Consumer confidence fell in May as inflation fears rose; Atmos Energy, CMS Energy, New York Times and Tyson Foods offer defense.
Source: https://www.zacks.com/stock/news/2927304/4-defensive-stocks-…
The Gabelli Multimedia Trust Inc. (GGT) preferreds (GGT.PR.E, GGT.PR.G) offer over 6% current yield and trade below par. Both preferreds carry an A3 Moody’s rating, low leverage (32%), and strong asset coverage under the 1940 Act.
I’ll break down of three MLPs/energy partnerships using yield, distribution growth, cash-flow coverage, leverage, and cycle durability as the deciding factors. Contenders include contrasts between a scale-driven midstream operator with a data-center angle, a consistently executing pipeline partnership with repeated 12.5% hikes, and a royalty model built around zero capex and tax-advantaged payouts.
Nvidia, AMD, Broadcom, Micron, and TSMC are all set to be huge beneficiaries of the continued AI infrastructure build-out. Alphabet and Meta Platforms have both done a great job of applying AI to their core businesses to drive growth.
