Members-Only Investment Ideas
Investors are often lured in by high yields, only to later discover they've purchased a value trap. This report reviews why we believe one particularly popular high-yield equity is NOT worth the risk, and why we wouldn't touch it with a 10-foot pole. However, there is another point in the capital structure of this particular high-profile company that may be worth considering.
This week's members-only investment idea is a non-equity high-income payer that also has room for price appreciation. As with many of our investment ideas, this one stems from an overly fearful segment of the market that has created an attractively discounted opportunity.
Brookfield Property Partners offers a big 5.2% dividend yield, and the company may be calling a bottom in the retail REIT market via its bid to acquire GGP. However, the real winner may be Brookfield’s parent entity Brookfield Asset Management. This article provides an outlook for retail REITs, a review of the twisted conflicts of interest in this deal, and a few ideas on how income-focused investors may want to play this deal and the retail REIT space in general.
This "Members Mailbag" report includes a brief update on big-dividend BDC Triangle Capital (TCAP) following an inquiry from Blue Harbinger member Bob S.; Bob’s full inquiry is included below, but he’s basically asking about the “strategic alternatives” discussed by management during the quarterly call, and he also notes that TCAP’s “former CEO really screwed up.” This write-up includes our opinion on the future of TCAP.
Sticking with our market cycle / booming economy theme, this week's investment idea covers an attractive REIT with an above average dividend yield that continues to have legs. And while we believe this opportunity has more upside, it'll eventually slow when the market cycle slows. So to those of you who choose to ride this one higher--keep an eye on it because when the market cycle does eventually turn...
Realty Income (O) pays a big monthly dividend (+4.7%), but its price is down, and many investors are not happy. The company has a strong track record of success since it was first listed on the NYSE in 1994, but what has Realty Income done lately? Considering the horrible 1-year performance for the Real Estate sector, we intend for this to be the first in a series of REIT articles in the coming weeks. This article reviews Realty Income’s financial position, its current valuation, and our outlook for its future performance.
The Blue Harbinger Weekly:
A members-only weekly report on Blue Harbinger's investments and the market.
For those of you interested in long-term capital appreciation, this reports shares a wide-variety of individual stock ideas. The model portfolio in this report is derived from a custom client portfolio we've been working on. It may help you generate ideas as you manage your own investments. Any questions, please let us know.
This members-only article is a continuation of our free public article, titled Top 8 High-Income REITs, however this members-only version includes the top 4 (we currently own three of them). Without further ado, here are the top 4...
This week’s Blue Harbinger weekly reviews where we are in the market cycle, which sectors tend to perform best in each phase of the cycle, and finally we review a specific investment opportunity for members to consider
This week we are sharing an attractive high-yield contrarian opportunity. Investing at a time when negativity and fear are high can be challenging, but it can also be very rewarding.
Low interest rates, improved bank reserve requirements, and quantitative easing have done such a great job restoring faith in the markets following the financial crisis, that the S&P 500 continues to reach new highs and fear (as measured by the VIX) has practically evaporated altogether. But valuations are starting to get stretched. This article addresses the question: Are we finally due for a market correction?
If your primary objective as an investor is to generate attractive total returns from which you can source steady income payments, then you may want to consider the closed-end fund (“CEF”) described in this article. It offers big monthly income distributions, a discounted price, compelling real estate market conditions, no risky leverage, and a long-term track record of success. However investors should be aware that a portion of the income distributions are sourced from capital gains (in a tax-efficient manner), so don’t expect the value of this investment to climb dramatically over the long-term, unless you’re reinvesting those big juicy monthly distribution checks.