A lot of top growth stocks have sold off hard over the last month, and a select few of them provide extremely attractive entry points right now. In this report we share data on over 100 top growth stocks, briefly review macroeconomic conditions, discuss several massively disruptive secular trends, and then count down our top 10 growth stock rankings. We believe the names on this list have dramatic upside potential in the quarters and years ahead. However, if you are not a growth stock investor, this report is absolutely not for you.
Quick Note: Disciplined Growth Portfolio Updated
SoFi Stock: Outlook, Despite Biden, Student Loans Resuming, Growth Accelerating
The Supreme Court has ruled, and the Biden Administration is largely abandoning its fight to permanently cancel student loan debt for millions of Americans (until 2024, an election year, when the new plan will be touted). So what does this mean for SoFi, an already fast-growing fintech that expects its revenue to accelerate as federal student loan payments are now set to resume? In this report, we review how SoFi has been growing its business during the student loan pause, how it will benefit going forward, the company’s recent financial performance, valuation and risks. We conclude with our strong opinion on investing in SoFi.
Top 10 Big Yields: CEFs, BDCs, REITs, MLPs
If you are an income-focused investor, there are a lot of opportunities and pitfalls, especially considering the current macroeconomic environment. In this report, we share data on over 100 big-yield opportunities (including CEFs, BDCs, REITs and MLPs), and then rank our top 10 big-yielders, counting down from #10 and finishing with our top ideas.
Super Micro Computer: Big Volatile Secular Growth (Artificial Intelligence, High-Powered Computing)
If you like to invest in powerful secular growth opportunities, Super Micro Computer (SMCI) has likely caught your eye. This developer and manufacturer of high-performance servers and storage systems is benefitting dramatically from explosive secular growth in artificial intelligence (“AI”) and high-powered computing. The total addressable market opportunity is enormous. In this report, we review the business, the market opportunity, financials, valuation and risks, and then conclude with our strong opinion on investing.
PDI: Attractive 14% Yield, Big Hidden Costs
PIMCO’s Dynamic Income Fund (PDI) is popular among income-focused investors, and it should be. It offers big monthly distribution payments (that have increased over time), and it occasionally pays additional special dividends too. Plus, the fund is managed by a world-class company, PIMCO. However, there are significant costs, both implicit and explicit. In this report, we weigh the fund’s attractive qualities against its various costs, and then conclude with our strong opinion on investing.
Quick Note: Big-Yield CEF Data
Quick Note: The tables below include updated data for 75 big-yield Closed-End Funds (CEFs) from across many categories. As you can see, there are some very interesting discount/premium things happening, as well as a wide variety of year-to-date returns (based on category). We’ll have more to say about this data soon (with regards to our High Income NOW portfolio) but a few noteworthy items include…
Quick Note: Sea Limited, Down After Earnings
Energy Transfer: Tempting Big Yield, Dynamic Big Risks
If you are an income-focused investor, Energy Transfer offers a tempting 9.7% yield. Especially considering the stable fee-based income, the healthy distribution coverage ratio and the ongoing volume growth trajectory. However, there are variety of big risk factors that investors should consider, including debt levels, MLP tax considerations, management team, the lack of a strong competitive moat, rising interest rates, regulations, environmental concerns and the overall volatility profile of the industry. In this report, we provide an overview of the business, consider the attractive qualities that make the distribution so tempting, review the risks, evaluate the current valuation and then conclude with our opinion on investing.
Is Quantum Computing The Future? This High-Growth Stock Is Worth Considering
The company we review in this report harnesses the power of atomic ions found in nature to develop quantum computing systems that are widely regarded as surpassing traditional computer technologies in both quality and scalability. Founded in 2015 and first trading publicly in late 2021, the company is relatively small, but growing rapidly and supported by very large long-term secular disruption opportunities. We review the business, the market opportunity, financials, valuation, risks and then conclude with our opinion on investing.
Hercules: Big Yield BDC, Very High Valuation
Hercules is a big-dividend (9.4% yield, not counting supplemental dividends) business development company (“BDC”) that we purchased in March and that has now experienced significant share price gains since the Silicon Valley Bank panic at that time (Hercules provides financing in the same high-growth / venture-backed lending space). And the shares now trade at a very high price-to-book valuation. In this report, we review the business, current market conditions, the company’s financial position, dividend, valuation and risks. We conclude with our opinion on investing.
Quick Note: Palantir Earnings Update
Quick Note: The Power of Disciplined Long-Term Investing
Quick Note: The Power of Disciplined Long-Term Investing. In a world where instant gratification often takes precedence, the virtues of disciplined long-term investing stand as a beacon of financial wisdom. The practice of committing to a well-structured investment strategy, characterized by compound growth, prudent diversification, and infrequent trading, has the potential to reshape your financial future in profound ways. Let me explain…
Long-Term Lithium Deficit: We're Playing It with this Stock
The company we review in this report is very profitable, growing rapidly, and the business benefits from a lithium supply deficit that will likely remain in place (and support strong profits) through 2030 and beyond (courtesy of demand largely for electric vehicle batteries). The company just recently announced quarterly earnings, whereby they raised forward guidance. But are the shares a good investment? In this report, we review the company, the lithium opportunity, financial performance, growth strategy, valuation and risks. We conclude with our strong opinion on investing.
Mercado Libre: Earnings Note
Quick Note: MercadoLibre (MELI): The leading Latin American online commerce platform announced earnings after the close on Wednesday, and the results were good. The company beat revenue and earnings estimates, and the shares were up around 4% in afterhours. Here is a quick update based on key points from the release.
6.3% Yield REIT: 10 Good Things, 5 Big Risks, 1 Conclusion
The 6.3% dividend yield REIT we review in this report recently announced quarterly earnings, whereby it beat expectations. However, the share price is down this year (despite gains for other top dividend REITs), thereby leaving investors wondering what is happening and if the shares are worth investing. In this report, we review the company and its strategy, and then review 10 good things about it, 5 big risks to consider, and finally share our one bottom line conclusion about investing in this big-dividend REIT.
Quick Note: July Performance (Disciplined Growth Portfolio)
Attractive Fintech Disruptor (Q2 Earnings Update)
The fintech company we review in this report just announced quarterly results and they were impressive. Specifically, the company reported record revenue, increasing profitability and robust member and product growth. In this report, we highlight a few strong reasons why you might want to consider investing in this opportunity, including its strong financial performance, diversified revenue streams, strategic growth initiatives, large market opportunity and its valuation. We are currently long the shares in our Blue Harbinger Disciplined Growth Portfolio.
Quick Note: About SoFi CEO Anthony Noto
Quick Note: Anthony Noto (SOFI CEO): In the ever-evolving landscape of the financial industry, a great leader can be the difference between stagnation and growth. Anthony Noto, the CEO of SoFi (Social Finance, Inc.), stands out as a paragon of effective leadership and innovation. With a remarkable educational background, extensive work experience, and a series of impressive successes, Noto has proven himself as a visionary leader who is shaping the future of the financial world.