If you like to generate high income from your investments, this disciplined equity style CEF yields 7.2% and it is currently attractive in multiple ways. For example, its discount to NAV, its well-seasoned management team, its attractive style tilt, its US economy-focus, its impressive long-term track record, and its ability to help you diversify away from the traditional high income risks, all while using great discipline to pay you the steady high income payments you need. This CEF can be an attractive addition to your diversified, long-term, high-income-focused, investment portfolio. We own it.
This report is a continuation of our free report title “Top 10 Big Yields Worth Considering.” However, this members-only version contains all the detail for the top 5 big yields worth considering. It includes equities, debt, a closed-end fund, and a very attractive preferred stock. All yielding between 6% and 12%, and all trading at very attractively discounted prices.
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.
We currently own 5 high-income equity Closed-End Funds (CEFs) each yielding 9.8%, 7.5%, 7.2%, 7.2% and 10.0%, respectively. This report reviews our thesis for each position, and concludes with our decision to hold, buy more, or search for new opportunities.
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.
“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.
Closed-end funds (CEFs) aren’t for everyone, but if you like high income, discounted prices, special dividends, and attractive strategies, we’ve highlighted four compelling opportunities in this article. We currently own all four of them.
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.
This report is a continuation of our free public report titled "15 Attractive +7% Yields Worth Considering" except in this members-only version, we share the Top 5. We believe all five are extremely attractive high-income opportunities, and we own all 5 of the top 5.
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.
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.
Small cap stocks provide significant long-term price appreciation potential, but a perennial problem for income-investors is they pay very little in terms of dividends. However, the small cap CEF we review in this article offers a very attractive 8.0% annual yield (paid quarterly). It also offers a great management team, an impressive long-term track record, and it currently trades at a compelling 16% discount to its NAV suggesting it has strong price appreciation potential ahead.