The rally in Dow Jones stocks after President Trump was elected is the largest ever according to data compiled by the Wall Street Journal. However, given the sectors that have been rallying the most, and considering signals from the bond market, we believe now is an attractive time to own dividend stocks, in particular.
Important Updates and 15 new high-income investment opportunities.
Don’t Chase the Highest Yield, Own the Healthiest Yield (Part I)
Unfortunately, many investors make the mistake of chasing the highest yielding securities without doing their homework. We believe in owning healthy yielding securities. This week’s Weekly highlights a group of healthy yielding securities. We also provide details for several specific high yielders with significant long-term price appreciation potential, including one we own in our Blue Harbinger Income Equity portfolio.
Back to Basics: Safe Big-Dividend Ideas
Two Compelling High-Yield Opportunities
This week’s Weekly addresses two compelling high-income opportunities (one of our own, and one from a Blue Harbinger member, Michael F). First, an attractive high yield bond that offers a double digit yield. It’s from a company that has experienced significant challenges, but appears to finally be “turning the corner.” Second, member Michael F has brought a high-yield MLP idea to our attention. Specifically, it’s an attractive ethanol logistics company that pays nearly 9% in distributions. However this company faces some big risks worth considering…
An Alternative High Income Bond Strategy
If it is safe high income you seek, this alternative strategy may be worth considering. Rather than investing only in big-dividend stocks, this article highlights three specific corporate bonds, and an advanced-strategy to generate high income with relatively low risk. We believe these three specific bonds offer an attractive risk-versus-reward opportunity to boost your income and diversify your portfolio.
Sector Performance, Themes and Attractive Investment Opportunities
This week’s Weekly provides data (total returns) for 39 market sectors and industries (YTD, 1-Year, and 5-Year), and then provides an overview of several key investment themes opportunities with regards to oil prices, heath care companies, and financials. For starters, here are the total returns (dividends plus price appreciation) across sectors and industries.
Top 3 "Special Situations" Worth Considering
As a continuation to our free article "Six Special Situation Investments Worth Considering" this members-only article includes the Top 3. Two have to deal with the potential "aquiree" in M&A deals and the other is simply a high-yield distressed debt opportunity that is far less "distressed" than it used to be. Without further ado, here are the top 3...
7 Attractive Dividend Investments
This week’s Weekly provides an update and outlook for seven of our existing Blue Harbinger holdings. Specifically, we remain bullish on our healthcare REIT holding, we see more big gains on the industrials stock we purchased last summer, we remain comfortable with our commercial real estate position (despite signs the industry may soon slow), and finally, our four recent CEF purchases have seen their discounts to NAV start to shrink (a good thing), they continue to pay very large distributions, and we remain very bullish on their strategies.
Performance Update and Four Stock Ideas
We Own These 3 REITs In Our Income Equity Portfolio
This week’s Weekly reviews the three REITs we actually own in our Blue Harbinger Income Equity portfolio. One is a residential REIT with a unique business model and an important competitive advantage, one is a blue chip industrial REIT with access to many prime locations, and the third is a big-dividend healthcare REIT that offers a very compelling contrarian opportunity.
“America First” is Great, but Global Diversification is Powerful
The 45th President of the USA likes to say “America First,” which is great in our view, but global diversification can be very powerful. Case in point, the US dollar has declined sharply versus the euro (EUR) so far this year (after a “yuge” November rally). This article highlights our holdings in US companies with significant non-US exposure as well as our non-US holdings. In addition to the diversification benefits, we believe there could be more rewards ahead for investors with overseas exposure.
Top 5 Big Dividends Worth Considering
This week's Blue Harbinger Weekly is a continuation of our free report, Top 10 Big Dividends Worth Considering, but this version contains all the details for the Top 5. We own all 5 of the top 5 as long-term positions in our Blue Harbinger Income Equity strategy (we purchased three of them just last week, and two we've owned since the first half of 2016), and their dividend yields are 7.6%, 9.9%, ~7.8%, 9.9% and 6.0%, respectively. Without further ado, here are the Top five...
On Tap for This Upcoming Week...
New Trades and Year-End Performance
We finished the last trading-day of 2016 with two new purchases. We also finished the full-year with all three strategies (Income Equity, Disciplined Growth, and Smart Beta) beating the S&P 500. The two trades were in the Disciplined Growth and Smart Beta (ETF-only) portfolios, and we detail them in this report. We also believe all three strategies are well-positioned for continued out-performance in 2017. Please login to review the new trades and all of our current holdings.
Mean Reversion Monitor - Rankings Part II
As we mentioned in Part I of this report, the worst performers this year are often the best performers next year, and vice-verse. Here's a more detailed look at what has (and what has not) been working so far in 2016, and our views on what might deliver the best and worst performance in 2017, as well as how we are positioning our current holdings.
Top 4 Tech Stocks Worth Considering
In this week's Weekly, we review our top 4 Tech Stocks worth considering. We own shares of all four of the top 4 (we own three in our diversified Blue Harbinger Disciplined Growth strategy, and one in our diversified Blue Harbinger Income Equity strategy). Tech stocks have been beat up since the November election. Without further ado, here is the list...
Exciting Updates at Blue Harbinger
In this week’s Blue Harbinger Weekly, we provide a brief update on our shipping company holding (which has gained over 30% since early November), recap links to our newest reports on Saratoga Investment Corp., Facebook, “Big Risks Facing the BDC Industry,” and our latest Blue Harbinger Watch List. And last, but not least, we’re excited about our new update on personal investment advisory and custom portfolio management services.
Blue Harbinger Asset Allocation Outlook
This week we review the performance and provide an outlook for our all-ETF portfolio, “Smart Beta.” This portfolio, as well as our two other portfolios (e.g. Income Equity and Disciplined Growth) have benefited from an intentional allocation to small cap stocks, particularly since the US election. We also cover growth/value tilts, sectors, non-US and fixed income allocations. However, the big question is “how should investors be tilting their allocations going forward?” We share our views.
Our 29 Favorite Stocks: Performance Review & Outlook
This week's Weekly provides a brief update on each holding in our three Blue Harbinger strategies: Income Equity, Disciplined Growth, and Smart Beta. On average, our holdings continue to significantly beat the S&P 500 since the November 8th US elections, adding to our growing track record of outperformance. We believe the portfolios are well-positioned for continued outperformance in the future. Without further ado, here are the updates...