Commerical real estate has performed terribly, and popular retail REIT (Realty Income (O)) has not been spared. With interest rates now sharply higher and shopping habits permanently changed, a lot of investors see more risk than opportunity. In this report, we review Realty Income’s business strategy, valuation, 5.8% dividend yield (paid monthly) and the very big risk factors it is currently facing. We conclude with our strong opinion on investing.
Lithium Stock: The Yin to Nvidia's Yang, Big Upside Ahead
Chip stocks (such as Nvidia) are notoriously cyclical (50% to 80% declines are not uncommon). Somewhat similarly, the materials stock (lithium) we review in this report is likely near the bottom of an epic cyclical decline of its own (shares are down 66%). And like Nvidia, this materials stock is a leading beneficiary of another big secular trend (rather than AI, it benefits from technological advances in batteries). In this report, we review the materials stock (including it business, market opportunity, valuation and risks) and then conclude with a comparison of its massive price appreciation potential as compared to Nvidia’s with regards to where each one sits in its own massive secular market trend.
35 Big-Yield BDCs: Despite Climbing Risks, 3 Top Ideas Worth Considering
BDCs can be an excellent source of high income, but they are not the holy grail that some investors believe. The group faces mounting pressures as well as categorical drawbacks (that are often overlooked). In this report, we share updated data on over 35 big-yield BDCs, review our concerns with the group, highlight 3 top BDCs that standout as attractive, and then conclude with a few alternative high-income opportunities that are currently worth considering too.
Palantir Snubbed: 7 Top “AI” Stocks, Big Upside
Despite the Nasdaq hitting new all-time highs this week, select disruptive growth stocks still have massive long-term upside potential, particularly certain names benefitting from the Artificial Intelligence (AI) mega trend (which, by the way, is still just getting started). In this report, we share 7 top ideas, with a special focus on “Big Data” AI stock Palantir, and then conclude with our strong opinion on investing in disruptive growth stocks at this point in the market cycle.
Contrarian CEF: Attractive 8.8% Yield
The popular utility-sector closed-end fund (“CEF”) we review in this report is attractive for several reasons (e.g. big growing monthly distributions, evaporated premium and attractively priced), if you can handle the associated risks of investing. In this report, we run through all the details and then conclude with our strong opinion on investing in this big 8.8% yield CEF.
Nvidia: AI Meet Digital Revolution (5 Stocks Worth Considering)
When two of the economy’s biggest mega trends combine, you get Nvidia (+59% ytd) and offshoots like Super Micro Computer (+202% ytd). And if you’re wondering if its “too late” to invest in these two mega trends (i.e. Artificial Intelligence and/or the Digital Revolution) the answer is a resounding, no way! We’re still in the early innings and here are 5 stock ideas that could potentially ride these waves dramatically higher in the decade ahead (volatility haters need not read on).
Market Overheating? High-Income Strategies Worth Considering
The market continues to climb a wall of worry, and some investors believe it’s getting a bit ahead of itself. For example, the S&P 500 is up +6.9% this year and up +27.4% over the last 12 months, but we keep hearing stories about a sputtering economy. If you are concerned the market is ahead of itself, and we may be due for a healthy pullback, here are 3 high-income investment opportunities for you to consider.
PDI (13.8% Yield): Up Big, More Gains Likely Ahead (100 Big-Yield CEFs Compared)
If you like high income investments, two things are likely true: (1) you are aware of the big double-digit yields offered by PIMCO closed-end funds (“CEFs”) and (2) you’re likely disgusted by the returns of said bond funds over the last few years. However, the tide has shifted as interest rate hikes have ceased (and may reverse). And as we correctly predicted, the brief price discount on PIMCO’s PDI (versus NAV) has evaporated and the shares now trade at a premium. What’s special is BOTH the premium and share price will likely increase dramatically in the months, quarters and years ahead. We explain in this short report and also share data on 100 other big-yield CEFs (many also paid monthly) for comparison purposes.
Palantir: A Long-Term Play on Big Data and AI, But at What Price?
Palantir provides sophisticated software platforms for data analysis, leveraging advanced AI and machine learning techniques. Its software effortlessly integrates structured data like spreadsheets and unstructured data like images and social media posts into a single centralized database, enabling visualization and analysis of all information. The company is further leveraging its AI expertise with AIP, a novel platform that introduces support for large language models and generative AI to its current offerings. In this report, we analyze Palantir’s business model, its market opportunity, financials, valuation, risks, and then conclude with our opinion on investing.
Nvidia: 40 Top Chip Stocks (Ranked by Value)
With Nvidia shares now up more than 45% this year (and up over 1,870% in the last 5 years) some investors are again wondering if the stock is overpriced. On one hand, the semiconductor industry is notoriously cyclical, and big price pullbacks (60% to 80%) are not uncommon. On the other hand, Nvidia benefits enormously from two megatrends (artificial intelligence (“AI”) and the great cloud migration/ digitization), and the share price gains may still just be getting started. In this report, we take a closer look at Nvidia’s current valuation versus 40 other top chip stocks, share our views on what sets it apart, and then conclude with our strong opinion on investing.
Top 10 High Income NOW Securities (Feb 2024)
There is a new Top 10 in town with regards to our “High Income NOW” Portfolio. And the reshuffling is driven by two big themes (i.e. where the stock and bond markets are heading). No one has a working crystal ball, but the writing is on the wall for BDCs and Bond CEFs. In aggregate, the portfolio has 24 positions (including BDCs, stock and bond CEFs, REITs, dividend stocks and more) and the aggregate portfolio yield is 9.5%. Let’s get into the details.
Saratoga: Big-Yield, Big Leverage, Big Write-Downs (40 BDCs Compared)
Saratoga Investment Corp (SAR) is a small-cap BDC ($300 million market cap) with a big yield (12.4%) and some big risks. The company’s high leverage isn’t as bad as it seems (thanks to SBIC loans), but it could still become a problem considering continued depreciation/write-downs on a few of its larger investments. After comparing Saratoga to 40+ other big-yield BDCs, we review its business, valuation, dividend and risks. We conclude with our strong opinion on investing.
50 Top Growth Stocks: These 6 Worth Considering
For many investors, financial data alone is not enough. However, it can be a great place to start. This report shares updated data on over 50 top growth stocks with at least 20% expected revenue growth (for this year and next) and that have a “Strong Buy” rating from Wall Street analysts. We highlight six specific names from the list that are particularly interesting and worth considering.
AI-Powered Marketing Software Stock: Disruptive Growth
The company we review in this report is a leading omnichannel data-driven cloud platform offering consumer intelligence and marketing automation software to enterprises. The company enables its clients to engage consumers across various channels like email, social media, web, chat, Connected TV, and video. In this report, we analyze the company’s business model, its market opportunity, financials, valuation and risks, and then conclude with our opinion on whether the shares offer an attractive balance between risks and rewards.
Top 10 Big Yields: CEFs, BDCs, REITs, MLPs (Update)
After two full weeks of 2024, the tectonic big-yield landscape continues to shift, and select highly-attractive opportunities continue to emerge. It’s a fantastic time to be a big-yield investor, and we share top ideas in this report. Specifically, we countdown our top 10 big-yield opportunities, including closed-end funds (“CEFs”), business development companies (“BDCs”), real estate investment trusts (“REITs”), dividend stocks and master limited partnerships (“MLPs”). We also share updated data on hundreds of big-yield opportunities from across each of these categories (so you can compare and contrast for yourself).
Energy Transfer: Top 5 Big-Yield MLPs, IRA vs Taxable or Neither
If you an income-focused investor, you have likely come across energy midstream companies (including master limited partnerships (“MLPs”)). These specialized companies transport oil and gas through pipelines, and they can offer some very large and steady income payments to investors (thanks to the steady long-term contracts they have in place with clients). However, before you invest in any of these companies, you need to understand the unique nuances and tax risks of the MLP structure, particularly with regards to account types (i.e. should you hold in your IRA, your taxable account, or neither). In this report, we share data on the top 10 midstream companies (including the top 5 MLPs), review Energy Transfer (an MLP) in particular (including its business, big yield, valuation and risks), and then finally conclude with our strong opinion on if (and where) your should even consider investing.
Top Small Cap: Big Secular Growth, Automotive Semiconductors
In this report, we review a small cap company that specializes in providing semiconductor and software solutions for Advanced Driver Assistance Systems (ADAS), including light detection and ranging (LiDAR), connected cars, user experience, and electrification applications. The company's technologies serve as the foundational elements for both electric and autonomous vehicles, with a focus on enhancing in-cabin experiences and seamless connectivity to mobile platforms. In this report, we analyze the company’s business model, its market opportunity, financials, valuation, risks, and then finally conclude with our opinion on whether investing offers an attractive balance between risks and rewards.
Dividend Growth Stock Opportunities
In this “snapshot & update” report, we share data on 75 top dividend growth stocks, and a few of them stand out in particular as attractive opportunities. If you are worried about “growth stocks” being too aggressive and “double-digit yield” securities being too risky, then you might appreciate a few of the ideas in this report which offer well-covered growing dividends and long-term capital appreciation potential.
12 Big-Yield Oil & Gas Midstream Companies, Compared
If you like big-yield income, you’ve likely come across the oil & gas midstream industry. The group can offer impressive high income, plus total returns that are less correlated with the overall stock market (because of the steady fee-based income these companies generate). But there are a few things you need to consider before investing. In this brief report, we share comparative data on the 12 biggest companies in the group, plus a few important caveats on investing in them.
RLTY: Attractive Big-Yield CEF, But Know the Big Risks
As per a reader’s request, this report focuses on the attractive qualities and big risks of the Cohen & Steers Real Estate Opportunities and Income Fund (RLTY). This closed-end fund (“CEF”) yields 9.0% and currently trades at 12.0% discount to NAV. However, there are some nuances and big performance factors readers should consider before investing. After reviewing all the details, we conclude with our strong opinion in investing.