Published Mon, 12 Aug 2019 12:33:31 -0400 on Seeking Alpha
Don't get trapped by looking at what the price was that you paid for some stock originally. - Richard Thaler
In a recent Lead-Lag Report, I pivoted some of my discussion to dividend income strategies. With investors mostly preferring large-cap growth stocks, dividend stocks and ETFs have been a mixed bag over the past year - the aristocrats have done well but high yielders not so much. With 10-year Treasury yields dropping below 1.7% (and potentially going significantly lower), attention has shifted back to equities in order to find the yields that the fixed income market isn’t providing.
As usual, the utilities, consumer staples and real estate sectors have been the biggest beneficiaries of this rotation. But if you’re willing to swim against the current and go searching for yields in unexpected places, how about considering the energy sector?
Now, before you fall out of your chair, let me make the case.
Yes, investing in the energy sector right now is a risk-laden trade. Crude oil prices are down 20% from their 2019 highs as political tensions remain high, the ongoing trade war and generalized global economic slowdown stoke oil demand fears and crude stockpiles are at above average levels. I generally prefer sector ETFs to individual names since diversification helps eliminate concentration risk from any one company but the energy sector might be the reverse situation. In a struggling sector, you need to instead target individual names that are positioned to come... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|BHP BILLITON LTD||50.96||0.0||0.00||3.12||6.20|
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