From a corporate investment perspective, Chevron’s bet of turning an Australian island into a liquefied natural gas-exporting hub has been hobbled by increased supplies, falling prices, and a resulting power shift to buyers.  But for dividend investors it's not all bad.

Mining companies like BHP Billiton have been facing a tough time since the end of the commodity super cycle in 2011. Based in Australia, BHP is one of the largest, most cost effective producers of materials such as iron ore, copper, petroleum and coal.

Until last year, US airlines stocks were flying high, having gained 264% in the past 5 years (from Jan 1st 2010 through December 31st, 2014). In fact US airlines was the best performing sector gaining 105% more than the S&P which rose 159% during the same period. In 2015 however, the airline stocks reversed course losing 18%, as of June 17, 2015.

After a very strong performance in 2014, airline stocks have given back some of the gains despite our belief that the fundamentals remain completely unchanged.

BDCs were created in the 1980s by congress to encourage capital investments in privately owned companies. They are alternative asset managers that invest in small to mid-sized private firms with EBITDA in the range of $50mil-$500mil.