Here is a quick look at the holdings and performance of the Disciplined Growth Portfolio through July. The strategy continues to post strong gains year-to-date.
Attractive Fintech Disruptor (Q2 Earnings Update)
The fintech company we review in this report just announced quarterly results and they were impressive. Specifically, the company reported record revenue, increasing profitability and robust member and product growth. In this report, we highlight a few strong reasons why you might want to consider investing in this opportunity, including its strong financial performance, diversified revenue streams, strategic growth initiatives, large market opportunity and its valuation. We are currently long the shares in our Blue Harbinger Disciplined Growth Portfolio.
Quick Note: About SoFi CEO Anthony Noto
Quick Note: Anthony Noto (SOFI CEO): In the ever-evolving landscape of the financial industry, a great leader can be the difference between stagnation and growth. Anthony Noto, the CEO of SoFi (Social Finance, Inc.), stands out as a paragon of effective leadership and innovation. With a remarkable educational background, extensive work experience, and a series of impressive successes, Noto has proven himself as a visionary leader who is shaping the future of the financial world.
Quick Note: The Disciplined Growth Portfolio (Tracking Sheet Update)
30 Top Big-Dividend REITS, Compared
In this report, we share data on 30 top big-dividend REITs. And when comparing them, it is important to note that they come in a wide variety of types (for example sub-industries) and require very different forms of analysis. The 30 in this report are widely followed, and investors have passionately different viewpoints. We share ours in this report, including information on the ones we currently own, the ones we are avoiding, and the REITs that are high on our watchlist (and that we may purchase soon).
Enphase Earnings Note
Quick Note: Highly Rated Software Stocks
Google Earnings Note
Quick Note: Google released earnings after the close. Here are two quick observations: (1) Cloud is smaller than Amazon Web Services and Microsoft Azure, and a smaller part of Google's business, but still Growing Fast! (see table). (2) Google is Rapidly Accelerating spending on Artificial Intelligence (currently categorized in "Unallocated Corporate Costs") (see table 2).
Quick Note: Software Stocks (High Growth Plus a "Moat")
Ares Capital: 40 Big-Yield BDCs Compared
Many income investors love Ares Capital (ARCC) for its big dividend yield and long history of healthy performance. But considering the current market environment, are the shares still worth owning? Or are there better BDC options available? In this report, we share comparative data on over 40 big-yield BDCs, and then dive deeper into Ares (including its business, valuation, dividend safety and risks). Next, we briefly consider two Ares alternatives (Blue Owl and Hercules Capital). Finally, we conclude with our strong opinion on investing in these specific big-yield BDC opportunities, especially with BDC earnings season right around the corner.
Quick Note: Sharing 100+ Big-Yield BDCs, CEFs
Top Growth Stock: Cloud-Based "Data in Motion," Risk-Reward Considerations
This company is on a mission to “set data in motion.” It provides a data platform which is designed to help businesses manage and process data in real-time from various sources. Traditional database technologies typically focus on storing and retrieving data that is at rest. In contrast, this company’s platform is built around an open-source distributed streaming platform, which enables the processing of data in motion or data streams. The company also has plans to integrate its platform with popular AI systems, further expanding its product offerings and strengthening its position in the industry. In this report, we analyze the business model, market opportunity, financials, valuation and risks, and then conclude with our opinion on investing.
Top 10 Big-Yield CEFs, BDCs, Ranked
Income investors, focused primarily on generating big steady income, can still enjoy some price appreciation too. And now that interest rate volatility is decreasing, attractive high-income opportunities are increasingly emerging. In this report, we first share and discuss comparative data on over 100 big-yield closed-end funds (“CEFs”) and over 40 big-yield business development companies (“BDCs”), and then rank our top 10 favorites (with yields ranging from 6.0% to over 12.0%), starting with #10 and counting down to our very top ideas.
New Purchase: Disciplined Growth Portfolio Update
This is a quick note to let readers know we’ve added a new position to the Disciplined Growth Portfolio (it’s a business benefiting from two big secular trends: (1) The Great Cloud Migration and AI, and (2) Increasing Technology in the Automotive Industry). And we have also updated the Disciplined Growth Portfolio Tracker Sheet for July (there have been a few rebalances).
*New Trade: Sold Owl Rock (Now Blue Owl), Purchased This BDC Instead, 11.2% Yield
This is a quick note to let readers know we have placed a new trade in our Blue Harbinger High Income NOW and Income Equity portfolios. Specifically, we have sold 100% of our position in Owl Rock Capital (ORCC) (recently renamed Blue Owl, (OBDC)) and replaced it with this (see below) highly attractive 11.2% yield BDC instead. We’ll be updating our portfolio tracker sheets shortly, but wanted to share this information with readers right away.
Wide Moat Semiconductor Company: Two Massive Secular Trends
The non-mega-cap semiconductor company we review in this report is growing rapidly as it benefits from two massive secular trends: (1) the cloud (and artificial intelligence), and (2) dramatically increasing technology in the automotive industry (i.e. its chips have increasing applications in new cars). Also, this wide-moat founder-led company has impressive profit margins (important in the current macro environment), and generates tons of cash (for increasing dividends and share repurchases). If you are looking for an attractive “offense-and-defense” investment opportunity, these shares are worth considering.
50 Top Growth Stocks: These 3 Worth Considering
Market fear has ticked up slightly over the last week as interest rate hikes are expected to resume and this could pour water on the red hot stock market rally so far this year, especially high-growth stocks. However, it’s our contention that this short-term noise won’t matter for select top growth stocks which will be driven higher by strong execution supported by incredible disruptive secular trends (including generative AI, the great cloud migration and the world’s insatiable desire for more efficient sources of energy). In this report, we share high-level data on the current state of the market, company-specific fundamental metrics on over 50 top growth stocks, and then review three specific stocks from the list that represent particular compelling businesses going forward.
Big-Yield BDC: Why This 11.2% Yielder May Be Set For Gains Ahead
Business Development Companies (BDCs) are another income-investor favorite thanks to their very large dividends and potential for price gains. In this report, we review an attractive BDC that has positioned itself for solid performance ahead (i.e. potential dividend and price increases). We review the business, the market, the dividend safety, valuation and risks, and then conclude with our opinion on investing.