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Fickle Sentiment, High Yields: Why We Are Buying The BDC Panic
Seeking Alpha· 2026-02-28 15:30
Group 1 - Investor sentiment can change rapidly, with news stories that seem crucial to the markets fading away over time [1] Group 2 - Rida Morwa has over 35 years of experience in investment and commercial banking, focusing on high-yield investment strategies since 1991 [2] - The Investing Group High Dividend Opportunities aims for a targeted safe yield of +9% through various high-yield investments [2] - The service includes features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios, and regular market updates [2]
Buy The Dip: Well-Covered 10% Yields Getting Way Too Cheap
Seeking Alpha· 2026-02-25 19:16
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.It's rare to be able to buy high-quality companies whose stocks offer dividend yields north of 10% that are well covered by earnings power and therefore should be sustainable for the foreseeable future. Yet, thanks to recent market volatility, there are several opportuni ...
French utility Engie to acquire UK Power Networks for over $14 billion
Reuters· 2026-02-25 19:15
Core Viewpoint - French utility Engie has agreed to acquire UK Power Networks for an equity value of £10.5 billion ($14.23 billion) [1] Company Summary - Engie is a French utility company that has made a significant move in the energy sector by acquiring UK Power Networks, which operates electricity distribution networks in the UK [1] - The acquisition is valued at £10.5 billion, translating to approximately $14.23 billion, indicating a strategic investment in the UK energy market [1] Financial Summary - The deal represents a substantial financial commitment from Engie, reflecting its confidence in the growth potential of the UK electricity distribution sector [1] - The exchange rate used for the transaction is noted as $1 = 0.7381 pounds, which is relevant for understanding the valuation in both currencies [1]
Just Four Dividend Stocks Transform $400,000 Into $2,500 a Month Retirement Income
247Wallst· 2026-02-23 11:56
Core Insights - A $400,000 portfolio can generate a monthly income of $3,200, indicating a potential annual return of 9.6% [1] Investment Strategy - The article suggests that achieving this level of income requires holding assets that are often overlooked by traditional retirement guides [1]
The SaaSpocalypse Just Created One Of The Best 11%+ Yielding Opportunities I've Ever Seen
Seeking Alpha· 2026-02-22 12:05
Group 1 - The article highlights the launch of Top Picks for 2026 by High Yield Investor, celebrating its five-year anniversary with a 30-day money-back guarantee for new members [1] - The market has recently shown a negative sentiment towards software-as-a-service (SaaS) stocks, indicating a potential crisis for companies in this sector, including major players like Microsoft and Palantir [1] - High Yield Investor focuses on balancing safety, growth, yield, and value in its investment strategies, offering various portfolios and resources for investors [1]
Financial Stocks Are Way Oversold: 5 Strong Buy High-Yield Dividend Ideas
247Wallst· 2026-02-20 12:41
Core Viewpoint - The financial sector is currently the most oversold among all sectors, down 5.7% year-to-date, presenting potential investment opportunities due to strong fundamentals despite negative sentiment [1]. Financial Sector Overview - The financial sector ETF (XLF) has declined 5.7% year-to-date, driven by interest-rate volatility, recession fears, and credit quality concerns [1]. - Many financial institutions are trading at valuations below historical averages, indicating a potential disconnect between market pricing and actual financial health [1]. - Historically, when sentiment is negative but fundamentals remain solid, financial stocks have rebounded sharply once market confidence returns [1]. Dividend Importance - Dividends have contributed approximately 32% to the S&P 500's total return since 1926, highlighting their significance for total return expectations [1]. - A study indicates that dividend stocks delivered an annualized return of 9.18% from 1973 to 2023, significantly outperforming non-dividend payers [1]. Investment Opportunities - Ares Capital Corp. (NASDAQ: ARCC) offers a 9.94% dividend and specializes in financing solutions for middle-market companies, rated Buy by 12 analysts [1]. - Fifth Third Bancorp (NASDAQ: FITB) provides a 2.90% dividend and has recently acquired Comerica, rated Buy with a $60 target price [1]. - Regions Financial Corp. (NYSE: RF) offers a 3.46% dividend and operates approximately 1,250 banking offices across the U.S., rated Buy with a $32 target price [2]. - Truist Financial Corp. (NYSE: TFC) has a 4.03% dividend and was formed through the merger of SunTrust Bank and BB&T, rated Overweight with a $69 target price [2]. - U.S. Bancorp (NYSE: USB) provides a 3.53% dividend and offers a comprehensive range of financial services, rated Outperform with a target price of $77 [2].
Ares Capital: SaaSpocalypse, Credit Cockroaches, And Rate Cuts Form Headwinds Trifecta
Seeking Alpha· 2026-02-19 12:59
Group 1 - Ares Capital (ARCC) is facing multiple headwinds, with its base dividend yield nearing a five-year high [1] - The company's shares are trading at a significant discount to their net asset value [1] - The equity market's daily price fluctuations contribute to long-term wealth creation or destruction [1] Group 2 - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]
The Hidden Math Behind Ares Capital Beating Oaktree Specialty Lending
Seeking Alpha· 2026-02-19 12:05
Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee, encouraging new memberships and the release of their Top Picks for 2026 [1] - The business development company sector (BIZD) is currently experiencing a significant downturn, highlighting the importance of focusing on long-term value creation [1] Company Overview - Samuel Smith, a lead analyst and Vice President with a diverse background in dividend stock research, leads the High Yield Investor investing group [1] - The team includes Jussi Askola and Paul R. Drake, who aim to balance safety, growth, yield, and value in their investment strategies [1] - High Yield Investor provides various portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [1]
The Hidden Math Behind Ares Capital Beating Oaktree Specialty Lending (NASDAQ:ARCC)
Seeking Alpha· 2026-02-19 12:05
Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee, encouraging new memberships and the release of their Top Picks for 2026 [1] - The business development company sector (BIZD) is currently experiencing a significant downturn, highlighting the importance of focusing on long-term value creation [1] Company Overview - Samuel Smith, a lead analyst and Vice President with a diverse background in dividend stock research, leads the High Yield Investor investing group [1] - The team includes Jussi Askola and Paul R. Drake, who aim to balance safety, growth, yield, and value in their investment strategies [1] Service Features - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [1] - An active chat room for like-minded investors is also a feature of the service [1]
This Is Not Your Father's Retirement: The 4% Rule Is Breaking
Seeking Alpha· 2026-02-18 12:35
Core Insights - The article highlights Rida Morwa's extensive experience in investment and commercial banking, emphasizing his focus on high-yield investment strategies since 1991 [1] - The Investing Group High Dividend Opportunities aims for a targeted safe yield of over 9%, offering various investment features and community support [1] Investment Strategy - The service includes a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates [1] - The philosophy of the service is centered around community and education, promoting the idea that investors should not operate in isolation [1] Contributors and Monitoring - The article mentions supporting contributors like Philip Mause and Hidden Opportunities, indicating a collaborative approach to investment recommendations [3] - Recommendations are closely monitored, with buy and sell alerts provided exclusively to members, ensuring timely updates on investment positions [3]