Saratoga Investment Corp (SAR): 9.2% Yield

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Dec 9, 2016

Saratoga CFO: Healthy Dividend, Lots of Dry Powder

Dec 9, 2016

After speaking with the CFO (Henri Steenkamp) of Saratoga Investment Corp. for 40 minutes earlier this week, our main takeaway is that the 9.2% dividend yield of this small cap BDC is healthy (with room to grow) because the company continues to enjoy an attractive valuation, several important competitive advantages, and may actually be less impacted by some of the big risks facing the BDC industry as a whole.

Dec 9, 2016

Ares Capital (ARCC): 9.3% Yield

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Ares Capital: Big Dividend, 3 Big Risks

Ares Capital (ARCC) is an attractive big-dividend (9.9%) Business Development Company (BDC) trading at a discounted price. And despite the risks, such as heightened short-interest, an increasingly hawkish fed, and management conflicts of interest, we believe Ares is an attractive long-term investment for income-focused investors because of its big dividend, recently discounted price, and attractive fundamentals.

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Stag Industrial (STAG): 5.8% Yield

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STAG's Big Dividend: A Unique Risk Worth Considering

If you like big dividends and discounted prices, Stag Industrial (STAG) may have recently caught your eye. Its shares have fallen 12% since August 1st, and its dividend yield (paid monthly) has risen to 6.3% (annually). And despite Stag’s unique risk exposures, we’ve ranked it #10 on our recent list of 10 Big Dividend REITs Worth Considering because of its diversified approach, reasonable valuation, continued growth opportunities, and big monthly dividend.

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Realty Income (O): 4.4% Yield

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Realty Income: Big Dividend, 3 Big Risks

Realty income pays a big, steady, monthly dividend (3.9%, annualized), and the shares have declined more than 13% since August 1st. To some, this may be a screaming buy signal. But before diving in headfirst, we believe there are three big risks worth considering: lower growth signals, share dilution, and inflation risks. Despite these risks, we’ve still ranked Realty Income #9 on our recent list of Top 10 Big-Dividend REITs Worth Considering because of its ability to deliver what many investors want- big, safe, monthly dividends.

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Welltower (HCN): 5.2% Yield

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Welltower’s Big Dividend: Weighing the Risks Ahead

Welltower is a big dividend (4.4%) healthcare REIT. It's an income-investor favorite not only because of its big dividend, but also because of the perceived long-term demographic tailwinds at its back (the aging population). In this article, we review some of the more significant risk factors that could potentially derail Welltower's outstanding long-term track record including healthcare reform, the company’s already large size, valuation, dividend sustainability, lawsuits and REIT laws.

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Potash (POT): 2.0% Yield

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Potash: Nice Dividend, Big Upside

Potash cut its dividend twice this year, and it is underperforming the S&P 500 by more than 13%. As contrarian investors, we believe it’s now an attractive stock, with a nice dividend (2.5%), and big long-term price appreciation potential. Potash is particularly attractive because of its low cost mines, continuing long-term growth in global demand, and the current low point in the fertilizer business cycle.

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Main Street Capital (MAIN): 6.1% Yield

We first wrote about the attractiveness of Main Street Capital back in May (read that report here), and it has since increased modestly in price. It also raised its already big monthly dividend. And what makes it particularly attractive right now is its recent selloff in November as the Fed signaled higher rates are coming and high yield equities (like Main Street) sold off in general. We also like its internal management team, as well as the possibility (and track record) of additional supplemental dividends, above and beyond the standard 6.8% dividend yield. Main Street announced earnings last week, and exceeded street expectations by $0.03 per share.

Country-Specific ETF: +2% Yield

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Members Only, Investment Ideas

This Country ETF has Room to Rebound & Run!

Members Only, Investment Ideas

In sticking with this week’s ETF/Smart-Beta theme, our members-only investment idea is a country-specific ETF. It’s one that’s been beat up politically and in the market, but remains stronger than many investors give it credit for. It’s a diversified, relatively low-cost, way to benefit from a rebound and continued long-term production and growth.

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Members Only, Investment Ideas

Starwood Properties (STWD): 8.5% Yield

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Members Only, Investment Ideas

Starwood Property Trust: Big Dividend, Thrives In Turmoil

Members Only, Investment Ideas

Starwood Property Trust (STWD) is a big dividend (8.6%) mortgage REIT that could actually benefit from an uptick in market turmoil. Further, we believe Starwood inappropriately sold off on Friday (it was down more than 3%) because it was incorrectly lumped in with other big-dividend payers that sold off when the Fed suggested it may raise rates sooner than expected.

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Members Only, Investment Ideas

W.P. Carey REIT (WPC): 6.6% Yield

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W.P. Carey REIT: Big Dividend, Big Risks

If you like big dividends and discounted prices, W.P. Carey (WPC) may have caught your eye. It currently offers a 6.4% dividend yield, and its shares are trading nearly 16% lower than just 2 months ago. A cursory review of this REIT looks promising because of its big growing dividend, healthy dividend coverage ratio, and positive AFFO outlook. However...

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