EMR

...Don’t Chase the Highest Yield, Own the Healthiest Yield (Part II)

As a follow up to “part I” in this series, this “part II” article highlights more attractive healthy-dividend companies. We’re sticking with the theme that investors should NOT blindly chase after the highest yielding securities, but rather focus on those with the healthiest yields. We highlight a handful of healthy yielders including one that we own in our Blue Harbinger Disciplined Growth portfolio.

7 Attractive Dividend Investments

This week’s Weekly provides an update and outlook for seven of our existing Blue Harbinger holdings. Specifically, we remain bullish on our healthcare REIT holding, we see more big gains on the industrials stock we purchased last summer, we remain comfortable with our commercial real estate position (despite signs the industry may soon slow), and finally, our four recent CEF purchases have seen their discounts to NAV start to shrink (a good thing), they continue to pay very large distributions, and we remain very bullish on their strategies.

New Purchase: Emerson Electric (EMR) “Part 2”

As we reported on Friday afternoon (see also Emerson Electric Purchase “Part 1”) the new stock we purchased is Emerson Electric (EMR). To some, this may seem like a boring company that has not performed well over the last two years. However, in our contrarian view, this is a tremendous time to buy. Here's why...