Most Recent Alert
Grab Another High Yield On The Dip
June 18, 2024
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
Most Recent Issue
The Slower Pace Pays Dividends
December 15, 2024
Three months ago, we made a big pivot from focusing on pure trading opportunities to a more balanced total return strategy. The decision was part pragmatism and part philosophy. It’s working. We’ve made about 3.4% across the portfolio in those three months, which is a robust return if our expectations are aligned with reality. I’ll talk about that shortly, but for now I want to