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Investment Ideas

This Market Will Go Higher: 3 Attractive Contrarian Plays

What a difference a quarter can make. At the end of Q3 the skies were blue and investors were happy. Now, according to the media, the world is ending. Non-stop talk of trade wars, plummeting oil prices, a government shutdown, and monetary policy uncertainty and fear. Guess what? This market will go higher and if you wait for the robins, spring will be over. If you’re sitting on the sidelines (i.e. holding more cash than usual), here are three attractive contrarian investment ideas for you to consider.

The More It Falls: Top 5 Big Yields Worth Considering

This report is a continuation of our free report title “Top 10 Big Yields Worth Considering.” However, this members-only version contains all the detail for the top 5 big yields worth considering. It includes equities, debt, a closed-end fund, and a very attractive preferred stock. All yielding between 6% and 12%, and all trading at very attractively discounted prices.

These Shares: Widely Attractive Growth, On Sale

This powerful large cap blue chip company has attractive business spread across attractive growth opportunities, and the recent market wide sell off has created an increasingly attractive entry point for disciplined long-term investors. While the market panics, hold your nose and consider buying shares. Disclosure: We are long these shares.

Energy Transfer: Attractive 8.7% Yield, But Know The Big Risks

Energy Transfer (ET) offers a big 8.7% yield, and it trades at a very attractive EV-to-EBITDA relative to peers. However, if you’re going to invest, you may want to consider the big risks ET is currently facing (i.e. the price is low and the yield is high for a reason). This article provides an overview of Energy Transfer, reviews the big risks the organization faces, and concludes with our views on whether Energy Transfer is worth considering as an investment.

Tempting 11% Yield--Discounted Price, But Only If You're Brave

We like to share a mix of safe high-income ideas and higher-risk/higher-reward high-income ideas, so investors can choose for themselves and cater their investment portfolios to meet their own specific needs and preferences. This article focuses on a higher-risk/higher-reward 11% yielder that we currently own. The price has recently sold off, thereby making the yield more attractive, plus we believe investors will also earn attractive price appreciation. We own it as just one part of our larger diversified investment portfolio.

PCI: Attractive 8.6% Yield, But Know The Big Risks

The PIMCO Dynamic Credit and Mortgage Income Fund (PCI) is an attractive CEF for a variety of reasons (including its big 8.6% yield and discounted price versus NAV). However, a look under the hood shows that PCI is exposed to some very big risks. This article provides an overview of the fund, reviews the big risks investors may want to consider, and concludes with our opinion about investing in PCI.

Main Street Capital: Attractive 6% Yield, But Know The Big Risks

Main Street Capital (MAIN) is a popular income-investor Business Development Company (“BDC”) because it offers an attractive 6% yield, and both the dividend payments and the security price have been increasing significantly for years. This article briefly reviews the company and its many attractive qualities, then gets into the big risk factors that investors should be aware of. We conclude with our views on whether MAIN is still an attractive security to own or if it’s time to look elsewhere.

Teekay Preferred On Sale: Attractive +10% Yield, But Know The Big Risks

Teekay Offshore offers attractive, high-yield (+10%), preferred shares, that are currently trading at a lower price than normal and thereby offering a relatively attractive entry point for investors. This article offers an explanation of why the shares sold-off, why the investment is attractive, and what are the big risks that investors should consider. We conclude with our views on the attractiveness of this high-yield opportunity.

Overblown Fear: Attractive 8.7% Yield, On Sale

This Closed-End Fund is attractive after the recent sell-off, not only because it yields 8.7%, but also because overblown fear has caused it to trade at an unusually large discount to its net asset value. Strong management, very reasonable management fees, a prudent and conservative use of leverage, and a powerful market style allocation, all make this CEF attractive and worth considering.

A Blue Chip Among Blue Chips—With A Healthy Growing Dividend

If you’re looking for wild aggressive growth, this stock is NOT for you. If you’re looking to “sleep well at night” while also receiving steady growing dividend payments and a share price that will likely rise more than enough to offset the dangers of inflation, then this blue chip among blue chips is worth considering. We’ve owned it for years, it has performed very well, and we expect its strength to continue for many years into the future.

New Purchase: Sell-Off Creates Attractive "Disciplined Growth" Opportunity

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.

Another Powerful Growth Stock to Nibble At

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.

A Powerful, Under-The-Radar, Growth Stock—On Sale!

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.

4 Powerful Growth Stocks To Buy, Especially After Wednesday's Sell-Off

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.

This Healthy Dividend Stock Will Grow As Nat Gas Volumes Boom

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).

Attractive Dividend Dog Of The Dow: Anti Froth-Chasers, Trade War Fearmongers

“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.

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