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Blue Harbinger Weekly

Forget FANG: 100 High-Yield Stocks On Sale, These 4 Are Worth Considering

Netflix announced lower than expected subscriber growth numbers after the market closed, and the shares are down more than 13% in afterhours trading. This is a good reminder of the volatility and risks of FANG-type stocks (Facebook, Amazon, Netflix and Google/Alphabet) which have been performing extremely well, but have very high valuations. This article contrasts FANG stocks with data on over 100 high-yield stocks that have sold-off significantly this year and may be worth considering if you are an income-focused value investor. We also highlight four of our favorite opportunities from the list.

Holdings & Performance Update: More Gains, More Income Ahead

All three Blue Harbinger strategies continue to deliver positive total returns and the yields are attractive too. 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).

Want In On The Next Big Thing?... Consider This...

Perhaps one of the most overused analogies from all of sports (because it's so good) is from legendary hockey player Wayne Gretsky: "I skate to where the puck is going to be, not where it has been." This week's Blue Harbinger Weekly shares an attractive, growing, opportunity, that is becoming increasingly tempting as the shares have sold-off. This is one that backward-looking industry professionals may never see coming, until it's too late...

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.

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.

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.

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.

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.

New Purchase: Blue Harbinger Disciplined Growth - Swapping Out Less Growth for More Upside

This is a brief update to notify you of a new trade in our Blue Harbinger Disciplined Growth portfolio. We’re swapping out shares of a lower growth opportunity for a higher growth opportunity. We believe the new position is a better fit and has significant growth potential.

Attractive High-Yield Preferred Stocks Worth Considering

Preferred stocks can be attractive to investors because they offer higher yields and lower volatility than common stocks. Currently, preferred stocks have sold-off as shown in the following chart. This article highlights nine big-dividend preferred stocks that we currently consider attractive and worth considering.

Top 10 Big-Dividend REITs: The Mass Exodus Continues

High-yield REITs continue to sell-off as investors exit in droves. This article highlights performance (and more data) on over 100 high-yield REITs that have sold off significantly. We then explain why REITs have sold off, and provide our views on why some REITs are starting to look increasingly attractive. We conclude with details on 10 specific high-yield REITs that are increasingly attractive and worth considering.

Market Rover: 20 High Yield Bonds Selling-Off, These 5 Are Worth Considering

High yield bonds are risky. And they are not for everyone. However, if you’re interested in wading into this space, there are some very interesting opportunities to pick up attractive yield, and price appreciation, with risk-versus-reward profiles that are often skewed in your favor.

100 High-Yield Stocks Down Big Last Week: These 10 Are Worth Considering

Market fear spiked on Friday (the VIX was up 28.5%), and the Dow Jones experienced its biggest weekly decline in over 2 years (-4.1%). Interestingly, many higher yielding stocks also sold off significantly, and this article highlights ten that we believe are attractive and worth considering, especially following the selloff.

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