Over the weekend, Barron's ran a story that was very critical of our pass-through security that operates in the oil industry. Should you be worried? To be honest, possibly -- but not for the reasons you might think...
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Zach is not happy. Why? Part of the reason why he recommended buying shares of KKR & Co. (KKR) was because they had promised to distribute the majority of profits to their shareholders. But now KKR is going back on that agreement and deciding to keep its profits in-house. This hurts income investors like us because we'll now receive a much smaller payout each quarter.
As we make our way through the holiday-shortened workweek, I've got a message for Congress. One that I think we can all agree on…
This weekend, one of our holdings put itself right in the middle of the largest merger discussion of the year. This new company, if the deal eventually goes through, will surpass Nestle as the world’s largest candy producer...
In a post-paper economy, a renewed focus on industrials spurs large gains for smart investors. We already have one poised to soar and another just popped up on our radar.
Major indexes are overreacting to every headline – but as an investor, what you should really care about is what’s happening behind closed doors. And today, Zach takes a look at a pair of companies that have given us cause for concern… and decides whether they still deserve a spot in our portfolio.
It was a rather slow news week, which — for us income investors — you really can’t beat. We do have a couple quick earnings updates, as well as a splash Google made earlier in the week. Let’s get right into it… Updates on Two Legacies and One 10-86 First up, we have first-quarter numbers...
