Quick Note: It's been a volatile start to 2024. Here are the Top Growth Stocks with the Most Upside per Wall Street Analysts. To make the list, at least 15% sales growth (for this fiscal year and next) and “Strong Buy” ratings (1.5 and below) from Wall Street.
Top 100 Big-Yield Closed-End Funds (Ranked)
In this report, we share updated data on 100 big-yield CEFs from across a variety of categories. The data is ranked by market cap, per category, but you can also compare these big yield opportunities on discounts-premiums, leverage, recent performance metrics and more. We conclude with our opinion on where we’re seeing the best (and some of the worst) big-yield opportunities in the current market environment.
50 Top Growth Stocks: These 6 Worth Considering
For many investors, financial data alone is not enough. However, it can be a great place to start. This report shares updated data on over 50 top growth stocks with at least 20% expected revenue growth (for this year and next) and that have a “Strong Buy” rating from Wall Street analysts. We highlight six specific names from the list that are particularly interesting and worth considering.
Top 10 Big Yields: CEFs, BDCs, REITs, MLPs (Update)
After two full weeks of 2024, the tectonic big-yield landscape continues to shift, and select highly-attractive opportunities continue to emerge. It’s a fantastic time to be a big-yield investor, and we share top ideas in this report. Specifically, we countdown our top 10 big-yield opportunities, including closed-end funds (“CEFs”), business development companies (“BDCs”), real estate investment trusts (“REITs”), dividend stocks and master limited partnerships (“MLPs”). We also share updated data on hundreds of big-yield opportunities from across each of these categories (so you can compare and contrast for yourself).
Dividend Growth Stock Opportunities
In this “snapshot & update” report, we share data on 75 top dividend growth stocks, and a few of them stand out in particular as attractive opportunities. If you are worried about “growth stocks” being too aggressive and “double-digit yield” securities being too risky, then you might appreciate a few of the ideas in this report which offer well-covered growing dividends and long-term capital appreciation potential.
12 Big-Yield Oil & Gas Midstream Companies, Compared
If you like big-yield income, you’ve likely come across the oil & gas midstream industry. The group can offer impressive high income, plus total returns that are less correlated with the overall stock market (because of the steady fee-based income these companies generate). But there are a few things you need to consider before investing. In this brief report, we share comparative data on the 12 biggest companies in the group, plus a few important caveats on investing in them.
Top 10 Growth Stocks for 2024 (Updated)
As we head towards 2024, the market continues to present widely varied and dynamic investments opportunities, particularly in the growth stock space. Importantly, the macroeconomic backdrop is shifting from ultra-hawkish (i.e. the fed was aggressively hiking rates—to fight the high inflation it helped create by pumping easy money into the economy during the pandemic) to more dovish (as inflation slows and fed-funds futures now predict interest rate cuts in 2024). Without question, monetary and fiscal policies have their thumb on the scales of market performance, but not all stocks are created equally. In this report, we countdown our top 10 growth stocks for 2024, starting with #10 and finishing with our very top ideas.
Top 10 Big Yields: CEFs, BDCs, REITs & More
As 2024 begins, it is a fantastic time to be a big-yield investor. With the Fed’s interest rate hikes seemingly over (and potentially even about to reverse), and with so many big-yield opportunities that have become “too” out of favor, income-focused contrarians are salivating. In this report, we countdown our top 10 big-yield opportunities, including closed-end funds (“CEFs”), business development companies (“BDCs”), real estate investment trusts (“REITs”), dividend stocks and more. We also share data on hundreds of big-yield opportunities from across each of these categories (so you can compare and contrast for yourself).
Top 10 Big-Yields: CEFs, BDCs, REITs and More (Updated)
This report ranks our top 10 big-yield investments, including CEFs, BDCs, REITs, dividend stocks and more. We also share data on hundreds of big-yield opportunities from across each of these categories. After counting down our top 10 ideas, we conclude with all the details on how each of the top ideas fits into our prudently concentrated High Income NOW portfolio (current yield 10.1%, 28 total positions).
Quick Note: Non-Mega-Cap Chip-Stock Data
Quick Note: A lot of mumblings about mega-cap stocks due for some mean reversion and underperformance in 2024, following an amazing 2023 (so far). In the semiconductor space (i.e. chip stocks), mega-caps like Nvidia and AMD have dominated, and for good reason (i.e. their tie in to explosive growth in data centers related to Artificial Intelligence demand for chips). In this quick note, we share data on 60 chips stocks (including large, mid and small caps), and some thoughts on which names could benefit in 2024.
Quick Note: 100 Big-Yield REITs, Down Big
Quick Note: Sharing data on over 100 big-yield REITs, sorted by industry group. As you can see, performance has been horrendous over the last two years, for some groups more than others. The unusual 1-2-3 punch or rising interest rates, an uncertain economy and the winds of secular change (for example, work-from-home and online shopping) have all played a big part.
Top 10 Growth Stocks: Fear Creates Opportunity (November Update)
The market is turning ugly. Stocks are down as investors fear higher rates, and the fed remains petrified over inflation. However fear brings opportunity, especially as a few massive secular trends (such as digitization, the great cloud migration and Artificial Intelligence) remain fully intact. In this report, we share data on over 50 high-growth stocks (many of which are recently down big), and then briefly review the macroeconomic environment (including rates, monetary policy and secular trends). Finally, we rank our top 10 growth stocks, starting with #10 and counting down to our top ideas.
PIMCO Bond CEFs: A Big Price Rally is Coming
With real interest rates finally turning positive (inflation has slowed) and fed rate hikes arguably over, there could be incentive for investors to move out of equities (i.e. putting selling pressure on stocks) and into fixed income. One area that may benefit significantly is bond Closed-End Funds. In particular, many bond CEFs currently trade at unusually low market prices as compared to their net asset values (as evidenced by the many very negative z-scores across the space).
Top 10 Big-Yield CEFs: Attractive Contrarian Opportunities
When market conditions get ugly, contrarian investors salivate. Not because they’re buying everything in buckets, but because they’re selectively adding compelling contrarian opportunities to their income-focused investment portfolios. And that is exactly what we focus on in this report. Specifically, we review current market conditions, share data on 50+ big-yield closed-end funds (“CEFs”) and then countdown our top 10 big-yield CEF opportunities.
Special Note: Recent Market Volatility—And What Comes Next!
The market (as measured by the S&P 500) has now fallen ~9.0% from its highs approximately one month ago, and many popular growth stocks have fallen even more. For example, Tesla is down ~15.0%, Palantir is down ~25% and Super Micro Computer is down ~23.0%. This volatility has a lot of growth-stock investors very nervous, and wondering what to do. In this special note, we share some critically important information about what is very likely to happen next in the market. It’s worth the quick read.
High Income NOW Portfolio: New Purchase
Fear Creates Opportunity: Buyout Targets + 2 Top Growth Stocks
Markets ticked lower again this past week (especially for growthier stocks) and a lot of investors are now fearfully looking at their account balances and wondering if they should sell! However, in the contrarian spirit of the newly announced Splunk (SPLK) acquisition by Cisco (CSCO), we share a list of targets for the next big buyouts (yet to be announced), plus two attractive growth stocks now trading at lower prices.
100+ Big-Yield REITs: Terrible Performance, Few Attractive Opportunities
The following table includes data on over 100 big-yield REITs, sorted by REIT industries (and then market cap). And as you can see, recent performance has been mostly terrible with 2-year total returns very negative, and lots of REITs sitting near 52-week lows. The carnage has clearly been worse for some industries more than others, and short-interest remains high in certain areas (indicating lots of investors believe there is still more pain to come). In this quick note, we briefly review the REIT market by sub-industries and then highlight a very select few big-dividend REITs that appear attractive and worth considering for investment.
Income Equity Portfolio Updates (New Positions)
The Income Equity Portfolio Tracker Sheet has been updated for September, and there are a few new buys and sells (we highlight them in this note). As a reminder, the objective of the Income Equity Portfolio is “steady income and long-term capital appreciation” by investing in blue-chip companies with earnings growth potential, attractive valuations (multiple expansion opportunity) and prudent capital allocation (including reinvesting in the business, dividends, share repurchase and strong balance sheet management). Here are the latest updates.
Top Chip & Hardware Stocks Benefiting from AI and Cloud Migration
In this report, we review market sector performance. Technology continues to dominate, semiconductors in particular. We consider the themes behind the sector strength (e.g. Artificial Intelligence and the digitization of everything), and then dive into our top semiconductor (and related hardware) companies benefiting from the secular trends, including our current holdings.