This note includes an update on our Top “High-Income NOW” securities, including a new Top 10 tear sheet and a link to the complete High-Income NOW Portfolio for April. The list remains dominated by one of the four main high-income food groups (CEFs, BDCs, REITs, big-dividend Blue Chips) based on current market conditions.
Top 10 Growth Stocks, Ranked (3 Megatrend Edition)
In case you’ve been living under a rock, Artificial Intelligence (“AI”) has been hot. Beneficiaries like Nvidia and Super Micro Computer have experienced truly incredible price rallies (thereby making lots of shareholders very happy). But the reality is, AI is not the only megatrend driving the market today (it’s not even the biggest one). In this report, we countdown our top 10 growth stock rankings, and we view them through the lens of three separate long-term megatrends (that could lead shares dramatically higher for many years to come). If you are a long-term growth investor, the ideas in this report are worth considering.
35 Big-Yield BDCs: Despite Climbing Risks, 3 Top Ideas Worth Considering
BDCs can be an excellent source of high income, but they are not the holy grail that some investors believe. The group faces mounting pressures as well as categorical drawbacks (that are often overlooked). In this report, we share updated data on over 35 big-yield BDCs, review our concerns with the group, highlight 3 top BDCs that standout as attractive, and then conclude with a few alternative high-income opportunities that are currently worth considering too.
Palantir Snubbed: 7 Top “AI” Stocks, Big Upside
Despite the Nasdaq hitting new all-time highs this week, select disruptive growth stocks still have massive long-term upside potential, particularly certain names benefitting from the Artificial Intelligence (AI) mega trend (which, by the way, is still just getting started). In this report, we share 7 top ideas, with a special focus on “Big Data” AI stock Palantir, and then conclude with our strong opinion on investing in disruptive growth stocks at this point in the market cycle.
Nvidia: AI Meet Digital Revolution (5 Stocks Worth Considering)
When two of the economy’s biggest mega trends combine, you get Nvidia (+59% ytd) and offshoots like Super Micro Computer (+202% ytd). And if you’re wondering if its “too late” to invest in these two mega trends (i.e. Artificial Intelligence and/or the Digital Revolution) the answer is a resounding, no way! We’re still in the early innings and here are 5 stock ideas that could potentially ride these waves dramatically higher in the decade ahead (volatility haters need not read on).
Market Overheating? High-Income Strategies Worth Considering
The market continues to climb a wall of worry, and some investors believe it’s getting a bit ahead of itself. For example, the S&P 500 is up +6.9% this year and up +27.4% over the last 12 months, but we keep hearing stories about a sputtering economy. If you are concerned the market is ahead of itself, and we may be due for a healthy pullback, here are 3 high-income investment opportunities for you to consider.
Top Growth Stocks, Most Upside (per Wall Street Analysts)
Top 100 Big-Yield Closed-End Funds (Ranked)
In this report, we share updated data on 100 big-yield CEFs from across a variety of categories. The data is ranked by market cap, per category, but you can also compare these big yield opportunities on discounts-premiums, leverage, recent performance metrics and more. We conclude with our opinion on where we’re seeing the best (and some of the worst) big-yield opportunities in the current market environment.
50 Top Growth Stocks: These 6 Worth Considering
For many investors, financial data alone is not enough. However, it can be a great place to start. This report shares updated data on over 50 top growth stocks with at least 20% expected revenue growth (for this year and next) and that have a “Strong Buy” rating from Wall Street analysts. We highlight six specific names from the list that are particularly interesting and worth considering.
Top 10 Big Yields: CEFs, BDCs, REITs, MLPs (Update)
After two full weeks of 2024, the tectonic big-yield landscape continues to shift, and select highly-attractive opportunities continue to emerge. It’s a fantastic time to be a big-yield investor, and we share top ideas in this report. Specifically, we countdown our top 10 big-yield opportunities, including closed-end funds (“CEFs”), business development companies (“BDCs”), real estate investment trusts (“REITs”), dividend stocks and master limited partnerships (“MLPs”). We also share updated data on hundreds of big-yield opportunities from across each of these categories (so you can compare and contrast for yourself).
Dividend Growth Stock Opportunities
In this “snapshot & update” report, we share data on 75 top dividend growth stocks, and a few of them stand out in particular as attractive opportunities. If you are worried about “growth stocks” being too aggressive and “double-digit yield” securities being too risky, then you might appreciate a few of the ideas in this report which offer well-covered growing dividends and long-term capital appreciation potential.
12 Big-Yield Oil & Gas Midstream Companies, Compared
If you like big-yield income, you’ve likely come across the oil & gas midstream industry. The group can offer impressive high income, plus total returns that are less correlated with the overall stock market (because of the steady fee-based income these companies generate). But there are a few things you need to consider before investing. In this brief report, we share comparative data on the 12 biggest companies in the group, plus a few important caveats on investing in them.
Top 10 Growth Stocks for 2024 (Updated)
As we head towards 2024, the market continues to present widely varied and dynamic investments opportunities, particularly in the growth stock space. Importantly, the macroeconomic backdrop is shifting from ultra-hawkish (i.e. the fed was aggressively hiking rates—to fight the high inflation it helped create by pumping easy money into the economy during the pandemic) to more dovish (as inflation slows and fed-funds futures now predict interest rate cuts in 2024). Without question, monetary and fiscal policies have their thumb on the scales of market performance, but not all stocks are created equally. In this report, we countdown our top 10 growth stocks for 2024, starting with #10 and finishing with our very top ideas.
Top 10 Big Yields: CEFs, BDCs, REITs & More
As 2024 begins, it is a fantastic time to be a big-yield investor. With the Fed’s interest rate hikes seemingly over (and potentially even about to reverse), and with so many big-yield opportunities that have become “too” out of favor, income-focused contrarians are salivating. In this report, we countdown our top 10 big-yield opportunities, including closed-end funds (“CEFs”), business development companies (“BDCs”), real estate investment trusts (“REITs”), dividend stocks and more. We also share data on hundreds of big-yield opportunities from across each of these categories (so you can compare and contrast for yourself).
Top 10 Big-Yields: CEFs, BDCs, REITs and More (Updated)
This report ranks our top 10 big-yield investments, including CEFs, BDCs, REITs, dividend stocks and more. We also share data on hundreds of big-yield opportunities from across each of these categories. After counting down our top 10 ideas, we conclude with all the details on how each of the top ideas fits into our prudently concentrated High Income NOW portfolio (current yield 10.1%, 28 total positions).
Quick Note: Non-Mega-Cap Chip-Stock Data
Quick Note: A lot of mumblings about mega-cap stocks due for some mean reversion and underperformance in 2024, following an amazing 2023 (so far). In the semiconductor space (i.e. chip stocks), mega-caps like Nvidia and AMD have dominated, and for good reason (i.e. their tie in to explosive growth in data centers related to Artificial Intelligence demand for chips). In this quick note, we share data on 60 chips stocks (including large, mid and small caps), and some thoughts on which names could benefit in 2024.
Quick Note: 100 Big-Yield REITs, Down Big
Quick Note: Sharing data on over 100 big-yield REITs, sorted by industry group. As you can see, performance has been horrendous over the last two years, for some groups more than others. The unusual 1-2-3 punch or rising interest rates, an uncertain economy and the winds of secular change (for example, work-from-home and online shopping) have all played a big part.
Top 10 Growth Stocks: Fear Creates Opportunity (November Update)
The market is turning ugly. Stocks are down as investors fear higher rates, and the fed remains petrified over inflation. However fear brings opportunity, especially as a few massive secular trends (such as digitization, the great cloud migration and Artificial Intelligence) remain fully intact. In this report, we share data on over 50 high-growth stocks (many of which are recently down big), and then briefly review the macroeconomic environment (including rates, monetary policy and secular trends). Finally, we rank our top 10 growth stocks, starting with #10 and counting down to our top ideas.
PIMCO Bond CEFs: A Big Price Rally is Coming
With real interest rates finally turning positive (inflation has slowed) and fed rate hikes arguably over, there could be incentive for investors to move out of equities (i.e. putting selling pressure on stocks) and into fixed income. One area that may benefit significantly is bond Closed-End Funds. In particular, many bond CEFs currently trade at unusually low market prices as compared to their net asset values (as evidenced by the many very negative z-scores across the space).
Top 10 Big-Yield CEFs: Attractive Contrarian Opportunities
When market conditions get ugly, contrarian investors salivate. Not because they’re buying everything in buckets, but because they’re selectively adding compelling contrarian opportunities to their income-focused investment portfolios. And that is exactly what we focus on in this report. Specifically, we review current market conditions, share data on 50+ big-yield closed-end funds (“CEFs”) and then countdown our top 10 big-yield CEF opportunities.