big yields and a larger margin of safety should consider bonds issued by junk-rated issuers that also have big dividend payouts.

06/27/14: Good Stocks on the Rise

By Roger S. Conrad on Jun. 26, 2014

We review some of the emerging themes in Canada and Australia’s energy industries, raise our buy targets on several names in our International Portfolio and swap one laggard for a long-term winner that could benefit from a near-term upside catalyst.

The Art of Bottom Fishing

By Peter Staas on Jun. 17, 2014

With an eye toward value and capital preservation, we prefer to focus on potential turnaround stories where distribution growth has slowed or stalled, but the payout doesn’t appear to be under threat. At the same time, management must have a credible plan to restore the MLP’s fortunes and exceed the market’s low expectations.

Finding Value among the High Flyers

By Elliott H. Gue on Jun. 17, 2014

Alon USA Partners LP was one of the top-performing publicly traded partnerships when it debuted on the New York Stock Exchange in 2012. Although the stock tumbled by 30 percent the next year, we see reasons to be bullish on this name in 2014.

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