The Blue Harbinger Weekly
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.
Market fear spiked on Friday (the VIX was up 28.5%), and the Dow Jones experienced its biggest weekly decline in over 2 years (-4.1%). Interestingly, many higher yielding stocks also sold off significantly, and this article highlights ten that we believe are attractive and worth considering, especially following the selloff.
This article details multiple attractive opportunities to capture >6%+ yields. And because these attractive income opportunities are all CEFs, they offer investors a little something extra in terms of their currently discounted prices versus their NAVs. If you're an income-focused investor, these CEFs are worth considering.
If you are an income-focused investor, this company is worth considering. It doesn’t offer the flashy price returns (or big downside risks) of the general stock market, but it does pay a safe 7% yield, its share price (what you pay) has recently decreased moderately, and its value (what you get) has recently increased.
As tax reform sets in, and expensive over-regulation is rolled-back, the market continues to set new record highs. However, not all stocks are particpating in the latest round of gains. This week's Weekly highlights a big-dividend REIT, that is very healthy, but the share price has pulled back, and the valuation is attractive. If you are an income-focused investor, this one is worth considering.
Our long-term track record of gains and market-beating performance grew in December as we capped off another year of strong performance. This week's Blue Harbinger Weekly provides a quick update on each of our current holdings. We're excited about these stock specific ideas, as well as the additional gains that could be achieved from continuing market wide economic strength. And as a quick reminder, compound growth is a powerful wealth builder, and the tortoise beats the hare.
This week's Blue Harbinger Weekly is a continuation of our free report, Top 10 Big Yield Ideas to Start 2018, but this version contains all the details for the Top 5. Without further ado, here are the top five...
If you’re an income-focused contrarian investor, big-dividend REITs may have caught your attention this year considering they’re underperformed the market (SPY) significantly. This week’s Blue Harbinger Weekly shares our brief views on ten big-dividend REITs, and without sharing which ones are attractive “value plays” and which ones are dangerous “value traps,” here are the ten: CBL & Associates (CBL), Taubman Centers (TCO), Realty Income (O), Uniti Group (UNIT), Washington Prime (WPG), Tanger Factory Outlet (SKT), Sabra Health (SBRA), Pennsylvania REIT (PEI), and Ventas Healthcare (VTR), and General Growth Properties (GGP).
“When the markets are good, like the current long running bull market… we must all fight risk creep in the portfolio.” That’s according to a recent LinkedIn note from Blue Harbinger friend, Brian Coker, CFA. It’s also a good segue into the topic of this week’s Blue Harbinger Weekly: High-Level Risks and Opportunities for 2018.
This report provides an update on our current holdings (all Blue Harbinger strategies delivered strong positive returns again in November), and the market in general. We share some specific ideas and risks on stocks (e.g. Omega Healthcare, General Electric, and others) and sectors (e.g. REITs, BDCs and MLPs). The following color-ranked table provides an overview of broad market performance as of mid-day today.
For those of you interested in long-term capital appreciation, this reports shares a wide-variety of individual stock ideas. The model portfolio in this report is derived from a custom client portfolio we've been working on. It may help you generate ideas as you manage your own investments. Any questions, please let us know.
This members-only article is a continuation of our free public article, titled Top 8 High-Income REITs, however this members-only version includes the top 4 (we currently own three of them). Without further ado, here are the top 4...
This week’s Blue Harbinger weekly reviews where we are in the market cycle, which sectors tend to perform best in each phase of the cycle, and finally we review a specific investment opportunity for members to consider
This week we are sharing an attractive high-yield contrarian opportunity. Investing at a time when negativity and fear are high can be challenging, but it can also be very rewarding.
Low interest rates, improved bank reserve requirements, and quantitative easing have done such a great job restoring faith in the markets following the financial crisis, that the S&P 500 continues to reach new highs and fear (as measured by the VIX) has practically evaporated altogether. But valuations are starting to get stretched. This article addresses the question: Are we finally due for a market correction?
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...
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