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A Unique Combination of Dividends, Growth and Value
If you are looking for a unique combination of dividends, growth and value, this 5G-related technology stock is worth considering. The 2.0% yield may not seem high, but it has strong history (and trajectory) of growth, and so does the overall business. It also has an attractive valuation (thanks to short-term market forces), especially considering the large total addressable market and future growth opportunities. In this report, we review the business, the market opportunity, the dividend, valuation and risks. We conclude with our opinion on investing.
Solid Energy Play: 4.3% Yield, Buybacks and Upside
If you like dividend-growth stocks, offering an attractive yield and price appreciation potential, you may want to take a hard look at this diversified energy manufacturing and logistics company. It’s coming out of its toughest year in operating history (2020, thanks to covid), but is giving strong indications there are more share price increases, share buybacks and eventually dividend hikes, once it gets the additional 2020 debt under control—which we believe it will quite soon (i.e. it’s currently turning the corner hard). In this report. we review the business, dividend safety, valuation, risks and then conclude with our opinion on investing.
50 Top Growth Stocks In Freefall: These 3 Are Worth Considering
Common characteristics of “top growth stocks” include very high sales growth trajectories, high gross margins and very large total addressable markets. And many of these stocks were pandemic darlings—gaining 50%, 75%, 100% and more—after the initial onset of the pandemic, but have since been in freefall in recent months (as economies re-open), and there could still be significantly more pain ahead. In this report, we share helpful data on 50 top growth stocks (to help you gain perspective on the current situation), and then review three stocks in particular that are attractive and worth considering for investment.
Boring High Income CEF: 6.2% Yield, Paid Monthly
If you are an income-focused investor, boring can be very attractive. And the utility-sector closed-end fund (“CEF”) we review in this report has many boring and many attractive qualities. And considering our ongoing low interest rate environment (combined with the increasing trajectory of inflation), this monthly high-income producer is worth considering. In this report, we review the investment strategy, holdings, valuation, fees, pricing and conclude with our opinion on investing.
A Powerhouse High Growth E-Commerce Stock
Although this company lags Amazon in global e-commerce sales, it is a rapidly growing ecommerce juggernaut in its own right, and its expanding list of highly valuable add on services is benefiting customers and the company itself. 2020 was obviously an aberration year, as e-commerce sales spiked due to the pandemic. But 2021 revenue growth is expected to be higher than pre-2020 years, and the large total addressable market opportunity gives the shares plenty of room to run. And although we expect volatility in the short-term, the recent price pullback provides some additional margin of safety for long-term investors. In this report, we review the business, growth prospects, valuation, risks and conclude with our opinion on investing.
50 High-Yield Energy Stocks, Up Big: These 3 Are Worth Considering
Energy demand was reduced by the pandemic (for example, less people needed gas to drive their cars to work), and that came after supply was increased by improved extraction technologies (for example, fracking). This resulted in major pain for the energy sector, especially as investors flocked to the technology stocks that naturally fit the “social distancing” story during the pandemic. However, a lot has changed this year, as oil prices are up and the energy sector (XLE) has gained about 40%! In this report, we highlight 50 high-yield energy stocks that are up big, and then dive into three names that are particularly attractive and worth considering.
Recent Sell-Off Provides Attractive Entry Point
Sentiment is driving shares of this telehealth leader lower in the near term. However, the long-term story is still very much intact as the growth rate and growth opportunity remain high and large, respectively. Specifically, investors are turned off in the near-term by the company’s signal of little membership growth for 2021, as well as the loss of a Fortune 500 company contract. However, the company remains on track to deliver 30%-40% revenue growth in the medium-term. In our view, the market’s negativity is overblown, and an attractive buying opportunity exists. In this report, we review the health of the business, growth opportunities, valuation, risks, and conclude with our opinion on investing.
New Trades & Portfolio Update: "Pandemic Trade" Unwinds
As the “pandemic trade” continues to unwind (i.e. high growth stocks continue to sell off), we have placed a new batch of trades (in both our Disciplined Growth and Income Equity portfolios) to take advantage of attractive buying opportunities that have emerged. This report highlights the trades, as well as provides commentary on the continuing powerful performance of the two strategies.
Alternative Energy Play: Attractive Valuation, High Growth, Large Market
At Blue Harbinger, we look for highly attractive businesses to invest in, and if those businesses are also incrementally better for the environment—that’s important and a good thing. In this report, we review a growing leader in the sustainable energy space. The market opportunity is large and the company’s growth trajectory is impressive. And the recent share price pullback (thanks to the growth stock pullback and the recent semiconductor chip shortage) makes now a compelling time to consider adding shares. In this report, we analyze the company’s business model, its market opportunity, financials, valuations, risks, and finally conclude with our opinion on investing.
New Options Trade: High Upfront Income, Attractive Small Cap Healthcare
If you like high income, you may want to consider the trade described in this report. It covers an attractive small cap healthcare company with very high sales growth and trading at a compelling price. But rather than purchasing the shares at the current price, this trade gives you a chance to pick them up at a lower price and it also generates high upfront premium income that you get to keep no matter what. We believe this trade is attractive to place today and tomorrow (the company announces earnings after the close tomorrow), as long as the underlying share price doesn’t move too dramatically before then.