General Dynamics is increasingly attractive. Both revenues and earnings per share continue on an upward trajectory, yet the share price is down, thereby making this dividend champion look like a steal from a valuation perspective. This article reviews the business, the valuation, and the outlook, as well as an explanation for the discounted share price (including the “social irresponsibility” factor, among others) and concludes with our opinion about investing in this blue chip 2.4% yield global aerospace and defense company which has increased its dividend for 27 consecutive years running.
A Powerful Growth Stock Worth Considering
We write a lot about income investments, however we also like to invest in powerful growth stocks, as well, because they add important diversification to an investment portfolio, and they can help keep your nest egg growing. This article focuses on one of the fastest growing companies in the US in terms of this year and next year’s sales growth, at scale. We provide an overview of the company’s attractive qualities, as well as a review of the common pitfalls to watch out for when investing for powerful long-term growth and capital appreciation.
Tax-Free Muni CEFs: Market Update & Opportunities
This is a guest article from Yield Hunting. The article highlights some top muni closed-end-funds (“CEFs”). If you don’t know, you invest in muni CEFs to generate steady streams of tax-free income and compound it year after year. The non-quantitative benefit of muni CEFs are that natural downside hedge they can offer, especially on the high quality funds (non-high yield).
Boeing? Maybe If It Falls Another 5 to 10%
From time to time we like to share income-generating options trade ideas. Today, Boeing presents an interesting opportunity in light of heightened volatility and fear related to its second tragic 737 MAX plane crash in the last 5 months. Even if you don’t participate in this particular trade, it may help you generate future trading ideas of your own. Without further ado, here are the details…
Triton’s New 8.5% Yield Preferred Shares, Not Bad, But…
If you’re an income-focused investor, you might be interested to know intermodal shipping container company, Triton International, just issued some very attractive 8.5% yield preferred shares this week. And as many of our readers know, we’ve written about the common shares of Triton, and we’ve also had success selling income-generating put options on the common shares. But if you’re looking for high steady income (and less volatility) than the 6.5% yield of the common shares, consider this before you jump headfirst into these compelling new 8.5% yield preferreds.
This Attractive Contrarian Healthcare CEF Yields 10%, Pays Monthly
If you are an income-focused contrarian investor, closed-end funds (“CEFs”) can be a corner of the market ripe with interesting opportunities. This article focuses on an attractive high-income CEF in the healthcare sector—a sector with plenty of long-term growth opportunities, but currently somewhat out of favor considering it has underperformed other sectors so far this year.
Simon’s 4.7% Yield: Despite Cloud of Negativity, It’s Worth Considering
Simon Property Group (SPG) offers an attractive 4.7% yield and a compelling valuation. However, it continues to face pressure from market fearmongers and negative sector narratives. This article reviews the cloud of negativity surrounding Simon, and then considers the health of the business, valuation, risks, dividend safety, and concludes with our opinion about why Simon may be worth considering if you are a long-term income-focused investor
Navios Maritime Partners: 8.2% Yield, Prince of an Investment?
Navios Maritime Partners (NMM) generated enough operating cash flow to cover its distribution more than four times over, over the last quarter. And with a DCF yield of 36%, and shares trading at 1/3 estimated NAV (shares 97¢, NAV $2.91), is there any reason to believe this isn’t a prince of an investment? But of course there is more to this story… What follows is a guest article by Darren McCammon of Cash Flow Kingdom.
Holdings & Performance Update: The Rally Continues, So Do The Opportunities
All Blue Harbinger strategies delivered healthy gains in February, thereby continuing their long-term track records of outperformance. The strategies have been positioned correctly for the market rebound, and they are positioned correctly to achieve their long-term goals, ranging from attractive high income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Most importantly, as always, be opportunistic, but for goodness sake don’t lose sight of your long-term goals.