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.
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.
If you’re an income-focused contrarian investor, big-dividend REITs may have caught your attention this year considering they’re underperformed the market (SPY) significantly. This week’s Blue Harbinger Weekly shares our brief views on ten big-dividend REITs, and without sharing which ones are attractive “value plays” and which ones are dangerous “value traps,” here are the ten: CBL & Associates (CBL), Taubman Centers (TCO), Realty Income (O), Uniti Group (UNIT), Washington Prime (WPG), Tanger Factory Outlet (SKT), Sabra Health (SBRA), Pennsylvania REIT (PEI), and Ventas Healthcare (VTR), and General Growth Properties (GGP).
“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.