EastGroup Properties (EGP) is an industrial REIT, and it has posted incredible performance in recent years (its price is up 138% since the start of 2016, and that is excluding its big dividend payments). And considering its performance, the options market is currently offering attractive premium income on the shares thanks to some perhaps over-confident “herd-following” investors. We currently own shares of EGP (we have since 2016), and this report explains why we like a specific income-generating EGP options trade.
Top 5 Big Dividends: 6% to +9% Yields (Contrarian Value Edition)
This is a continuation of our free report titled “Top 10 Big Dividends (Contrarian Value Edition),” except this members-only version contains all the details of our Top 5. The yields on the top 5 range from 6% to over 9%, and we currently own all 5 of them. And as a reminder, despite the strong performance for the S&P 500 so far this year, if you are an income-focused value investor, there are still plenty of attractive big-dividend contrarian opportunities available in the market right now (i.e big dividends with attractive price appreciation potential). Without further ado, here is the full list.
This 13.6% Monthly Dividend Is Worth Considering
This global oil and gas producer, trades at an attractively discounted price, and pays big healthy monthly dividends. It offers a unique combination of production growth as well as below average financial leverage. The company has a history of self-funding capital programs as well as net dividends despite oil and gas price volatility as a result of attractive economics of its assets coupled with proactive hedging activities to reduce volatility.
Blue Harbinger Weekly: Dogs of the Dow
The Dogs of the Dow strategy is a contrarian, dividend-focused approach to blue chip investing, whereby an investor purchases annually the 10 Dow Jones stocks with the highest dividend yield. The idea is that management teams set the dividend at an appropriate level, and a higher yield is a signal that the shares are undervalued. This week’s Blue Harbinger Weekly reviews the recent performance of the individual Dogs of the Dow, as well as two specific Dogs that are particularly attractive right now. We also share the weekly performance update table for all of our current holdings (and contenders) along with a few comments on performance and opportunities.
New Options Trade: Johnson & Johnson Asbestos Fear, High Income Opportunity
Jonson & Johnson is a healthy blue chip dividend aristocrat. The shares have already inappropriately been beat up this year. And they just sold off another 6.2% on Friday thanks to overblown fear related to an irrelevant trace of asbestos found in a lot of its baby powder. These fear-driven factors have combined to create an attractive income-generating options trade opportunity, as described in this report.
Rare Counter-Cyclical Income-Oriented Company, 11.6% Yield
This real estate investment trust (“REIT”) invests in securities that are tied to the residential and commercial real estate market, in order to generate stable income. In this article, we analyze the company’s business model, growth and income prospects, balance sheet, risks, and finally conclude with our opinion on whether (and how) income-investors might want to consider investing in this stock.
Pfizer's 4.2% Dividend Yield: Undervalued Blue Chip, Or Dangerous Value Trap?
Pfizer (PFE) has a reputation for being a blue-chip pharmaceuticals company. However, its recent performance has been weak as the overall healthcare sector (and drug companies, in particular) have under-performed the market (President Trump has taken over the fight to reduce drug costs for investors). And Pfizer in particular has been undergoing some significantly risky portfolio restructuring. As a result, Pfizer’s dividend yield (4.2%) is now significantly higher than normal (as the price has fallen), especially for a Dow Jones stock. This article considers whether Pfizer is currently an attractive big-dividend blue chip, or a dangerous value trap.
Deeply Undervalued, Income Generating (5.8% Yield), Blue Chip Opportunity
This biopharmaceutical company is engaged in research, development and marketing of biotech drugs. In this article, we analyze its business mix, growth and income prospects, balance sheet, risks and finally conclude with our opinion on whether the company’s stock offers an attractive balance between risks and rewards.
New Options Trade: ABB Ltd, High Income Opportunity on a Big-Dividend Payer
ABB Ltd is an attractive, big-dividend (4.3% yield), industrial automation company that operates out of Switzerland and trades on the New York Stock Exchange. And the options market is currently offering some very attractive premium income on the shares thanks to an unsurprising dose of shortsighted market participants. This report explains why we like the company and why we like the trade. More specifically, we believe this is an attractive trade to place today, and potentially Tuesday and/or Wednesday, as long as the share price doesn’t move too dramatically before then.
You’re Too Old to Make This Mistake (Monthly Performance Update)
If you’d have been invested in 100% “aggressive growth” stocks over the last two months (for example, young software companies with very high sales growth), you’d have gotten absolutely slaughtered. A bloodbath. Whether you call it a “rotation” or a long overdue “correction,” is irrelevant. The mistake we are talking about is, of course, the failure to prudently diversify your portfolio. We’re not suggesting anyone be a “closet index fund,” but for goodness sake, don’t put all your eggs in one basket. In fact, don’t even put most of them in one basket. You’re too darned old for that crap. And if you don’t know what we’re talking about, for your reference, check out these 7 Deadly Sins of Long-Term Investing (too many eggs in one basket is on the list).
Top 7 Preferred Stocks: 7% Yields, and Up (Members-Only)
In this members-only report, we provide all the details for our top 7 big-dividend preferred stocks. And as mentioned previously, if you like to earn high income on your investments, and you are frustrated with artificially low interest rates (thanks to the Fed’s meddling), you might consider preferred stocks. They offer compelling high yields, and less volatility risk than many other high yield opportunities. This week’s Blue Harbinger Weekly shares our top high yield preferred stocks (we currently own 6 of the top 7). Without further ado, here is the full (members-only) report.
This 9.1% Yield Preferred Stock Is Attractive and Worth Considering
This attractive company is nearing the end of a very large strategic capital expenditure program, and on a trajectory for very strong EBITDA growth. And its preferred stock offers strong stable income thanks to the company’s structure. This article provides an overview of the company and then considers the potential returns, growth prospects, developments and risks. Overall, if you are an income-focused investor, this one is absolutely worth considering for a spot in your prudently diversified long-term portfolio.