Unfortunately, many investors make the mistake of chasing the highest yielding securities without doing their homework. We believe in owning healthy yielding securities. This week’s Weekly highlights a group of healthy yielding securities. We also provide details for several specific high yielders with significant long-term price appreciation potential, including one we own in our Blue Harbinger Income Equity portfolio.
Value and income investing. Long-term capital appreciation.
As a follow up to “part I” in this series, this “part II” article highlights more attractive healthy-dividend companies. We’re sticking with the theme that investors should NOT blindly chase after the highest yielding securities, but rather focus on those with the healthiest yields. We highlight a handful of healthy yielders including one that we own in our Blue Harbinger Disciplined Growth portfolio.
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Members-Only Investment Ideas
This week's investment idea is a continuation of our Blue Harbinger Weekly. Specifically, this investment idea article contains more safe big dividend ideas that we believe are attractive and worth considering.
Be fearful when others are greedy, and be greedy when others are fearful. This week's members-only investment idea is another big-coupon high-yield bond worth considering, The market remains very afraid of this bond, but the company appears to be turning the corner...
We’ve had three interesting stock-specific inquiries from members over the last few days, so we are taking a moment to share. First, Doug from Antioch, Illinois notes that tech company Snap has fallen dramatically from its IPO highs just a few days ago, and wonders if now is a good time to buy. Next, Benjamin from France asks for our views on 2019 Alibaba Call Options. And finally, Michael from Lincoln, Nebraska asks about a new wood chip play, Enviva (EVA) which offers a big distribution yield of 7.3%. This article gives our brief views on all three of these opportunities.
This week’s members-only investment idea is an investment grade corporate bond with an attractive yield (nearly 6%). The stock of this company also offers a high yield (the dividend yield is over 5%), but we believe the risks associated with the stock are too high, and we actually prefer the bonds instead. Specifically, the long-term viability (>10 years) of the company is uncertain which makes the stock very volatile, but we believe the company will still easily generate enough cash flow to support the bonds...
The maritime shipping industry has been decimated in recent years, with commodity prices down and multiple companies filing for bankruptcy. However, one of the shippers in particular has been showing dramatically improving financials, and we believe its high-yield bonds are even more attractive than its stock.
The shipping industry has been decimated in recent years as measured by the Dow Jones Global Shipping Index (DJGSH) which is still down nearly 50% since mid-2014 (and it now pays an 11.9% yield!). And while there may be some very valuable contrarian opportunities in the space, many shippers are in deep distress and there will likely be more bankruptcies. This article highlights three ways to play the space.
The Blue Harbinger Weekly:
A members-only weekly report on Blue Harbinger's investments and the market.
In a return to the basics, this week's Weekly provides details for a handful of safe big-dividend stocks that we consider very attractive. Long-term, contrarian opportunities that we believe are worth considering.
This week’s Weekly addresses two compelling high-income opportunities (one of our own, and one from a Blue Harbinger member, Michael F). First, an attractive high yield bond that offers a double digit yield. It’s from a company that has experienced significant challenges, but appears to finally be “turning the corner.” Second, member Michael F has brought a high-yield MLP idea to our attention. Specifically, it’s an attractive ethanol logistics company that pays nearly 9% in distributions. However this company faces some big risks worth considering…
If it is safe high income you seek, this alternative strategy may be worth considering. Rather than investing only in big-dividend stocks, this article highlights three specific corporate bonds, and an advanced-strategy to generate high income with relatively low risk. We believe these three specific bonds offer an attractive risk-versus-reward opportunity to boost your income and diversify your portfolio.
This week’s Weekly provides data (total returns) for 39 market sectors and industries (YTD, 1-Year, and 5-Year), and then provides an overview of several key investment themes opportunities with regards to oil prices, heath care companies, and financials. For starters, here are the total returns (dividends plus price appreciation) across sectors and industries.
As a continuation to our free article "Six Special Situation Investments Worth Considering" this members-only article includes the Top 3. Two have to deal with the potential "aquiree" in M&A deals and the other is simply a high-yield distressed debt opportunity that is far less "distressed" than it used to be. Without further ado, here are the top 3...
This week’s Weekly provides an update and outlook for seven of our existing Blue Harbinger holdings. Specifically, we remain bullish on our healthcare REIT holding, we see more big gains on the industrials stock we purchased last summer, we remain comfortable with our commercial real estate position (despite signs the industry may soon slow), and finally, our four recent CEF purchases have seen their discounts to NAV start to shrink (a good thing), they continue to pay very large distributions, and we remain very bullish on their strategies.