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.