Month: December 2021

Enbridge: End Of Year Special, Buy Their 7% Yield And Get Any Growth For Free

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Summary The recent broad-based energy sector sell-off has presented very desirable opportunities for investors, such as Enbridge. They are moving to a self-funded operating model […]

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National Storage Hiked The Dividend By 10%, And Is On The Up And Up

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Summary National Storage Affiliates is a fast-growing self-storage REIT that benefits from a differentiated business model. It leads its peers in both historical and current […]

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Carlyle Group: PE Is Interesting, But This One’s Fully Valued

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Summary In this article, I’m going to take a deeper look at Carlyle Group, an international PE firm that’s been involved in some of the […]

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Eversource Energy: Strong Growth And Reasonable Valuation

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Summary Utilities are popular for their stability and dividends but Eversource Energy also has very strong growth. The company’s large investment program should allow it […]

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How Much Apple Is Too Much? A Study In Concentration Risk And Risk Tolerance

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Summary This article is a follow-up to my recent article, “Quantifying Bubble Risk: Market Vs. Top 100 S&P Companies Individually” Apple is now my largest […]

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Saratoga: Well Diversified BDC But Has An Overstretched Payout Ratio

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Summary SAR had a record year with exceptional AUM and NII growth. The management has launched a new dividend strategy in 2015 to regularly raise […]

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At Its Highest Price in a Decade, Can Bank of America Go Higher in 2022?

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The bank now trades at a strong valuation but also has a good outlook for 2022. What a year it’s been for Bank of America […]

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