Are MLPs Still Attractive after a Great Run?
https://youtu.be/L_3bi3HX1uU Since our market update on December 17, 2020 (https://www.thorwealthmanagement.com/…, MLPs have outperformed the S&P 500 and the NASDAQ 100. In this market update we explain why they are still attractive.
MLPs: Still Very Attractive
We have talked about the attractiveness of Master Limited Partnerships (MLPs – Midstream Pipelines) for several years (see below links to prior updates). They still look good from a fundamental perspective and technically they are not overbought. Investors have pulled money out of MLPs over the past 4 years while the asset class has been […]
MLPs – Story is Still Strong
https://youtu.be/ptMbPdauM9I Even though midstream Master Limited Partnerships have significantly outperformed the rest of the stock market since the beginning of COVID, they are still selling a compelling investment. Watch this market update to find out why.
Stock and Bond Yields – Not Enough To Live On!
https://youtu.be/bapRbVp1giAThe “real” yields for both bonds and stocks are negative. The last time that both stocks and bonds generated negative real yields was back in early 70’s. Investors cannot just rely on yield to generate income. THOR understands this dilemma and believes portfolio’s need to be more dynamically managed to maintain appropriate withdrawal rates.
MLPs: Still in Early Innings
Since our market update on December 17, 2020, MLPs have performed well compared to the rest of the market. We believe that this is only the beginning and there are 4 major reasons to invest in MLPs today: 1) cheap; 2) great cash flow; 3) high current yield; and 4) inflation protection.
MLPs: Win Win Win Investment
https://youtu.be/qi3pOu0RogA Master Limited Partnerships (MLPs) in the midstream, pipeline space are in the early innings of what we think will be a 9-inning ball game. The reason to own them is threefold: 1) They are selling at a historically low price to discounted cash flow; 2) They have a sustainable current yield that is more […]