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Arbor Realty: 13.3% “Sucker Yield,” 3 Better Big Divided Strategies

If you are an income-focused investor, Arbor Realty Trust (ABR) may be extremely tempting because of its massive dividend yield (currently 13.3%) and long-term track record of success. However, this mortgage REIT checks all the boxes for a “sucker yield,” and there are far better investment opportunities if you like to generate high income. In this report, we share 10 reasons why Arbor Realty Trust may be a sucker yield (i.e. a dividend that is “too good to be true”), and then conclude with three superior big-dividend strategies for you to consider.

Palantir: 3 Top “AI” Stocks, Big Upside Ahead

Despite the Nasdaq hitting new all-time highs this week, select disruptive growth stocks still have massive long-term upside potential, particularly certain names benefitting from the Artificial Intelligence (AI) mega trend (which, by the way, is still just getting started). In this report, we share 3 top ideas, with a special focus on “Big Data” AI stock Palantir, and then conclude with our strong opinion on investing in disruptive growth stocks at this point in the market cycle.

Saratoga (Down Big): 40+ Big-Yield BDCs Compared

Saratoga (SAR) is a small-cap business development company (“BDC”) with a big 12.4% dividend yield. And the shares just sold off hard (down ~10% year-to-date), now trading at a discounted 0.89x book value. Saratoga's 2.2x debt/equity is not as precarious as it may seem (thanks to significant loans backed by the SBIC), but it still could become problematic as non-transparent depreciation/write-downs continue. After comparing Saratoga to 40+ big-yield BDCs, we review the business, dividend, valuation, risks, and conclude with how it ranks among the top ideas in our “High Income NOW” portfolio.

Top 100 Big-Yield Closed-End Funds (Ranked)

In this report, we share updated data on 100 big-yield CEFs from across a variety of categories. The data is ranked by market cap, per category, but you can also compare these big yield opportunities on discounts-premiums, leverage, recent performance metrics and more. We conclude with our opinion on where we’re seeing the best (and some of the worst) big-yield opportunities in the current market environment.

Indie Semiconductor: 50 Top Growth Stocks, These 6 Worth Considering

This report shares updated data on over 50 top growth stocks (that Wall Street rates “Strong Buy”), and then reviews 6 names from the list that are particularly interesting. We have a special focus on Indie Semiconductor (INDI), considering it’s benefiting from a massive secular trend, but has sold off hard this year, and Wall Street thinks the shares have nearly 100% upside. After reviewing Indie’s business model, its market opportunity, financials, valuation and risks, we consider the other five very interesting names from the list, and then conclude with our strong opinion on investing.

Top 10 Growth Stocks for 2024 (Updated)

As we head towards 2024, the market continues to present widely varied and dynamic investments opportunities, particularly in the growth stock space. Importantly, the macroeconomic backdrop is shifting from ultra-hawkish (i.e. the fed was aggressively hiking rates—to fight the high inflation it helped create by pumping easy money into the economy during the pandemic) to more dovish (as inflation slows and fed-funds futures now predict interest rate cuts in 2024). Without question, monetary and fiscal policies have their thumb on the scales of market performance, but not all stocks are created equally. In this report, we countdown our top 10 growth stocks for 2024, starting with #10 and finishing with our very top ideas.

Top 10 Big Yields: CEFs, BDCs, REITs & More

As 2024 begins, it is a fantastic time to be a big-yield investor. With the Fed’s interest rate hikes seemingly over (and potentially even about to reverse), and with so many big-yield opportunities that have become “too” out of favor, income-focused contrarians are salivating. In this report, we countdown our top 10 big-yield opportunities, including closed-end funds (“CEFs”), business development companies (“BDCs”), real estate investment trusts (“REITs”), dividend stocks and more. We also share data on hundreds of big-yield opportunities from across each of these categories (so you can compare and contrast for yourself).

Top 10 Big-Yields: CEFs, BDCs, REITs & More (Updated)

This report ranks our top 10 big-yield investments, including CEFs, BDCs, REITs, dividend stocks and more. We also share data on hundreds of big-yield opportunities from across each of these categories. After counting down our top 10 ideas, we conclude with all the details on how each of the top ideas fits into our prudently concentrated High Income NOW portfolio (current yield 10.1%, 28 total positions).

PDO vs. PDI: Building A Monster Big-Yield Portfolio

There are as many prudent dividend strategies as there are dividend investors. However, in this report, we review three specific income-focused portfolio strategies, including monster big yields, dividend growth investing, and build-your-own income. Next, we dive into the details on two monster big-yield closed-end funds (“CEFs”) from PIMCO (PDI and PDO). After comparing these two funds in detail (including the 7 things we always consider when evaluating CEFs) we conclude with our strong opinion on which one is better, and how they fit (or do not fit) into our prudently diversified High Income NOW portfolio.

Top 10 Growth Stocks: Fear Creates Opportunity (November Update)

The market is turning ugly. Stocks are down as investors fear higher rates, and the fed remains petrified over inflation. However fear brings opportunity, especially as a few massive secular trends (such as digitization, the great cloud migration and Artificial Intelligence) remain fully intact. In this report, we share data on over 50 high-growth stocks (many of which are recently down big), and then briefly review the macroeconomic environment (including rates, monetary policy and secular trends). Finally, we rank our top 10 growth stocks, starting with #10 and counting down to our top ideas.

100 High-Growth "Digital Revolution" Stocks, Down Big

The digital revolution is perhaps the biggest secular trend today, and it is likely to continue (to the benefit of select companies) for many years to come. For example, software and semiconductors stocks are two big beneficiaries. In this quick note, we share data on over 100 software and semiconductor stocks with high growth (i.e. 12% revenue growth expectations for next year), plus we’ve included the “Super 7” mega-caps for comparison purposes too.

Palantir: Climbing “The Wall of Worry,” Attractive long-term play in AI / ML

Like a lot of stocks that started trading publicly during the pandemic bubble, there has been a lot of skepticism associated with Palantir. For example, naysayers decried that it wasn’t profitable (now it is), the company could never successfully expand from government to commercial (now it has), stock-based compensation was too high (now it’s not) and the whole big-data theme was dramatically overblown (however, machine learning and artificial intelligence are now big revenue growth drivers). In this report, we review the business, the financials, current valuation and risks. We conclude with our strong opinion on investing in Palantir.

Monolithic Power: 40 Top Chip Stocks, Ranked

The world is being “digitized,” and besides software, semiconductors are the "nuts and bolts" making it all happen (in datacenters, on devices, in the cloud and just about everywhere else too, considering the expansive "Internet of Things" ("IoT")). In this report, we share data on 40+ top semiconductor stocks, ranked by net profit margins (a particularly important metric in the currently challenging macroeconomic environment). We have a special focus on Monolithic Power Systems (MPWR) an "offense-and-defense" chip stock, including a review of its business, financials, valuation and risks. We conclude with our strong opinion on investing in semiconductors in general, and Monolithic Power in particular.

Top 10 Big-Yield CEFs: Attractive Contrarian Opportunities

When market conditions get ugly, contrarian investors salivate. Not because they’re buying everything in buckets, but because they’re selectively adding compelling contrarian opportunities to their income-focused investment portfolios. And that is exactly what we focus on in this report. Specifically, we review current market conditions, share data on 50+ big-yield closed-end funds (“CEFs”) and then countdown our top 10 big-yield CEF opportunities.

DPG: Among 25 Top Big-Yield CEFs, It Stands Out Like a Sore Thumb

If you are a big-yield contrarian investor, the Duff & Phelps Utility and Infrastructure fund (DPG) stands out like a sore thumb. It’s down more than 25% this year (the worst performer among the top 25 big-yield CEFs we share in our table below) for two reasons. First, it invests in a low-volatility “safe” market sector that is significantly underperforming the market this year. And second, it trades at a massive (and very inappropriate) discount to its net asset value (“NAV”) following a distribution right-sizing a few months ago (emotional investors have dramatically overreacted). In this report, we compare the 9.2% yielding DPG to 25 other top big-yield CEFs, then review its strategy, current market conditions and valuation. We conclude with our strong opinion about investing in this very interesting “stand out” opportunity.

IonQ: 50 Top Growth Stocks Ranked, These 3 Worth Considering

Capital markets have been on a wild ride over the last few years. And that includes 2023 with interest rates and high-growth stocks both rising rapidly. In this report, we review the current macroeconomic environment, share data on over 50 top growth stocks (ranked by revenue growth rates, among various other important metrics), and then review three names from the list that are particularly interesting and worth considering. We have a special focus on quantum-computing company IonQ (IONQ), including its business, market opportunity, financials, valuation, risks and our strong opinion on investing. We conclude with a critical takeaway about investing in these select top growth stocks in the current market environment.

Top 10 Growth Stocks (Attractive Entry Points)

A lot of top growth stocks have sold off hard over the last month, and a select few of them provide extremely attractive entry points right now. In this report we share data on over 100 top growth stocks, briefly review macroeconomic conditions, discuss several massively disruptive secular trends, and then count down our top 10 growth stock rankings. We believe the names on this list have dramatic upside potential in the quarters and years ahead. However, if you are not a growth stock investor, this report is absolutely not for you.

SoFi Stock: Outlook, Despite Biden, Student Loans Resuming, Growth Accelerating

The Supreme Court has ruled, and the Biden Administration is largely abandoning its fight to permanently cancel student loan debt for millions of Americans (until 2024, an election year, when the new plan will be touted). So what does this mean for SoFi, an already fast-growing fintech that expects its revenue to accelerate as federal student loan payments are now set to resume? In this report, we review how SoFi has been growing its business during the student loan pause, how it will benefit going forward, the company’s recent financial performance, valuation and risks. We conclude with our strong opinion on investing in SoFi.