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Blue Harbinger Weekly

State of the 2019 Rebound: High Income CEF Edition, Ideas

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.

Holdings & Performance Update: Predictably Violent Snapback

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.

Tax Efficient 8.3% Yield: Global Equity CEF, Discounted Price

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.

Options Trade: Attractive REIT Income, Compelling Price Action

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.

Holdings & Performance Update: Orderly Sell-Off, Attractive Opportunities Ahead

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).

Buy Low: Top 5 Growth Stocks, On Sale

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…

Don’t Make This Mistake! Do Consider These 5 Big Yields (+7% to +11% Yields, On Sale)

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…

3 Blue Chips For Strong Income, Plus Price Appreciation

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.

Will You Let This Noisy Market Beat You?

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.

Holdings & Performance Update: Strong Results, Despite Risk-Off, Attractive Opportunities Abound

This is our monthly performance update. All Blue Harbinger strategies delivered strong performance in November, despite it being the second month in a row of challenging risk-off market conditions. We believe there are attractive security-specific investment opportunities abound, but of course never lose sight of you goals, and stick to your long-term plan.

Blue Harbinger Weekly: Omega’s 7.3% Yield, Has Risk-Off Gone Too Far?

This week’s Blue Harbinger Weekly digs into specific investment ideas following the powerful market-wide “flight to quality” since October, including a detailed review and trading idea for big-dividend (7.3% yield) REIT, Omega Healthcare Investors (OHI). We also review the names on our Income Equity watchlist, as well as the results of an attractive Growth Equity stock screen, we provide an update on our market-wide health monitor, and we conclude with some ideas about how you might want to position your investment portfolio going forward.

Energy Sells-Off: 3 Attractive Stocks To Consider

Oil Prices, which are often somewhat less correlated with the overall market, have sold-off, and so has the overall market, as shown in the following chart. This article highlights three attractive equity investments that have just gotten less expensive: An energy-related closed-end fund managed by a company we like, a group of energy stocks with attractive dividend yields, and an attractive long-term “value play” tangentially related to the industry. Without further ado, here are the attractive opportunities for you to consider.

Holdings & Performance Update: As Volatility Spikes, Be Opportunistic, Stick To Your Goals

The S&P 500 declined 6.9% in October. All of our strategies performed roughly as expected, and continue their growing long-term track records of strong performance and high income. This report: (1) Reviews our performance and big movers (stocks, bonds and preferreds) for the month. (2) Discusses the difference between alpha and beta (especially as they relate to your individual long-term goals). (3) Provides some advice on how to behave when the market gets volatile.

Sell-Off Continues: Perspective, Opportunities and Advice

As usual, investors are nervous as the market-wide sell-off persists. This is a good time to share some perspective, opportunities and advice. All of this pertains to how the markets have behaved following previous sell-offs, specific stocks that have gotten less expensive, and investment strategies that have proven themselves over and over again throughout history.

The Fed’s Folly: Is The Growth Bubble Bursting?

The Federal Reserve has punished savers for years by keeping interest rates artificially low. And now the Fed is starting to punish everyone as artificially low rates are increasing inflationary pressure and decreasing buying power. And as the Fed increases rates, growth will slow, and the market will be in an uphill battle for years. Is this month’s sell-off an indication that the FANG-ish growth and momentum bubble is finally starting to burst?

Despite Ugly Week, The Future Looks Bright, and Here's Why...

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).

Stocks Down Big: Here’s Our Members-Only Shopping List

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.

Holdings & Performance Update: Disruptive Growth, High Income

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.

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