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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.

TCAP's Liquidation: Not Ideal, But Still Attractive

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…

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.

Blue Harbinger Portfolio Update: More Gains, More Upside

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.

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.

5.9% Yield Triton: The Real Reason It Sold Off

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.

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.

MLP Sell-Off: Attractive High-Yield Fixed-to-Floating Preferred

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.

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.

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