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Ideas are organized below.
PIMCO’s big-yield bond CEFs are perennial favorites, however underdog BlackRock has been outperforming in some cases over the last 3-5 years. For example, BlackRock’s 9.8% yield bond CEF (BIT) is posting better total returns than PIMCO’s widely popular PDI. In this report, I explain why (including comparative metrics on distributions, leverage, potential return of capital and more), and then conclude with my opinion on how income-focused investors may want to consider allocating their income-focused investment dollars (i.e. PIMCO or BlackRock).
PIMCO’s big-yield bond funds are often an income-investor favorite because of their large 9% to 13% yields. Some investors have been traumatized in recent years as prices fell hard (when the fed rapidly hiked interest rates) while other investors haven’t cared as long as the big monthly income payments kept rolling in. This article provides an update on PIMCO bond funds now, and my opinion on which may (or may not) be worth considering for investment, mainly in light of how PIMCO is sourcing the distribution payments to investors.
QuickNote: ServiceNow is actually a fantastic “software application” business, with high profits (29-30% Non-GAAP net margins, 19.3 GAAP), strong customer retention (98%+ renewals) and high revenue growth (above 20%). But what about the valuation?
Quick Note: Meta announced earnings and the shares are down 11% (mainly due to street analyst uncertainty around capex spending). Here are 5 quick takeaways:
Quick Note: Pepsi (PEP) announced earnings this morning (no position), and they mentioned their distribution partnership with fast-growing “energy drink,” Celsius Holdings (CELH).
Quick Note: Just a quick update on earnings, Pure Storage (PSTG) shares are up big on accelerating AI growth. Pure’s strategy to consolidate data storage (using a single operating and management environment) solves the two big non-AI legacy problems…
Quick Note: I sold half of my shares of this highly successful aggressive growth stock. The reason is mainly because the price has run up so fast and the number of short-sellers (people betting against it) is extremely high. This could be an epic mistake on my part, but it feels like this one has gotten way ahead of itself (despite the fact that it is backed by an enormous mega trend.
Quick Note: The following table shows stocks that have returned at least 50% over the last 1-year, but also have at least 5% short interest (i.e. people “betting against the shares”). The table is sorted by market cap, and we also included the “Magnificent 7” for comparison purposes. Lots of good data in the table, including analyst ratings, upside versus price targets and various valuation metrics, to name a few.
Quick Note: It's been a volatile start to 2024. Here are the Top Growth Stocks with the Most Upside per Wall Street Analysts. To make the list, at least 15% sales growth (for this fiscal year and next) and “Strong Buy” ratings (1.5 and below) from Wall Street.
Quick Note: Meta (aka Facebook) announced big earnings (beating expectations and raising guidance). The shares were up +15% in afterhours trading. Here are 6 key takeaways:
Investing on Sabbatical: 5 Huge Tax Savings Tips - Whether you’re leaving the corporate world to spend time with family, pursuing entrepreneurial activities or just sitting on the beach, here are 5 huge tax savings tips for your investments during a sabbatical year.
Quick Note: DONOR ADVISED FUNDS: 5 Big Tax Benefits. Did you know there are big tax benefits if you make your charitable contributions through a donor advised fund? For example: 1. Not only do you get an immediate tax deduction (for giving to charity), but 2. You can contribute
Quick Note: Sharing some updated BDC data as of today’s close. Yields remain attractively high, yet valuations are not particularly low, as much of the group is benefiting from increased investment income from floating rate loans while their own debts are fixed rate with some time before much of it resets higher.
Quick Note: This is a brief update to let readers know that 2 new positions were added to the Disciplined Growth Portfolio. The Portfolio Tracker Sheet will be updated soon to reflect these two new relatively small additions.
Quick Note: The Disciplined Growth Portfolio tracker sheet has been updated for January to reflect the one new purchase, several small rebalances and the updated “Buy Under Prices” and ratings.
Just a very Quick Note to let you know we initiated a small position in this top grow stock on (in our Disciplined Growth Portfolio). We’ll be updating the portfolio tracker sheet to reflect this new purchase, and we’ll also likely increase the position size on any near-term price weakness.
Quick Note: The following table lists growth stocks with the most upside price appreciation potential versus consensus Wall Street Price Targets. To make the list, a minimum of 20% revenue growth rate is required (for this year and next). Enjoy!
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