The current yield on this healthcare dividend aristocrat is near all-time highs as frustrated investors lose patience with the slower-than-expected pace of the post-pandemic recovery. And despite risks (which we will cover), the business remains healthy (profitable with tons of cash flow) and growth will return. If you are an income-focused contrarian investor (that likes long-term price appreciation), this impressive dividend grower is absolutely worth considering. We are long.
100 Big-Yield CEFs: Ranking Our Top 5
13.4% Yield CEF: Despite Big Premium, Steady Monthly Income Is Compelling
If you are an income-focused investor, you’re likely familiar with Closed-End Funds (“CEFs”) because they can offer big steady dividend income. However, they also present unique risks and opportunities because they often trade at significant premiums and discounts to the net asset value (“NAV”) of their underlying holdings. The monthly-pay CEF we review in this report is very large and hugely popular, and its large price premium (as compared to NAV) isn’t as unattractive as some investors think. In this report, we review the fund and then conclude with our opinion on investing.
Tempting 17.4% Yield BDC: 20% Discount to Book, But Know the Risks
The tempting Business Development Company (“BDC”) we review in this report offers a 17.4% dividend yield (the shares are down 38% this year) and it trades at a 20% discount to its book value. However, it faces significant risks including industry-wide BDC headwinds (yes—rising rates help net interest margins, but also increase portfolio-company default risks, especially with the economy heading towards recession) and company-specific challenges (the business strategy is somewhat unique). In this report, we review the business, the risks, the dividend and the valuation, and then conclude with our opinion on investing.
2023 Risks and Opportunities: It Can Still Get Worse
As 2022 winds down (it’s been an ugly year so far), things can still get worse in 2023. In this report, we review overall market valuations, macro risks (e.g. monetary policy and recession) and the growing risks related to specific investment styes (e.g. growth versus value, small versus large cap, and various sector opportunities). We also share a handful of specific investment opportunities and then conclude with a few critical takeaways for investors.
Forget the Fed: 10.1% Yield Bond CEF - Zero Interest Rate Risk
Income-focused investors often love bond closed-end funds (“CEFs”) for their big monthly distribution payments. However, this year has been challenging as interest rate volatility has created some painful price moves. In this report, we review one bond CEF in particular that has almost zero interest rate risk (its duration is close to zero), but still pays big steady monthly distributions to investors.
Top 10 REITs: Big Dividends, Discounted Prices
If you like steady dividend income and the potential for healthy share price appreciation, REITs are worth considering. Especially this year as share prices are down and dividend yields have mathematically risen. However, not all REITs are created equally. In this report, we share data on over 100 REITs, sorted by industries (and including a brief commentary and outlook for several important REIT industries), and then countdown our top ten REIT ideas (starting with #10 and finishing with our top idea).
Top 10 Big-Yield Bond Ideas (4.7% to 13.5% Yields)
For years, income-investors have decried the artificially low interest rates set by the Fed. However, if you’ve not been paying attention, things have changed significantly in recent months. Yields are a lot more interesting now, ranging from bond closed-end funds to specific individual bonds. In this report, we countdown our top 10 bond ideas for you to consider.
Compelling Healthcare REIT: 9.1% Yield, Improving Fundamentals
To some investors, this healthcare REIT has been an obvious short this year, and the shares have sold off dramatically while the dividend yield has climbed to an impressive 9.1%. However, there are reasons to believe the short thesis is now falling apart (for example, fundamentals are improving and macroeconomic headwinds are moderating). In this report, we share comparative data on over 25 healthcare REITs, then review this healthcare REIT’s business in particular, including a discussion of how its four big risk factors are abating, dividend safety and valuation, and then conclude with our strong opinion on investing.
Retail REIT: Despite E-Commerce, Attractive 6.1% Dividend Yield
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.