Investment Ideas

Another Powerful Growth Stock to Nibble At

Growth stocks are great—until the market turns. However, if you can find a company with such a powerful marketplace opportunity, that it can buck the larger “style box” trends (e.g. growth vs value) and continue to grow under just about any conditions, it’s worth considering. Here is one stock that looks to have found a special market opportunity, and we believe it is worth considering. And if you’re going to buy, starting with a small bite might be prudent.

A Powerful, Under-The-Radar, Growth Stock—On Sale!

We’re adding a new, powerful, under-the-radar, growth stock to our watchlist. This is a company that has sold-off hard in recent months despite the fact that its business is getting MUCH more attractive. Somewhat ironically, it’s the market’s inability to correctly process this company’s vastly improved business model that has caused the stock to sell-off, thereby making it even more attractive. We haven’t hit the buy button yet, but we have a very itchy trigger finger on this one.

This Healthy Dividend Stock Will Grow As Nat Gas Volumes Boom

If you're looking for an attractive dividend plus continuing price appreciation, the natural gas compression equipment companies are worth considering. Specifically, this niche industry is booming thanks to an ongoing secular trend of increasing natural gas volumes due to relatively recent technological advances as well as environmental concerns. This detailed write-up is from Darren McCammon of the highly successful Cash Flow Kingdom (a membership service of which we are a paying customer).

Attractive Dividend Dog Of The Dow: Anti Froth-Chasers, Trade War Fearmongers

“Dogs of the Dow” is basically a high-dividend contrarian strategy, whereby an investor selects annually for investment the ten Dow Jones (DIA) stocks with the highest dividend yields. This article reviews one particular Dog that we consider particularly attractive right now because of overblown trade war fears, its low volatility, its big growing dividend, and because the market is vastly underestimating its improved business.

Income Investors: This Attractive 6.9% Yielder Just Sold-Off

If you are an income-focused investor, there are lots of reasons to consider making an allocation to this attractive high-yielder, such as the high yield, monthly payments, attractively discounted price, hard to access investments, and its potential to be an effective hedge against rising interest rates. But before you dive in headfirst, you should also consider the risks. This type of investment is not for everyone, but if you like high monthly income, this one is worth considering, especially after the recent big and unwarranted sell-off.

Omega Healthcare: Attractive 8.9% Yield, Big Risks Ahead of Earnings

There is a lot of gloom and doom surrounding big-dividend REIT Omega Healthcare (OHI). The negativity originates mainly from Omega’s many troubled operators. And investor fear has grown as short-interest remains high, the share price has been volatile, and the very recently announced termination of restructuring support for Orianna. With Omega expected to announce earnings this week, this article reviews the big risks before concluding with our views on who may or may not want to own this high-income REIT.

An Attractive, Double-Digit, Tax-Advantaged Yield

This is a guest article from Darren McCammon. Darren runs the highly successful Cash Flow Kingdom on Seeking Alpha. We are paying-members of Darren’s service, and appreciate the high quality investment ideas he shares. This particular article is about an attractive, tax-advantaged, maritime shipping company that currently offers a yield in excess of 10%.

Tsakos: Tempting High Yields, Cash Flows Uncertain

Tsakos Energy Navigation (TNP) is a marine shipping company (mainly crude oil) that offers an array of high-yield equities including 5 series of preferred shares with dividend yields from 7.9% to 9.5% and common shares offering a 5.8% dividend yield. But before you start trying to decide which of Tsakos’ many high-yield securities you want to invest in, you might first want to consider whether you believe the business will actually produce the cash flows necessary to support those payments to investors. This article details the two biggest risks threatening Tsakos’ future ability to pay, and then reviews the differences between the company’s array of high yield securities. We conclude with our thoughts on how income-focused investors might want to “play” Tsakos.

Members Mailbag: Oxford Square’s 11.5% Yield

We recently received an inquiry from one of our members about BDC Oxford Square Capital (OXSQ). It’s tempting considering its huge 11.5% yield, its discounted price-to-book, and its very low market beta. However, investors need to be aware of several very important things, including the vast difference between its price and total return, the very strong relationship between OXSQ’s price-to-book value and credit spreads, and how big hedge funds, including Citadel and Millennium, are trading in and out of this name regularly.

Attractive 8.2% Yield: Discounted Price, Less Interest Rate Risk, Compelling Sector Tilts

If you like monthly income, then this attractive CEF is worth considering for a variety of reasons (e.g. discounted price, lower interest rate risk, attractive sector tilts, management, and more). However, there are also risks that should be considered (i.e. the focus on income over price appreciation, credit spreads, distribution coverage, and more). This article reviews the attractive qualities and risks, then draws some conclusions about who might want to consider this attractive high-yielder.

NRZ: Attractive 11% Yield, But Know The Risks

New Residential (NRZ) offers a very tempting 11% yield, but before diving in headfirst, investors should be aware of the big risks that this mortgage REIT faces. After explaining how NRZ makes money, this article reviews six big risks, followed by seven reasons why NRZ is attractive and may be worth considering, depending on your situation.

CBL's High-Yield Bonds Are Increasingly Attractive (6.1% Yield + Price Appreciation)

Every investor has their own unique needs and tolerance for risk, and no one has a working crystal ball. Nonetheless, by assembling a prudent mix of portfolio investments, every individual can increase their odds for success. And depending on your situation, if you’re looking for an attractive coupon payment, plus the prospects for some attractive price appreciation (perhaps far sooner than the bonds mature), CBL’s bonds are worth considering.

A Powerful Stock To Buy On A Pullback--Such As The Current Pullback

Consider buying these shares now to add some powerful long-term growth that is currently trading at an attractive price relative to its value. We'll explain why the shares are on sale, why they've got large long-term upside, and why if you can handle a tiny but growing 1.3% dividend-yield in your portfolio, they're worth considering... now.

KNOT Offshore: Tempting 10.3% Yield, But Know The Risks

KNOT Offshore Partners offers a tempting 10.3% yield, but investors should carefully consider the risks before purchasing. This article highlights 4 very attractive KNOT qualities, but also reviews 7 big risks that should be considered. KNOT is expected to release its financial results for the First Quarter of 2018 before opening of the market on Wednesday, June 6, 2018.