Here is a look at the S&P 500 for last week, and it was not pretty (down 4.1%). However, the future looks bright for a variety of reasons (e.g. upcoming earnings, low valuations, and rates are still low). This article shares a few “do’s” and “do not’s” for investors during and after a big sell-off (like this past week), and we review a few more specific investment ideas that are attractive (for income and capital appreciation).
This is a brief note to let our members know that we have initiated a new position in our Blue Harbinger Disciplined Growth portfolio. This is a name we mentioned in our “Members-Only Shopping List” over the weekend, and with the shares down again today, we’ve started a position. This is NOT a dividend stock, it’s a powerful growth company.
The last week has been a rough one for stocks. The S&P 500 (SPY) was down 1.6%, the Nasdaq (QQQ) was down 4.2%, and a bunch of individual names were down A LOT more. The point of this article is to review a few of the names on our watch list that have sold-off significantly, and then discuss a few trades that we’re considering for the upcoming week.
September was another healthy month for all Blue Harbinger strategies, with disruptive growth companies continuing to climb significantly, while high-income payers continued to pay high-income. This report reviews our current holdings, including the big movers during September, as well as what looks most attractive on a go-forward basis.
This report provides an update on two attractive buying opportunities we have written about in the past. Both exhibit very important characteristics if you’re looking for significant and attractive upside price appreciation potential.
Growth stocks are great—until the market turns. However, if you can find a company with such a powerful marketplace opportunity, that it can buck the larger “style box” trends (e.g. growth vs value) and continue to grow under just about any conditions, it’s worth considering. Here is one stock that looks to have found a special market opportunity, and we believe it is worth considering. And if you’re going to buy, starting with a small bite might be prudent.
In this members-only version of our Top 10 list, we review the Top 5 high-yield contrarian opportunities. Without further ado, here is the list…
We just initiated a new position in an attractive Disciplined Growth stock. We believe these shares have the potential to dramatically increase in the quarters and years ahead. Members can login and see what stock we purchased, but also what shares we sold to fund this new purchase.
We’re adding a new, powerful, under-the-radar, growth stock to our watchlist. This is a company that has sold-off hard in recent months despite the fact that its business is getting MUCH more attractive. Somewhat ironically, it’s the market’s inability to correctly process this company’s vastly improved business model that has caused the stock to sell-off, thereby making it even more attractive. We haven’t hit the buy button yet, but we have a very itchy trigger finger on this one.
We currently own 5 high-income equity Closed-End Funds (CEFs) each yielding 9.8%, 7.5%, 7.2%, 7.2% and 10.0%, respectively. This report reviews our thesis for each position, and concludes with our decision to hold, buy more, or search for new opportunities.
After sharing data on over 50 high-yield REITs (defined as REITs yielding at least 5%) that sold-off significantly last week, we provide details on one that is increasingly attractive and worth considering.
This week's Blue Harbinger weekly is a direct follow-up to a member inquiry about "what is an appropriate number of stocks to own?" First of all, if you’re going to put a significant portion of your nest egg in the market, you probably don’t want to put it all in just one stock (too risky!) But how many positions should you hold? There are academic studies that suggest at least 25 to 30 stocks is enough to garner all the main benefits of diversification, but still—there are additional important things you need to consider. This article describes how we construct our portfolios at Blue Harbinger, and will hopefully help you garner some important ideas as you build and manage your own.
Nervous short-term profit-taking and a sympathy sell-off from Twitter CEO Jack Dorsey's testimony before Congress yesterday, combined to create some very attractive opportunities to buy a handful of powerful growth stocks, especially if you're a dip-buyer.
All three Blue Harbinger strategies delivered positive total returns in August (+5.2%, +2.3% and +3.4%), and the yields are attractive too (5.1%, 6.28%, 1.5%). This report provides details on performance and holdings, and provides updates on the biggest movers over the last month. We continue to believe these strategies are attractively positioned for continuing long-term market out performance (income and price appreciation).
This week’s Weekly highlights an increasingly attractive high-yield, oil & gas, small cap that began trading earlier this year. It’s a case where some investors gave up very big long-term income in exchange for upfront cash via an IPO. It pays monthly, and the shares just sold-off, as shown in the chart. We consider the attractive qualities and the risks, and conclude with our bottom line views.
If you're looking for an attractive dividend plus continuing price appreciation, the natural gas compression equipment companies are worth considering. Specifically, this niche industry is booming thanks to an ongoing secular trend of increasing natural gas volumes due to relatively recent technological advances as well as environmental concerns. This detailed write-up is from Darren McCammon of the highly successful Cash Flow Kingdom (a membership service of which we are a paying customer).
“Dogs of the Dow” is basically a high-dividend contrarian strategy, whereby an investor selects annually for investment the ten Dow Jones (DIA) stocks with the highest dividend yields. This article reviews one particular Dog that we consider particularly attractive right now because of overblown trade war fears, its low volatility, its big growing dividend, and because the market is vastly underestimating its improved business.
CBL and Tanger are two very hated retail REITs right now considering 40.3% and 53.0% of their shares (respectively) were recently sold short, and 0.0% of the Wall Street analysts covering them have a “buy” recommendation. Conversely, one of the big-dividend REITs we like and own has a negligible amount of short interest, and 100% of the Wall Street analysts covering it rate it a “buy,” as shown in the green bar chart. This update shares performance metrics on over 100 big dividend REITs, makes a few observations, and then highlights a couple of our favorites.
If you are an income-focused investor, there are lots of reasons to consider making an allocation to this attractive high-yielder, such as the high yield, monthly payments, attractively discounted price, hard to access investments, and its potential to be an effective hedge against rising interest rates. But before you dive in headfirst, you should also consider the risks. This type of investment is not for everyone, but if you like high monthly income, this one is worth considering, especially after the recent big and unwarranted sell-off.
The following table shows performance (total returns) for various style, sector and asset class ETFs. It also tells a story about where we are in the current classic economic cycle (not early!), and has implications for investors (i.e. now may not be the right time to get greedy). In this report, we review the data, share a prominent “selective data driven narrative,” and share our own opinion, before concluding with our viewpoint on how to be prepared.