To some extent, it makes sense that the stock price of shipping-container company, Triton International (TRTN), keeps getting whipped around by moving credit spreads. However, the market is not giving this company enough credit for improving conditions within its niche industry, nor is the stock price correctly reflecting improving company-specific fundamentals.
I manage investment portfolios for institutions and individuals. I also share model portfolios and investment ideas within The Value & Income Forum. More about me here.
Simon Property Group's share price continues to fall, and the yield is now above 5%. This article reviews the business, the negative market narratives (i.e. rising interest rates, increasing online shopping), the financial realities, Simon's valuation, and the M&A environment. We conclude with our views on how to "play" Simon Property Group in the current market environment.




This report gives an update on the performance, and on every holding, across our Blue Harbinger strategies. And as the market has sold off, we believe increasingly attractive opportunities have emerged for new purchasers, as described in this report.
The Blue Harbinger Weekly:
A members-only weekly report on Blue Harbinger's investments and the market.
This is a brief update to notify you of a new trade in our Blue Harbinger Disciplined Growth portfolio. We’re swapping out shares of a lower growth opportunity for a higher growth opportunity. We believe the new position is a better fit and has significant growth potential.
Preferred stocks can be attractive to investors because they offer higher yields and lower volatility than common stocks. Currently, preferred stocks have sold-off as shown in the following chart. This article highlights nine big-dividend preferred stocks that we currently consider attractive and worth considering.
If you’re brave, you might want to consider investing in Omega Healthcare Investors (OHI), currently yielding 10%. However before you do, consider these five big risks,,,
High-yield REITs continue to sell-off as investors exit in droves. This article highlights performance (and more data) on over 100 high-yield REITs that have sold off significantly. We then explain why REITs have sold off, and provide our views on why some REITs are starting to look increasingly attractive. We conclude with details on 10 specific high-yield REITs that are increasingly attractive and worth considering.
High yield bonds are risky. And they are not for everyone. However, if you’re interested in wading into this space, there are some very interesting opportunities to pick up attractive yield, and price appreciation, with risk-versus-reward profiles that are often skewed in your favor.
Here is a look at how different investment sectors and styles have been impacted by the sell-off, as well as a few ideas going forward.
Members-Only Investment Ideas
At Blue Harbinger, we write a lot about individual stocks, but many investors seek more balance between stocks and bonds. High income and lower volatility are attractive qualities of a balanced portfolio. This report shares our thoughts, and a few specific ideas, on a balanced portfolio of stocks and bonds.
If you like high yield, low volatility, discounted prices, reduced interest rate risk, and improving businesses, then these fixed-to-floating rate preferred units are worth considering for a spot in your diversified income-focused investment portfolio.
If you are looking for a high-yield preferred that just sold-off inappropriately (i.e. a baby that’s been thrown out with the bathwater), and one that also offers lower volatility and protection again the risks of rising interest rates, you might want to consider these fixed-to-floating preferreds, currently yielding nearly 10% and having just sold-off following the FERC’s MLP ruling on Thursday.
This attractive high-yielder is worth considering if you like big dividends and reduced volatility. It won't generate huge price appreciation, but if you are an income-focused investor this nearly double digit yield may be just what you're looking for.
Energy names continue to lag the broader market this year, including many offering attractive high yields. This article shares performance data on 75 high-yield energy companies that have sold-off, and then highlights four of our favorites from the list.
If you’re looking to add a little diversity to your investment portfolio, then this stock is worth considering, especially after the recent market wide sell-off.