DMLP Overview

Dorchester Minerals Insider Purchase: Director Frank Damon Box bought 5,000 shares of DMLP at $21.96 each, totaling $109,825, and is currently up 2.9% based on recent trading highs.

Joint Insider Purchase: Charles E. Jobson purchased 13,000 shares of Joint for $8.41 each, amounting to $109,330, with a slight increase of 0.2% in trading on Thursday.

Previous Purchases: Box had previously bought shares worth $102,276 at $25.57 each, while Jobson's earlier purchase was for $141,668 at $8.45 each.

Market Performance: Dorchester Minerals is up 1.1% on Thursday, reflecting positive market activity for both companies involved.

Portfolio Performance: The November Easy Income Portfolio Review highlights a focus on generating reliable income through a diverse mix of assets, including private credit, midstream oil and gas, and residential mortgage-backed securities, despite market volatility and macroeconomic concerns.

Key Holdings and Updates: Significant updates include the merger of Tortoise Energy Infrastructure Corp. (TYG) which raised its monthly distribution, and continued strong performance from various funds like the Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and the Special Opportunities Fund (SPE).

Market Trends: The review notes a stable environment for corporate credit markets, with tightening spreads and consistent income from investment-grade and high-yield positions, while also emphasizing the potential in discounted closed-end funds and community bank debt.

Investment Strategy: The strategy remains focused on owning real assets, maintaining disciplined credit practices, and capitalizing on discounts with catalysts, ensuring steady cash flow amidst broader market distractions.