The Blue Harbinger Weekly
If your primary objective as an investor is to generate attractive total returns from which you can source steady income payments, then you may want to consider the closed-end fund (“CEF”) described in this article. It offers big monthly income distributions, a discounted price, compelling real estate market conditions, no risky leverage, and a long-term track record of success. However investors should be aware that a portion of the income distributions are sourced from capital gains (in a tax-efficient manner), so don’t expect the value of this investment to climb dramatically over the long-term, unless you’re reinvesting those big juicy monthly distribution checks.
This article reviews a big-dividend market leader that has been able to improve its risk versus reward profile and capture market share while its peers have been struggling. The industry overall has been struggling, but things are continuing to improve, especially for the very interesting company we review in detail in this article. We also offer our views on how to "play" this big-dividend opportunity.
As we wrote here, we sold our shares of Caterpillar on Friday for +110% gain after owning them for 19-months. We expect to purchase new shares with the proceeds within the next several trading days. This article highlights four very attractive investment opportunities that we are considering for purchase.
If you missed it, we recently wrote a public article titled "7 Deadly Sins of Long-Term Investing." Number 5 on that list was the terrible pitfall of "Yield Chasing" (buying stocks simply because they offer a high yield instead looking under the hood at the fundamentals). This article reviews a specific very-high-yield company that is increasingly tempting to some investors. However, based on our fundamental review, we strongly recommend you stay away from this value trap!
We like to share a variety of investment ideas with our readers, and today we share a differentiated high-yield opportunity that we have discussed in the past. It may not be interesting to everyone, but we believe the yield is attractive and the rewards outweigh the risks. Plus the price is attractive!
All three Blue Harbinger portfolios (Income Equity, Disciplined Growth, and Smart Beta) continue their long-term track records of outperforming the S&P 500. This report provides a brief update on August performance, and shares three attractive investment opportunities currently trading lower and thereby providing attractive entry points for investors.
We have owned this REIT since the start of 2016, and it has posted an impressive total return. However, its valuation remains reasonable considering it growth prospects, and we expect another dividend increase soon.
This week’s Blue Harbinger Weekly shares a compelling +5% yield opportunity, and the shares have sold off so far this month thereby making for a more attractive entry point, in our view. This company will benefit from the growing retail sector and doesn’t run the risk of getting “Amazoned” because it is indifferent between serving online versus brick and mortar retail customers.
If you are an income-focused investor, with capital appreciation as a secondary objective, then you may want to consider the double-digit yield offered by the stock we review in this article. Specifically, we detail the bull-side arguments, followed by a few bear-case caveats, and conclude with our views on how investors should consider this opportunity.
We finished July with positive returns for all three of our Blue Harbinger strategies (Income Equity, Disciplined Growth, and Smart Beta), and all three strategies continue to outperform the S&P 500 since their inception. This report provides a brief update on each of our current positions. We believe there is significantly more upside ahead.
This article provides comparative data on nearly 200 high-yield REITs, and dives deeper into the three attractive REITS that we ccurrently own. For starters, here is a table with updated data on nearly 200 big-dividend REITs sorted by REIT sub-categories.
From time to time, we like to share investment-related questions/ideas from our readers. Today's "Members’ Mailbag” comes from John W. Specifically, John asks:
"What is your thinking on KMI now that they have announced a schedule for future dividend increases? Their preferred shares have 4 dividend payments before conversion so would it be smart to simply invest in KMI-A as a way to begin a long position in KMI?"
Thanks for that question John, and we have a pretty strong opinion on this one…
New Residential Investment Corp (NRZ) is a unique mortgage REIT (think "MSRs") that is loved by many because of its big steady growing dividend payments (it currently yields 12.9%). However, this big yield does not come without risks as we’ve seen the shares fall 11% in the last three months. This article provides a brief review of the high-level risks facing NRZ, and then shares our views on the right way to think about NRZ.
From time to time, we like to share investment-related questions/ideas from our readers. Today's "Members Mailbag" comes from member Ken W. Ken asks: "Given rising interest rates, albeit slowly, are you considering any floating rate funds/ETFs such as FRA, BGX, BX, JFR for your Income Equity Portfolio?" Thanks for that question and for those ideas Ken. Here are our thoughts...
We currently own shares of this attractive Greek company. And we believe its price should increase significantly, and its above-average dividend should also go even higher. However, if you prefer less volatility and an even higher level of income, we share another way to play it.
This week's Blue Harbinger Weekly focuses on an uncommon but attractive high-yield REIT investment. We highlight several important considerations and a few things to avoid. If you are an income-focused investor, this one may be worth considering for a position in your diversified portfolio.
It may seem counterintuitive, but we just sold one of our top-performing Dividend Aristocrats, and we used the proceeds to buy a “Dog of the Dow” that is currently hated by the market. And as contrarians, we wouldn’t have it any other way.
All Blue Harbinger strategies continue to deliver strong positive returns without any of the full-service brokerage fees that “do-it-yourself investors” are trying to avoid. Our Disciplined Growth portfolio beat the S&P 500 during May, and our Income Equity strategy finished the month with a 5.4% yield, nearly 3.5% higher than the S&P 500. We’ve seen value stocks underperform growth stocks this year, and as contrarians we like value stocks even more now.
As a follow up to our free article titled “10 Attractive High-Yield Blue Chips, For Contrarians,” this members-only article highlights five more attractive opportunities. And in this case, we currently own all five of these investments.
The Dogs of the Dow strategy proposes that an investor invests annually in the ten Dow Jones stocks with the highest dividend yield. Proponents of the strategy argue that blue-chip companies do not alter their dividend to reflect trading conditions and, therefore, the dividend is a measure of the average worth of the company. The following table ranks the 30 Dow Jones stocks by dividend yield, it includes a variety of other financial metrics, and finally we discuss two of our favorite Dogs of the Dow right now.
This week’s Weekly reviews an attractive +7% yield MLP that is on sale. We also review two growth stocks that we own in our Disciplined Growth portfolio. The MLP is very hated (and misunderstood) right now (which is why we like it), and the growth stocks have both rallied hard this year (they’re up 30% and 47%) and we share our views on how to play them going forward.
This week’s Weekly provides a brief review of every Blue Harbinger holding, including comments, year-to-date price returns and year-to-date total returns (dividends plus price appreciation). We also share market-wide data on what has been working, and what we expect will work going forward.
This week's Blue Harbinger Weekly covers a new dividend idea. Because of its size and nature, it's often overlooked. However, given its opportunity pipeline and out-sized income, we believe this one is worth considering.
The rally in Dow Jones stocks after President Trump was elected is the largest ever according to data compiled by the Wall Street Journal. However, given the sectors that have been rallying the most, and considering signals from the bond market, we believe now is an attractive time to own dividend stocks, in particular.
We have an important update about Blue Harbinger this week. Additionally, we share 15 specific investment ideas that we believe are extremely attractive right now.
Unfortunately, many investors make the mistake of chasing the highest yielding securities without doing their homework. We believe in owning healthy yielding securities. This week’s Weekly highlights a group of healthy yielding securities. We also provide details for several specific high yielders with significant long-term price appreciation potential, including one we own in our Blue Harbinger Income Equity portfolio.
In a return to the basics, this week's Weekly provides details for a handful of safe big-dividend stocks that we consider very attractive. Long-term, contrarian opportunities that we believe are worth considering.
This week’s Weekly addresses two compelling high-income opportunities (one of our own, and one from a Blue Harbinger member, Michael F). First, an attractive high yield bond that offers a double digit yield. It’s from a company that has experienced significant challenges, but appears to finally be “turning the corner.” Second, member Michael F has brought a high-yield MLP idea to our attention. Specifically, it’s an attractive ethanol logistics company that pays nearly 9% in distributions. However this company faces some big risks worth considering…
If it is safe high income you seek, this alternative strategy may be worth considering. Rather than investing only in big-dividend stocks, this article highlights three specific corporate bonds, and an advanced-strategy to generate high income with relatively low risk. We believe these three specific bonds offer an attractive risk-versus-reward opportunity to boost your income and diversify your portfolio.
This week’s Weekly provides data (total returns) for 39 market sectors and industries (YTD, 1-Year, and 5-Year), and then provides an overview of several key investment themes opportunities with regards to oil prices, heath care companies, and financials. For starters, here are the total returns (dividends plus price appreciation) across sectors and industries.
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