We believe the market has overreacted to the challenges Williams faces (e.g. low energy prices, counterparty credit/default risk, management reorganization, and rising interest rates), under-reacted to the value it creates (e.g. energy price agnostic fee business, the value of its assets, and its future growth potential), and it could be a valuable addition to the higher risk portion of a diversified, income-focused, investment portfolio.
This 12% Yield MLP is Worth Considering
The main focus of this week’s Blue Harbinger Weekly is an attractive Master Limited Partnership investment opportunity that currently pays big monthly distributions that amount to approximately 12% per year. We review the merits of this MLP in detail, and discuss why income-focused investors may want to consider it (and no it’s not Plains All American). Additionally, we briefly review three of our value stocks that recently reported earnings and have been performing very well over the last month (and why we expect them to continue performing well going forward).
Ladder Capital: Fear Highlights Risk, Creates Opportunity
Ladder Capital an mREIT with a big +9% dividend yield, (~+20% dividend yield if you count the December special dividend). Ladder’s price has fallen 30% in the last year for a variety of reasons (e.g. fears related to commercial real estate prices, rising interest rates, widening credit spreads, decreased CMBS issuance, and increasingly challenging regulations). But we believe this maybe creating opportunity...
This 20% Dividend mREIT is Worth Considering
The primary focus of this week’s Blue Harbinger Weekly is an attractive mREIT investment opportunity that currently pays a +20% dividend yield. We review the merits of this mREIT in detail, and discuss why income-focused investors may want to considering adding it to their diversified investment portfolio (and no, it’s not New Residential). Additionally, we discuss our small cap utilities stock holding that recently gained nearly 20% on talks of being acquired.
Top 5 Blue Chip Stocks Worth Considering
In a continuation to part 1 of our free report (Ten Blue Chip Stocks Worth Considering) this week's Blue Harbinger weekly reviews the remaining (top 5) blue chip stocks on our list. And yes we do own all five of the top five stocks.
Top 5 Big Dividend Investments Worth Considering
In a continuation to part 1 of our free report (Ten Big Dividend Investments Worth Considering), this week's Blue Harbinger Weekly includes the remaining (top) five big dividend investments (we currently own three of them). We also discuss the market's reaction to Fed Chair Janet Yellen's recent comments on interest rates, as well as the continued outperformance of Blue Harbinger's members-only investment strategies through the end of the first quarter (3/31/2016).