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
Time To Capture Higher Rewards
June 19, 2024
It’s been a little while since I delivered an update on our portfolio and our posture within the overall market. This is a big one because in the last month or so I needed to work behind the scenes to attack an existential challenge to the way we used to operate here . . . and you’ve already started to see the results. Start with