FuboTV is a “sports first” streaming platform with a very high growth trajectory and a large total addressable market (i.e. lots of room to run). Specifically, it is benefiting from the the secular decline in traditional TV, the shift to connected TV advertising, and the potential growth in online sports wagering. This report reviews the health of the business, growth prospects, valuation, risks and concludes with our opinion on investing.
New Options Trade: Very High Upfront Income, Attractive DevOps Company
There is a certain breed of companies that has continued to perform extremely well in our rapidly evolving economy (i.e. software-as-a-service businesses that operate on a subscription basis, with high revenue growth and large total addressable markets). We write about one such company (that focuses on “dev ops”) in this report that completed its initial public offering in September, and the share price has been steadily reverting lower after an initial share price pop to more than double the IPO price. In particular we write about an attractive high income-generating options trade that also gives us a chance to pick up shares of this compelling company at an even lower price. We believe this is an attractive trade to place today—and potentially into early next week—as long as the share price doesn’t move too dramatically before then.
This Chip Stock: A Rare and Powerful Tech Turnaround
It’s not often that a tech company can successfully reinvent itself considering immense global competition in a rapidly changing marketplace. However, this report covers a semiconductor (chip) company, that has successfully turned itself around and has continuing powerful long-term price appreciation potential ahead. In this report, we take a detailed look at the business, the market opportunity, risks and valuation, and then conclude with our opinion on investing.
Performance Update: Disciplined Growth Portfolio +53.0% in 2020, Positioning for 2021
Iron Mountain's 8.6% Yield: High Risk, High Reward
Iron Mountain’s 8.6% dividend yield is compelling for some investors but comes with risks. The company remains confident of sustaining the current dividend, but we’ll describe the big risks that investors should consider (such as debt load, lack of growth in its core storage business, and high capital intensity). While the company has taken some measures to counter these risks, it’s prudent for risk-averse investor to understand the risk-reward tradeoff. This report reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion about investing in Iron Mountain.
New Options Trade: High Upfront Income, Attractive Digital Advertiser
In the last couple weeks we’ve seen many of the top growth stocks take a bit of a healthy breather (i.e. the share prices have pulled back a bit). This not only creates a better entry point for long-term investors, but it also sets up some very attractive opportunities to generate high upfront premium income in the options market. This report reviews a very high-income-generating options trade on an attractive digital advertising stock. The trade not only gives us the chance to pick up shares of this attractive company at a compelling price, but it puts high upfront income in our pocket that we get to keep no matter what. We believe this is an attractive trade to place today—and potentially over the next few days—as long as the share price doesn’t move too dramatically before then.
Top 10 Big-Dividend REITs: Contrarian Value
2020 was a challenging year for Real Estate Investment Trusts (“REITs”). The sector (as measured by (XLRE)) was down ~3.% (and that includes dividends) as compared to +17.8% for the overall S&P 500 (SPY). And the performance was even more sharply divergent by REIT subsectors (for example, retail REITs performed even worse) versus the tech-heavy Nasdaq (QQQ) for example which gained 48.3% for the year. Obviously, the social-distancing aspects of the terrible coronavirus pandemic had a big impact on market performance, and with the continuing rollout of vaccines there are some reasons for increased optimism. However, the story is much deeper and much more nuanced than that. In this report, we countdown our top 10 big-dividend REITs (starting with #10 and concluding with our top #1 idea), including our careful consideration for current market conditions combined with company-specific opportunities.
Top 10 Growth Stocks: Options Trading Edition
Top Growth Stocks have been getting volatile in the last few trading sessions. To some, this is a “buy the dip” opportunity, but to others it’s a warning of something more dangerous to come. My personal investment philosophy is to always buy good businesses and then hang on (despite potential volatility) the for long term. And in this article, I will rank my top 10 growth stocks. However, I’ll also share specific options trading strategies that I believe are particularly compelling (based on current market conditions), potentially very lucrative and also consistent with my long-term philosophy. But before we start counting down the Top 10, it’s worth considering the tremendous and wide-ranging recent performance, valuation and expected revenue growth for top growth stock opportunities.
Attractively Priced 6.8% Yield REIT CEF (MOPAY)
If you are an income-focused contrarian investor, you may be looking for opportunities among real estate securities, considering this has been one of the worst performing sectors of 2020 and it is know for its attractive dividend yields (and especially considering the potentially positive impacts of the recent coronavirus vaccines). In this report, we review an attractively priced real estate Closed-End Fund (“CEF”) that is able to offer investors a compelling 6.8% yield (paid monthly—MOPAY) thanks to its share price discount versus its net asset value (NAV) and its prudent use of leverage (~23.98%), among other important characteristics.
Vast Growth Opportunity: Newly Public Shares
Shares of this newly public “DevOps” company debuted in September and swiftly traded approximately 100% above the $44 initial public offering price. However, given the impressive high growth rate, product offerings and expanding opportunity in a very large and nascent industry—the shares are worth a closer look (especially considering the share price has been quietly reverting back towards its initial IPO level in recent weeks). In this report, we analyze company’s business model, market opportunity, competitive position, valuation and risks before finally concluding with our opinion on investing.
New Options Trade: High Upfront Income, Attractive Chinese E-Commerce
Shares of this Chinese, small-cap, “brand-focused,” e-commerce company trade in the US (on the Nasdaq) as an ADR (American Depositary Receipt), and they are currently priced attractively, especially considering the continuing powerful growth expectations for online commerce and for this company in particular. Rather than purchasing shares outright, this article review an attractive options trade that generates high upfront income (that you get to keep no matter what) and gives you a chance of picking up shares of this attractive business at an even lower price (if the shares get put to you before expiration on January 15th). We believe this is an attractive trade to place today and potentially over the next few days (as long as the underlying share price doesn’t move too dramatically before then.
Attractive 4.0% Dividend Yield Industrial REIT
This report reviews an attractive industrial REIT that will continue to benefit from e-commerce trends. It has maintained or increased its dividend for 29 years in a row and it currently yields ~4.0%. It has the highest occupancy and rent collections in the industrial REIT space (tenants include some of the largest well-know investment grade companies) and the valuation is attractive. It also has multiple growth catalysts. This article reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion on why it may be worth considering if you are a long-term income-focused investor (that likes growth too).
Safe, Stable, 4.7% Yield REIT, Attractive Sub-Industry
In recent quarters, while real estate sub sectors such as office and retail have struggled as a result of the pandemic, selective industrial REITs have emerged as outperformers primarily because of the growth in e-commerce. For example, the specific industrial REIT we review in this article has consistently expanded its asset base since its IPO in 2011 and is well placed to grow in the years ahead (through planned acquisitions and rental accretions). It also offers a 4.7% dividend yield, paid monthly. In this report, we analyze the company’s income profile, growth as well as dividend prospects and finally conclude with our opinion on investing.
Data Center REIT: Don't Miss This Opportunity to Buy Low
This data center REIT offers an attractive investment opportunity for investors seeking steady income along with long-term capital gains. It has raised its dividend for the past 15 years (it currently yields 3.5%) and is likely to continue to do so given strong industry tailwinds. We think there is a disconnect between business fundamentals and recent the underperformance of the shares (down ~18% over the last two months). This article reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion about why it’s worth considering if you are a long-term income-focused investor.
Tremendous Growth Potential, Share Price Just Dipped
Some of the best growth opportunities are NOT based in Silicon Valley, and as such they remain undervalued relative to their long-term growth potential. This report highlights one such attractive opportunity that competes with Silicon Valley darling Twilio (TWLO) in the CPaaS market, but trades at a more attractive valuation and offers even higher expected growth. Not to mention its owned IP network provides scalability, reliability, major cost savings and uniquely positions it for success.
PIMCO & DoubleLine CEFs: 9.1% & 7.7% Yields, MOPAY
If it’s mainly big steady income payments you seek, this report reviews two fixed-income closed-end-funds (CEFs) that offer attractive yields of 9.1% and 7.7%, respectively. They both pay monthly (MOPAY), and trade at very attractive prices. This report shares the important details for you to consider.
Unity Software: A Long-Term Winner
Unity Software provides tools to videogame developers. The company recently completed its initial public offering in September. The business is healthy, revenue is growing rapidly, and it has a large total addressable market. In this report, we analyze Unity’s business model, its market opportunity, competitive position, valuation, risks, and finally conclude with our opinion on investing.
New Options Trade: Very High Upfront Income, Intelligence Community Software Platform
We wrote about the attractive, yet somewhat speculative, opportunity in this newly public stock just over 1-week ago, and the shares have surged more than 50% since that report (i.e. they’ve climbed from $18 to $28). We still believe the shares are somewhat speculative here (especially at the higher price), but the extremely high upfront premium income available in the options market is hard to ignore. In this report, we share a trade that generates very high upfront premium income (that you get to keep no matter what) and it gives us a chance to own shares of this company at a much more reasonable price. We believe this is an attractive trade to place today and potential over the next few trading days, as long as the price doesn’t move too dramatically before then.
Top 10 Big Dividends: Contrarian Value Opportunities
Value and income stocks have been challenged this year as the COVID-19 pandemic has made life difficult for many of them and as many growth and technology stocks have sailed higher. However, if you are a contrarian, there are select opportunities among the wreckage that are absolutely worth considering. Especially as many value and income stocks have started to perk up lately as news of a COVID-19 vaccine is spurring some capitulation between high-flying growth stocks and beaten down value and income names.
Realty Income, Big Monthly Dividend: COVID Challenges
Realty Income is one of the most renowned dividend stocks. Its monthly dividend track record has earned it the nickname ‘The Monthly Dividend Company’. It has made 604 consecutive monthly payments and raised its dividend for 94 quarters in a row. Since March 2020 (when COVID-19 hit the world), the company has raised its dividend twice. This signals to some the recession-resistant nature of its property portfolio and superior management skills. But will the company sail through this crisis like it has in the past? This article reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion about investing.