One of the companies that we have held for years, and that I have consistently covered during this time, is a consumer packaging company.  They provide the packaging for food, including meats, cheese, granola bars, and microwave popcorn, as well … Continue reading →

We have recently updated our whitepaper, The New Case for High Yield: A Guide to Understanding and Investing in the High Yield Market.  If you haven’t already, please take the time to read this important piece, where we provide a … Continue reading →

I just don’t get it.  Over and over again, we hear commentary that the market is moving up or down driven by the prospects of further Federal Reserve intervention.  When hopes dim that the Fed can or will do further … Continue reading →

The second quarter is off to a shaky start:  following the pace of the equity markets, the softness in the high yield market continued yet again this week.  While the equity markets were down 1-2%, the Bank of America Master … Continue reading →

I keep hearing the market pundits recommending dividend paying stocks.  For many reasons, I can’t help but question this recommendation: if you were looking for income, why wouldn’t you turn to high yield bonds?   Here are the many advantages of … Continue reading →