Letters by company

Genesis Energy Lp

1 letter discussing GEL. Everything written about it on this site is on its ticker page.

Miller/Howard Investments Diversification Has Left the Building: Dividends Can Provide a Solution Miller/Howard argues that mega-cap technology concentration has spread from growth indices into value benchmarks, making high-yield dividend strategies a differentiated source of diversification. The firm exited Stag Industrial, added Novartis, Home Depot, Regency Centers and SunocoCorp, and repositioned utility and energy portfolios toward growth, balance-sheet strength and North American infrastructure demand. 3Q 2026 AAPL $4.8TAMZN $2.9TMSFT $3.9T