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Blue Harbinger Weekly

Is Your Portfolio's Beta Risk Appropriate? + Attractive Investment Ideas

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.

Avoiding Mistakes: More Income, More Gains This Week

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.

Performance Update: When to Rebalance, Current Attractive Opportunities

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.

The Trade War Is An "Opportunity-Creating" Skirmish

This week’s Weekly shows the recent and historical performance of all of our current holdings across strategies (as well as the names on our Contenders List), and also highlights what has been working, and where we’re seeing the best opportunities going forward. The week’s theme is the ongoing disruption and opportunities the US-China “Trade War” (it’s really just a “skirmish”) is creating for selective disciplined investors. We highlight specific opportunities.

Blue Harbinger Portfolio Rebalance

We have made a significant amount of “rebalancing” trades throughout our portfolios. Most of the changes revolve around reweighting current holdings for diversification and risk management purposes. However, we have also added several new positions, as well as exited a few positions altogether. As a reminder, all of our investment portfolios are long-term in nature, so these types of large portfolio adjustments are rare.  However, we do complete them from time-to-time in order to optimize our expected returns and income relative to risks, and in accordance with the long-term objectives of the strategies.

Holdings & Performance Update: Impressive YTD Gains & Income Continue

All Blue Harbinger strategies delivered healthy gains in April, thereby extending their long-term outperformance. The strategies are positioned prudently to achieve their long-term goals, ranging from attractive income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Importantly, don’t get greedy—this year’s gains have been nice, but stick to your disciplined long-term strategy.

Teekay Offshore: 10.7% Yield Preferred Shares, On Sale or In Danger?

The S&P 500 hit record highs this past week, as growth and tech stocks continue their impressive velocity higher. However, not all stocks are flying high, and certain value opportunities are increasingly interesting. This week’s Blue Harbinger Weekly provides a quick review of the performance of our holdings, as well as our opinion on the 10.7% yielding preferred shares of Teekay Offshore (TOO.B) which are currently trading at a discounted price of $19.82 per share.

Medical Properties: Interesting 5.8% Yield Following Sell-Off in REITS, Healthcare

This week’s Blue Harbinger Weekly highlights the performance of various market sectors and styles, including the sharp sell-off in REITs and healthcare. We also share the weekly performance of the individual holdings within our Income Equity and Disciplined Growth strategies, including a brief review of a couple big movers. Finally, we share our opinion on the attractiveness of big dividend REIT Medical Properties Trust (5.8% yield), which unexpectedly sold-off more than 8% just last week.

Sabra REIT’s 9.2% Yield: Moved by Low Rates and Healthcare Headwinds

Here is a look at the market’s continuing strong performance this year (the S&P 500 is up 16.6%). REITS are one sector that’s been particularly strong (XLRE is up 19.1%) as the Fed’s new found dovish low interest rate posture helps REITs which generally rely on borrowing to grow. On the other hand, healthcare is one sector that has lagged (XLV is up only 4.2%) as this diverse sector faces varying specific pressures. Sabra Healthcare (SBRA) is a big dividend REIT that faces its own company-specific pressures as well as the headwinds of being a healthcare related company and the tailwinds of being a REIT. This week’s Blue Harbinger Weekly reviews the market’s performance, the performance of our portfolio holdings, and briefly reviews a few specific names, one of which is our opinion on Sabra Healthcare’s tempting 9.2% dividend yield.

Holdings & Performance Update: March Adds to Powerful Q1

All Blue Harbinger strategies delivered healthy gains in March, thereby extending their long-term outperformance. The strategies are positioned prudently to achieve their long-term goals, ranging from attractive income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Most importantly, keep perspective. Foolish investors panicked and sold out of fear in Q4 thereby missing out on Q1’s fantastic returns. Don’t get greedy and make the opposite mistake now.  Stay disciplined.

A Powerful Growth Stock Worth Considering

We write a lot about income investments, however we also like to invest in powerful growth stocks, as well, because they add important diversification to an investment portfolio, and they can help keep your nest egg growing. This article focuses on one of the fastest growing companies in the US in terms of this year and next year’s sales growth, at scale. We provide an overview of the company’s attractive qualities, as well as a review of the common pitfalls to watch out for when investing for powerful long-term growth and capital appreciation.

Triton’s New 8.5% Yield Preferred Shares, Not Bad, But…

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.

Holdings & Performance Update: The Rally Continues, So Do The Opportunities

All Blue Harbinger strategies delivered healthy gains in February, thereby continuing their long-term track records of outperformance. The strategies have been positioned correctly for the market rebound, and they are positioned correctly to achieve their long-term goals, ranging from attractive high income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Most importantly, as always, be opportunistic, but for goodness sake don’t lose sight of your long-term goals.

Odd Couple: Kraft Heinz (4.6% Yield) Vs PIMCO Dynamic Credit & Mortgage CEF (8.8% Yield%)

If you like attractive high yield investments, your search can take you to all corners of the market. This week’s Blue Harbinger Weekly compares the post dividend cut 4.6% yield of Kraft Heinz to the 8.8% dividend yield of PIMCO’s popular closed-end fund, PCI.

State of the 2019 Rebound: High Income CEF Edition, Ideas

Stocks are off to their best start in 32 years. But as you can see in the chart, the strong start comes after an absolutely abysmal 4th quarter. This report reviews the current state of the rebound and opportunities from the perspective of high income closed-end funds. We conclude with investment ideas and advice.

Holdings & Performance Update: Predictably Violent Snapback

All Blue Harbinger portfolios delivered double digit gains in January easily outpacing the 8% gain for the S&P 500. What’s more, this violent market snapback has been mostly predictable, but the question is whether it tripped you up (did you panic and sell at the wrong time?). This report reviews the performance of our investment strategies, including commentary on many of our individual holdings. We also highlight where we’re seeing the best opportunities going forward.

Tax Efficient 8.3% Yield: Global Equity CEF, Discounted Price

If you are looking to add big monthly income and attractive global equity exposure to your investment portfolio, this 8.3% yield closed-end fund has been highly tax-efficient, it trades at an attractive discount to NAV, and it is worth considering. This is a guest article from Yield Hunting; it provides an overview of many tax efficient funds, and then focuses on one particularly attractive opportunity.

Options Trade: Attractive REIT Income, Compelling Price Action

We just placed a new high-income-generating options trade. Near-term technicals are creating an attractive opportunity to generate income on an attractive long-term big-dividend REIT. We believe this is an attractive trade to place today, and potentially tomorrow, as long as the share price doesn't move too dramatically before then.

Holdings & Performance Update: Orderly Sell-Off, Attractive Opportunities Ahead

As  you can see in the following chart, December was a rough end to a rough fourth quarter, with the S&P 500 (SPY) declining another 8.8% for the month. The good news is the sell-off was orderly, and stocks have rebounded significantly in the last two weeks. This report reviews the performance of our investment strategies, including commentary on individual holdings. We also highlight where we’re seeing the best opportunities going forward, assuming (of course) you can stick to your disciplined long-term investment strategy (i.e. don’t make silly mistakes).

Buy Low: Top 5 Growth Stocks, On Sale

In 5 years, you’ll probably wish you bought a few shares of these attractive growth stocks. Granted, many of our readers are focused on dividend stocks; however, we believe in the importance of diversifying some of your investment dollars across a variety of investment styles, particularly when they present attractive opportunities. All of the stocks on our list have enormous long-term price appreciation potential. We’re not suggesting anyone bet the farm on growth stocks, but adding a few attractive ones to your portfolio is worth considering. Without further ado, here is the list…

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