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.
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…
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.
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.
“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…
This report is the members-only, part-2 version of our free report titled "Top 10 Big-Yields." However, this version includes the Top 5. Without further ado, here are the details...
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.
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.
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.
This report gives an update on the performance, and on every holding, across our Blue Harbinger strategies. And as the market has sold off, we believe increasingly attractive opportunities have emerged for new purchasers, as described in this report.
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.
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.
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.
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.
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 brave, you might want to consider investing in Omega Healthcare Investors (OHI), currently yielding 10%. However before you do, consider these five big risks,,,
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.
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.