Blue Harbinger Research helps you manage your own investments. Outside of Blue Harbinger, I manage portfolios for institutions and individuals at Left Brain Wealth Management.
From time to time, we like to share investment-related questions/ideas from our readers. Today's "Members’ Mailbag” comes from John W. Specifically, John asks:
"What is your thinking on KMI now that they have announced a schedule for future dividend increases? Their preferred shares have 4 dividend payments before conversion so would it be smart to simply invest in KMI-A as a way to begin a long position in KMI?"
Thanks for that question John, and we have a pretty strong opinion on this one…
Members-Only Investment Ideas
Be fearful when others are greedy, and greedy when others are fearful. Buy when there is blood in the streets. Whatever contrarian, value-investor, mantra you like, we continue to like this high-yield investment, and we could see some interesting market action this week.
This report is a continuation of our free public article titled “Market Top Coming: Top 10 High-Yield Investments Worth Considering," however this members-only version includes the Top 5. For some color, three of the Top 5 are high-yield bonds, and two are high-yield preferred stocks. Without further ado, here is the list...
Many investors continue to seek attractive high-yield investment opportunities with relatively low risk. This article consolidates and reviews a handful of attractive opportunities for you to consider. These ideas are mainly preferred stocks and a high-yield bond. Without further ado, here are the ideas.
If you like yield, but you’re not comfortable with a lot of volatility, then you may want to consider the preferred shares of this healthy company. They trade at a slightly lower price than the common shares, they offer a slightly higher yield (5.3% versus 5.1%), and the share price is significantly less volatile and safer. But before you go diving in headfirst on the preferreds, here are a few things you need to know.
If you have a long-term investment horizon, you might consider investing in this disciplined growth stock. It pays only a small dividend now, and its share price is volatile, but 5-years from now you will probably wish (or be glad) that you bought shares.
If you are an income-focused investor, and you occassionally like to take on more aggressive trading opportunities, we have an interesting idea for you that we believe is worth considering.
Free Reports
The Blue Harbinger Weekly:
A members-only weekly report on Blue Harbinger's investments and the market.
New Residential Investment Corp (NRZ) is a unique mortgage REIT (think "MSRs") that is loved by many because of its big steady growing dividend payments (it currently yields 12.9%). However, this big yield does not come without risks as we’ve seen the shares fall 11% in the last three months. This article provides a brief review of the high-level risks facing NRZ, and then shares our views on the right way to think about NRZ.
From time to time, we like to share investment-related questions/ideas from our readers. Today's "Members Mailbag" comes from member Ken W. Ken asks: "Given rising interest rates, albeit slowly, are you considering any floating rate funds/ETFs such as FRA, BGX, BX, JFR for your Income Equity Portfolio?" Thanks for that question and for those ideas Ken. Here are our thoughts...
We currently own shares of this attractive Greek company. And we believe its price should increase significantly, and its above-average dividend should also go even higher. However, if you prefer less volatility and an even higher level of income, we share another way to play it.
This week's Blue Harbinger Weekly focuses on an uncommon but attractive high-yield REIT investment. We highlight several important considerations and a few things to avoid. If you are an income-focused investor, this one may be worth considering for a position in your diversified portfolio.
It may seem counterintuitive, but we just sold one of our top-performing Dividend Aristocrats, and we used the proceeds to buy a “Dog of the Dow” that is currently hated by the market. And as contrarians, we wouldn’t have it any other way.
All Blue Harbinger strategies continue to deliver strong positive returns without any of the full-service brokerage fees that “do-it-yourself investors” are trying to avoid. Our Disciplined Growth portfolio beat the S&P 500 during May, and our Income Equity strategy finished the month with a 5.4% yield, nearly 3.5% higher than the S&P 500. We’ve seen value stocks underperform growth stocks this year, and as contrarians we like value stocks even more now.