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Strategies & Market Trends : Value Investing
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To: Rarebird who wrote (73023)7/4/2023 10:01:06 AM
From: E_K_S2 Recommendations

Recommended By
CusterInvestor
roguedolphin

  Read Replies (1) of 78817
 
Good to know. I also had my TD Ameritrade account moved to Schwab and there was no problem. I s/d feel lucky w/ DCP as it always paid a good distribution and was eventually bought out by PSX for a very nice gain.

I would send the K1's to Schwab and they completed the forms for me (no charge).

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I have a basket of pipeline companies and great dividend payers. They are all 'C' Corps so no issue with K1s. KMI, WMB, ENB & PBA . These are in the taxable account and after making a low in 2020, have started to rally. Could see all time highs in the next 2-3 years from this sector as it lagged the rest of the market. The dividend streams are quite good w/ WMB (5.5% yield); KMI (6.56% yield), ENB (7.08% yield) & PBA (6.26% yield). I do own a small position in EPD & ET both MLPs held in the taxable account.

I have been slowly building new positions in other dividend payers which have also lagged in this rally; IP (5.82% yield), DOW (5.3% yield), UGI (5.5% yield) and started to dip my toe into some of the chemical cyclical companies; HUN (3.5% yield), KRO (8.7% yield) & TROX (4% yield).

The chemical processing companies is a sector that has also lagged in this rally and are relatively inexpensive w/ PE's that range from 8x -12x.

I do think we could see a continued broadening of the market especially in the middle/bottom of the $SPX companies which have under performed the top 10% of the $SPX. FANG stocks have done well but are very expensive especially AAPL at PE 33x.

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Still sitting w/ about 20% cash and have it parked in the Vanguard Treasury Fund w/ a 7-day average yield over 5%.
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