Sentiment is driving shares of this telehealth leader lower in the near term. However, the long-term story is still very much intact as the growth rate and growth opportunity remain high and large, respectively. Specifically, investors are turned off in the near-term by the company’s signal of little membership growth for 2021, as well as the loss of a Fortune 500 company contract. However, the company remains on track to deliver 30%-40% revenue growth in the medium-term. In our view, the market’s negativity is overblown, and an attractive buying opportunity exists. In this report, we review the health of the business, growth opportunities, valuation, risks, and conclude with our opinion on investing.
New Trades & Portfolio Update: "Pandemic Trade" Unwinds
As the “pandemic trade” continues to unwind (i.e. high growth stocks continue to sell off), we have placed a new batch of trades (in both our Disciplined Growth and Income Equity portfolios) to take advantage of attractive buying opportunities that have emerged. This report highlights the trades, as well as provides commentary on the continuing powerful performance of the two strategies.
Alternative Energy Play: Attractive Valuation, High Growth, Large Market
At Blue Harbinger, we look for highly attractive businesses to invest in, and if those businesses are also incrementally better for the environment—that’s important and a good thing. In this report, we review a growing leader in the sustainable energy space. The market opportunity is large and the company’s growth trajectory is impressive. And the recent share price pullback (thanks to the growth stock pullback and the recent semiconductor chip shortage) makes now a compelling time to consider adding shares. In this report, we analyze the company’s business model, its market opportunity, financials, valuations, risks, and finally conclude with our opinion on investing.
New Options Trade: High Upfront Income, Attractive Small Cap Healthcare
If you like high income, you may want to consider the trade described in this report. It covers an attractive small cap healthcare company with very high sales growth and trading at a compelling price. But rather than purchasing the shares at the current price, this trade gives you a chance to pick them up at a lower price and it also generates high upfront premium income that you get to keep no matter what. We believe this trade is attractive to place today and tomorrow (the company announces earnings after the close tomorrow), as long as the underlying share price doesn’t move too dramatically before then.
Very High Growth: Lots to Like about this Investing Business
If you are looking for a very high long-term growth stock, then put this Hong Kong based online brokerage and wealth management firm near the top of your watchlist. Revenues are expected to grow at over 100% this year and next. And the company’s impressive integrated platform (e.g. stock trading, margin financing, wealth management, market data and interactive social features) is expanding thanks to its high R&D budget and important relationship with Tencent (the preeminent Chinese internet juggernaut). In this report we review the business, growth, financials, valuation and risks. We conclude with our opinion on investing.
Industrial REIT: 4.5% Yield, Undervalued, To Benefit from Sector Growth
The Real Estate Investment Trust (“REIT”) we review in this report offers a well-covered 4.5% dividend yield, and it continues to benefit from improving fundamentals in the US industrial REIT sector. Its unique strategy (of focusing on primary and secondary markets) continues to generate higher rental yields while also delivering superior rental growth. And with a payout ratio of only around 59%, the dividend is on solid footing. Moreover, the property portfolio continues to be highly resilient with ~99% rent collections throughout the pandemic. Yet despite the strong fundamentals, it trades at a significant valuation discount versus peers. In this report, we review the business, its health, valuation, dividend safety and risks. We conclude with our opinion on whether it offers an attractive opportunity for long-term income-focused investors.
Big Upside Potential: Small Cap Healthcare Company
The young small-cap healthcare company we review in this report is growing rapidly and has a large total addressable market opportunity. It also has an attractive recurring revenue model with a very high retention rate (customers like it) and attractively improving margins (as the business continues to scale). The company provides personalized data-driven solutions that help individuals understand healthcare better, as well as assisting them in navigating workplace benefits available to them. In this report, we review the business, the opportunity, financials, valuation and risks. We conclude with our opinion on investing.
2 Attractive CEFs: Big, Healthy, +5.0% Yields
In general, investment “fund” vehicles are less desirable (because of the typical high fees and chronic underperformance), but the two closed-end funds (“CEFs”) described in this report are attractive for a variety of reasons. For example, they’ve both thrived and outperformed for decades (net of all fees and expenses) thanks to their disciplined management teams, they both pay big healthy dividends (5.4% and 5.5%, respectively), trade at attractively discounted prices (versus NAV), use a small prudent amount of leverage (a good thing), have compelling sector/style allocations, and market conditions remain attractive coming out of the pandemic. You might consider buying a little (we own both) and just hanging on. You’ll keep getting paid big healthy dividends for if/when you need them, otherwise just reinvest the cash and enjoy the powerful long-term compound growth.
Portfolio Update: 3 New Buys, 1 Complete Sell, + Some Rebalancing
I don’t trade often because I am a disciplined long-term investor. However, I have just completed 3 new buys, and 1 complete sell (plus a variety of normal rebalancing trades) within the Blue Harbinger Disciplined Growth portfolio. I have also updated the “Buy Under” prices (and thereby ratings) of a variety of existing positions within the Blue Harbinger Income Equity portfolio and the Disciplined Growth portfolio. This report reviews all of the latest updates, as well as why I believe these two portfolios are positioned for continuing long-term success, in a big way!
New Options Trade: High Upfront Income, Attractive Long-Term Growth
If you like high income, but you are a stickler on entry prices, you may want to consider the options trade described in this report. The trade covers an attractive high-growth stock, trading at a significantly lower price than just 2 months ago due to market noise—as the business remains fundamentally attractive. Rather that purchasing the shares outright, you might instead consider this trade—which generates high upfront income—and gives you a chance to pick up the shares at a significantly lower price. We believe this trade is attractive to place today, and potentially over the next few trading sessions (as long as the underlying share price doesn’t move too dramatically from here).
Fooled by Narratives: Three (3) Stocks Worth Considering for Purchase, Now
The investment news media is more interested in generating advertising dollars than it is in actually helping anyone with investments. Their goal is to tell the most ridiculous sensationalized investment stories they can get away with in order to garner more readers, listeners, clicks and ultimately advertising dollars. One of the most common ploys they use to implement their unscrupulous agenda is the false narrative. They’re basically dishonest, uncaring and greedy. In this report, we share 3 highly attractive investment ideas that are hiding in plain sight thanks to the media’s totally disingenuous false narratives.
Healthy 8.5% Yield BDC: Strong Balance Sheet, Liquidity
The business development company (“BDC”) we review in this report is healthy and has advantages over its peers. For example, its large size, seasoned management team and strong balance sheet all give it a leg up (versus peers and versus other high yield investments) as it grows its track record of 46 consecutive quarters of stable to growing dividend payments. In this report, we review the business, balance sheet, liquidity position, dividend strength, valuation and risks. We conclude with our opinion on investing.
This 10.0% Yield BDC: Attractive, Worth Considering
The Business Development Company (“BDC”) that we review in this article focuses on making primarily debt investments to pre-IPO growth companies (focused largely on technology and life sciences markets). It also offers a compelling 10.0% dividend yield (with potential for additional “special dividends”). Specifically, this article reviews the business, the company’s investment portfolio, the dividend and the risks. We conclude with our opinion on investing.
Unique 7.2% Yield Healthcare REIT: Worth Considering
This unique 7.2% dividend yield triple-net healthcare REIT comes with its own unique risks and advantages. Its dividend is well covered and has been increased for 17 consecutive years, and the company fared better than other healthcare REITs during the pandemic. In this article, we review the business model, dividend safety, valuation and risks. We conclude with our opinion on investing.
A Note on Recent Market Volatility
The market has been volatile this year, and it’s left a lot of investors feeling very uncomfortable. Contributing factors have ranged from a surge in oil prices, to upward moves in interest rates, the unwinding of many “pandemic trades,” bitcoin narratives, market fear mongers, and of course the ever present chorus of nonsensical get-rich-quick people. We have some very strong advice for anyone feeling unsettled about the market. If you’ve been following Blue Harbinger long enough then you’ve likely heard it many times before. It’s worth repeating now…
Attractive Real Estate CEF: 7.2% Yield, Paid Monthly, Discounted Price
If you are looking for a compelling, out-of-the-box way to play the strengthening real estate sector, this closed-end fund (“CEF”) is worth considering. It offers a healthy 7.2% yield (paid monthly), it trades at a discounted price (versus its NAV), and it has a growing track record of success. Plus the real estate sector is currently attractive (we’ll explain). In this report, we review the fund strategy, holdings, leverage, expense ratio, pricing/valuation, and why we believe the opportunity is particularly compelling if you are a long-term income-focused investor.
This Media Platform Stock: Rapid Rise to Resume
This on-device media platform is attractive because of its business model, rapid growth (~115% in FY21), expanding margins, solid free cash flow generation and large market opportunity. Further, the recent share price sell off (it’s still below its all-time highs due to the the recent mini “tech wreck”) has created an attractive entry point for long-term investors. In this report, we review the health of the business, valuation, risks, and then conclude with our opinion on investing.
Main Street Capital: 6.3% Yield, Pandemic Challenges
Main Street Capital (MAIN) is a popular BDC (business development company) thanks to its big monthly dividend payments (which have never been reduced in the history of the company). Main Street provides financing solutions to a wide variety of smaller businesses—many of which were incidentally hit particularly hard by covid. The shares have not yet recovered to their pre-covid level, and in this report we review the business, the financials, the dividend, the risks and finally conclude with our opinion on investing.
Life Sciences Cloud Software Company: Even More Attractive on the Recent Price Pullback
There is a large and growing demand for cloud-based software in the life sciences industry, and the company we review in this report is the clear market leader (with a lot of long-term upside). And despite a recent earnings beat and guidance raise (on top of its already rapidly growing business) the shares have recently sold off (as part of the broader market’s recent sell off of top growth stocks in general). We believe these factors have combined to create an attractive buying opportunity, and we share all the details in this report, including a review of the business, growth prospects, valuation and risks. If you are a long-term investor, these shares are worth considering for a spot in your portfolio.
New Options Trade: Chip Selloff Creates High Income Opportunity
Buying great businesses when they’re out of favor can work well over the long-term. This report reviews a compelling income-generating options trade on a very attractive semiconductor business that is currently/temporarily out of favor. Specifically, the share price is down as supply chain uncertainties add to sector momentum challenges. These factors have combined to create an attractive options trade opportunity that puts compelling upfront premium income in your pocket, and gives you a chance to pick up these attractive shares at an even lower price. We believe the trade is attractive to place today, and potentially over the next few trading sessions, as long as the share price doesn’t move too dramatically before then.