A Penny Saved Is A Penny Earned

All Blue Harbinger strategies continue to deliver strong positive returns without any of the full-service brokerage fees that “do-it-yourself investors” are trying to avoid. Our Disciplined Growth portfolio beat the S&P 500 during May, and our Income Equity strategy finished the month with a 5.4% yield, nearly 3.5% higher than the S&P 500. We’ve seen value stocks underperform growth stocks this year, and as contrarians we like value stocks even more now.

Consider Nibbling at this Disciplined Dividend Growth Stock

Income investors love to own big dividend stocks, but sometimes it’s worthwhile to diversify into companies with smaller albeit growing dividends that also offer significant price appreciation potential. This article reviews one such opportunity that we believe has the opportunity to grow dramatically over time both its dividend and especially its price.

Did Warren Buffett Just Make an Obvious Mistake?

There was an interesting Warren Buffett interview last week where the “Oracle of Omaha” gave a handful of very wise advice to investors. However, we couldn’t help but notice, he seemed to make a glaring fundamental mistake. This article reviews Buffett’s good advice, postulates a couple reasons why he could have made his glaring fundamental mistake, and we finally offer a smart way (a specific security) to take advantage of Buffett’s good advice without making the same big mistake.

Two Attractive “Dogs of the Dow”

The Dogs of the Dow strategy proposes that an investor invests annually in the ten Dow Jones stocks with the highest dividend yield. Proponents of the strategy argue that blue-chip companies do not alter their dividend to reflect trading conditions and, therefore, the dividend is a measure of the average worth of the company. The following table ranks the 30 Dow Jones stocks by dividend yield, it includes a variety of other financial metrics, and finally we discuss two of our favorite Dogs of the Dow right now.

3 Attractive Investment Ideas: One +7% MLP, Two Growth Stocks

This week’s Weekly reviews an attractive +7% yield MLP that is on sale. We also review two growth stocks that we own in our Disciplined Growth portfolio. The MLP is very hated (and misunderstood) right now (which is why we like it), and the growth stocks have both rallied hard this year (they’re up 30% and 47%) and we share our views on how to play them going forward.

Owning Dividend Stocks Is Particularly Attractive Now

The rally in Dow Jones stocks after President Trump was elected is the largest ever according to data compiled by the Wall Street Journal. However, given the sectors that have been rallying the most, and considering signals from the bond market, we believe now is an attractive time to own dividend stocks, in particular.

...Don’t Chase the Highest Yield, Own the Healthiest Yield (Part II)

As a follow up to “part I” in this series, this “part II” article highlights more attractive healthy-dividend companies. We’re sticking with the theme that investors should NOT blindly chase after the highest yielding securities, but rather focus on those with the healthiest yields. We highlight a handful of healthy yielders including one that we own in our Blue Harbinger Disciplined Growth portfolio.

Don’t Chase the Highest Yield, Own the Healthiest Yield (Part I)

Unfortunately, many investors make the mistake of chasing the highest yielding securities without doing their homework. We believe in owning healthy yielding securities. This week’s Weekly highlights a group of healthy yielding securities. We also provide details for several specific high yielders with significant long-term price appreciation potential, including one we own in our Blue Harbinger Income Equity portfolio.