Market "Greed" is tumbling, with the BH Sentiment Index falling from 83 two weeks ago, to 50 last week, and now only 38 (Fear). This is an increasingly attractive time to buy quality stocks that have sold off (be contrarian), however speculative growth stocks (e.g. the "AI/Growth Bubble") is at risk of falling further…
BH High Income Portfolio: 9.5% Yield, Lots of Opportunities
The drumbeat of “AI/Growth Stock Bubble” marches on, yet high-income investors continue to sleep well at night. If you are a member of this distinguished income-focused group (or even just a casual small-time allocator), BDCs, stock & bond CEFs and dividend stocks continue to offer attractive opportunities. This report shares the latest update on the BH High Income Portfolio (25 positions, 9.5% aggregate yield) and one 13.7% yield BDC in the portfolio that I am watching closely. Enjoy!
Main Street Capital: What Bubble?
Investors love to look at Main Street Capital’s relatively high price-to-book value and immediately declare it an overvalued bubble of a Business Development Company (“BDC”). But what many investors don’t realize is it’s a fundamentally different type of BDC with its steady net asset value (“NAV”) gains (while peers stay relatively flat—or worse). So while some thumb their nose at Main Street’s mere 5.3% dividend yield (puny in the BDC space), they fail to recognize the steady dividend growth, plus the powerful supplemental dividends, as well as the many other attractive qualities that set it apart (i.e. low debt, strong liquidity, above-average pipeline, healthy portfolio, efficient operations and macro resilience). This report reviews all of that (and the big risks) and then concludes with my strong opinion on investing.
BH20 Growth Stocks: AI Smackdown Shopping List
The leading AI hyperscalers (basically the Mag7) just sold off hard, and some (but not all) of the leading AI “picks and shovels” stocks sold off with them. One name in particular stands out as increasingly attractive as I will briefly review from this week’s BH20 Growth Stocks report (incuded). Enjoy!
BH Market Sentiment Index: Greed Just Faded Fast!
10 Contrarian GARP Stocks to Buck the AI Bubble
If you are concerned about inappropriately high valuations for top growth stocks currently benefiting from recent AI hype (increasingly being described as an “AI bubble”), here are 10 top contrarian growth stocks with less ties to AI, but that still have healthy growth trajectories, much more reasonable valuations (e.g. low price/earnings to growth (PEG) ratios) and a lot of upside as per Wall Street analysts estimates. I currently own several of these names in my prudently concentrated/diversified, long-term, BH Disciplined Growth Portfolio. Enjoy!
BH20 Growth Stocks: Hyperscaler Spending Good Sign for AI "Picks-and-Shovels" Companies
There is a new #1 in town, as Bitcoin-turned-AI-HPC-cloud company, Iren (IREN), has been dethroned by this accelerating fuel cell provider for AI datacenters. Massive runway for fast-paced growth, especially if this market stays healthy—which it may with stong AI momentum signs from megacap hyperscalers this past week. So much concentrated data and compelling opportunities in this market if you know where to look (such as this report). Enjoy!
BH Fear & Greed Index: Despite Naysayers, Momentum Still Dominates
BH Fear & Greed Index: Markets regained momentum, confidence and "greed" over the last week as stocks remained near flat but regained their footing as money flowed in (MFI over 50 again for SPY), the VIX (market fear index) calmed down, credit spreads came down/ remain low, and treasury yields remained mostly neutral. Nvidia…
Top 10 BDCs: Ares Stands Out (Big Yield and Risks)
As the largest publicly-traded Business Development Company (“BDC”), Ares Capital (ARCC) is not only well-positioned to defend its big dividend (current yield is 9.3%) with spillover capital, but it’s also well-positioned with multiple levers for growth (e.g. conservative balance sheet leverage, fees and plenty of deal flow). And despite the big risks (such as falling rates, spread compression and “hidden” liabilities), the latest earnings announcement suggests it continues to present an attractive valuation for long-term income focused investors. This report shares data on 10 top big-yield BDCs, then reviews the details on Ares and concludes with a strong opinion on investing.
BH20 Growth Stocks: Massive Earnings Week Ahead
This upcoming week is the “Super Bowl” of earnings with 5 stocks (Meta, Microsoft, Alphabet, Amazon and Apple—commanding rougly 25% of the S&P 500’s total market cap) all announcing mid week. And with the market on eggshells lately (e.g. tariff concerns and arguably “frothy” valuations, especially for AI) this week could set the direction for stocks for weeks (perhaps until Nvidia announces on 11/19). What’s more, this week could slow the rapid price gains for the stocks listed in this week’s “BH20 Fast-Paced Growth Stocks" Ranking, or it could catapult these names even dramatically higher in a hurry. Enjoy the data—these stocks are special!
The Disciplined Growth Portfolio: More Wins, More Upside Ahead
Disciplined Growth Portfolio: New Cracks in the AI Dam, New Opportunities
This report shares updated data on all 40 positions in the Disciplined Growth Portfolio, and highlights notable risks and opportunities. Notably, we’re seeing some big cracks in the AI dam, and thereby new opportunities that are worth considering as you manage your own investments.
The Disciplined Growth Portfolio
For starters, here is the complete Disciplined Growth Portfolio.
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High Income Portfolio: New Risks, New Opportunities
This report shares recent data on all 25 positions in the 9.8% aggregate yield “High Income Portfolio,” and highlights notable risks and investment opportunities as you manage your own income-focused portfolio. Notably, we’ve seen some share price movements (as the market continues to digest tariffs, interest rate dynamics and the ebbs and flows between value and growth) that are worth considering as you manage your own investments.
BH20 Growth Stocks: MP Materials to Benefit from Tariff Turmoil
Market jitters continue as China-tariff risks, plus the AI “bubble,” keep investors up at night. Nonetheless, “high-performance-computing” datacenter stocks and trade war beneficiaries (such as MP Materials) continue to soar higher (despite very high short interest) and with no end in sight for this powerful megatrend rally. This report shares the latest “BH20 Top Growth Stocks” with a special discussion of MP Materials.
BH Fear & Greed Index
20 Top Stocks at Risk of AI Disruption
A lot of attention is given to stocks "benefiting" from AI, but there are also plenty of businesses that will suffer because of it. This report highlights 20 businesses that could suffer significantly because of AI (i.e. investment returns could be decreased, stocks could meaningfully underperform expectations, the market and leading AI competitors). Several of the names on this list were absolute "untouchable" powerhouses just a few years ago, but are now feeling the pressure from AI. Enjoy!
Dogs of The Dow: UnitedHealth Group is Attractive
If you are concerned about frothy growth stock valuations, the contrarian “Dogs of The Dow” strategy is something you may want to consider. This report dives deep into the current “dogs” sharing all kinds of data worth considering and then reviews UnitedHealth Group in detail (i.e. one particularly interesting current “Dog of The Dow”). Enjoy!
BH Weekly: Tariff Fear Creates Opportuniy
The market sold off hard on Friday after President Trump announced plans for a new 100% tariff on all Chinese imports starting November 1st. You likely remember how hard the market sold off in April when Trump first announced his “Liberation Day” tariffs (it was ugly), but then rebounded sharply demonstrating (yet again) that fear creates opportunity. This report tests out a new format for the Blue Harbinger Weekly and shares 4 top stock ideas for the week ahead.
10 Top Big-Yield CEFs: This 11.1% Yield BlackRock Fund Stands Out
Accelerating AI Momentum: Ranking The Mag 8 + 2
As the AI megatrend continues to accelerate, the Magnificent 8 (plus 2) continues to widen its lead (some more than others) and will thereby continue to benefit. Just this past week, for example, OpenAI unveiled "Sora 2," an advanced video generation model and a creation-first social feed (with API and Android integration planned). Also, Anthropic's "Claude Sonnet 4.5" (their most intelligent model yet) is now generally available on Google Vertex AI (enabling developers to build sophisticated applications). This all spells "more growth" and more need for chips, data centers and energy-efficient solutions. In a nutshell, more upside for AI ahead.