High yield bonds are risky. And they are not for everyone. However, if you’re interested in wading into this space, there are some very interesting opportunities to pick up attractive yield, and price appreciation, with risk-versus-reward profiles that are often skewed in your favor.
A Stock With Big Upside, Especially After the Recent Market Wide Sell-Off
Seeing Red: Opportunity or Warning?
A Different Type of Income Opportunity
100 High-Yield Stocks Down Big Last Week: These 10 Are Worth Considering
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.
Attractive High-Income Closed-End Funds
This article details multiple attractive opportunities to capture >6%+ yields. And because these attractive income opportunities are all CEFs, they offer investors a little something extra in terms of their currently discounted prices versus their NAVs. If you're an income-focused investor, these CEFs are worth considering.
A Growing Company With Significant Upside
A Safe 7% Yield: Lower Price, Higher Value
If you are an income-focused investor, this company is worth considering. It doesn’t offer the flashy price returns (or big downside risks) of the general stock market, but it does pay a safe 7% yield, its share price (what you pay) has recently decreased moderately, and its value (what you get) has recently increased.
This High-Yield Low-Risk Investment is Worth Considering
The primary objective of most income-focused investors is to generate as much income as possible with very little risk. And there are smart ways to do this that are often overlooked because so much of the investment world is focused on maximizing total returns (instead of generating safe high income). This article highlights one such opportunity. Specifically, if you are an income-focused investor, this article explains why this particular 8.8% yield is attractive and worth considering.
Despite New Market Highs, This Attractive High-Yielder Is On Sale
As tax reform sets in, and expensive over-regulation is rolled-back, the market continues to set new record highs. However, not all stocks are particpating in the latest round of gains. This week's Weekly highlights a big-dividend REIT, that is very healthy, but the share price has pulled back, and the valuation is attractive. If you are an income-focused investor, this one is worth considering.
Preferred Yields 10.9%, Paid Monthly: Growing Revenue, Shrinking Debt
With a 10.9% dividend yield (paid monthly), growing revenues, shrinking debt, and a very large total addressable market, the preferred shares of this healthcare IT company are worth considering if you are an income-focused investor. After providing an overview of the company, this article reviews the negative risks, which are greatly outnumbered by the positives characteristics, before finally drawing some conclusions on how you may want to “play” this very high-yield opportunity.
Attractive Ideas: An Update on Each of Our Current Holdings
Our long-term track record of gains and market-beating performance grew in December as we capped off another year of strong performance. This week's Blue Harbinger Weekly provides a quick update on each of our current holdings. We're excited about these stock specific ideas, as well as the additional gains that could be achieved from continuing market wide economic strength. And as a quick reminder, compound growth is a powerful wealth builder, and the tortoise beats the hare.
Top 5 Big-Yield Investments to Start 2018
Top Big-Distribution CEF Ideas for 2018
If you are an income-focused value investor, some CEFs are currently offering highly attractive “double discounts” heading into 2018. CEF investors should be aware of the distribution income sources, including dividends as well as capital gains, for example. This article reviews our current CEF holdings and several top ideas for 2018.
10 Big Dividend REITs: 5 Attractive Value-Plays, 5 Dangerous Value-Traps!
If you’re an income-focused contrarian investor, big-dividend REITs may have caught your attention this year considering they’re underperformed the market (SPY) significantly. This week’s Blue Harbinger Weekly shares our brief views on ten big-dividend REITs, and without sharing which ones are attractive “value plays” and which ones are dangerous “value traps,” here are the ten: CBL & Associates (CBL), Taubman Centers (TCO), Realty Income (O), Uniti Group (UNIT), Washington Prime (WPG), Tanger Factory Outlet (SKT), Sabra Health (SBRA), Pennsylvania REIT (PEI), and Ventas Healthcare (VTR), and General Growth Properties (GGP).
NRZ's 10.9% Yield: Take Profits or Let Winners Run?
Following the recently announced Shellpoint deal, a lot of shareholders are wondering if it's finally time to take some chips (and profits) off the table with this big 10.9% dividend yielding company. We've made a lot of profits (and received a lot of dividends) on NRZ after purchasing it at the start of 2016, but here is what we've decided to do with those investment dollars now...
Fighting Risk Creep: Are You Ready for 2018?
“When the markets are good, like the current long running bull market… we must all fight risk creep in the portfolio.” That’s according to a recent LinkedIn note from Blue Harbinger friend, Brian Coker, CFA. It’s also a good segue into the topic of this week’s Blue Harbinger Weekly: High-Level Risks and Opportunities for 2018.
We Own This Big Dividend with Big Upside Potential
If you are a contrarian, income-focused investor, this big-dividend stock may be worth considering. Not only does this international searborne crude oil transportation company offer a big 5.1% dividend yield that we expect will be increased soon, but there are also company-specific and macroeconomic-cycle factors that may drive its share price significantly higher.
Performance Update: Sectors, Styles, Strategies and Ideas
This report provides an update on our current holdings (all Blue Harbinger strategies delivered strong positive returns again in November), and the market in general. We share some specific ideas and risks on stocks (e.g. Omega Healthcare, General Electric, and others) and sectors (e.g. REITs, BDCs and MLPs). The following color-ranked table provides an overview of broad market performance as of mid-day today.
How Income Investors Can Win With This Big-Dividend Value Trap
Investors are often lured in by high yields, only to later discover they've purchased a value trap. This report reviews why we believe one particularly popular high-yield equity is NOT worth the risk, and why we wouldn't touch it with a 10-foot pole. However, there is another point in the capital structure of this particular high-profile company that may be worth considering.