With the turn of every new year, stock market pundits love to look at what performed best and worst last year, as if that magically gives them some hidden wisdom about what will perform the best in the year ahead. And while momentum and contrarian investment philosophies may both have some merit, a better bet is always to invest in businesses that are fundamentally promising in the years ahead, and also trading at reasonable valuations. In the report, we take a closer look at “4 Good Stocks,” all of which appear extremely promising in the year (and years) ahead, assuming of course you are a patient investor looking to make a lot of money.
75 Big-Yield CEFs: Compelling Pricing
Monolithic Power: Very Tempting Post Pullback
Shares of Kirkland Washington based chipmaker, Monolithic Power Systems, are getting very tempting again. We dumped 100% of our shares back in August in the $800’s, and they now trade below $600. The company’s diverse end-market strategy is expected to produce ~+20% revenue growth this year and next, while producing above 20% net margins and trading at only 1.7x forward PEG ratio (price-to-earnings / growth) and with a 5-year expected EPS growth rate estimate of 25%… impressive!
40+ Big-Yield BDCs Compared (Big Dividends Report)
Top 10 Growth Stocks (December Update) + Disciplined Growth Portfolio
The Top 10 Growth Stocks tear sheet has been updated for December, and so has the complete Disciplined Growth Portfolio. As a reminder, these are NOT “swinging for the fences” types of strategies (although the Disciplined Growth Portfolio is up nearly 40% this year). Rather, they are disciplined, long-term, real money strategies, and they are beating the living pants off “Vanguard Target Date funds.”
Top 10 Big Yields (December Update) + High-Income NOW Portfolio
The Blue Harbinger “High Income NOW” portfolio, and the “Top 10 Big Yields” tear sheet have been updated for December. There is one new purchase in the “High Income NOW” portfolio, and two new names on the “Top 10 Big Yields” tear sheet (as well as a handful of rebalancing trades and updates to “buy under” prices). The overall theme this month is that a lot of big-yield opportunities are getting expensive, but not all of them. And we have highlighted our top ideas in these two updated documents for December.