Reply To: Traders Market Weekly: Valuation Matters in Earnings Season

#39697
Truman
Participant

Barron’s:

Income investing makes the cover this week. Yields across the board have pushed higher as the market weakness and the Fed’s battle with inflation has sent investors scrambling.

Some of the stocks of interest to dividend hunters mentioned by the publication include Alerian MLP (NYSEARCA:AMLP), Kayne Anderson NextGen Energy & Infrastructure (KMF), Salient Midstream & MLP (NYSE:SMM), Verizon (VZ), AT&T (T), JPMorgan Chase (JPM), Goldman Sachs Group (GS), Morgan Stanley (MS), and Wells Fargo (WFC).

Opportunities with junk bonds, REITs, and TIPS are also broken down in the new higher-rate environment.

“It’s still a challenging macro backdrop, given high inflation, but most of that is priced into the market,” noted Nuveen Chief Investment Officer Anders Persson. “The yield profile is a lot more interesting,” he added.