Here are 85 high-growth software stocks, sorted by market cap. As a group they have performed very badly this year (as the fed raises rates to fight inflation), but as you can see there is a very noticeable difference in valuation between the 10 largest and the 10 smallest. This includes price-to-sales ratios (the large caps have much higher multiples), price versus 52-week range (the large caps have fallen a lot less) and more. In this note, we share a few points about this group, and discuss the upcoming CPI number as a catalyst.
6.1% Yield Blue-Chip Stock: Risks Versus Rewards
As the share price of this large-cap blue-chip stock sits near its 52-week low, its dividend yield (currently 6.1%) sits near a decade-long high. What’s more, the valuation is compelling if you can get comfortable with the big risk factors it currently faces. In this report, we review the business, valuation, dividend safety and risk factors, and then conclude with our strong opinion on investing.
S&P 500: 25 Biggest Yields with 10+ Years Dividend Growth
Exciting Long-Term Opportunities: New Market Paradigm
This month’s Blue Harbinger Thinker is now available. In this report, we share our thoughts on current market conditions and how we believe investors should be playing it. We also share updated performance and holdings for our Income Equity and Disciplined Growth portfolios, a few top investment ideas, and then we conclude with a few important takeaways and links to more investment opportunities that we hope you will find useful.
Top 10 Growth Stocks (That Are Currently Down Big)
Despite all the gloom and doom in the market, and despite the big reasons to stay bearish (as we will review in this report), the market will eventually recover and go much higher. We don’t know if the majority of the selling is over, or if things will continue to get worse in the short-term (no one does). But we do know that over the long-term we expect the market to eventually recover and go much higher. In this report, we review the terrible market environment, including data on 150 top growth stocks that have sold off hard. Then we rank our top 10 long-term growth stocks from the list, starting with #10 and finishing with our top ideas.
50 Hated Pandemic Stocks, These 3 Are Worth Considering
After the initial pandemic shock in 2020, certain high-growth stocks performed well. Extremely well. Bolstered by extraordinarily low interest rates and a new crowd of “work-from-homers” (with newfound time to “invest”) it seemed the sky was the limit. Until it wasn’t. Flash forward to now, the market has fallen sharply this year (especially high-growth stocks), and there is no short supply of reasons to stay bearish. Very bearish. In this report, we share data on 50 high-growth stocks that have crashed, run through a list of compelling reasons (data points) to stay bearish, and then discuss the merits of three interesting high-growth stocks from the list that have crashed particularly hard, with a special focus on pandemic darling, Palantir (PLTR). We conclude with some important takeaways and our very strong opinion about investing in Palantir and investing in this market in general.
40 Big-Dividend Mortgage REITs: Terrible YTD as Spreads Widen, Rates Rise, Fed Unwinds, Housing Risks
In theory, Mortgage REITs (or mREITs) do well when interest rates rise, but so far this year they have done poorly because MBS spreads have risen sharply (an indication of risk). Here is a look at 40 big-dividend mREITs, plus some insights on what is happening to their share prices (mainly courtesy of the Fed’s balance sheet), and then a few mREIT investment ideas worth considering.
Cybersecurity Stock: Revenues Keep Growing Fast, Shares 35.2% Below ATH
This rapidly growing cybersecurity business announced earnings after the close on Tuesday. The results were better than the street’s already lofty expectations, plus the company raised forward guidance (both good things). This brief note is an update and follow up on our previous report, and a reminder to readers on how we feel about investing in this stock, at this time.
Big Data Stock: Massive Sales Growth, About to Turn EPS Profitable
This big data stock went public in late 2020. And after some incredible post-IPO gains in 2020-2021, the shares came crashing down as the high-growth pandemic bubble burst. However, the company’s massive revenues have continued to grow an incredible pace, it just announced impressive quarterly results last week, and it is about to turn EPS positive (a great thing in this environment). And critically important—there is still a lot more room to run (in terms of sales growth that will lead to massive profits in the relatively near future.
A Warning from Blue Harbinger
Market Check In: 10,000 Foot View
Top 10 Big-Dividend Preferred Stocks (6% to +10% Yields)
Some investors are happy to know that interest rates on top savings accounts have risen from approximately 0% in 2020 to over 1% (in some cases) in 2022. However, when you factor in inflation of over 8% (CPI is 8.5%) you’re still losing money (or at least losing buying power). For those willing to move further out on the income-investment spectrum, preferred stocks can offer a compelling combination of higher income and lower price volatility (as compared to common stocks). In this report, we rank our top 10 big-dividend preferred stocks, counting down from #10 and finishing with our #1 top idea.
9.6% Yield Preferred Shares: Discounted Price, Strengthening Conditions
The marine shipping industry can be volatile. However many of the companies in this group offer steadier big-dividend preferred shares (that can appeal to income-focused investors). In this report, we review a company that offers seaborne crude oil and petroleum product transportation services worldwide, including its attractive qualities and current risks, and with a special focus on its 9.6% yield preferred shares. We conclude with our strong opinion on investing.
Intuit Quarterly Earnings Update
Intuit (the financial platform behind TurboTax, QuickBooks, MailChimp, CreditKarma and Mint) released earnings on Tuesday after the close, and they were positive. The company beat expectations on revenue and earnings, and also raised forward earnings guidance. This note is a quick review of the latest results.
Popular mREIT: Absolute Junk, 2 Better Big-Dividends
The popular mortgage REIT we review in this report offers huge dividends on both its common and preferred shares. And while some investors are drawn to these big income payments, we believe it is an absolute junk investment. In this report, we explain why it should be avoided, and then offer two better big-dividend opportunities for you to consider.
Big-Dividend REITs: The Worst and Best Performers YTD
There are around 50 RIETs (traded on NYSE and Nasdaq) that currently offer at least a 5% dividend yield. Here they are sorted by year-to-date performance. While most are down a lot this year, on average the group is down around 12%—about the same as the S&P 500. In particular, there are a few on the list that are worth taking a closer look.
Morning Tea Leaves: Interest Rates Still Driving Markets
Is The Market Ahead of Itself? A few Data Points to Consider
Here is a look at the S&P 500 (including its 20-, 50- and 200-day moving averages). As you can see, it’s still down significantly this year, but has rebounded hard since June. The question some investors are wondering is if they should take some chips off the table before the downtrend resumes. Afterall, inflation is still sky high, the fed is still raising rates aggressively and your account balance is likely a lot higher than it was 2-months ago. We share a few data points and our opinion in this note.
Big-Dividend BDC: Distinct Growth Strategy
Cloud Monitoring Company: Lots of Long-Term Upside, On Sale
If you have the luxury of being a long-term investor, you have a distinct advantage and highly lucrative opportunity that is not available to others. Specifically, you can benefit from long-term compound growth (the eighth wonder of the world), particularly as it pertains to powerful secular trends. In this report, we review one such business (a SaaS application monitoring company) that will benefit from cloud migration and digitization secular trends over the long-term, despite the recent steep share price sell off (buying opportunity) so far this year.