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Compiling comments that experts make about stocks while on public TV.

2017-09-13

General Comment by Paul Gardner, CFA

Bias Subject Owned
UNKNOWN REITs, BONDS AND DIVIDEND STOCKS Unknown

Split $300,000 into 3 diversified dividend holdings with at least 4%+? Utilities are on sale, so you would have to take one third and buy a utility or an energy name such as Inter-pipeline (IPL-T) which gives you a 6%-7% yield. If you literally gave no valuation to the natural gas and liquids business, the payout is very conservative and you get 6%-7% guaranteed. His 2nd choice would be banks which is giving you a 4% yield. There is a case to be made on REITs because of the ultimate yields, but you are probably not going to get any more capital gains out of it.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management http://www.avenueinvestment.com/

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