This quick note shares data on over 100 big-yield (7% to 14%+) bond Closed-End Funds (“CEFs”), including discounts/premiums, recent returns, amount of leverage, and more. Returns have been ugly this year (as interest rates have risen), and they could get uglier considering the Fed is set to keep raising, losses will be magnified by the use of leverage, and forced “fire sales” could make matters worse as the funds mathematically bump up against regulatory leverage limits. Caveat Emptor.
Disciplined Growth Portfolio: 6 New Buys!
I don’t trade often (because I believe in long-term investing), but recent market dislocation has created some very attractive buying opportunities. Year-to-date, growth stocks have been hammered, and as counterintuitive as that may seem—that can often be the best time to buy. In this report, we review the new buys, the new “buy under” prices, and the aggregate portfolio details. has all the details.
Albemarle to Benefit from Inflation, EV Lithium Demand
The basic materials stock we review in this report has increased its dividend for 28-years in a row. It also has newfound growth opportunities related to dramatically increasing lithium demand and pricing (courtesy of exploding demand for lithium-based batteries in electric vehicles, for example). Not to mention, the basic materials sector can continue to be a highly attractive inflation hedge. In this report, we review the details and then conclude with our opinion on investing.
Income Equity Portfolio: MANY New Buys!
I don’t trade often (because I believe in long-term investing), but recent market dislocation has created some very attractive buying opportunities. Year-to-date, the Blue Harbinger Income Equity Portfolio has significantly outperformed the S&P 500 (this has been due to its large overweight to very high-income securities, in particular). However, going forward, the strategy is focused more heavily on steady dividend/income growth—through compelling blue-chip capital appreciation opportunities. This report has all the details.
A Special Note on Market Volatility
This Steady Dividend Growth Stock Is Attractive
If you are into wide-moat, blue-chip, dividend-growth stocks, you might want to consider the impressive industrial stock in this report. It’s not a high-flying growth stock, nor does it offer a massive dividend yield, but it does have a healthy growing dividend (2.0% yield), ongoing share repurchases, strong operating margins and a business that is virtually impossible for competitors to replicate. It’s also a high book value business (which can be valuable in times of inflation). We will review this attractive business in detail in this report (including valuation and risks), and then conclude with our opinion on investing (we currently own shares in our income portfolio).
8.7% Yield Bond CEF: Max Interest Rate Pain, Taper Tantrum Looms
As the Fed continues on its path of aggressive interest rate increases (to tame inflation), infamous growth stock investor, Cathie Wood, says “equities and bonds seem to be warning the Fed that its policy measures could cause an economic and/or financial crisis.” Both stock and bond markets are down sharply this year (largely in response to the Fed), but there are reasons to believe things could be about to change (for example, high inflation rates could still prove somewhat transitory thereby making the Fed more receptive to the market’s growing taper tantrum), and now may be an attractive time to consider investing in select high-yield bond CEFs. In this report, we review one in particular that is increasingly attractive.
This Stock: 360 Degrees of Attractiveness
If you are looking for an investment opportunity that is attractive in every direction, you might want to consider this professional services consulting company. It’s classified in the information technology sector, but benefits handsomely from the massive opportunities that exist across the many compelling industries it serves. In this report, we review the company’s healthy growing dividend, share repurchases, massive cash flow, strong balance sheet, powerful earnings and revenue growth trajectories, and the attractive valuation for this very impressive business model.
This Attractive, High-Growth, Blue-Chip Stock Is On Sale
Now trading at only 6.4 times sales (down from over 12x in late 2021), but with an ongoing sales growth trajectory of nearly 20%, this CRM (customer relationship management) technology company has a lot of room to run (large total addressable market) and a highly defensible moat to its business. In this report, we review the business details and the risks, and then conclude with our opinion on investing (we currently own shares).
Attractively Valued 4.5% Yield Consumer Staples Stock
Short-term headwinds have dragged the share price lower, but this steady, blue-chip consumer staples company has a wide moat, significant competitive advantages and the stock is currently trading at an attractive price. In this report, we review the business, the challenges (both short-term and long-term risks), the valuation, opportunities and finally our opinion on who might want to invest.
7% Yield mREIT Preferred Shares: Increasingly Compelling
If you have been paying attention to the Fed’s abrupt monetary policy shift this year (from pandemic doves to inflation hawks), you’ve likely noticed a variety pain points, ranging from a sputtering stock market to falling bond prices (and it’s all to address record high inflation). You may have also noticed a lot of “income and value” equities have performed much better than “growth equities” this year as the pandemic “growth stock” trade now sits firmly in the doldrums (for example, the Blue Harbinger Income Equity portfolio is positive this year while the overall market is down, and growth stocks are down even more). However, one type of income security that has been experiencing significant short-term pain this year, is the mortgage REIT.
Nascent SaaS, Big Upside (Smart Battery Storage Solutions Company)
Traditional valuation metrics (such as price-to-forward-earnings, and even gross margins) are better suited for evaluating mature blue-chip businesses. On the other hand, such valuation metrics leave a lot to be desired when evaluating nascent innovators—especially those with appropriately shifting business strategies and backed by massive secular trends. If you are looking for a steady-eddy dividend stock, this article is not for you. However, if you are looking for an increasingly attractive opportunity that is trading at a large discount to its compelling long-term potential, then this stock is worth considering, especially after the recent share price decline. In this report, we review the business strategy, the market opportunity, the valuation and the risks, and then conclude with our opinion on investing.
Inflation Antidote: 25 Big-Dividend REITs, We Own These 5
With inflation screaming higher, the energy sector (and many commodity industries) have posted strong positive returns this year, while the rest of the market has languished. However recently, the financials sector (which is generally boosted by rising interest rates) is also starting to come on strong. And as the market continues to adjust to our starkly different macro environment (i.e., the Fed has shifted focus to battling inflation, which means increasing interest rates), what sector might be next in line for an upswing? Real Estate is worth considering, especially if you like a healthy dose of high dividend income to go along with the potential for compelling price appreciation. In this report, we share data on over 25 big-dividend REITs, including the ones we currently own.
Big-Yield CEFs: Discounts Are Widening (Bonds, REITs, MLPs, US Equities)
The prices of big-yield MLP CEFs have been rising, but not as fast as their NAVs, thereby creating some interesting opportunities, such as those offered by ClearBridge (including tickers: EMO, CEM and CTR). We share the data (including yields, premium/discounts and leverage) for 60 CEFs in this report, including multi-sector bonds, real estate and US Equities.
Powerful Dividend Growth, Attractive Value: This Business is Worth Considering
With the markets down significantly this year, there are attractive babies being thrown out with the bathwater, and this report reviews one such opportunity. Specifically, we review a highly profitable, rapidly expanding, common sense software application company that pays a healthy growing dividend and has a large total addressable market opportunity to keep growing the business for years to come. If you have the psychological wherewithal—this one is worth considering.
25 Big Dividends Down Big: Is 3M Worth Considering?
Many investors are struggling psychologically with the overall market declines this year. And one way they cope is by taking comfort in owning stocks with big healthy dividend yields. In this report, we share data on 25 big-dividend stocks (that are down big), and then take a closer look at one in particular, the 3M Company, before finally concluding with our opinion on investing in the market and 3M in particular.
3.8% Yield Industrial REIT, Worth Considering
Aside from backward looking financial metrics (which are good for this particular REIT), forward guidance is also attractive, and so too is the industry outlook attractive. Further, the balance sheet is strong for this monthly-dividend payer, and the valuation is reasonable (especially after the recent indiscriminate market declines). The dividend is well covered, and the company is getting ahead of the industry-trend towards environmental, social and governance (“ESG”) considerations. In this report, we review the business and conclude with our opinion on who might want to invest.
Powerful Contrarian Growth: This Is No Meme Stock
There is little doubt that this business is growing rapidly with a massive total addressable market opportunity (i.e. it has a long runway for continued growth). However the company is not profitable, its shares continue to be diluted, and in a fairly short period of time the share price has gone from high-flying pandemic darling to now a poster child for stocks to avoid in a rising interest rate environment. In this report, we review a variety of big headwinds the business currently faces, we consider several critical attractive qualities, and then we conclude with our opinion on whether a contrarian investment currently makes sense.
3.3% Yield Specialty REIT: Despite Price Weakness, Fundamentals Growing Stronger
Despite ugly performance for REITs this year, select names remain attractive. For example, shares of the specialty REIT we review in this report are down, but the fundamentals continue to strengthen (and the long-term outlook is compelling). In this report, we review the REIT’s highly-attractive business strategy (which positions it well for growth and income), fundamental strength, valuation and risks, and then conclude with our opinion on investing.
Big-Dividend REITs are Down: These 2 Are Worth Considering
So far this year, REITs have been the worst performing sector of the market. And that has created some attractive opportunities for income-focused investors. In this report, we review year-to-date market performance (what has been working and what hasn’t), we then dive into big-dividend REIT performance, and finally we highlight two big-dividend REITs that we believe are particularly attractive and worth considering for investment.