Unlike the S&P 500, the Blue Harbinger Income Equity Portfolio has posted a positive return so far this year. There are a lot of factors that have contributed to the outperformance, and one has been the noticeable omission of small cap stocks. However, there is growing evidence to believe now is an attractive time to add an allocation to small cap stocks within your portfolio. In this report, we review two very attractive ways to do that (particularly if you are an income-focused investor) with two highly-compelling closed-end funds (CEFs) that offer big double-digit yields. We review all the details in this report.
The Economic Bears vs The Stock Market Bulls: We have chosen our side!
This month’s Blue Harbinger Thinker is now available. In this report, we share our thoughts on where the market goes from here, performance and holdings updates for our two portfolios (Income Equity and Disciplined Growth), some thoughts on attractive individual stock ideas, and we conclude with our strong opinion on which side you should choose: The Economic Bears or The Stock Market Bulls.
August Portfolio Updates Available
3 Top Big-Dividend Preferred Stocks Worth Considering
Preferred shares can offer big-yields and less risk than common shares. And given the current market environment, some preferreds are offering particularly compelling opportunities as prices are down, yields are up and underlying businesses remain relatively healthy. This report gives a little more information on preferred shares, and then concludes with three examples that are particularly compelling investments for income-focused investors right now.
Top Sales Growth Stocks (Enphase Edition)
Here is a look at some of the top revenue growth stocks (this year and next). One thing that may standout is Enphase Energy (ENPH). Enphase is the only name that passed this high-growth screen AND has a positive ytd return (red bars). It also has positive net margins (indigo bars) and an impressive business. Enphase announced very strong earnings yesterday that exceeded expectations (and the company raised guidance). Shares are up more than 15% today so far.
Tech Wreck: 40 Worst-Performing Tech Stocks This Year
Dividend Aristocrats: A Look Under the Hood
There is almost a mystical aura surrounding the 60+ “Dividend Aristocrats.” To be included on this exclusive list, you must be an S&P 500 stock that has increased its dividend for at least 25 consecutive years. And there are many highly-respected companies on the list, including the likes of Johnson & Johnson (JNJ), Procter & Gamble (PG) and Exxon Mobil (XOM). However, before you go buying any stock just because it’s on this list, there are a few things you need to consider. Let’s start by looking at the list (below) and then dive into some details.
Growth Stocks Soaring Today!
Today is a monster “UP day” so far for most of the stocks that have sold off the hardest this year. In particular, we’ve seen high-revenue-growth companies with very weak earnings gaining 8%, 9%, and 10%+ today alone. What’s more incredible, if the rebound continues (which it will—eventually) these will be the types of stocks to gain the most.
New Watchlist: High-Income Allstars
As the market continues to rip higher today, we’ve added a new watchlist to the members only page called “High Income Allstars.” The list includes some of the most popular (and most widely followed) high-income securities in the market. We own a few of these names, and If you are an income investor—you’ve likely heard of most of them. It’s a great tool to follow what’s moving in the market and where the opportunities may be.
Reading the Tea Leaves: Increasing "All Clear" Signs?
Arguably, the ARK Innovation ETF (ARKK) was a leading indicator for the market during the pandemic bubble and then bust. And now ARKK—as well as the Nasdaq 100 (QQQ)—are now showing signs of strength from a technical standpoint. For starters, each of these two bellwethers (purple) have now broken above their 50-day moving averages (orange), while the S&P (SPY) and Dow (DIA) haven’t yet.
Two New Purchases: Income Equity Portfolio
We just made two new purchases in our Income Equity Portfolio, one industrial REIT and one old-school blue-chip tech company. Both offer healthy dividends and attractive share price appreciation potential. As a reminder, the Income Equity Portfolio is outperforming the S&P 500 by double digits this year, and we’re using the broader market wreckage to pick up some low-priced shares.
25 Top Chip Stocks, Down Big (Sorted By Profit Margin)
Resistance at the 50-Day Moving Average, Again?
The Fed Is Fearful, Time to Get Greedy?
The minutes from the Fed’s June meeting were released today, and they show a continued laser-focus on inflation (i.e. the fed is scared). Yet interestingly, Energy stocks and 10-year treasury rates keep declining in what may be a case of the market being a few steps ahead of the minutes from a meeting that took place in the past. For example, here is a look at the one month performance of energy stocks, and it has been ugly!