Stock of the Week

100 High-Yielders Down Big: These 5 Are Worth Considering

As the 10 year treasury yield hit a 7-year high on Thursday, the market got jittery. Specifically, many investors fear the fed’s increasingly hawkish monetary policies will put the brakes on the 9-year bull market rally. As a result, stocks sold-off. However, not all stocks are created equally, and some very attractive high-yielders extended their unwarranted slides. Here is a list of 100 high-yield stocks that have continued to sell-off, followed by five specific high-yielders that are attractive and worth considering.

Triton’s 6.3% Yield: Trade Wars and Economic Risks

Triton is an intermodal shipping container company (i.e. the ubiquitous steel boxes on ships, trains and trucks), and it offers a tempting 6.3% dividend yield. But before you consider owning shares (or hanging on to the shares you already own), you might want to consider a couple big risks.

Top 10 High-Yield Contrarian Opportunities

With the bull market running for over nine years now, not a day goes by where someone doesn’t claim the end is near. Nonetheless, the economy continues to strengthen, and no one knows for sure when the next bear will arrive. However, we do know that not all stocks move in lockstep with the broad market indexes, and opportunities constantly arise to cater your investment portfolio to meet your own specific needs. This article reviews our top 10 high-yield contrarian opportunities, from across 10 different investment categories, all for you to consider as you build and manage your own investment portfolio.

Tsakos: Tempting High Yields, Cash Flows Uncertain

Tsakos Energy Navigation (TNP) is a marine shipping company (mainly crude oil) that offers an array of high-yield equities including 5 series of preferred shares with dividend yields from 7.9% to 9.5% and common shares offering a 5.8% dividend yield. But before you start trying to decide which of Tsakos’ many high-yield securities you want to invest in, you might first want to consider whether you believe the business will actually produce the cash flows necessary to support those payments to investors. This article details the two biggest risks threatening Tsakos’ future ability to pay, and then reviews the differences between the company’s array of high yield securities. We conclude with our thoughts on how income-focused investors might want to “play” Tsakos.

Attractive Dividend Dog Of The Dow: Anti Froth-Chasers, Trade War Fearmongers

“Dogs of the Dow” is basically a high-dividend contrarian strategy, whereby an investor selects annually for investment the ten Dow Jones (DIA) stocks with the highest dividend yields. This article reviews one particular Dog that we consider particularly attractive right now because of overblown trade war fears, its low volatility, its big growing dividend, and because the market is vastly underestimating its improved business.

WP Carey REIT: Tempting 6.2% Yield, But Is The Price At Risk?

Interestingly, after 2 years of underperformance, REITs have staged a bit of a comeback (see chart), but why has WP Carey REIT (WPC) not kept pace? This diversified commercial property REIT has a tempting 6.2% yield, but this article considers the safety of that yield, as well as some important clues about the valuation and the opportunities going forward.

Tempting 8.3% Yield, Price Upside, On This New, Oil & Gas, Small Cap

This week’s Weekly highlights an increasingly attractive high-yield, oil & gas, small cap that began trading earlier this year. It’s a case where some investors gave up very big long-term income in exchange for upfront cash via an IPO. It pays monthly, and the shares just sold-off, as shown in the chart. We consider the attractive qualities and the risks, and conclude with our bottom line views.

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.

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.

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.

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

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.

STAG: Big Dividend and Room to Run, But Watch It Closely

STAG Industrial (STAG) is a REIT that pays a big monthly dividend (5.0%), and it's been delivering outstanding price returns, but it's also riskier than many investors realize. This article provides an overview of STAG's strategy, details on the three main factors that drive its price performance, an explanation of why it has performed well in its relatively short life, a review of some big risks, and finally our views on how to "play" an investment in STAG.

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.

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