Tag: Yield
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Horizon Technology Finance: When The Yield Does Not Justify Risk (NASDAQ:HRZN)
designer491 Horizon Technology Finance (NASDAQ:HRZN) is a relatively small-size BDC with a heavy focus on VC-profile company lending activities. According to HRZN’s investment policy, the following criteria are applied when considering new investments: Deal size up to $50 million Deal term based on a 3-5 year period with a meaningful interest-only period Priority interest over…
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PHB ETF: Unattractive High Yield Fund, Better Alternatives Exist (NYSEARCA:PHB)
marchmeena29 Thesis The Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB) is a fixed income exchange traded fund. The vehicle is based on the RAFI Bonds US High Yield 1-10 Index and will invest at least 80% of its total assets in the securities that comprise the respective index. As per its literature: The Index…
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SGOV: A Smart Way To Earn A 5.4% Yield (NYSEARCA:SGOV)
Win McNamee When the United States 10-Year Bond Yield (US10Y) broke through 5% I didn’t go straight-up long. That would have been the best thing, but at least I decreased my short position because bonds have gone on a run: Data by YCharts Inflation has been coming down persistently. That didn’t surprise anyone, me included.…
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Bank Of America: Grab The 6% Yield Preferreds (NYSE:BAC)
Brian Moynihan Drew Angerer Bank of America (NYSE:BAC) is a stock I’ve had some great experiences with lately. I bought it heavily during the Spring 2023 banking crisis, then again during the treasury yield panic, eventually making the stock the biggest holding in my portfolio. I thought it was a good buy because it was…
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DGRW ETF: A Competitive Dividend Growth ETF With A Subpar 1.8% Dividend Yield
NicoElNino A long-time reader asked for my thoughts on the WisdomTree U.S. Quality Dividend Growth Fund ETF (NASDAQ:DGRW). DGRW invests in dividend-paying U.S. large-caps with good growth and quality. DGRW has comparable total returns to the S&P 500, with a marginally higher 1.8% dividend yield and marginally stronger dividend growth. Overall the fund seems like…
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Carlyle Secured Lending: An 11% Dividend And A 6.5-7.5% Yield On Debt (NASDAQ:CGBD)
WANAN YOSSINGKUM/iStock via Getty Images Introduction Carlyle Secured Lending (NASDAQ:CGBD) is a specialty finance company doing business as a Business Development Company (‘BDC’). The BDC is focusing on secured debt investments in the middle market companies (with a market capitalization of $25-100M). Carlyle focuses on companies whose debt would be rated below investment grade. As…
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A Massive Data Dump May Lead To A Steeper Yield Curve And Then The Real Fun Begins
Jr Korpa/iStock via Getty Images A very busy week lies ahead for the market, especially following a weak ISM manufacturing report, which showed that stagflation may be becoming entrenched, as the continuing claims show that the unemployment rate may be on the rise. If this week’s data disappoints, it will likely lead to further yield…
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Enbridge: Safe 7.7% Dividend Yield Plus Stellar Growth History (NYSE:ENB)
JHVEPhoto Investment thesis My initial bullish thesis about Enbridge (NYSE:ENB) did not age well, as the total return was -4.5% since mid-July when my first article went live. This is a notable underperformance compared to the broader U.S. stock market, which demonstrated about a one percent increase over the same period. Investors are very cautious…