If you are an income-focused contrarian investor, closed-end funds (“CEFs”) can be a corner of the market ripe with interesting opportunities. This article focuses on an attractive high-income CEF in the healthcare sector—a sector with plenty of long-term growth opportunities, but currently somewhat out of favor considering it has underperformed other sectors so far this year.
Simon’s 4.7% Yield: Despite Cloud of Negativity, It’s Worth Considering
Simon Property Group (SPG) offers an attractive 4.7% yield and a compelling valuation. However, it continues to face pressure from market fearmongers and negative sector narratives. This article reviews the cloud of negativity surrounding Simon, and then considers the health of the business, valuation, risks, dividend safety, and concludes with our opinion about why Simon may be worth considering if you are a long-term income-focused investor
Navios Maritime Partners: 8.2% Yield, Prince of an Investment?
Navios Maritime Partners (NMM) generated enough operating cash flow to cover its distribution more than four times over, over the last quarter. And with a DCF yield of 36%, and shares trading at 1/3 estimated NAV (shares 97¢, NAV $2.91), is there any reason to believe this isn’t a prince of an investment? But of course there is more to this story… What follows is a guest article by Darren McCammon of Cash Flow Kingdom.
Holdings & Performance Update: The Rally Continues, So Do The Opportunities
All Blue Harbinger strategies delivered healthy gains in February, thereby continuing their long-term track records of outperformance. The strategies have been positioned correctly for the market rebound, and they are positioned correctly to achieve their long-term goals, ranging from attractive high income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Most importantly, as always, be opportunistic, but for goodness sake don’t lose sight of your long-term goals.
Odd Couple: Kraft Heinz (4.6% Yield) Vs PIMCO Dynamic Credit & Mortgage CEF (8.8% Yield%)
Simon Property: 5 Popular High Yield REITs, Due For A Pullback
As the market has climbed dramatically this year, so too have many popular high yield REITs, such as SPG, O, WELL, VTR, OHI, STAG and WPC. And despite the Fed’s recently decreased interest rate hawkishness, it is still concerning to see these popular “safe haven” REITs did NOT fall nearly as hard as the rest of the market during Q4 and their share prices & valuations are now unusually high. When sentiment changes, these popular REITS are due for a pullback, perhaps a big one. This article reviews valuations and concludes with our opinions.
State of the 2019 Rebound: High Income CEF Edition, Ideas
Stocks are off to their best start in 32 years. But as you can see in the chart, the strong start comes after an absolutely abysmal 4th quarter. This report reviews the current state of the rebound and opportunities from the perspective of high income closed-end funds. We conclude with investment ideas and advice.
Omega Healthcare: Tempting 7.2% Yield, But Know The Big Risks
Afraid You Missed The Rebound? Try This Powerful Growth & Income Trade
If you’re afraid you’ve already missed the big market rebound, or if you’re afraid this is a dead cat bounce and we’re going to retest the lows, then this high income generating trade is worth considering. This is a powerful growth stock, the market is being too short sighted (as usual) and the premium income on this trade is big.
Holdings & Performance Update: Predictably Violent Snapback
All Blue Harbinger portfolios delivered double digit gains in January easily outpacing the 8% gain for the S&P 500. What’s more, this violent market snapback has been mostly predictable, but the question is whether it tripped you up (did you panic and sell at the wrong time?). This report reviews the performance of our investment strategies, including commentary on many of our individual holdings. We also highlight where we’re seeing the best opportunities going forward.
An Attractive Income-Generating Options Trade Opportunity
If you are looking to generate some attractive upfront income, on a powerful dividend-grower with an increasingly attractive valuation, then you may want to consider this options trade idea. The shares of this blue chip company have sold off sharply on near-term fear, but still have attractive long-term value and growth prospects. The near-term fear and volatility have caused the upfront premium income available in the options market to be quite attractive, in our view.
Tax Efficient 8.3% Yield: Global Equity CEF, Discounted Price
If you are looking to add big monthly income and attractive global equity exposure to your investment portfolio, this 8.3% yield closed-end fund has been highly tax-efficient, it trades at an attractive discount to NAV, and it is worth considering. This is a guest article from Yield Hunting; it provides an overview of many tax efficient funds, and then focuses on one particularly attractive opportunity.
Big Blue Finally Turns The Corner, Yields: 5.1%
Options Trade: Attractive REIT Income, Compelling Price Action
We just placed a new high-income-generating options trade. Near-term technicals are creating an attractive opportunity to generate income on an attractive long-term big-dividend REIT. We believe this is an attractive trade to place today, and potentially tomorrow, as long as the share price doesn't move too dramatically before then.
Kraft Heinz: Why This Hated 5.4% Yielder May Have 25% Upside
Holdings & Performance Update: Orderly Sell-Off, Attractive Opportunities Ahead
As you can see in the following chart, December was a rough end to a rough fourth quarter, with the S&P 500 (SPY) declining another 8.8% for the month. The good news is the sell-off was orderly, and stocks have rebounded significantly in the last two weeks. This report reviews the performance of our investment strategies, including commentary on individual holdings. We also highlight where we’re seeing the best opportunities going forward, assuming (of course) you can stick to your disciplined long-term investment strategy (i.e. don’t make silly mistakes).
This Market Will Go Higher: 3 Attractive Contrarian Plays
What a difference a quarter can make. At the end of Q3 the skies were blue and investors were happy. Now, according to the media, the world is ending. Non-stop talk of trade wars, plummeting oil prices, a government shutdown, and monetary policy uncertainty and fear. Guess what? This market will go higher and if you wait for the robins, spring will be over. If you’re sitting on the sidelines (i.e. holding more cash than usual), here are three attractive contrarian investment ideas for you to consider.
Buy Low: Top 5 Growth Stocks, On Sale
In 5 years, you’ll probably wish you bought a few shares of these attractive growth stocks. Granted, many of our readers are focused on dividend stocks; however, we believe in the importance of diversifying some of your investment dollars across a variety of investment styles, particularly when they present attractive opportunities. All of the stocks on our list have enormous long-term price appreciation potential. We’re not suggesting anyone bet the farm on growth stocks, but adding a few attractive ones to your portfolio is worth considering. Without further ado, here is the list…
The More It Falls: Top 5 Big Yields Worth Considering
This report is a continuation of our free report title “Top 10 Big Yields Worth Considering.” However, this members-only version contains all the detail for the top 5 big yields worth considering. It includes equities, debt, a closed-end fund, and a very attractive preferred stock. All yielding between 6% and 12%, and all trading at very attractively discounted prices.
Don’t Make This Mistake! Do Consider These 5 Big Yields (+7% to +11% Yields, On Sale)
The market sell-off is continuing. The media bears and fear mongers are out in full force. It’s times like these that investors panic and make big mistakes. But please… Don’t make this mistake! After explaining this big mistake that should be avoided, we share 5 attractive high-yielders to consider, but only if…