With pre-market futures showing gains before the market officially opens for this week, some investors are growing concerned the short-term rally has gone too far. This morning’s opener shares a few brief data points, and then concludes with some very strong advice—a bit of a warning actually!
70 Yields Over 7% (with Big YTD Price Declines)
With the market posting strong gains over the last month (particularly high growth stocks) it can make sense to focus on areas receiving less attention. And in this report, that includes big-dividend investment opportunities that are still down big year-to-date. More specifically, we share data on 70 investments that currently yield over 7% and have experienced significant share price declines so far this year. The list includes REITs, BDCs, CEFs and more.
Attractive 11.6% and 10.1% Yields: Try Small Cap CEFs Now
Unlike the S&P 500, the Blue Harbinger Income Equity Portfolio has posted a positive return so far this year. There are a lot of factors that have contributed to the outperformance, and one has been the noticeable omission of small cap stocks. However, there is growing evidence to believe now is an attractive time to add an allocation to small cap stocks within your portfolio. In this report, we review two very attractive ways to do that (particularly if you are an income-focused investor) with two highly-compelling closed-end funds (CEFs) that offer big double-digit yields. We review all the details in this report.
Medical Properties Trust: 50 Big-Dividend REITs, Down Big
With interest rates higher this year, big-dividend REITs have been hit hard, particularly those with higher levels of debt. And one name that just sold off even harder (following its earnings announcement on Wednesday) is Medical Properties Trust (MPW). MPW provides capital to hospitals, has a 7.2% dividend yield and has increased its dividend every year for the last nine years in a row. In this report, we compare MPW to 50 other big-dividend REITs (in terms of a variety of financial metrics) and then dig into its business model, current valuation, dividend safety, the four big risk factors it currently faces and finally conclude with our strong opinion on investing.
The Economic Bears vs The Stock Market Bulls: We have chosen our side!
This month’s Blue Harbinger Thinker is now available. In this report, we share our thoughts on where the market goes from here, performance and holdings updates for our two portfolios (Income Equity and Disciplined Growth), some thoughts on attractive individual stock ideas, and we conclude with our strong opinion on which side you should choose: The Economic Bears or The Stock Market Bulls.
August Portfolio Updates Available
S&P 500: Reasons to Be Afraid
Stocks have posted strong gains over the last 3-weeks, but a lot of investors remain fearful that this year’s painful downtrend will resume. After all, inflation is sky high (9.1% CPI), the fed is expected to hike rates another 50pbs (possibly 75bps) at its next meeting (which will slow economic growth), and the 10-year treasury yield (2.68%) has dipped (over the last 3-weeks) and remains inverted versus the 2.85% 2-year treasury yield (a strong recession indicator).