If you’re an income-focused investor, you might be interested to know intermodal shipping container company, Triton International, just issued some very attractive 8.5% yield preferred shares this week. And as many of our readers know, we’ve written about the common shares of Triton, and we’ve also had success selling income-generating put options on the common shares. But if you’re looking for high steady income (and less volatility) than the 6.5% yield of the common shares, consider this before you jump headfirst into these compelling new 8.5% yield preferreds.
What a difference a quarter can make. At the end of Q3 the skies were blue and investors were happy. Now, according to the media, the world is ending. Non-stop talk of trade wars, plummeting oil prices, a government shutdown, and monetary policy uncertainty and fear. Guess what? This market will go higher and if you wait for the robins, spring will be over. If you’re sitting on the sidelines (i.e. holding more cash than usual), here are three attractive contrarian investment ideas for you to consider.
The last week has been a rough one for stocks. The S&P 500 (SPY) was down 1.6%, the Nasdaq (QQQ) was down 4.2%, and a bunch of individual names were down A LOT more. The point of this article is to review a few of the names on our watch list that have sold-off significantly, and then discuss a few trades that we’re considering for the upcoming week.
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.
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.
To some extent, it makes sense that the stock price of shipping-container company, Triton International (TRTN), keeps getting whipped around by moving credit spreads. However, the market is not giving this company enough credit for improving conditions within its niche industry, nor is the stock price correctly reflecting improving company-specific fundamentals.
From time-to-time, we like to share different types of income-generating investment opportunities for members to consider. And while the opportunity in this article is not for everyone, it is compelling for some, especially in the current market environment.
Market fear spiked on Friday (the VIX was up 28.5%), and the Dow Jones experienced its biggest weekly decline in over 2 years (-4.1%). Interestingly, many higher yielding stocks also sold off significantly, and this article highlights ten that we believe are attractive and worth considering, especially following the selloff.
This article reviews a big-dividend market leader that has been able to improve its risk versus reward profile and capture market share while its peers have been struggling. The industry overall has been struggling, but things are continuing to improve, especially for the very interesting company we review in detail in this article. We also offer our views on how to "play" this big-dividend opportunity.