There was an interesting Warren Buffett interview last week where the “Oracle of Omaha” gave a handful of very wise advice to investors. However, we couldn’t help but notice, he seemed to make a glaring fundamental mistake. This article reviews Buffett’s good advice, postulates a couple reasons why he could have made his glaring fundamental mistake, and we finally offer a smart way (a specific security) to take advantage of Buffett’s good advice without making the same big mistake.
This report is a continuation of our free public report titled "15 Attractive +7% Yields Worth Considering" except in this members-only version, we share the Top 5. We believe all five are extremely attractive high-income opportunities, and we own all 5 of the top 5.
This week's members-only investment idea is an attractive double-digit yielder. This one is a little off the beaten path, but it is highly accessible to investors, and we believe once you have read this article you'll have a better understanding of why we like it so much!
As a follow up to “part I” in this series, this “part II” article highlights more attractive healthy-dividend companies. We’re sticking with the theme that investors should NOT blindly chase after the highest yielding securities, but rather focus on those with the healthiest yields. We highlight a handful of healthy yielders including one that we own in our Blue Harbinger Disciplined Growth portfolio.
This week's investment idea is a continuation of our Blue Harbinger Weekly. Specifically, this investment idea article contains more safe big dividend ideas that we believe are attractive and worth considering.
Be fearful when others are greedy, and be greedy when others are fearful. This week's members-only investment idea is another big-coupon high-yield bond worth considering, The market remains very afraid of this bond, but the company appears to be turning the corner...
We’ve had three interesting stock-specific inquiries from members over the last few days, so we are taking a moment to share. First, Doug from Antioch, Illinois notes that tech company Snap has fallen dramatically from its IPO highs just a few days ago, and wonders if now is a good time to buy. Next, Benjamin from France asks for our views on 2019 Alibaba Call Options. And finally, Michael from Lincoln, Nebraska asks about a new wood chip play, Enviva (EVA) which offers a big distribution yield of 7.3%. This article gives our brief views on all three of these opportunities.
This week’s members-only investment idea is an investment grade corporate bond with an attractive yield (nearly 6%). The stock of this company also offers a high yield (the dividend yield is over 5%), but we believe the risks associated with the stock are too high, and we actually prefer the bonds instead. Specifically, the long-term viability (>10 years) of the company is uncertain which makes the stock very volatile, but we believe the company will still easily generate enough cash flow to support the bonds...
The maritime shipping industry has been decimated in recent years, with commodity prices down and multiple companies filing for bankruptcy. However, one of the shippers in particular has been showing dramatically improving financials, and we believe its high-yield bonds are even more attractive than its stock.
The shipping industry has been decimated in recent years as measured by the Dow Jones Global Shipping Index (DJGSH) which is still down nearly 50% since mid-2014 (and it now pays an 11.9% yield!). And while there may be some very valuable contrarian opportunities in the space, many shippers are in deep distress and there will likely be more bankruptcies. This article highlights three ways to play the space.
Today we’re sharing an attractive investment opportunity for your consideration. It’s the type of investment that generally only works when market volatility is high. However, despite the VIX being at historically low levels, there are still pockets of high volatility in the market where the premium is attractive for selling insurance (puts) on stocks we’d like to own anyway.
The mortgage REIT holding in our Blue Harbinger Income Equity strategy is up nearly 40% over the last year, and that is on top of its very healthy quarterly dividend payments. However, the stock price has been choppy this week as we received a few new pieces of news that are worth considering.
Ventas (VTR) is a healthcare REIT that pays a big 5.1% dividend yield. But its share price has declined dramatically since last summer (and particularly since the election). And considering the huge demographic healthcare tailwinds at its back, it might seem like now is a great time to “buy low.” This article reviews VTR's future prospects, and provides our strong views on whether it’s an attractive income opportunity or a dangerous value trap.