The China Snap Back Could Be Violent

China has been performing absolutely terribly this year, especially relative to the US, as the talk of more tariffs sounds more alarms. However, just yesterday we received news of planned trade talks between the two countries, and that possibility was enough to send China shares significantly higher for a one-day move. There could be a larger and significantly more violent snap back for Chinese shares if/when meaningful discussions actually take place, and if/when an amicable resolution is achieved.

Attractive 8.3% Yield CEF, On Sale, Lower Risk

This particular Closed-End Fund (CEF) offers a big 8.3% yield, and it is currently trading at an attractively large discount to its net asset value (NAV). This article explains why this particular CEF presents a very attractive buying opportunity, and we also review the risk factors that investors should be aware of. If you like high-income and less downside risk, this one is worth considering.

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.

REITs Could Underperform for Decades (Devil’s Advocate)

REITs had been an extremely popular asset class up until the first half of 2016 when they took a turn towards significant underperformance. And as blind-value-chasers beat the REIT cheerleading drum, there are reasons to believe they could continue to underperform for decades. For example, REITs are no longer the attractive “bond proxy” as interest rates are now increasing, and these heavily-debt-reliant businesses could face tremendous headwinds if rates were to eventually rise back to over 15% as they were in the early 1980s.

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.

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.

Top 8 High-Income REITs Worth Considering

If you are an income-focused value investor, you’ve probably been drawn to REITs by their big dividend yields and perceived low-volatility. Over the last year, a few REITs have performed well, while many others have been very disappointing. This article highlights 8 big dividend REITs that we believe are attractive and worth considering, but all for different reasons. Without further ado, here is the list.

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