| Readers know that we watch numerous areas within the commodity arena as well as industries that either have an impact upon, or are impacted by commodity names. Over the last year or two, we have spent considerable time analyzing utility names due to the low rate environment for bonds and our need to add stability to our portfolios after the big run-ups in some of the oil names we have purchased.
We have looked to diversify across the industry, using some of the larger names to get 4%-5% yields while looking to the small to midsized names as potential buyout candidates down the road...............................................Full Article: Source
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