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…
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.
We've mentioned the attractiveness of this big-dividend payer in the past. And the shares are particularly inexpensive now. If you like value stocks and big dividends, you might want to consider purchasing shares.
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.
At Blue Harbinger, we write a lot about individual stocks, but many investors seek more balance between stocks and bonds. High income and lower volatility are attractive qualities of a balanced portfolio. This report shares our thoughts, and a few specific ideas, on a balanced portfolio of stocks and bonds.
If you like high yield, low volatility, discounted prices, reduced interest rate risk, and improving businesses, then these fixed-to-floating rate preferred units are worth considering for a spot in your diversified income-focused investment portfolio.
If you are looking for a high-yield preferred that just sold-off inappropriately (i.e. a baby that’s been thrown out with the bathwater), and one that also offers lower volatility and protection again the risks of rising interest rates, you might want to consider these fixed-to-floating preferreds, currently yielding nearly 10% and having just sold-off following the FERC’s MLP ruling on Thursday.
This attractive high-yielder is worth considering if you like big dividends and reduced volatility. It won't generate huge price appreciation, but if you are an income-focused investor this nearly double digit yield may be just what you're looking for.
Energy names continue to lag the broader market this year, including many offering attractive high yields. This article shares performance data on 75 high-yield energy companies that have sold-off, and then highlights four of our favorites from the list.
If you’re looking to add a little diversity to your investment portfolio, then this stock is worth considering, especially after the recent market wide sell-off.
From time-to-time, we like to share different types of income-generating investment opportunities for members to consider. And while the opportunity in this article is not for everyone, it is compelling for some, especially in the current market environment.
This morning we share a disciplined growth opportunity. This one doesn't pay a dividend, but it does have tremendous long-term growth opportunity, albeit with some volatility.
The primary objective of most income-focused investors is to generate as much income as possible with very little risk. And there are smart ways to do this that are often overlooked because so much of the investment world is focused on maximizing total returns (instead of generating safe high income). This article highlights one such opportunity. Specifically, if you are an income-focused investor, this article explains why this particular 8.8% yield is attractive and worth considering.
With a 10.9% dividend yield (paid monthly), growing revenues, shrinking debt, and a very large total addressable market, the preferred shares of this healthcare IT company are worth considering if you are an income-focused investor. After providing an overview of the company, this article reviews the negative risks, which are greatly outnumbered by the positives characteristics, before finally drawing some conclusions on how you may want to “play” this very high-yield opportunity.
If you are an income-focused value investor, some CEFs are currently offering highly attractive “double discounts” heading into 2018. CEF investors should be aware of the distribution income sources, including dividends as well as capital gains, for example. This article reviews our current CEF holdings and several top ideas for 2018.
Following the recently announced Shellpoint deal, a lot of shareholders are wondering if it's finally time to take some chips (and profits) off the table with this big 10.9% dividend yielding company. We've made a lot of profits (and received a lot of dividends) on NRZ after purchasing it at the start of 2016, but here is what we've decided to do with those investment dollars now...
If you are a contrarian, income-focused investor, this big-dividend stock may be worth considering. Not only does this international searborne crude oil transportation company offer a big 5.1% dividend yield that we expect will be increased soon, but there are also company-specific and macroeconomic-cycle factors that may drive its share price significantly higher.
Investors are often lured in by high yields, only to later discover they've purchased a value trap. This report reviews why we believe one particularly popular high-yield equity is NOT worth the risk, and why we wouldn't touch it with a 10-foot pole. However, there is another point in the capital structure of this particular high-profile company that may be worth considering.
This week's members-only investment idea is a non-equity high-income payer that also has room for price appreciation. As with many of our investment ideas, this one stems from an overly fearful segment of the market that has created an attractively discounted opportunity.
Brookfield Property Partners offers a big 5.2% dividend yield, and the company may be calling a bottom in the retail REIT market via its bid to acquire GGP. However, the real winner may be Brookfield’s parent entity Brookfield Asset Management. This article provides an outlook for retail REITs, a review of the twisted conflicts of interest in this deal, and a few ideas on how income-focused investors may want to play this deal and the retail REIT space in general.