The Blue Harbinger Weekly — Blue Harbinger Investment Research

Odd Couple: Kraft Heinz (4.6% Yield) Vs PIMCO Dynamic Credit & Mortgage CEF (8.8% Yield%)

If you like attractive high yield investments, your search can take you to all corners of the market. This week’s Blue Harbinger Weekly compares the post dividend cut 4.6% yield of Kraft Heinz to the 8.8% dividend yield of PIMCO’s popular closed-end fund, PCI.

Simon Property: 5 Popular High Yield REITs, Due For A Pullback

As the market has climbed dramatically this year, so too have many popular high yield REITs, such as SPG, O, WELL, VTR, OHI, STAG and WPC. And despite the Fed’s recently decreased interest rate hawkishness, it is still concerning to see these popular “safe haven” REITs did NOT fall nearly as hard as the rest of the market during Q4 and their share prices & valuations are now unusually high. When sentiment changes, these popular REITS are due for a pullback, perhaps a big one. This article reviews valuations and concludes with our opinions.

State of the 2019 Rebound: High Income CEF Edition, Ideas

Stocks are off to their best start in 32 years. But as you can see in the chart, the strong start comes after an absolutely abysmal 4th quarter. This report reviews the current state of the rebound and opportunities from the perspective of high income closed-end funds. We conclude with investment ideas and advice.

Omega Healthcare: Tempting 7.2% Yield, But Know The Big Risks

The last year has been volatile for big-dividend healthcare REIT Omega, as it suspended its customary dividend increases. This week's earnings announcement has given us important new insight about its long-term prospects. This article shares our views on Omega's viability as an income investment.

Afraid You Missed The Rebound? Try This Powerful Growth & Income Trade

If you’re afraid you’ve already missed the big market rebound, or if you’re afraid this is a dead cat bounce and we’re going to retest the lows, then this high income generating trade is worth considering. This is a powerful growth stock, the market is being too short sighted (as usual) and the premium income on this trade is big.

Holdings & Performance Update: Predictably Violent Snapback

All Blue Harbinger portfolios delivered double digit gains in January easily outpacing the 8% gain for the S&P 500. What’s more, this violent market snapback has been mostly predictable, but the question is whether it tripped you up (did you panic and sell at the wrong time?). This report reviews the performance of our investment strategies, including commentary on many of our individual holdings. We also highlight where we’re seeing the best opportunities going forward.