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.
We Just Bought this Big-Dividend Stock
A big dividend, wide moat, and compelling valuation. That's how we'd describe the stock we just purchased. We funded this purchase with the proceeds from our recent highly profitable sale of Caterpillar (we sold our CAT shares last Friday for a +110% gain after holding them for only 19-months). This article shares our thesis for why we just invested in this new highly-attractive contrarian opportunity.
New Ideas: Upcoming Trades
As we wrote here, we sold our shares of Caterpillar on Friday for +110% gain after owning them for 19-months. We expect to purchase new shares with the proceeds within the next several trading days. This article highlights four very attractive investment opportunities that we are considering for purchase.
Watch List: 3 Attractive Dividend Stocks
We’ve been searching for new buying opportunities, and we just added 3 dividend stocks to our watch list. This article provides a high-level overview of each of these stocks and why we like them. We haven’t purchased any of them yet, but there could be new purchases coming soon. We're excited about our current holdings (and our market-beating track record), but we could trim or sell a couple positions to make room for even more attractive new opportunities soon.
Deadly Sin #5 of 7: Do Not Chase This Yield
If you missed it, we recently wrote a public article titled "7 Deadly Sins of Long-Term Investing." Number 5 on that list was the terrible pitfall of "Yield Chasing" (buying stocks simply because they offer a high yield instead looking under the hood at the fundamentals). This article reviews a specific very-high-yield company that is increasingly tempting to some investors. However, based on our fundamental review, we strongly recommend you stay away from this value trap!
Updated Heat Maps: Attractive Opportunities in Focus
The following tables rank the constituents of the Dow Jones by yield, list the 30 highest-yield stocks in the S&P500, and provide performance details for 50 different sector, style and asset class ETFs. We use this information to provide an overview of the current state of the market, and we highlight several attractive investment opportunities.
Attractive Yield: The Reward Outweighs The Risk
We like to share a variety of investment ideas with our readers, and today we share a differentiated high-yield opportunity that we have discussed in the past. It may not be interesting to everyone, but we believe the yield is attractive and the rewards outweigh the risks. Plus the price is attractive!
Top 8 High-Yield REITs Worth Considering
As contrarian income-investors, we are seeing a variety of interesting investment opportunities among real estate investment trusts (“REITs”). The group has been beat up over the last year as investors fear the possible negative impacts of rising interest rate expectations, and they’ve shunned most REITs in favor of higher growth sectors of the market (such as aggressive growth technology stocks).
Performance Update, And 3 Attractive Entry Points
All three Blue Harbinger portfolios (Income Equity, Disciplined Growth, and Smart Beta) continue their long-term track records of outperforming the S&P 500. This report provides a brief update on August performance, and shares three attractive investment opportunities currently trading lower and thereby providing attractive entry points for investors.
Don't Chase The Highest Yield, Consider High Quality Growing Yield
Many investors make the mistake of believing a higher yield is always a better yield. At Blue Harbinger, we believe in owning high quality yields, and we especially like it when a high quality yield has the health to keep growing. This article highlights an attractive, healthy company that offers a high quality yield that is expected to grow.
We Own This REIT, And It’s Still Going Strong
Our Current Retail Exposure, Plus An Interesting Investment Idea
As the “Death of Retail” narrative grows, and investors fear that online retailers (like Amazon) will put all “brick and mortar” stores (like Sears, Macy’s and shopping malls) out of business, we are starting to see some interesting opportunities. This article reviews our current exposure to “brick and mortar” retail, and then shares an interesting investment idea for brave contrarian investors to consider.
This Stock Yields >5%, Shares Are Attractively Priced
This week’s Blue Harbinger Weekly shares a compelling +5% yield opportunity, and the shares have sold off so far this month thereby making for a more attractive entry point, in our view. This company will benefit from the growing retail sector and doesn’t run the risk of getting “Amazoned” because it is indifferent between serving online versus brick and mortar retail customers.
A Post-Earnings Update on One of Our Big-Yielders
One of our colleagues had a great line during his CNBC interview this week. He said: “As an investor, the pain of buying at 100 and watching something go to 10, is only trumped by the pain of actually selling something at 10 and watching it go to 100.” The post-earnings selloff this article discusses wasn’t anywhere near that extreme, but we do believe the worst is behind the company.
A Double-Digit Yield Worth Considering
If you are an income-focused investor, with capital appreciation as a secondary objective, then you may want to consider the double-digit yield offered by the stock we review in this article. Specifically, we detail the bull-side arguments, followed by a few bear-case caveats, and conclude with our views on how investors should consider this opportunity.
An Attractive “Disciplined Growth” Stock, On Sale
At Blue Harbinger, we tend to write frequently about investments that pay big dividends. However, not all attractive investments pay a dividend. This article focuses on an attractive “disciplined growth” company, that currently pays zero dividend, but has very attractive price appreciation potential, and it is currently “on sale,” in our view.
A Brief Update on Each of Our Current Holdings
We finished July with positive returns for all three of our Blue Harbinger strategies (Income Equity, Disciplined Growth, and Smart Beta), and all three strategies continue to outperform the S&P 500 since their inception. This report provides a brief update on each of our current positions. We believe there is significantly more upside ahead.
An Update on Our High-Yield REIT Holdings
Three Attractive High-Yield Closed-End Funds
If you are an income-focused investor, big-distribution closed-end funds ("CEFs") can be very attractive, but there are a few things investors need to be aware of. This article reviews important pros and cons of CEFs, and then highlights three of our favorite high-income CEFs that income-focused investors may want to consider.