Pfizer (PFE) has a reputation for being a blue-chip pharmaceuticals company. However, its recent performance has been weak as the overall healthcare sector (and drug companies, in particular) have under-performed the market (President Trump has taken over the fight to reduce drug costs for investors). And Pfizer in particular has been undergoing some significantly risky portfolio restructuring. As a result, Pfizer’s dividend yield (4.2%) is now significantly higher than normal (as the price has fallen), especially for a Dow Jones stock. This article considers whether Pfizer is currently an attractive big-dividend blue chip, or a dangerous value trap.
If you’d have been invested in 100% “aggressive growth” stocks over the last two months (for example, young software companies with very high sales growth), you’d have gotten absolutely slaughtered. A bloodbath. Whether you call it a “rotation” or a long overdue “correction,” is irrelevant. The mistake we are talking about is, of course, the failure to prudently diversify your portfolio. We’re not suggesting anyone be a “closet index fund,” but for goodness sake, don’t put all your eggs in one basket. In fact, don’t even put most of them in one basket. You’re too darned old for that crap. And if you don’t know what we’re talking about, for your reference, check out these 7 Deadly Sins of Long-Term Investing (too many eggs in one basket is on the list).
In this members-only report, we provide all the details for our top 7 big-dividend preferred stocks. And as mentioned previously, if you like to earn high income on your investments, and you are frustrated with artificially low interest rates (thanks to the Fed’s meddling), you might consider preferred stocks. They offer compelling high yields, and less volatility risk than many other high yield opportunities. This week’s Blue Harbinger Weekly shares our top high yield preferred stocks (we currently own 6 of the top 7). Without further ado, here is the full (members-only) report.
A dramatic shift is taking place in the market as value stocks continue to heat up, and it’s creating some attractive opportunities, so long as you stay disciplined and focused on your goals. This week’s Weekly shares some specific attractive opportunities, as well as our advice on how to win in this market
The energy sector has been volatile (most recently thanks to the Saudi Arabian oil field attacks and associated fears), and from volatility comes opportunity. But perhaps more important to many investors, there are a variety of big safe yields currently available in the volatile energy sector. This week’s Blue Harbinger Weekly reviews our Top 5 big safe yields within the energy sector.
Investors have been bemoaning the extended rally by growth and momentum stocks for years considering value has been meaningfully underperforming (value stocks are still up a lot, just not as much as growth). However, there’s been a significant market style rotation going on in recent weeks whereby the fastest “revenue growers” have sold-off hard. Pundits have also recently been obsessed with the idea of a coming recession, and view the rotation as the beginning of the end (or as chicken little would say, “the sky is falling.”) This week’s Weekly reviews the rotation, identifies attractively priced opportunities, and shares some common sense wisdom on the current market environment.
This week’s Weekly doubles as our monthly performance update. We first compare the dueling narratives on interest rates from the Federal Reserve versus the President, and then consider whether your investments where impacted by your decision to believe one story or the other. Next we review the recent performance of our three investment strategies (including every single position). All three strategies continue to deliver market-beating performance and deliver high income for investors. We also share several attractive investment ideas.
This is part 2 of our free public article titled Top 10 Big Yields, and this members-only version includes the top 5 big yields worth considering. This report includes REITs, BDCs and CEFs, and we own most of them.
Trade War tensions escalated Friday. So did market volatility. The S&P 500 fell sharply. This week’s Weekly reviews a few of the biggest movers on our watch last week. Specifically, two stocks we own that were up big (despite the sell-off) and three names (including a couple big-dividend payers) that sold-off thereby creating attractive investment opportunities. We also review our two most recent income-generating options trade ideas—both of which we continue to believe are quite attractive now.
If you haven’t heard, market volatility spiked last week and the yield curve inverted—a red flag many investors consider an ominous recessionary warning. And while current conditions almost certainly spell imminent doom for many investors, this article shares our top 10 ideas for investors to quickly adjust their portfolios to profit from the current market turmoil.
This past week was a roller coaster complete with jostling ups and downs, but we finished very close to where we started (the S&P 500 finished the week down 0.4% after being down as much as 3.0%). Did you panic over the volatility and make bad decisions that cost you money? Did you lose sight of your long-term goals? This week’s Weekly reviews some our holdings, as well as pitfalls to avoid and opportunities to keep winning.
“Trade Wars,” interest rate cuts, an eerily calm VIX, and the longest bull rally in history is leading many investors to believe we’re due for a market wide sell off (perhaps a big one) that could arrive any day now. We are not in the businesses of “fear mongering,” but being prepared for very bumpy roads ahead is just good investing. This week’s Blue Harbinger Weekly discusses two critical things you can do with your investment portfolio to be prepared for the next big market sell off. The first is to simply pick good investments (and we will review a few in this write-up). The second has to do with picking the right kind of investments—which we will explain in more detail.
The following chart shows expectations for interest rates set by the fed have changed dramatically over the last year from expected increases to expected decreases. And the big question to many investors is Why? With an economy that appears quite healthy (healthy GDP growth, low unemployment, inflation in check), why wouldn’t the fed be raising interest rates to a more normal level? Afterall, they’ve been abnormally low by most standards since the financial crisis. Is the fed bowing to the Twitter in Chief or are they simply punishing savers? There are plenty of retirees that long for the +15% yield on treasuries that existed in the early 1980s.
The market (SPY) has been on fire this year (+21.4%), however plenty of very attractive long-term investment opportunities remain. This week’s Weekly shares the performance of each of our holdings across all three of our strategies, and then provides concise commentary on attractive opportunities among REITs, healthcare, growth stocks and our high-income low-beta “Alternative Fixed Income” strategy. We conclude with a little advice.
The S&P 500 is now up over 20% this year, which is a big number. But to keep that in perspective, it’s up only 11.4% over the last year, and it’s averaging 10.7% over the last 5 years. Keep those more moderate numbers in mind the next time someone tries to frighten you into ditching your long-term strategy and selling everything because “the sky is falling.” This week’s Weekly reviews the performance of every position we own over recent time periods, and highlights a few ideas that are particularly attractive right now.
In the face of non-stop fake and misleading news headlines, we stuck to our long-term strategies and delivered another month of healthy gains and income across our investment portfolios, as usual. This report reviews the individual holdings and performance across each of our strategies. We also review the absurdity of a few recent news headlines that are designed specifically to eat away at your hard-earned nest egg. Finally, we highlight a few of our current holdings that are particularly attractive for new investment dollars right now.
This article is the private, members-only continuation of our free public report titled: Market Too Hot? Top 10 Big -Dividend REITs Worth Considering. Except this members-only version counts down the REITs we have ranked #5 to #1. Without further ado, here is the list…
If you’re going to manage some/all of your own investments, you ought to have some idea of your portfolio’s beta risk (so you can make sure it is appropriate for your goals). This week’s Weekly shares the updated performance data for each of our current holdings (as well as our “Contenders List”), and we’ve also included each position’s “beta” risk to help you gauge your risk exposure relative to your long-term investment goals. We’ve also highlighted a couple attractive investment opportunities.
Undoubtedly, a lot of investors have made costly trading mistakes out of fear in recent days, weeks and months as volatility rises and falls. And the investors that continue to do best are the ones that stick to their objectives and strategies. The S&P was up 4.5% over the last 5 trading days, and our portfolios extended their long-term track records of powerful gains and income. This report shares the performance data for all of our holdings, and highlights some attractive stocks if you have extra cash that you need to put to work.
Despite increased fear and volatility marketwide, our portfolios beat the S&P 500 (again) in May, and continue to grow their powerful long-term track records of income and appreciation. We don’t expect readers to match our portfolios exactly (even though they can come pretty close if they want); rather, the idea is to share top ideas and strategies to help you manage your own investment portfolio. This report shares our May performance, individual holdings weights & returns, and concludes with our views on how/when to rebalance your own portfolio, as well as where we’re seeing the best investment opportunities within the current market turbulence.