This particular Closed-End Fund (CEF) offers a big 8.3% yield, and it is currently trading at an attractively large discount to its net asset value (NAV). This article explains why this particular CEF presents a very attractive buying opportunity, and we also review the risk factors that investors should be aware of. If you like high-income and less downside risk, this one is worth considering.
This is a guest article from Darren McCammon. Darren runs the highly successful Cash Flow Kingdom on Seeking Alpha. We are paying-members of Darren’s service, and appreciate the high quality investment ideas he shares. This particular article is about an attractive, tax-advantaged, maritime shipping company that currently offers a yield in excess of 10%.
Netflix announced lower than expected subscriber growth numbers after the market closed, and the shares are down more than 13% in afterhours trading. This is a good reminder of the volatility and risks of FANG-type stocks (Facebook, Amazon, Netflix and Google/Alphabet) which have been performing extremely well, but have very high valuations. This article contrasts FANG stocks with data on over 100 high-yield stocks that have sold-off significantly this year and may be worth considering if you are an income-focused value investor. We also highlight four of our favorite opportunities from the list.
Tsakos Energy Navigation (TNP) is a marine shipping company (mainly crude oil) that offers an array of high-yield equities including 5 series of preferred shares with dividend yields from 7.9% to 9.5% and common shares offering a 5.8% dividend yield. But before you start trying to decide which of Tsakos’ many high-yield securities you want to invest in, you might first want to consider whether you believe the business will actually produce the cash flows necessary to support those payments to investors. This article details the two biggest risks threatening Tsakos’ future ability to pay, and then reviews the differences between the company’s array of high yield securities. We conclude with our thoughts on how income-focused investors might want to “play” Tsakos.
All three Blue Harbinger strategies continue to deliver positive total returns and the yields are attractive too. This report provides details on performance and holdings, and provides updates on the biggest movers over the last month. We continue to believe these strategies are attractively positioned for continuing long-term market out performance (income and price appreciation).
We recently received an inquiry from one of our members about BDC Oxford Square Capital (OXSQ). It’s tempting considering its huge 11.5% yield, its discounted price-to-book, and its very low market beta. However, investors need to be aware of several very important things, including the vast difference between its price and total return, the very strong relationship between OXSQ’s price-to-book value and credit spreads, and how big hedge funds, including Citadel and Millennium, are trading in and out of this name regularly.
Perhaps one of the most overused analogies from all of sports (because it's so good) is from legendary hockey player Wayne Gretsky: "I skate to where the puck is going to be, not where it has been." This week's Blue Harbinger Weekly shares an attractive, growing, opportunity, that is becoming increasingly tempting as the shares have sold-off. This is one that backward-looking industry professionals may never see coming, until it's too late...
This article is the members-only, part 2 version, of our two part series on attractive high yields from across the capital structure. Specifically, this article highlights 5 increasingly attractive high-yield opportunities including preferred stocks, bonds and common equity. Here is the list…
If you like high income, Ship Finance International (SFL) is another name to consider. This article highlights 4 attractive qualities, 6 risks to monitor, and concludes with our views on when to consider adding more shares.
If you like monthly income, then this attractive CEF is worth considering for a variety of reasons (e.g. discounted price, lower interest rate risk, attractive sector tilts, management, and more). However, there are also risks that should be considered (i.e. the focus on income over price appreciation, credit spreads, distribution coverage, and more). This article reviews the attractive qualities and risks, then draws some conclusions about who might want to consider this attractive high-yielder.
New Residential (NRZ) offers a very tempting 11% yield, but before diving in headfirst, investors should be aware of the big risks that this mortgage REIT faces. After explaining how NRZ makes money, this article reviews six big risks, followed by seven reasons why NRZ is attractive and may be worth considering, depending on your situation.
Sometimes simply comparing a diverse opportunity set can help you see things in a valuable new light. This week’s Weekly reviews a specific growth stock on sale, shares a list of over 400 stocks with yields over 5% (many of which we have written about, and some of which we own), and finally considers the attractiveness of selling income-generating “covered call options” on two of the higher yielding securities on our list.
Every investor has their own unique needs and tolerance for risk, and no one has a working crystal ball. Nonetheless, by assembling a prudent mix of portfolio investments, every individual can increase their odds for success. And depending on your situation, if you’re looking for an attractive coupon payment, plus the prospects for some attractive price appreciation (perhaps far sooner than the bonds mature), CBL’s bonds are worth considering.
All Blue Harbinger strategies delivered positive returns and outperformed the S&P 500 in May, thereby continuing their growing long-term track records of outperformance. This report provides details on performance and holdings, and provides updates on our biggest movers over the last month. We also provide a dashboard on market sector dynamics, that we believe is worth considering.
Consider buying these shares now to add some powerful long-term growth that is currently trading at an attractive price relative to its value. We'll explain why the shares are on sale, why they've got large long-term upside, and why if you can handle a tiny but growing 1.3% dividend-yield in your portfolio, they're worth considering... now.
This stock is NOT a flashy "get rich quick" opportunity. It's a healthy blue chip dividend grower currently trading at an increasingly attractive price relative to its value. If you like to generate income and build wealth the old fashioned way, consider adding these shares now.
KNOT Offshore Partners offers a tempting 10.3% yield, but investors should carefully consider the risks before purchasing. This article highlights 4 very attractive KNOT qualities, but also reviews 7 big risks that should be considered. KNOT is expected to release its financial results for the First Quarter of 2018 before opening of the market on Wednesday, June 6, 2018.
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.