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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Max Fletcher who wrote (10227)	10/25/2011 7:54:20 PM
From: chowder	Respond to of 34328

Max, I've been studying that report for the past week. I meant to post it here and forgot. Thanks for doing so! What impresses me most about their portfolios, is how well the utility sector has performed over time. One wouldn't think that utilities could be a top tier sector over a decade or two, but it is! I own quite a few utilities and I know that in my portfolio, they are one of the best performers I have in total return. The MLP's are best. As long as people need heat, air, electricity and a way to power their gadgets, utilities will keep plugging along. They just aren't an exciting holding. I don't need the excitement. I need the performance and I am pleased with the performance to date. My son only has two utilities in his portfolio (D and SO), I have 8 or 9. I'm going to suggest he adds another one or two.

To: Max Fletcher who wrote (10227)	4/21/2012 1:14:42 PM
From: Paul Senior	Respond to of 34328

Miller/Howard: 4Q report is out: mhinvest.com As usual, a nice, well-written report (imo). Miller/Howard mentioned in Barron's today: blogs.barrons.com "Peter Amendolair is chief investment officer at Destra Capital Investments, where his job includes overseeing the Destra High Dividend Strategy Fund ( DHDAX), an open-end mutual fund sub-advised by Miller/Howard Investments, Inc... Amendolair looks to high-grade preferred securities, which combine features of stocks and bonds and can offer either fixed- or floating-rate income. “I believe these should be core holdings as part of a fixed income holding,” he says, and Destra offers a separate open-end fund fund, the Destra Preferred and Income Securities Fund ( DPIAX), with that in mind." So I looked at both funds, and I don't find them attractive for me now. They seem to have just started operations this year. They're puny ($6M in assets for DPIAX). They may be expensive (load fees) or not. (Some fees are waived apparently.) I don't see what annualized distributions might be. I already hold shares elsewhere in several of the stocks DHDAX has: finance.yahoo.com. I might consider the preferred (DPIAX) if I saw what the yield was and understood more easily what my cost (fund expenses) were.