You know the story. Brick-and-mortal retail was dying, and covid accelerated its death spiral. However, not all retail properties are created equally. For example, the A-class retail property owner we review in this report is financially strong and so is its 6.1% dividend yield. In particular, we review the business, growth potential, dividend safety, current valuation and risks, and then conclude with our strong opinion on investing.
This Mega-Cap Growth Stock—On Sale and Attractive
It’s been a rough year for growth stocks as rising rates are slowing the economy and analysts revise down their previously over-extrapolated long-term high-growth targets that were based on the relatively short-lived pandemic bump. But don’t let the negative short-term sentiment fool you into believing certain long-term secular trends have ended; they have not, and attractive businesses are now trading at increasingly attractive prices. In this report, we review one mega-cap high-growth stock in particular (including the financial metrics that mislead some investors) and then conclude with our strong opinion on investing.
100 Preferred Stocks: This 7.6% Yielder is Attractive
Need Income: 5 Bond Strategies Worth Considering (5% to 13% Yields)
Huge Rally: Inflation Slowing, Upside Ahead
With this morning’s inflation numbers coming in lower than expected, the market is up a ton. One data point does not constitute a trend, and no one knows where the market will be later today, next week, next month or even next year. But over the long-term it IS going higher, and right now is a GREAT time to be an investor. This report shares some brief thoughts and ideas on where you should be invested going forward.
100 Dividend-Growth Blue-Chip Stocks: These 4 Worth Considering
Dividend-growth investing has been one of the most underrated strategies in recent years, however the tide is shifting. Specifically, with interest rates rising, and style leadership now shifting from growth to value, dividend-growth stocks are increasingly attractive and many of them are still significantly undervalued by the market. In this report, we share data on over 100 top dividend-growth stocks (those that have raised their dividend for at least 10 consecutive years), and then dive into four specific stocks that are particularly attractive, undervalued and worth considering as long-term staples in a prudently-diversified income-focused portfolio.
Top 10 Big Yields: BDCs, MLPs, REITs and CEFs
The market has been ugly this year. Steep interest rate hikes are not yet slowing inflation, but they are dragging down stock and bond prices, as energy costs continue to soar. And as counterintuitive as it may seem, these conditions are creating select attractive contrarian opportunities, particularly for disciplined high-income investors. In this report, we share data on over 100 big-yield investments (including REITs, MLPs, CEFs and BDCs), and then rank our top 10, starting with 10 and counting down to our top idea.
Top 10 Big-Yield Bond CEFs and BDCs
This has been a terrible year for bonds. As interest rates have risen sharply, bond prices have fallen sharply (and lending in general has been tumultuous). Both Bond Closed-End Funds (“CEFs”) and Business Development Companies (“BDCs”) have been impacted dramatically (i.e. their prices have plummeted as rates have risen). However, this has created select opportunities offering bigger than normal yields and higher than normal price appreciation potential. In this report, we offer an overview of Bond CEF and BDC opportunities, we share important data on over 50 of them, and then we countdown our top 10 big-yield Bond CEFs and BDCs.
Disruptive Healthcare Stock: Improving Numbers, But Any Path to Profitability?
Shares of this technology-based healthcare provider are up significantly following quarterly earnings, but this once famous (now infamous) “pandemic darling” is down 80% from its recent highs (as post-covid life resumes) and questions remain as to whether there is any legitimate path to profitability. The company reported a $0.45 loss per share for Q3, it beat on top and bottom lines, but slightly lowered full year guidance. We offer our opinion on investing in this report.
Despite Social Pressures: This Dividend-Growth Energy Company Delivers
In the face of intense pressure to direct more cash to renewables, this blue chip energy stock has remained steadfast in its commitment to oil and gas. And this Friday’s earnings announcement will likely prove once again this strategy pays dividends (big, healthy, growing dividends). In this report, we review the company’s business strategy (and how it differs from peers), strong cash flows, dividend safety, valuation and big risks, including a special focus on social and political risks (i.e. the “woke mob”). We conclude with our strong opinion on who might want to own the shares and who might want to stay away.
Diversified Blue Chip REIT: Despite Big Risks, 6% Yield Is Attractive
When it comes to big-dividend REITs, the one we review in this report is a stalwart favorite. Having increased its annual dividend (paid quarterly) for over ten years straight, and now trading down 20% in the last month, investors are wondering if they should initiate a position (or even buy more shares). In this report, we review the business and then consider the current valuation versus two big risks. We conclude with our strong opinion on investing.
Attractive Commercial REIT: 6.7% Yield, Discounted Price
Shares of the commercial REIT we review in this report have declined sharply this year (and the dividend yield has mathematically risen to 6.7%) as investors have shifted from optimistic to pessimistic. However, there are reasons to believe the sell off has gone too far. In this report, we review the risks (including single-tenant properties, economically sensitive property types, and high short interest), and the opportunities. We conclude with our strong opinion on investing.
Google Stock: Market Puking
Stalwart, blue-chip, US stock market juggernaut, and Google parent, Alphabet (GOOGL), made a new 52-week low this week. This is a company that has over 10% revenue growth, a seemingly insurmountable ecosystem and moat, and now trades at only 10 times forward EV to EBITDA. In this report, we review Google’s business model, revenue growth, capital allocation, current valuation and big risks. We conclude with our strong opinion on investing.
AGNC: Temping 17.8% Yield, Compelling Near-Term Upside
AGNC preannounced a significant decline to its book value for the third quarter, and is now a very tempting 17% yield. Especially considering some uncertainty has been removed and higher interest rates will benefit the net interest income going forward. However, there are massive market cycle risks (and opportunities) that AGNC investors need to navigate. In this report, we review AGNC’s business model, its new book value, price appreciation potential, dividend safety and long-term fundamentals. We conclude with our strong opinion about investing.
Clean Energy Solutions: Buy the Dip, If You Can Call It That
What started out as a microinverter technology (to help efficiently transform sunlight into energy) is rapidly growing into a one-stop-shop home-energy-solutions and technology company. Specifically, as the company’s microinverter business continues to grow rapidly (and gain market share from the other main industry competitor’s inferior technology), the product line continues to expand (now including batteries, EV charging, and impressive industry-leading smart software) into a massive secular trend (cleaner energy) opportunity (the SAM, or “serviceable addressable market,” is estimated to be $23 billion by 2025, versus the company’s $1.7 billion in total revenue over the last 12 months).
Attractive High-Growth BDC: 12.0% Yield, Compelling Price
If you are an income-focused investor, the BDC we review in this report may be interesting to you. It has a unique business strategy and a compelling 12.0% distribution yield. We dig into the details (including the nuances of the strategy, valuation, the current market environment, dividend safety and risks), and then conclude with our strong opinion on investing.
Income Equity Portfolio: 3 New Buys, 2 Positions Trimmed
Attractive Cybersecurity Stock: High Growth, Profitable, On Sale
The cybersecurity business we review in this report is attractive for a variety of reasons, including its high growth, large total addressable market and attractive valuation. In particular, the shares have sold off hard as the low-interest-rate bubble has burst, but unlike other “pandemic darlings” this one is actually very profitable and generates powerful cash flow (therefore it won’t face the same growth-capital-raising challenges as others that will be paralyzed by higher borrowing rates, lower stock prices for new share issuances, and a slowed economy). Its valuation multiple has been crushed, but its business and earnings keep growing—and likely will for many years to come. We currently own shares.
10 Top Dividend-Growth Stocks: REITs, Blue Chips and BDCs
As the market selloff intensifies, one strategy that helps many investors cope is dividend-growth investing. By owning stocks that pay steady growing dividends, it becomes psychologically easier for some investors to avoid the panicked selling that ends up hurting them so badly in the long term. Afterall, long-term compound growth is where the real money is made when it comes to investing. Nonetheless, steady growing dividends can help investors cope with high volatility (like right now), so we have included 10 top dividend growth ideas below. They all pay growing dividends and trade at attractively discounted prices if you are a disciplined long-term investor.
High-Growth, Mid-Cap, Cloud-Data Company, Attractively Priced
The company we review in this report provides high-capacity storage for data centers using software and hardware technologies that are extremely well rated by customers. What’s more, the company is growing rapidly, and will continue to do so, as the digital revolution and migration to the cloud (data centers) are the biggest secular trends in the world today. We like the shares because they are positioned to benefit from many years of high growth and because they currently trade at an attractive price.