The Blue Harbinger Weekly — Blue Harbinger Investment Research

Another Powerful Growth Stock to Nibble At

Growth stocks are great—until the market turns. However, if you can find a company with such a powerful marketplace opportunity, that it can buck the larger “style box” trends (e.g. growth vs value) and continue to grow under just about any conditions, it’s worth considering. Here is one stock that looks to have found a special market opportunity, and we believe it is worth considering. And if you’re going to buy, starting with a small bite might be prudent.

A Powerful, Under-The-Radar, Growth Stock—On Sale!

We’re adding a new, powerful, under-the-radar, growth stock to our watchlist. This is a company that has sold-off hard in recent months despite the fact that its business is getting MUCH more attractive. Somewhat ironically, it’s the market’s inability to correctly process this company’s vastly improved business model that has caused the stock to sell-off, thereby making it even more attractive. We haven’t hit the buy button yet, but we have a very itchy trigger finger on this one.

Am I Diversified? How Many Stocks Should I Own?

This week's Blue Harbinger weekly is a direct follow-up to a member inquiry about "what is an appropriate number of stocks to own?" First of all, if you’re going to put a significant portion of your nest egg in the market, you probably don’t want to put it all in just one stock (too risky!) But how many positions should you hold? There are academic studies that suggest at least 25 to 30 stocks is enough to garner all the main benefits of diversification, but still—there are additional important things you need to consider. This article describes how we construct our portfolios at Blue Harbinger, and will hopefully help you garner some important ideas as you build and manage your own.

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Holdings & Performance Update: More Gains, More Opportunities

All three Blue Harbinger strategies delivered positive total returns in August (+5.2%, +2.3% and +3.4%), and the yields are attractive too (5.1%, 6.28%, 1.5%). This report provides details on performance and holdings, and provides updates on the biggest movers over the last month. We continue to believe these strategies are attractively positioned for continuing long-term market out performance (income and price appreciation).

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