We made a new purchase in our Disciplined Growth strategy on Friday, and this week’s Weekly provides more details on the purchase. We also provide an updated holdings list with all of the details for the Disciplined Growth strategy. This week’s members-only new investment idea is the stock we purchased. We reported on this stock last week too, so this week’s “part 2” includes more details on why we believe it’s an exceptional investment opportunity right now.
New Purchase: Emerson Electric (EMR) “Part 2”
As we reported on Friday afternoon (see also Emerson Electric Purchase “Part 1”) the new stock we purchased is Emerson Electric (EMR). To some, this may seem like a boring company that has not performed well over the last two years. However, in our contrarian view, this is a tremendous time to buy. Here's why...
**New Purchase – Blue Harbinger Update**
We are excited to share a new purchase in our Blue Harbinger Disciplined Growth strategy. Members can view the details by logging in now. This is a long-term buy which means we plan to own the stock for many years to come (assuming it continues to execute on its strategy). We believe it is trading at a significant discount to its underlying value, plus it offers an attractive 3.5% dividend yield.
Top 3 "Dividend Aristocrats" Worth Considering
This week’s Weekly is a continuation of our free report titled "5 Dividend Aristocrats Worth Considering," but in this member-only version we have included the Top 3. We currently own two of the Top 3 stocks on the list. Also, one of the stocks is this week’s members-only new investment idea (it’s an attractive big-dividend Industrial company that’s gotten even more attractive this month and this last week following some very interesting news).
Emerson Electric: Attractive Business, Price & Dividend
Emerson Electric (EMR) is a big dividend (3.6%) industrial engineering company that is currently trading at an attractive price. The stock has recently under-performed the market for a variety of reasons, but it continues to easily maintain its “dividend aristocrat” status. We believe Emerson has significant growth prospects ahead, and current market conditions have created a very attractive buying opportunity for long-term investors.
Top 5 Big-Yield Low-Risk Opportunities
CVR Partners: Big Yield, Big Upside
We like CVR Partners (UAN) because we believe the market is overly pessimistic, and the company has better days ahead. Not only will it benefit as the overall global population grows, but it will benefit as it rebounds from its current low point in its business cycle. We believe the recent price decline makes now an attractive opportunity for income-focused investors to pick up this big 9.9% variable distribution yield.
Our Top 2 Big-Yield Fertilizers, and More
This week’s Blue Harbinger Weekly is a continuation of our public report titled “Top 6 Big-Yield Fertilizers Worth Considering” except in this members-only version we disclose and review the Top 2. In addition, we provide a brief update on our utility stock holding, news regarding its upcoming merger, and our expected double digit return over the next 9 months (or sooner).