Blue Harbinger RESEARCH

 

Sign up today. Membership includes...

  • Blue Harbinger Holdings: Full access to the individual holdings within each of our three main investment strategies: (1) Disciplined Growth, (2) Income Equity and (3) Smart Beta.

  • Report Database: Access our complete research report database including full write-ups and periodic updates for each holding within our three main investment strategies.

  • New Ideas: One new members-only investment idea report per week.

  • Weekly Newsletter: The Blue Harbinger Weekly.

Additional information about Blue Harbinger Research is detailed below.

 

 
 

Sign Up Today:

Get instant access to all Blue Harbinger members-only content:


By purchasing a subscription, you acknowledge you agree to the Blue Harbinger Terms of Use.


Additional Information:

The Disciplined Growth strategy identifies attractively priced securities for long-term investors interested in accumulating wealth.  This Disciplined Growth portfolio consists of 10-15 individual stocks and 3-5 exchange traded funds (ETFs) that we believe represent truly exceptional long-term investment opportunities. Collectively, these securities form a complete, diversified, stand-alone portfolio for long-term investors.  We provide a detailed research report and periodic updates for each position based on detailed fundamental analysis. The strategy is managed by Mark D. Hines, and Mr. Hines invests his own personal money in the strategy.  


The Income Equity strategy identifies attractively priced value stocks with above average dividend yields. The Income Equity portfolio consists of 10-15 individual stocks and 3-5 exchange traded funds (ETFs) that we believe represent truly exceptional long-term investment opportunities.  Collectively, these securities form a complete, diversified, stand-alone portfolio for long-term investors.  We provide a detailed research report and periodic updates for each position based on detailed fundamental analysis. The strategy is managed by Mark D. Hines, and Mr. Hines invests his own personal money in the strategy.  (note: this strategy was launched in January 2016).

 
*Names/Tickers reserved for Members-Only.

*Names/Tickers reserved for Members-Only.

 

 
 

The Smart Beta strategy identifies well-managed, low-cost, exchange traded funds (ETFs) that benefit from top-down allocation tilts. The Smart Beta portfolio consists of four to five ETFs that we believe represent truly exceptional long-term investment opportunities.  Collectively, these ETF’s form a complete, diversified, stand-alone portfolio for long-term investors.  We provide a detailed research report and periodic updates for each position based on detailed fundamental analysis.  The strategy is managed by Mark D. Hines, and Mr. Hines invests his own personal money in the strategy.


The Blue Harbinger Weekly: This includes a weekly update and review of Blue Harbinger's holdings/investments. Investment performance and market news items are covered. The Weekly also provides information on new investments that we have been researching and that could potentially be added to one of our Blue Harbinger strategies in the future. The Weekly is generally updated and posted over the weekend.

Recent members-only examples:


Time Commitment - Blue Harbinger Members:

At a minimum, only a few hours per year are required to invest in any of the Blue Harbinger strategies.  However, we provide weekly updates for investors that prefer to keep closer tabs on the investment process. Because these are truly long-term strategies, the holdings within each of the Blue Harbinger strategies generally change very infrequently (i.e. we tend to make two or less trades/changes per strategy, per year). However, we monitor all of the investments on a very regular basis, and you can review our latest research and analysis in The Blue Harbinger Weekly.  One of the goals of long-term investing is to trade as infrequently as possible to avoid the hidden trading costs and associated fees that detract from long-term returns.


Core Beliefs:

Invest for the Long-Term. Investing for the long-term is the best option for most investors because it allows the value of your investments to compound each year, and because it protects you from many of the expensive hidden transaction costs that are prevalent throughout the industry.

Diversify. Through the use of individual stocks and a few ETFs, Blue Harbinger helps you achieve an appropriate level of diversification.  Too little diversification exposes you to too much risk, and too much diversification is totally unnecessary and often very expensive.

Minimize Costs.  One of the core tenets of Blue Harbinger is to help investors avoid the high costs, hidden fees and conflicts of interest that are prevalent throughout the industry.  For example, not everyone needs a full-service financial advisor (aka stock broker), especially considering all of the transparent and non-transparent fees that exist (e.g. 5% sales charges, management fees, 12b-1 fees, and unnecessary trading costs, to name a few).  Also, most investors would be better off avoiding mutual funds because they tend to charge very high fees.  For example, they often take 1-2% percent of your money each year (for management fees), and most of them underperform over the long-term because they are over-diversified (i.e. they are "closet index funds" with inappropriately high fees and hidden trading costs).  Additionally, many investment advisors are simply not able to act in your best interest because of inherent conflicts of interest.  For example, their arms are often being twisted by special interest groups to invest your money in a certain way.  Also, many of them are simply acting in their own best interest, not yours.

Understand your Investments.  At Blue Harbinger, our rule of thumb is that if we don't understand the investment, we don't invest.  Regarding stocks, we need to understand how the company makes money, and we need to believe in the business going forward before we invest.  This same rigorous analysis applies to ETFs.  We need to understand what the ETF actually holds (all securities in a market or just a sample, derivatives), does it trade at a daily premium or discount to its net asset value, and what fees are being assessed, to name a few.  Blue Harbinger subscribers have access to all of our research reports and updates.

Valuation Matters.  Understanding valuation is critical when actively selecting stocks.  Just because we like a business doesn’t mean it is a good investment.  Discounted cash flow analysis, earnings growth forecasts, and peer benchmarking are examples of important valuation inputs to help us identify attractively priced investments.


Sign Up Today:

Get instant access to all Blue Harbinger members-only content:


By purchasing a subscription, you acknowledge you agree to the Blue Harbinger Terms of Use.


Pay by "Snail Mail" 

Not comfortable with electronic payments? Complete the following form to pay with a check by ordinary mail.

Name *
Name
 
Member Login
Welcome, (First Name)!

Forgot? Show
Log In
Enter Member Area
My Profile Log Out