The Blue Harbinger Weekly
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.
As a continuation to our free article "Six Special Situation Investments Worth Considering" this members-only article includes the Top 3. Two have to deal with the potential "aquiree" in M&A deals and the other is simply a high-yield distressed debt opportunity that is far less "distressed" than it used to be. Without further ado, here are the top 3...
This week’s Weekly provides an update and outlook for seven of our existing Blue Harbinger holdings. Specifically, we remain bullish on our healthcare REIT holding, we see more big gains on the industrials stock we purchased last summer, we remain comfortable with our commercial real estate position (despite signs the industry may soon slow), and finally, our four recent CEF purchases have seen their discounts to NAV start to shrink (a good thing), they continue to pay very large distributions, and we remain very bullish on their strategies.
All three Blue Harbinger strategies posted positive returns in January, and continue their long-term track records of outperforming the S&P 500. This week’s Weekly reviews four attractive stock ideas. We currently own all four of them.
This week’s Weekly reviews the three REITs we actually own in our Blue Harbinger Income Equity portfolio. One is a residential REIT with a unique business model and an important competitive advantage, one is a blue chip industrial REIT with access to many prime locations, and the third is a big-dividend healthcare REIT that offers a very compelling contrarian opportunity.
The 45th President of the USA likes to say “America First,” which is great in our view, but global diversification can be very powerful. Case in point, the US dollar has declined sharply versus the euro (EUR) so far this year (after a “yuge” November rally). This article highlights our holdings in US companies with significant non-US exposure as well as our non-US holdings. In addition to the diversification benefits, we believe there could be more rewards ahead for investors with overseas exposure.
This week's Blue Harbinger Weekly is a continuation of our free report, Top 10 Big Dividends Worth Considering, but this version contains all the details for the Top 5. We own all 5 of the top 5 as long-term positions in our Blue Harbinger Income Equity strategy (we purchased three of them just last week, and two we've owned since the first half of 2016), and their dividend yields are 7.6%, 9.9%, ~7.8%, 9.9% and 6.0%, respectively. Without further ado, here are the Top five...
This week’s Weekly provides a brief overview of what’s likely on tap for this upcoming week in terms of potential new trades in our Blue Harbinger Income Equity strategy. We also share some data, predictions, and high-level perspective on the returns and volatility of high yield bonds.
We finished the last trading-day of 2016 with two new purchases. We also finished the full-year with all three strategies (Income Equity, Disciplined Growth, and Smart Beta) beating the S&P 500. The two trades were in the Disciplined Growth and Smart Beta (ETF-only) portfolios, and we detail them in this report. We also believe all three strategies are well-positioned for continued out-performance in 2017. Please login to review the new trades and all of our current holdings.
As we mentioned in Part I of this report, the worst performers this year are often the best performers next year, and vice-verse. Here's a more detailed look at what has (and what has not) been working so far in 2016, and our views on what might deliver the best and worst performance in 2017, as well as how we are positioning our current holdings.
In this week's Weekly, we review our top 4 Tech Stocks worth considering. We own shares of all four of the top 4 (we own three in our diversified Blue Harbinger Disciplined Growth strategy, and one in our diversified Blue Harbinger Income Equity strategy). Tech stocks have been beat up since the November election. Without further ado, here is the list...
In this week’s Blue Harbinger Weekly, we provide a brief update on our shipping company holding (which has gained over 30% since early November), recap links to our newest reports on Saratoga Investment Corp., Facebook, “Big Risks Facing the BDC Industry,” and our latest Blue Harbinger Watch List. And last, but not least, we’re excited about our new update on personal investment advisory and custom portfolio management services.
This week we review the performance and provide an outlook for our all-ETF portfolio, “Smart Beta.” This portfolio, as well as our two other portfolios (e.g. Income Equity and Disciplined Growth) have benefited from an intentional allocation to small cap stocks, particularly since the US election. We also cover growth/value tilts, sectors, non-US and fixed income allocations. However, the big question is “how should investors be tilting their allocations going forward?” We share our views.
This week's Weekly provides a brief update on each holding in our three Blue Harbinger strategies: Income Equity, Disciplined Growth, and Smart Beta. On average, our holdings continue to significantly beat the S&P 500 since the November 8th US elections, adding to our growing track record of outperformance. We believe the portfolios are well-positioned for continued outperformance in the future. Without further ado, here are the updates...
Following the results of the US elections on November 8th, there have been some clear market winners and losers. In this third installment of “Ranking the Best and Worst” (the previous two covered Big Dividend BDCs and Big Dividend REITs), we rank the post-election performance of the thirty Dow Jones stocks, offer explanations for those that have diverged, and conclude with our views on the top Dow Jones stocks worth considering.
Following Tuesday’s election results, the market reacted significantly. The “Blue Chip” Dow Jones Industrials Average had its best week in 5-years (+5.4%) as investors bought industrials and banks assuming they’ll benefit from more spending, less regulations, and increased inflation under Trump. In this week’s Weekly, we provide some age-old “boring” yet sage advice on how to prepare for the next market shock, as well as three specific investment ideas that we consider attractive right now.
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