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Top Big-Distribution CEF Ideas for 2018

If you are an income-focused value investor, some CEFs are currently offering highly attractive “double discounts” heading into 2018. CEF investors should be aware of the distribution income sources, including dividends as well as capital gains, for example. This article reviews our current CEF holdings and several top ideas for 2018.

Fighting Risk Creep: Are You Ready for 2018?

“When the markets are good, like the current long running bull market… we must all fight risk creep in the portfolio.” That’s according to a recent LinkedIn note from Blue Harbinger friend, Brian Coker, CFA. It’s also a good segue into the topic of this week’s Blue Harbinger Weekly: High-Level Risks and Opportunities for 2018.

Three Attractive High-Yield Closed-End Funds

If you are an income-focused investor, big-distribution closed-end funds ("CEFs") can be very attractive, but there are a few things investors need to be aware of. This article reviews important pros and cons of CEFs, and then highlights three of our favorite high-income CEFs that income-focused investors may want to consider.

7 Attractive Dividend Investments

This week’s Weekly provides an update and outlook for seven of our existing Blue Harbinger holdings. Specifically, we remain bullish on our healthcare REIT holding, we see more big gains on the industrials stock we purchased last summer, we remain comfortable with our commercial real estate position (despite signs the industry may soon slow), and finally, our four recent CEF purchases have seen their discounts to NAV start to shrink (a good thing), they continue to pay very large distributions, and we remain very bullish on their strategies.

New Trades: Income Equity Strategy

The purpose of this post is to provide an update on several new trades in the Blue Harbinger Income Equity strategy. Specifically, we have added several new attractive closed-end funds (CEFs) that offer very healthy yields. We also sold one of our biggest yielding individual stocks, and we provide a rationale for the sale.

Attractive CEF Pays 7%, Big Discount to NAV

This morning we highlight an attractive “style-specific” Closed-End Fund (CEF) that offers a big 7.7% yield and trades at a compelling discount to its Net Asset Value (NAV). Importantly, this particular “style exposure” is extremely powerful over the long-term (it tends to outperform, by a lot), and it’s missing from many investors portfolios.

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