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REITs Could Underperform for Decades (Devil’s Advocate)

REITs had been an extremely popular asset class up until the first half of 2016 when they took a turn towards significant underperformance. And as blind-value-chasers beat the REIT cheerleading drum, there are reasons to believe they could continue to underperform for decades. For example, REITs are no longer the attractive “bond proxy” as interest rates are now increasing, and these heavily-debt-reliant businesses could face tremendous headwinds if rates were to eventually rise back to over 15% as they were in the early 1980s.

NRZ: Attractive 11% Yield, But Know The Risks

New Residential (NRZ) offers a very tempting 11% yield, but before diving in headfirst, investors should be aware of the big risks that this mortgage REIT faces. After explaining how NRZ makes money, this article reviews six big risks, followed by seven reasons why NRZ is attractive and may be worth considering, depending on your situation.

Blue Harbinger Weekly: Wide-Ranging Attractive Opportunities

Sometimes simply comparing a diverse opportunity set can help you see things in a valuable new light. This week’s Weekly reviews a specific growth stock on sale, shares a list of over 400 stocks with yields over 5% (many of which we have written about, and some of which we own), and finally considers the attractiveness of selling income-generating “covered call options” on two of the higher yielding securities on our list.

CBL's High-Yield Bonds Are Increasingly Attractive (6.1% Yield + Price Appreciation)

Every investor has their own unique needs and tolerance for risk, and no one has a working crystal ball. Nonetheless, by assembling a prudent mix of portfolio investments, every individual can increase their odds for success. And depending on your situation, if you’re looking for an attractive coupon payment, plus the prospects for some attractive price appreciation (perhaps far sooner than the bonds mature), CBL’s bonds are worth considering.

Holdings & Performance Update: Market Sector & Landscape Dynamics

All Blue Harbinger strategies delivered positive returns and outperformed the S&P 500 in May, thereby continuing their growing long-term track records of outperformance. This report provides details on performance and holdings, and provides updates on our biggest movers over the last month. We also provide a dashboard on market sector dynamics, that we believe is worth  considering.

A Powerful Stock To Buy On A Pullback--Such As The Current Pullback

Consider buying these shares now to add some powerful long-term growth that is currently trading at an attractive price relative to its value. We'll explain why the shares are on sale, why they've got large long-term upside, and why if you can handle a tiny but growing 1.3% dividend-yield in your portfolio, they're worth considering... now.

KNOT Offshore: Tempting 10.3% Yield, But Know The Risks

KNOT Offshore Partners offers a tempting 10.3% yield, but investors should carefully consider the risks before purchasing. This article highlights 4 very attractive KNOT qualities, but also reviews 7 big risks that should be considered. KNOT is expected to release its financial results for the First Quarter of 2018 before opening of the market on Wednesday, June 6, 2018.

More Good News on Current Holdings: China Deal, A Consolidation, And Small Caps

We’ve had more very positive moves in three of our current holdings, and there are reasons to believe these upward trends will continue. In particular, the evolving trade deal with China could be very beneficial to one of our industrial stock holdings, one of our energy sector stocks just received a nice upward bump following consolidation news subsequent to new FERC regulations, and a certain small cap play is poised for a continued strong rally.

TCAP's Liquidation: Not Ideal, But Still Attractive

If you are not aware, Triangle Capital announced last month that it is selling its investment portfolio to Benefit Street Partners for cash; and Barings will become the company’s new investment advisor. In our view, this liquidation is NOT ideal, however it is still very attractive for TCAP shareholders. Here’s why…

Prospect Capital: 11.3% Yield, Hard to Hate at This Price

Big-dividend (+11.3% yield) BDC Prospect Capital is very hated right now, which is a big part of the reason it is increasing attractive to us from a contrarian income-focused standpoint. PSEC announced quarterly earnings on Wednesday, and exceeded street estimates on NII by a penny ($0.19 vs $0.18), and maintained the monthly dividend at $0.06--which is covered by NII.

Blue Harbinger Portfolio Update: More Gains, More Upside

Our Blue Harbinger portfolios posted strong gains over the last month. They also delivered attractive yield, and we continue to believe they are positioned for healthy gains going forward. This report provides details on performance, and provides updates on some of the bigger movers (down and up) over the last month.

Retirement Stocks: 2 Unloved, Dividend-Paying, Consumer Staples

“Investing is the only business I know that when things go on sale, people run out of the store” – Mark Yusko

If you are looking for high-flying aggressive growth stocks, this article is NOT for you. However, if you are an income-focused contrarian investor, you may want to consider the ideas presented in this article. In particular, you may have noticed that consumer staples stocks have been significantly lagging the rest of the market lately…

High Yield, Lower Volatility, Reduced Interest Rate Risk

Investors continue to express concerns about the possible negative impacts of rising interest rates, as well as concerns about a possible market pullback. As a result, we're sharing this lower volatility investment opportunity with some "hedging" benefits against the risk of rising interest rates.

5.9% Yield Triton: The Real Reason It Sold Off

To some extent, it makes sense that the stock price of shipping-container company, Triton International (TRTN), keeps getting whipped around by moving credit spreads. However, the market is not giving this company enough credit for improving conditions within its niche industry, nor is the stock price correctly reflecting improving company-specific fundamentals.

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