The market has been especially ugly for high-growth stocks recently as the pandemic-trade pendulum now swings too far in the opposite direction. But that doesn’t mean all growth stocks are ugly. Quite the contrary. The attractive growth stock we review in this report offers a compelling high growth rate, a large total addressable market opportunity and an attractive valuation. Plus, it is supported by high recurring revenues, high customer retention and important research-and-development spending plus a strong sales team.
A Return to Office Play: 3.1% Yield REIT
The office REIT we review in this report is attractive for a variety of reasons, including its healthy dividend (it’s well covered and has been paid for 25 consecutive years), favorable geographic economics, ongoing growth trajectory, and the trend for companies to bring employees back to the office. This article reviews the health of the business, valuation, risks, dividend safety, and concludes with some final thoughts worth considering if you are a long-term income-focused investor.
**New Trades: 2 Sells, Quick Update**
A Dividend Growth Monster, On Sale
When investors think of “big dividends” their minds often gravitate to stocks with the highest dividend yields. However, “yield on cost” can be an extremely important metric for long-term income-focused investors because it can reveal massive dividend opportunities flying under the radar. For example, the attractive undervalued dividend stock we review in this article doesn’t have the biggest current yield, but if you look backwards and forwards, the yield on cost is truly massive and it has the trajectory to continue growing dramatically larger.
Interest Rate Protection: Attractive 6.9% Yield, Floating-Rate CEF
If you are an income-focused investor, you’re likely concerned about rising inflation because it can eat away at the value of your next egg and the buying power of your income. This article reviews an attractive closed-end fund (“CEF”) that provides a big monthly income payment, plus some protection against rising interest rates and inflation through its floating rate income (i.e. as rates go up, the payments this fund provides also go up). We provide a quick overview of the fund, review its nuts and bolts through 6 important charts, and then conclude with our opinion on investing.
How Big Will the Sell Off Be?
A Powerful Clean-Energy Megatrend Play
The company we review in this report is known for manufacturing power generators (and related products) but has recently opened up significant growth opportunities in the “clean energy” and “smart grid 2.0” spaces. It has also recently been benefiting from increased demand for standby home generators (due to frequent power outages in the US as a result of harsh weather conditions). As an investment, the company’s comprehensive set of offerings is uniquely positioned to benefit from the large market opportunity ahead. In this report, we review the business model, the market opportunity, financials, valuation, risks, and then conclude with our opinion on investing.
New Options Trade: High Upfront Income, International Electronic Commerce
Shares of this Brazilian electronic commerce juggernaut looked attractively inexpensive a few months ago, but have since fallen significantly further. Its woes stem from a weakening currency, interchange fee pressures, covid and now a recent FBI raid of its major POS terminal providers (in relation to cyberattacks). However, the business continue to strengthen and the market opportunity remains huge (lots of room for continuing growth). Contrarians may consider purchasing shares outright, however in this report we share an attractive income-generating options trade. The trade not only puts attractive upfront cash in your pocket (that you get to keep no matter what), but it also gives you a shot at picking up shares of this highly attractive business at an even lower price (if the shares get put to you before the contract expires in less than 1 month. We believe this is an attractive trade to place today (and potentially over the next few trading sessions) as long as the price of the underlying shares doesn’t move too much before then.
New Options Trade: High Upfront Income, Bullish Vertical Put Spread
Shares of this streaming TV platform have fallen 50% since July, and the stock now trades at a compelling price relative to its long-term value. However, for those of you that like high upfront income (and are real sticklers on price), the trade described in this report is worth considering. The trade strategy sounds complex (i.e. “bullish vertical put spread”), but it’s not. It puts attractive upfront premium in your pocket today, it gives you a chance to pick up shares of this attractive stock at a lower price, and it gives you a little insurance on the downside (i.e. your max loss is limited). We believe this is an attractive trade to place over the next few trading sessions, as long as the share price doesn’t move too dramatically first.
Bond CEF: 7.2% Yield, Paid Monthly, Discounted Price
With inflation on the rise, and interest rates poised to move higher, does it still make sense to own bonds? Depending on your situation, the answer is a resounding, yes! And this article reviews a compelling closed-end fund (“CEF”) that owns attractive bonds, trades at a discounted price, and offers a juicy 7.2% yield—paid monthly. We currently own shares.
Top 10 Big-Dividend REITs: Inflation is Real
In case you haven’t noticed, rising inflation has been dominating economic headlines lately. The big argument is whether the recent rise in inflation is transitory (and thereby simply a short-term phenomenon following the pandemic lockdowns), or whether it is long-term (thereby making it a much bigger risk to investors). Make no mistake, inflation is real (its the hidden thief in the night that reduces the buying power of your nest egg), and if you park your money in a savings account, its going to be worth less and less every year (especially thanks to our low interest rate environment and rising inflation). In this report, we count down our ranking of top 10 big-dividend REITs (4.0% to over 10.0% yields).
Omega Is In Trouble: 4 Pros, 4 Cons, 1 Conclusion
Skilled Nursing Facility (“SNF”) REIT, Omega Healthcare Investors (OHI) announced earnings on Thursday, and the business is in trouble. Despite Omega’s long history of paying big dividends (it currently yields 9.0%), it is currently facing more significant challenges now than at any other time in its operating history. In this report, we review the business, consider four pros and four cons, and then conclude with our opinion about investing.
New Options Trade: High Upfront Income, Bullish Vertical Put Spread
This large social media company is set to announce earnings today after the close, however the share price is already down significantly in the last month due to fears related to the expected impacts of Apple’s new privacy changes. In our view, the impacts will be real, but this social media company will remain a long-term powerhouse, and the current situation has created an attractive high-income options trade. The trade strategy sounds complex (i.e. “bullish vertical put spread”), but it’s not. It puts attractive upfront premium in your pocket today, it gives you a chance to pick up shares of this attractive stock at a lower price, and it gives you a little insurance on the downside (i.e. your max loss is limited). We believe this is an attractive trade to place today—ahead of earnings.
TRUTH Social: To $1 Trillion in 10 Years?
Twenty-two year old Mark Zuckerberg was widely proclaimed foolish for not selling Facebook for $1 billion in 2006. It’s now worth around $1 trillion. There are but two major challenges for Trump Media & Technology Group (“TMTG”) (DWAC), led initially by TRUTH Social, in growing its market value to $1 trillion within the next decade, and one of them is already all but solved. In this article, we review the TMTG business model, the market opportunity, the two big challenges that must be overcome, and why 10 years from now your pocketbook may deeply regret if you don’t start accumulating shares this year.
Realty Income: A 4.0% Yield, Monthly Pay, Dividend Juggernaut
Realty Income (O) is nicknamed “The Monthly Dividend Company” for good reason. This REIT yields 4.0% and pays dividends monthly. In fact, it has increased its dividend in 95 consecutive quarters and it has made 614 consecutive monthly dividend payments to investors. In this report, we review the business, the upcoming merger/spin-off, dividend safety, valuation, and risks, and then conclude with our opinion on investing.
A Rare 8% Yield BDC Offering Dividend Growth, Equity Upside: Oaktree Specialty Lending
While other business development companies (“BDCs”) were cutting their dividends as a result of the pandemic, Oaktree Specialty Lending Corp (OCSL) not only maintained theirs, but has also significantly increased it in each of the past five quarters. Moreover, the shares are trading at an attractive price relative to net asset value (“NAV”). In this report, we review the health of the business, the highly-experienced management team, its balance sheet, liquidity, dividend safety, valuation and risks. We conclude with our opinion on investing.
Experiential REIT: Strong 5% Yield, Attractive Valuation
If you are an income-focused value investor, the REIT we review in this report is worth considering. It’s a triple net lease REIT, with a well-covered 5.0% dividend yield and the potential for ongoing share price appreciation. It’s been largely unfazed by pandemic challenges, and has actually been wisely increasing the growth trajectory of its business in a space with high barriers to entry. In this report we review the business, dividend safety, valuation and risks, and then conclude with our opinion on investing.
Top 8 Big-Dividend REITs, BDCs, CEFs, MLPs
Healthcare Stock: Tremendous Upside Potential
This article reviews a biotechnology (healthcare) company that develops non-invasive genomics tests used to diagnose skin cancer. The product is considered superior to current test procedures, and revenues are growing rapidly. Further, the company has three additional products (still in development phase) with even larger total addressable market opportunities. Encouragingly, the company is working diligently to expand product usage by educating the medical community and by reaching out to more insurers to cover it. In this report, we analyze the business model, product advantages, market opportunity, competitive positioning, valuation, risks, and then conclude with our opinion on investing.
New Options Trade: High Upfront Income, High Growth
In the short-term, the market is a voting machine, and in recent trading sessions high-growth stocks have been voted down indiscriminately. However in the long-term, the market is a weighing machine, and top business eventually rise to the top. In this report, we share an options trade that generates a lot of upfront premium income, and the trade is on a highly attractive long-term growth stock. This trade not only puts attractive upfront cash in your pocket (that you get to keep no matter what), but it also gives you a shot at picking up shares of this highly attractive business at an even lower price (if the shares get put to you before the contract expires in a matter of weeks). We believe this is an attractive trade to place today (and potentially over the next few trading sessions) as long as the price of the underlying shares doesn’t move too much before then.