It may seem like madness to suggest buying REITs at a time when yields are soaring and anything associated with “income investing” is getting slammed.  But with many popular REITs down 30% or more, now is precisely the time to start digging around for value. This bond market selloff roiling all income-focused securities may very...Read More

Three weeks ago, I asked if the bull market in REITs and MLPs was over, to which I replied “no.” Bond yields may indeed be rising with the scaling back of the Fed’s quantitative easing, but few investors in or near retirement can eke out a living on today’s yields.  Even if the current payout...Read More

Watch me chat with Covestor’s Mike Tarsala about how to invest at the end of a 30-year bull market in bonds.  I discuss some of the ways I am playing the transition in my Dividend Growth Portfolio. To read Mike’s write up of the interview, see: Sizemore: How I’m playing the end of a 30-year...Read More

Rumors flew over the weekend that AT&T ($T) had made an offer to buy Spain’s Telefonica ($TEF) for $93 billion—a roughly 50% premium to today’s market cap. Telefonica was quick to dispel the rumor, and AT&T had no comment as Monday afternoon. My gut reaction is that this rumor is exactly that: a rumor.  The...Read More

May 22 was not a kind day for income investors.  It would appear that this was the day that income investors collectively realized that the Fed’s QE infinity really wouldn’t go on…well…for infinity. Fears that market yields would rise became a self-fulfilling prophecy.  The 10-year Treasury yield, which had reached a new low just above...Read More