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Grab Another High Yield On The Dip

Looking around the market, I see the private equity stocks trading a lot closer to their 52-week lows than their highs. This is an opportunity to lock in their shareholder distributions at an unusually attractive level . . . but as we rotate out of lower yields in the process, something has to go. I think that’s Sysco (SYY), which has done OK for us

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Most Recent Issue

Dividends Flowing On The Dip

Summer is over, the kids are back in school and most of our companies have now paid their quarterly distribution. Once ICMB and KMT write their checks, we’ve squeezed another 1.6% cash income out of the portfolio . . . the equivalent of a 6.4% annualized yield. That’s what we’ve set out to do. As long as those last checks come in and everything else

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