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Tom Konrad CFA  In the first article of this survey of yield cos, I noted that many of the recent yield co IPOs have risen so far as to "lend the very term "yield co" a hint of irony" because rising stock prices are accompanied by falling annual dividend yields. Yield Co Worries Because yield cos invest in clean energy infrastructure such as wind farms and solar facilities, conservative income investors may worry about the durability of the technology.  Will solar panels still be producing power twenty...

Tom Konrad CFA In the first article of this survey of yield cos, I looked at the possible reasons for the seemingly endless enthusiasm for US-listed clean energy yield cos.  Here, I'll take a look at how these yield cos are constructed, and why investors should prefer one structure over another. Who's Your Daddy? Most yield cos have been created by clean energy project developers in order to create a ready, low-cost buyer for those projects.  With the recent string of very successful IPOs, the capital available for such projects may prove...

The Canada-US Income Tax Convention provides for the withholding of a 15% or 25% income tax on dividends and interest on dividends payed on Canadian Securities to US residents.  (This includes many of my favorite green income stocks.)  Most people can qualify for the reduced rate by filling out the NR301 Canadian tax form.  Others, such as charitable organizations and retirement accounts qualify for an exemption. Many custodians don’t get this right, and recovering improperly withheld payments is considerable work, when it’s possible at all.  Canada requires one form NR7-R form per security and per dividend payment, plus supporting...