Bookmarks (1206)

Diego Thomazini/iStock via Getty Images Investment Thesis In the wake of rising rates and equity volatility, investors have been left searching for answers how to invest their money safely. I have identified the Eaton Vance Tax-Managed Buy-Write Opportunities Fund (NYSE:ETV) as a potential option for income investor...

KanawatTH/iStock via Getty Images This year’s Fed stress test for banks offered one fairly simple takeaway – it’s not the best time to be a money center bank. While super-regionals like Fifth-Third (FITB), PNC (PNC), Truist (TFC), and U.S. Bancorp (USB) had pretty undramatic results and capital market specialists li...

Eoneren/E+ via Getty Images Investment Thesis Today, investors are asking themselves a lot of questions: how high interest rates will increase in the economy, whether we are facing a recession, if inflation is permanent, or maybe stagflation is waiting for us around the corner. These questions create conditions of a...

alvarez/E+ via Getty Images The most recently declared monthly distribution for the San Juan Basin Royalty Trust (NYSE:SJT) amounted to $0.11 per share. That distribution is based on April volume and gas prices. April did not represent the 2022 high. Currently, Henry Hub remains above April levels after experiencing...

sturti/E+ via Getty Images I came across Kinsale Capital Group, Inc. (NYSE:KNSL) while looking for stocks that continue to trade near their 52-week highs while the market is down more than 20%, indicating strong relative strength. While Kinsale is a very impressive underwriter with industry-leading growth and profit...

mihailomilovanovic/E+ via Getty Images I assign a Buy investment rating to CTO Realty Growth, Inc.'s (NYSE:CTO) shares. CTO is a Buy before upcoming earnings, because there is a mismatch between its current valuations and its future growth potential. CTO Realty Growth's valuations are right in the middle of the pack...

MoMo Productions/DigitalVision via Getty Images Some investors may look at REITs as a monolith, ignoring entirely the different niches that each one has been built to focus on. Some investors may go only one step further and categorize them into either commercial or residential entities. But the fact of the matter i...

cagkansayin/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist. This article was originally published to members of the CEF/ETF Income Laboratory on July 4th, 2022. DoubleLine Opportunistic Credit Fund (NYSE:DBL) is one of three Jeffrey Gundlach funds. The other two are the DoubleLine ...

Maria Vonotna/iStock via Getty Images CBRE Clarion Global Real Estate Income Fund (NYSE:IGR) is an actively managed closed-end fund that invests in various types of real estate equity securities. "Real estate equity securities" include common stocks, preferred securities, warrants and convertible securities issued b...

We Are/DigitalVision via Getty Images Investment Thesis With economic conditions deteriorating and public markets suffering, we are in search of alternative assets which can outperform markets and generate alpha in trying times. As part of our search, we have identified KKR (NYSE:KKR). With investments in the privat...

Zolnierek/iStock via Getty ImagesThe current environment leaves almost nowhere to hide in equity markets. Discount rates are rising, causing technical devaluation, but so are uncertainties in end-markets, which is much greater cause for the risk-off sentiment in markets. The ideal investment is one that is safe and ...

Joe Raedle/Getty Images News PayPal Holdings (NASDAQ:PYPL) is having a rough year. The stock has given up all gains from 2020 and then some. Over the past year, PYPL has declined by nearly 75%, going from a little over $300 to $71 as of this writing. PayPal has far underperformed the S&P500 over the past 12 months. ...

The Market is confused on Fidelity. Stephen Chernin/Getty Images News What if I told you there was a stock in this market trading almost half its valuation issuing a 4% dividend yield? What if I told you it grants exposure to real estate without the same level of volatility risks associated with traditional real est...

Khosrork/iStock via Getty Images It pays to have sufficient dry powder on hand to take advantage of high yield opportunities, and this may be one of those times. After the S&P 500's (SPY) worst first half in 52 years, there are currently a number of high yields that are ripe for the picking. It pays to stick with th...

DeanDrobot/iStock via Getty ImagesCanadian companies continue to be a great choice for U.S. investors looking to diversify their holdings internationally without venturing too far. This includes stocks I've written about previously, such as the telecommunications and banking giants BCE Inc. (BCE) and Bank of Montrea...

Vertigo3d/E+ via Getty ImagesEvery large cap REIT on the market today had to start somewhere, and it's in those early years that investors enjoyed the most outsized gains. That was the case for well-respected REITs such as Realty Income Corp. (O), which got its start from a humble Taco Bell restaurant, and Welltower...

jaturonoofer/iStock via Getty Images Investment Thesis Ready Capital (NYSE:RC) is a REIT that operates with residential mortgage loans, construction loans, and MBS collateralized. The company's stable and high dividend yield policy with limited risk is a primary catalyst of the stock. The company has completed a str...

Michael Vi/iStock Editorial via Getty ImagesLendingClub (NYSE:LC) dramatically changed its business model with the early 2021 closing of its Radius Bank acquisition, which combined the LendingClub marketplace with a branchless digital banking platform. The acquisition lowered the company’s cost of capital by now bei...

matt_benoit/iStock via Getty Images Bank of America Could Reap the Rewards of Higher Interest Rates Fed Chair, Jerome Powell, testified to Congress that the Federal Reserve is committed to fighting inflation with higher future interest rates. On the heels of a 75 basis point hike, the largest increase since 1994, Po...

Paul Morigi/Getty Images Entertainment Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC) are two companies that are in conservatorship retaining earnings while the government puts all the pieces in place to restructure them as utilities and release them from conservatorship. The government currently has Senior pr...

Pgiam/iStock via Getty Images Listed in the New York Stock Exchange (NYSE) in February 2020, NexPoint Real Estate Finance, Inc. (NYSE:NREF) has performed quite well, when most REITs have suffered due to the pandemic. It generated significant price growth (almost 5X) since the pandemic related market crash during Mar...

omersukrugoksu/iStock via Getty Images The preferred shares with a fixed preferred dividend yield have been feeling the pain of the sudden reversal of the zero interest rate policy and are – in most cases - trading substantially below the issue prices and call prices. This means that most of my preferred share inves...

Brothers91/iStock via Getty Images The S&P 500 was down 24% for 2022 at the June low. After the worst start to a year since 1970 for the U.S. large-cap index, investors are left searching for any kind of relative strength. S&P 500 Returns And Drawdown By Year: The 2022 Bear J.P. Morgan Asset Management One niche tha...

8vFanI/iStock via Getty Images If you're looking for a high yield investment that will benefit from rising interest rates, you should consider the business development company ("BDC") industry. BDC's offer retail investors high yield exposure to private companies, and some of them, like Hercules Capital, Inc. (NYSE:...