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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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?
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.
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).
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.
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.
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.
This report provides an update on two attractive buying opportunities we have written about in the past. Both exhibit very important characteristics if you’re looking for significant and attractive upside price appreciation potential.
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.
In this members-only version of our Top 10 list, we review the Top 5 high-yield contrarian opportunities. Without further ado, here is the list…
We just initiated a new position in an attractive Disciplined Growth stock. We believe these shares have the potential to dramatically increase in the quarters and years ahead. Members can login and see what stock we purchased, but also what shares we sold to fund this new purchase.