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Attractive Growth, Share Price Pullback

If you are looking for a steady dividend-growth stock, this report is not for you. However, if you are looking to add a little powerful long-term price appreciation to your portfolio, these shares are worth considering, especially on the recent price pullback. The company is well-positioned as a premium brand in China, it enjoys rapid sales growth and a large and growing total addressable market, and it has the backing of the Chinese government. In this report, we review the company’s business model, market opportunity, COVID-19 impacts, competitive position, valuation and risks. We conclude with our opinion on whether the company offers an attractive risk-reward versus its long-term growth opportunity.

Performance Update: More Gains & The Pandemic Trade’s Future

The Blue Harbinger “Disciplined Growth” portfolio and the “Income Equity” portfolio both posted positive gains (again) in February (thereby extending their growing long-term track records of top performance). However, if you haven’t noticed, the market has been particularly volatile for top growth stocks over the last few weeks. More specifically, the “pandemic trade” is crashing. In this report, we share the latest performance of our top idea portfolios, and offer some tried and true advice (and specific ideas) about current market conditions going forward.

Attractively Priced Natural Gas Play (Steady Growing Dividend)

If you are looking to add an extraordinarily steady growing dividend to your portfolio, this diversified natural gas company is worth considering. It has increased its dividend payment for 50 consecutive years (it currently yields 3.9%) and it offers the potential for healthy price appreciation. In this article, we dig deeper into the company’s dividend and growth prospects by reviewing the health of the business, cash flows, balance sheet strength, valuation and risks. We conclude with our opinion on why it’s worth considering if you are a long-term income-focused investor.

New Options Trade: Very High Upfront Income, Value-Based Healthcare

This recently public company (August 2020) is on a tremendous growth trajectory (very high growth rate) as it delivers its highly differentiated, technology-enabled, value-based care model for Medicare. The shares are worth considering for purchasing outright, however this report highlights a particularly attractive income-generating options trade. Specifically, the trade puts compelling upfront income in your pocket (that you get to keep no matter what) and it gives you a shot at picking up the shares at an even lower price. We believe this is an attractive trade to place today (and potentially over the next few trading sessions) as long as the price doesn’t move too dramatically ahead of the company’s earnings announcement expected on March 8th.

Top 5 High-Growth Stocks, that Just Sold Off

This report is a continuation of our free report “Top 10 Growth Stocks that just sold off,” but in this members-only edition—we include the top 5. As mentioned, it was a terrible week for top growth stocks, but there are plenty of very attractive opportunities (babies that have been thrown out with the bathwater). In this report, we countdown our full top 10 high growth stocks that just sold off, starting with #10 and finishing with our #1 top idea.

This Internet Infrastructure Company: Worth Considering on the Pullback

The market has been volatile this week, especially top growth stocks. This report covers an attractive internet infrastructure and security company (i.e. a top growth stock) that has been increasing revenues very rapidly and has a very large total addressable market (for continued high growth in the long-term). And while the shares of top growth stocks are never going to be cheap, this week’s price pullback has created a small margin of safety thereby creating an increasingly tempting entry point for long-term investors. In this report, we consider the business model, competitive strength, financial position, and finally conclude with our opinion on investing.

New Options Trade: Very High Upfront Income, Connected TV

The market is selling off hard—especially top growth stocks. It’s likely just a short-term breather—especially for the most attractive companies. Nonetheless, when fear increases (like it just has), volatility also increases—and that means more upfront premium income available in the options market. In this report, we review an attractive upfront income-generating options trade on a powerful long-term growth stock in the connected TV space. We believe the trade is attractive to place today—and potentially over the next few trading days—as long as the market doesn’t move too dramatically before then.

The Top 5 High-Growth Stocks: Market Melt-Up Edition

Since the depths of the initial coronavirus selloff in 2020, the market has climbed dramatically higher, and the ascent has been even more dramatic for top growth stocks. In light of these dramatic price gains, many investors are getting nervous and wondering if they should dump their high growth stocks altogether in order to avoid a potential market selloff that media fear mongers warn us of daily. Of course, what you do with your own investment dollars is up to you entirely. We’d never advocate for blindly buying all growth stocks in general, but we do believe their continues to be an ample supply of individual high growth businesses that are worth investing in regardless of what happens to the overall market indexes. And in this report, we countdown our top 10 high growth stocks, starting with #10 and finishing with our #1 top idea.

The Top 5 High-Income Stocks: 4.5% to 9.8% Yields

There is a wide variety of high income stocks, and they are not all created equally. Far too often, investors make the unfortunate mistake of blindly chasing after the highest yielding stocks without realizing many of them are simply value traps. For example, what good is it to buy a stock with a 10% yield if the price declines by 20% every year? And while many of the highest yielding stocks today are simply slowly dying businesses (e.g. value traps), there are plenty of diamonds in the rough, especially when you consider the important concepts of total return and yield on cost (i.e. dividend growth). In this article, we rank our top 10 high-income stocks, starting with #10 and counting down to our #1 top idea.

8.3% Yield: Attractively Priced Top-Tier Midstream Play

If you are looking for big safe income, this midstream operator is attractive. It operates as a Master Limited Partnership (MLP), and has consistently maintained its distribution throughout the pandemic (while other midstream MLPs were cutting). Further, it’s actually increased the distribution 22 years in a row, and insiders have a large stake in the company. This article reviews the health of the business, distribution safety, valuation, risks and concludes with our opinion on investing.

Attractive 8.8% Yield: Paid Monthly

The so-called “risk-reward” tradeoff is an investing adage whereby the more risk you take—the more potential reward (return) you will receive. While that is a useful analogy (and there may be some truth to it) the investment we review in this report offers a very high return (in the form of big monthly dividend payments) with relatively low risk, and it is a great place to temporarily park some of your cash (if you are willing to take on more risk than your FDIC insured bank account). In this report, we review the company’s business model, income profile, financial position and dividend prospects, and then finally conclude with our opinion on investing.

Frothy Market Fear? Depending on Your Goals, Try This 8.1% Dividend Yield Blue Chip

If you are afraid the market is due for a significant pullback in the near-term, you might be considering moving to cash. However, and depending on your goals, you might instead want to consider the attractive 8.1% dividend yield blue chip stock described in this article. Specifically, no one knows when the next pullback is coming, but the stock described in this report has a very healthy dividend (with over 50 years of dividend increases), and the shares have significantly less volatility risk than the rest of the market (as per its 0.6, 3-year beta). Furthermore, we like the company’s aggressive share repurchase program. In this report, we review the business, valuation, dividend safety and risks, and then conclude with our opinion on who should invest.

Performance Update: Disciplined Growth Portfolio Up Again, S&P 500 Down

After a strong +53.0% gain in 2020, the Blue Harbinger Disciplined Growth portfolio added another 4.2% in January, while the S&P 500 was down 1.0%. In this brief update report, we review the holdings, weightings, price targets and ratings changes for the Disciplined Growth portfolio, as well as the 6.0% yield on the Income Equity strategy.

Palantir Options Trade: Very High Upfront Income

With the price pullback over the last month, and an earnings announcement coming up in less than two weeks, data analytics company Palantir, is setting up for a very interesting and very high upfront income generating options trade. We successfully implemented a similar Palantir trade at the end of November, but those contracts expired (quite profitably) on January 15, and conditions are again attractive for a similar trade. In this report, we review the trade details. We believe it’s 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.

Powerful Growth Trajectory: This New Value-Based Health-Care Model Company

This recently public company (August 2020) is on a tremendous growth trajectory as it delivers a highly differentiated, technology-enabled, value-based care model for Medicare. The continuing growth opportunities stem from the rapid shift of patients to value-based care and increasing patient consumerism. This report reviews the business, its growth prospects, valuation and risks, and then concludes with our opinion about investing.

NovoCure: Large Opportunities Ahead

NovoCure (NVCR) is a global oncology company with patented “Tumor Treating Fields” (“TTF”) technology. It has multiple programs in phase 2 and phase 3 of clinical trials which can potentially result in exponential revenue growth and Total Addressable Market (“TAM”) expansion. As a result, and due to improving market penetration, the stock more than doubled in 2020. In this report, we review NovoCure’s business model, competitive strengths, financial position and valuation, and then conclude with our opinion on investing from a risk-versus-reward standpoint.

Fiverr: Attractive High-Income Options Trade

Fiverr (FVRR) is a global marketplace connecting freelancers and businesses for their digital service needs. The business was already growing rapidly, and the pandemic accelerated it. The trade in this report generates very high upfront premium income (that you get to keep no matter what) and it gives you a chance to pick up shares of this attractive business at a significantly lower price. The premium income available on this trade is very high because the share price has been volatile, but the business remains attractive in the long-term. We believe this is an attractive trade to place today and potentially over the next few trading sessions as long as the share price doesn’t move too dramatically before then.

Magnite: Massive Total Addressable Market

Magnite is a digital advertising industry company that has made inroads into the fast-growing Connected TV (“CTV”) space (thanks to its April 2020 merger with Telaria). The company is now the world’s largest sell-side platform (“SSP”) for buying and selling advertising inventory available across multiple channels, including mobile, desktop and CTV. Magnite experienced demand erosion in 2020 as the global pandemic resulted in reduced ad spending. However, revenues have started to re-accelerate, and the share price has been rebounding dramatically off 2020 lows. What’s more, there is a massive total addressable market opportunity ahead. In this report, we analyze Magnite’s business model, its market opportunity, challenges, current valuation, and conclude with our opinion on investing (including a specific trading idea).

New Options Trade: Very High Upfront Income, Bullish Vertical Put Spread

The market has been strong, particularly technology stocks, and in this report we review a very attractive CPaaS (Communication Platform as a Service) technology stock. In particular, we share an attractive options trade, that generates high upfront premium income (that you get to put in your pocket and keep no matter what), and the trade also gives you a shot of picking up shares of this very attractive CPaaS stock (if the price falls below your strike price prior to the option contract expiration in 1-month). We believe this is a very attractive trade to place today, and potentially over the next few trading sessions, as long as the price doesn’t move too dramatically before then.

Pfizer's 4.3% Dividend Yield: Worth a Closer Look

The 4.3% dividend yield of mega-cap pharmaceutical company Pfizer (PFE) is worth a closer look. Specifically, its return on capital is above its cost of capital (a good thing), its margins should increase as a result of the Upjohn spinoff, its covid vaccine is in addition to an already strong core business, it’s paid 328 consecutive quarterly dividend (and has increased the dividend 11 years straight), and the share price just dipped. This article reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion on investing.