Stocks are off to their best start in 32 years. But as you can see in the chart, the strong start comes after an absolutely abysmal 4th quarter. This report reviews the current state of the rebound and opportunities from the perspective of high income closed-end funds. We conclude with investment ideas and advice.
The last year has been volatile for big-dividend healthcare REIT Omega, as it suspended its customary dividend increases. This week's earnings announcement has given us important new insight about its long-term prospects. This article shares our views on Omega's viability as an income investment.
If you’re afraid you’ve already missed the big market rebound, or if you’re afraid this is a dead cat bounce and we’re going to retest the lows, then this high income generating trade is worth considering. This is a powerful growth stock, the market is being too short sighted (as usual) and the premium income on this trade is big.
All Blue Harbinger portfolios delivered double digit gains in January easily outpacing the 8% gain for the S&P 500. What’s more, this violent market snapback has been mostly predictable, but the question is whether it tripped you up (did you panic and sell at the wrong time?). This report reviews the performance of our investment strategies, including commentary on many of our individual holdings. We also highlight where we’re seeing the best opportunities going forward.
If you are looking to generate some attractive upfront income, on a powerful dividend-grower with an increasingly attractive valuation, then you may want to consider this options trade idea. The shares of this blue chip company have sold off sharply on near-term fear, but still have attractive long-term value and growth prospects. The near-term fear and volatility have caused the upfront premium income available in the options market to be quite attractive, in our view.
If you are looking to add big monthly income and attractive global equity exposure to your investment portfolio, this 8.3% yield closed-end fund has been highly tax-efficient, it trades at an attractive discount to NAV, and it is worth considering. This is a guest article from Yield Hunting; it provides an overview of many tax efficient funds, and then focuses on one particularly attractive opportunity.
It seems the leadership of every large enterprise organization is excited about the transition to the cloud and the vast opportunities it brings. That is except for IBM. Although that may have finally changed as of Tuesday night’s earnings announcement.
We just placed a new high-income-generating options trade. Near-term technicals are creating an attractive opportunity to generate income on an attractive long-term big-dividend REIT. We believe this is an attractive trade to place today, and potentially tomorrow, as long as the share price doesn't move too dramatically before then.
As the shares have sold off over the last 18 months, the dividend yield of Kraft Heinz has climbed to 5.4%. And after reviewing why the market hates Kraft Heinz, this article provides 7 reasons why contrarians may want to consider investing, including why the shares may have more than 25% upside.
As you can see in the following chart, December was a rough end to a rough fourth quarter, with the S&P 500 (SPY) declining another 8.8% for the month. The good news is the sell-off was orderly, and stocks have rebounded significantly in the last two weeks. This report reviews the performance of our investment strategies, including commentary on individual holdings. We also highlight where we’re seeing the best opportunities going forward, assuming (of course) you can stick to your disciplined long-term investment strategy (i.e. don’t make silly mistakes).
What a difference a quarter can make. At the end of Q3 the skies were blue and investors were happy. Now, according to the media, the world is ending. Non-stop talk of trade wars, plummeting oil prices, a government shutdown, and monetary policy uncertainty and fear. Guess what? This market will go higher and if you wait for the robins, spring will be over. If you’re sitting on the sidelines (i.e. holding more cash than usual), here are three attractive contrarian investment ideas for you to consider.
In 5 years, you’ll probably wish you bought a few shares of these attractive growth stocks. Granted, many of our readers are focused on dividend stocks; however, we believe in the importance of diversifying some of your investment dollars across a variety of investment styles, particularly when they present attractive opportunities. All of the stocks on our list have enormous long-term price appreciation potential. We’re not suggesting anyone bet the farm on growth stocks, but adding a few attractive ones to your portfolio is worth considering. Without further ado, here is the list…
This report is a continuation of our free report title “Top 10 Big Yields Worth Considering.” However, this members-only version contains all the detail for the top 5 big yields worth considering. It includes equities, debt, a closed-end fund, and a very attractive preferred stock. All yielding between 6% and 12%, and all trading at very attractively discounted prices.
The market sell-off is continuing. The media bears and fear mongers are out in full force. It’s times like these that investors panic and make big mistakes. But please… Don’t make this mistake! After explaining this big mistake that should be avoided, we share 5 attractive high-yielders to consider, but only if…
This powerful large cap blue chip company has attractive business spread across attractive growth opportunities, and the recent market wide sell off has created an increasingly attractive entry point for disciplined long-term investors. While the market panics, hold your nose and consider buying shares. Disclosure: We are long these shares.
Energy Transfer (ET) offers a big 8.7% yield, and it trades at a very attractive EV-to-EBITDA relative to peers. However, if you’re going to invest, you may want to consider the big risks ET is currently facing (i.e. the price is low and the yield is high for a reason). This article provides an overview of Energy Transfer, reviews the big risks the organization faces, and concludes with our views on whether Energy Transfer is worth considering as an investment.
One of our favorite long-time members (HB from Texas) recently asked “If you had to pick two or three securities for primarily income, but good candidates for capital growth, which would they be?” He mused REITs, MLPs, preferred stocks and bonds. For your consideration, this article includes three blue chip ideas that we consider attractive right now because of their strong income, as well as their potential for healthy price appreciation to boot.
We like to share a mix of safe high-income ideas and higher-risk/higher-reward high-income ideas, so investors can choose for themselves and cater their investment portfolios to meet their own specific needs and preferences. This article focuses on a higher-risk/higher-reward 11% yielder that we currently own. The price has recently sold off, thereby making the yield more attractive, plus we believe investors will also earn attractive price appreciation. We own it as just one part of our larger diversified investment portfolio.
When the market gets volatile (like it has been recently), that’s when people make mistakes. The most important rules of investing are to know your goals and to stick to your strategy (assuming you have a competent strategy). The fear mongering media, high-frequency traders and hapless short-timers are doing everything they can to make you second guess your strategy and deviate from your plan. Don’t let them beat you.
The PIMCO Dynamic Credit and Mortgage Income Fund (PCI) is an attractive CEF for a variety of reasons (including its big 8.6% yield and discounted price versus NAV). However, a look under the hood shows that PCI is exposed to some very big risks. This article provides an overview of the fund, reviews the big risks investors may want to consider, and concludes with our opinion about investing in PCI.