This public equity (stock market) closed-end fund (CEF) is compelling thanks to its long history (85+ years) of paying big distributions (guaranteed yield is 8%, and 2024 was 10.9%) and its outperformance versus the S&P 500 (see chart below). However before investing, it’s important to understand how the fund is constructed (what are its goals) and why do many investors absolutely “hate” it (they generally have different goals and don’t care to understand the mechanics). After reviewing the details, I conclude with my strong opinion on who may, and who may not, want to invest, and why. Enjoy!
PDI’s 13.8% Yield: Despite Coverage Shortfall, Shares Worth Considering
Just like inflation is a hidden tax on your money, so is return of capital (“ROC”) on your big-yield closed-end fund (“CEF”). For example, PIMCO’s CEFs are particularly impressive and attractive, just not as much so as many people seem to think considering not a single one actually covered its distribution over the last year (see table below). This report shares high-level data on PIMCO’s popular big-yield CEFs, with a special focus on the Dynamic Income Fund (PDI), and then draws a critical conclusion based on the risks and rewards.
Top 10 Disruptive Growth Stocks (Members-Only Version)
On social media, the line is often blurred between attractive growth stocks and ugly (emotionally-charged) meme stocks. And when you throw in an overly-sensationalized dose of internet fear mongering and logic-defying greed, investors are often left in the lurch. In this report, I rank and countdown my top 10 disruptive growth stocks, including an attractive mix of blue-chip megatrend leaders as well as lesser-known up-and-coming market disruptors (carefully balancing current valuations against long-term potential, and thereby keeping emotions in check). Enjoy!
Attractive 9.9% Yield BDC, VC/Pre-IPO Growth
One of my biggest concerns for income-focused investors is opportunity cost. Specifically, they often concentrate their nest eggs in lower-growth sectors of the economy (because that’s where the dividends are) and/or in distressed companies (because that’s where the high-yield/junk bonds are at) and thereby sacrifice total returns. However, the internally-managed BDC I review in this report offers a healthy 9.9% dividend yield by investing in growth-focused sectors and companies (by providing financing to them during their early, pre-IPO, venture capital phase). In this report, I review the business, growth, dividend, valuation and risks, and then conclude with my strong opinion on investing.
Top 10 Meme Stocks, Here's When the Bubble Bursts
If you haven’t been paying attention, you might not realize the market is up 20% (S&P500) since the depths of the Trump tariff turmoil 3 months ago. And select high-growth stocks (arguably “meme” stocks) are up dramatically more (see table below). Some media pundits are arguing we’re in a bubble, while others suggest “this time it’s different.” In this brief report, I argue my case for when this “bubble” will burst and how you might want to play it.
SoFi: A Meme “Phenom” (Crypto & Private Equity)
SoFi is a millennial-focused financial services company that’s up more than 200% in the last year. And the gains are not just because of social media hype, but also due to SoFi’s impressive fundamental growth (as the company capitalizes on millennials’ growing distrust of traditional finance). This report reviews SoFi’s powerful “product differentiation” strategy, growth opportunities (particularly its latest foray into cryptocurrency and private equity), current valuation and risks, and then concludes with my strong opinion on investing.
Attractive BDC: Despite Risks, 14.3% Yield Worth Considering
The BDC I review in this report looks good for its big well-covered distribution, early growth-stage investments (RocketLab, for instance), internal management team, investment grade credit rating and reasonable valuation. Of course there are risks (industry concentration, interest rates, and an increasingly competitive BDC space) but within the constructs of a prudently-concentrated high-income portfolio, it’s absolutely worth considering for investment.
Vistra: Trump’s AI Power Push, Pelosi’s Million Dollar Bet
Recent reports indicate the Trump administration is preparing executive orders to boost power supplies for the AI industry; Vistra, the largest competitive power generator in the U.S., is uniquely positioned to benefit. Adding intrigue, former House Speaker Nancy Pelosi reportedly purchased ~$1 million in Vistra call options earlier in 2025, signaling strong confidence in its growth trajectory. This report reviews Vistra’s business model, its AI-driven growth, valuation, risks, and why it’s a compelling play in the AI energy revolution.
UPS: Despite Big Risks, 6.5% Dividend Yield Worth Considering
Down nearly 20% this year, United Parcel Service (UPS) may look ugly (especially considering revenue is expected to decline), but a closer look reveals a compelling big dividend value play with operational and financial strengths, and despite the big risks. In this report, I review the details and then conclude with my strong opinion on who might want to consider investing.
Top 10 AI Growth Stocks, Big Disruptive Upside
If you are getting AI revolution fatigue… don’t. While some names are more volatile than others, this megatrend is still just getting started and there are plenty of stocks that still have lots of disruptive upside. In fact, I rank and countdown my top 10 in this report, starting with an “honorable mention” and finishing with my very top ideas.
Palantir: AI Revolution, 10 Top Stocks
While Wall Street has been bashing Palantir hard, the longs (including Wedbush Securities’ Dan Ives) have been right all along as the artificial intelligence (“AI”) megatrend continues. This report reviews Palantir in detail (including its wide-moat business model, AI growth trajectory, current valuation and risks), compares the shares to the other top 10 growth stocks in Ives’ new AI Revolution ETF (IVES), and then concludes with my strong opinion on investing.
This $15B Chip Stock Has Big Upside (Solving AI Connectivity)
This stock we review in this report is growing rapidly because it solves datacenter bottlenecks created by the AI megatrend. It also has several competitive advantages and strategic partnerships (e.g. Nvidia, Amazon) allowing it to capture a significant share of a large and growing market (cloud data and AI). This report reviews the business, the high growth, total addressable market, current valuation and risks, and then concludes with our strong opinion on investing.
“High Income NOW” Portfolio: Updates and a New #1
There is a new #1 position in the “High Income NOW” Portfolio (it’s an 11.9% yield monthly-pay security trading at a discount). There are also a handful of new buys, sells and position '“right-sizings.” The aggregate yield is 9.9% and that consists of 25 individual positions (including BDCs, a variety of stock and bond CEFs, individual stocks and more). If you like your investments to pay big steady income, you’re going to want to check out this top-idea report, including the usual caveats and specific exceptional investment opportunities worth considering right now.
Innodata: AI "Picks-and-Shovels" Play
It’s a bit of a turnoff to see a 30-year-old stock marketing itself as an Artificial Intelligence play (considering that’s a megatrend that only just started to ramp within the last 2-years). Nonetheless, Innodata (INOD), a data engineering company, is finding its niche (capitalizing on the surging demand for high-quality AI training data) and hitting its stride (5 “Mag 7” clients) with a lot of room to run (massive TAM) and a reasonable valuation (8x sales). This report reviews all of that, plus risks, and then concludes with a strong opinion on investing.
CoreWeave: New Trade, The Plot Thickens
CoreWeave shares are up 200% in the last month and now trade at 14.4x 2025 revenue guidance. That is a high multiple, that can easily go much higher, for this NVIDIA/AI-focused hyperscaler cloud platform (optimized for generative AI workloads, such as Microsoft, Meta and Open AI) through multiple expansion or revenue growth (they can keep landing new contracts/deals).
Veeva: Impressive Moat, Margins, AI Momentum
Veeva Software (VEEV) is dominating in a large TAM industry (life sciences) with its software-as-a-Service solutions benefiting from high margins and AI momentum. This report takes a closer look at the business (post this quarter’s powerful earnings report), competitive moat, AI opportunities, growth, valuation and risks, and then concludes with my strong opinion on investing.
Tesla: Despite "Woke Mob," Musk to Better US Again
We've all been the target of anger, but few as much as Tesla (TSLA) CEO, Elon Musk, after he purchased Twitter and joined forces with Trump. However, an examination of his body of work at Tesla reveals he brilliantly created the modern electric vehicle ("EV") industry in anticipation of renewable energy becoming a significantly larger portion of the US electric grid (see chart below) and thereby enabling EVs to ultimately be powered more by clean energy and less by the dirty fossil fuels that dominated the grid and powered EVs when that industry began. It was a brilliant innovation that improved quality of life in the US, and he seems, presciently, about to do it again. This report is about the existential total addressable market opportunity Full Self-Driving (“FSD”) technology creates for Tesla, including competitive advantages, valuation, risks and concluding with my strong opinion on investing.
Novo Nordisk: 3.4% Dividend Yield, Shares Down 50%
Novo Nordisk (NVO) is a global leader in diabetes and obesity care, and its shares are down 50% since peaking in June 2024 (due to competition, pipeline setbacks and political uncertainty). However, the underlying fundamentals appear compelling. This report reviews the business, growth, risks, valuation and capital allocation, and then concludes with my strong opinion on investing.
Nvidia: 5 Channel Checks Ahead of Earnings
The most important company in the world right now is Nvidia (NVDA), and it’s set to announce earnings on Wednesday, May 28th after the close. Governments, other companies (large and small), and billions of people all rely increasingly on Nvidia’s computer chips directly and indirectly. And considering the massive Artificial Intelligence (AI) megatrend, demand for Nvidia’s Hopper (H100 and H200) and Blackwell chips dramatically exceeds supply (as incredible value-adding use cases are only just beginning to be discovered). This report reviews Nvidia’s business, growth potential, five important channel checks (suggesting Nvidia will surpass its revenue and EPS guidance), valuation, big risks, and then concludes with my strong opinion on investing.
UnitedHealth Group: Post 50% Decline, Shares Worth Considering
UnitedHealth Group, a stalwart Dow Jones component and important part of the healthcare sector, is trading 50% below recent all-time highs due to operational challenges (they pulled guidance), regulatory scrutiny (the DOJ is probing potential Medicare Advantage fraud) and leadership changes. This report reviews the business, growth, capital allocation, valuation and risks, and then concludes with my strong opinion on investing.