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What's an Income Investor to Do? Buy Utilities

Posted Apr 20th 2010 9:30AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy

"High payouts from high-quality securities are relatively scarce today; yields are so low on short-term bond funds that holders will actually lose money on most of them after inflation; and real yields aren't much better on longer-term bond funds," says fund specialist Mark Salzinger.

The editor of The No-Load Fund Investor asks, "So, what's an income-oriented investor to do? One types of investments that offers attractive yields and reasonable risk in the current environment is utility stocks; indeed, utilities are today's most unloved sector of the U.S. equity market."

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Best energy ideas: A 'New Era' for resources

Posted Oct 19th 2007 5:15PM by Steven Halpern (RSS feed)
Filed under: Russia, Newsletters, Mutual Funds, Commodities, Oil, Stocks to Buy

"On an ongoing basis, we try to talk with the managers of the funds in our Best Buys portfolio; we recently spoke with Charlie Ober of T. Rowe Price New Era (PRNEX)," says Mark Salzinger in The No-Load Fund Investor. Here are highlights from his discussion with the resources manager.

"Ober has positions New Era not only to benefit from likely strong profits in the broad natural resources sector, but also to protect against rising costs within the sector itself. The fund continues to have a large position in energy stocks, which is now 70% of the portfolio.

"Ober has been gradually adjusting the mix of the fund toward oil and gas services and drilling companies, along with engineering and construction firms.

"These types of companies have pricing power, and they can serve the U.S. energy producers along with non-U.S. independent products and the many state-owned or affiliated oil producers overseas. As of the end of July, these types of companies represented six out of the top ten holdings.

Continue reading Best energy ideas: A 'New Era' for resources