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5 Attractive High Yields: Preferreds, Debt and Equity

If you are an income-focused investor, it can be worthwhile to consider opportunities from across the capital structure, including preferred stocks, debt and common equity. This article is part one of a two part series that looks across the capital structure to highlight a variety of increasingly attractive high-yield opportunities. Without further ado, here are the five...

NRZ: Attractive 11% Yield, But Know The Risks

New Residential (NRZ) offers a very tempting 11% yield, but before diving in headfirst, investors should be aware of the big risks that this mortgage REIT faces. After explaining how NRZ makes money, this article reviews six big risks, followed by seven reasons why NRZ is attractive and may be worth considering, depending on your situation.

Attractive 8.2% Yield: Discounted Price, Less Interest Rate Risk, Compelling Sector Tilts

If you like monthly income, then this attractive CEF is worth considering for a variety of reasons (e.g. discounted price, lower interest rate risk, attractive sector tilts, management, and more). However, there are also risks that should be considered (i.e. the focus on income over price appreciation, credit spreads, distribution coverage, and more). This article reviews the attractive qualities and risks, then draws some conclusions about who might want to consider this attractive high-yielder.

CBL's High-Yield Bonds Are Increasingly Attractive (6.1% Yield + Price Appreciation)

Every investor has their own unique needs and tolerance for risk, and no one has a working crystal ball. Nonetheless, by assembling a prudent mix of portfolio investments, every individual can increase their odds for success. And depending on your situation, if you’re looking for an attractive coupon payment, plus the prospects for some attractive price appreciation (perhaps far sooner than the bonds mature), CBL’s bonds are worth considering.

Forget FAANG: Top 10 Big Yields, Lower Risk

FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) have been posting very strong returns in recent years, and there are reasons to believe this could continue. However, investing in FAANG stocks generally involves significantly more volatility and risk - something many income-focused investors want to avoid. This article shares our ranking of 10 attractive big-yield investments, across 10 different investment categories, all with relatively lower risk profiles compared to FAANG.

Simon’s Yield Above 5%: Safe Income Or Value Trap?

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.

Fun Chart on S&P 500 Performance After a Big Down Day

Markets sold-off significantly on Thursday, with the S&P 500 down 2.5%. New tariffs from the White House, and comments from new Fed Chair (Jerome Powell) weighed on investors' minds. Nonetheless, the economy remains strong, and here are a couple of fun charts on the future performance of the S&P 500 after historical big sell-offs...

Market Rover: 100 High-Yield Preferreds Under $25, These 2 Are Worth Considering

High-yield preferred stocks can be attractive to the companies issuing them and to the investors that own them, particularly when they trade below $25 per share. This article provides data on over 100 high-yield preferred stocks currently trading under $25 per share. We also highlight two particularly attractive high-yield preferred stock opportunities that income-focused investors may want to consider.

Market Rover: 20 High Yield Bonds Selling-Off, These 3 Are 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.

Digital Realty: Despite Fear Mongers, Dividend, Price Will Rise

There is a lot of fear mongering surrounding data center REIT Digital Realty (DLR). However, we believe its 3.4% dividend is safe and it will grow, and its price will increase too. This article reviews four fears circling Digital Realty, and then highlights three reasons why we currently like it

Top 10 Big-Yield Investments to Start 2018

Yield-Chasing is one of the 7 Deadly Sins of Long-Term Investing. For example, when an investment offers a double-digit yield, it can be a red flag—perhaps an indication of distress. However, we believe the 10 ideas presented in this article are all attractive from a risk-versus-reward standpoint. Without further ado, here is our ranking of top big-yield opportunities, starting with #10 and counting down to #1.

Amazon Insurance: 5 Attractive High-Income Retail REITs

Recent acquisition activities suggest some investors are starting to see deep value in the struggling retail REIT industry, as it adjusts to online retailers like Amazon. This article describes five attractive ways to play the industry with stocks, bonds and options. And if history is any indication, "hot stocks" will eventually underperform, and when the market capitulates, you may be left wishing you had diversified into a few more high-income, contrarian, retail REITs.

The Average Investor Has a Terrible Track Record

Some investors have forgotten, and some investors just don’t know, but if you are a retail investor, over-trading is generally very bad for your wealth. This article provides a few reminders, perhaps eye openers, starting with this “oldie but goodie” chart about just how bad the average investor really is.

Tectonic Market Shift Starting - Are You Ready?

This article reviews a big market shift that is just starting, and how to profit from it. Tax reform and shifting monetary policies are slowing recent winners (e.g. large growth stocks and technology) and propelling some attractive mean reversion opportunities. In particular, we like small cap, value, and US stocks right now. In September, all three Blue Harbinger strategies extended their long-term track records of outperforming the S&P 500.

Seeking Income: 5 Better Options than Caterpillar

Caterpillar has a lot more long-term upside potential, but we sold 100% of our Caterpillar shares this morning for a gain of +110% after owning them for 19 months. Before describing the 5 better income-producing investments, we review why we sold our shares of Caterpillar. Our 5 better options than Caterpillar for income-seeking investors are organized from least to most risky, but they’re all attractive, in our view.

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