Income Investing
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ICF: Quality Real Estate Exposure, But Peers Look Better
Seeking Alpha· 2025-08-14 19:20
Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]
Dream Industrial: Solid Growth Pushes Payout Ratio Below 70%
Seeking Alpha· 2025-08-13 21:53
Core Insights - The Conservative Income Portfolio aims to target high-value stocks with significant margins of safety while minimizing volatility through well-priced options [1][3] - The Enhanced Equity Income Solutions Portfolio is structured to generate yields between 7-9% while reducing investment volatility [1] - Trapping Value offers Covered Calls and focuses on capital preservation through lower volatility income investing [2][3] Investment Strategies - The Covered Calls Portfolio is designed to provide lower volatility income investing with an emphasis on capital preservation [2][3] - The fixed income portfolio seeks to acquire securities that exhibit high income potential and are heavily undervalued compared to their peers [2] - Trapping Value's team has over 40 years of combined experience in generating options income while prioritizing capital preservation [3]
FLC: Attractively Discounted In A Friendlier Environment For The Fund
Seeking Alpha· 2025-08-13 17:12
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below! At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service. Flaherty & Crumrine Total Return Fund (NYSE: FLC ) was a strong-performing preferred focused fund from the popular preferred sponsor of Flaherty & Crumr ...
If I Could Buy Just 1 Income Stock Right Now, This Would Be It: Capital Southwest
Seeking Alpha· 2025-08-12 11:35
Treading Softly, Beyond Saving, Philip Mause, and Hidden Opportunities, all are supporting contributors for High Dividend Opportunities. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular inv ...
Granite REIT: Industrial Powerhouse Delivering Solid Results
Seeking Alpha· 2025-08-11 17:18
Group 1 - The Conservative Income Portfolio targets high-value stocks with significant margins of safety and aims to reduce volatility through well-priced options [1][3] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Trapping Value offers Covered Calls and focuses on capital preservation in its income investing strategy [2][3] Group 2 - The team behind Trapping Value has over 40 years of combined experience in generating options income while prioritizing capital preservation [3] - The investing group includes two income-generating portfolios and a bond ladder, enhancing income potential [3]
JCE: Providing Strong Returns And Delivering An 8.26% Distribution Yield
Seeking Alpha· 2025-08-10 07:30
Group 1 - The Nuveen Core Equity Alpha Fund (NYSE: JCE) has demonstrated strong performance since the last update, despite a slight widening of the fund's discount [2] - The fund is part of a managed portfolio service that targets safe yields of approximately 8% or more, catering to both active and passive investors [2] - The service includes actionable income and arbitrage recommendations, in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs), and a community of over a thousand members focused on income strategies [2] Group 2 - The majority of the holdings in the managed portfolios are monthly-payers, which enhances compounding and smooths income streams for investors [2]
NUW: Rates Pressure Long Duration Assets As Discount Narrows
Seeking Alpha· 2025-08-07 17:59
Group 1 - The Nuveen AMT-Free Municipal Value Fund (NYSE: NUW) is a closed-end fund that invests in a diversified pool of municipal bonds, primarily offering tax-free distributions to shareholders [2] - The fund is distinct from other municipal closed-end funds as it focuses on providing safe and reliable yields, targeting approximately 8% returns [2] - The investment strategy includes managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds and exchange-traded funds [2] Group 2 - The CEF/ETF Income Laboratory offers a community of over a thousand members, providing resources for both active and passive investors seeking income ideas [2] - The majority of the fund's holdings are monthly-payers, which aids in faster compounding and smoother income streams for investors [2] - The team behind the fund includes experienced professionals, such as Nick Ackerman, who has over 14 years of personal investing experience and has held relevant financial licenses [3]
The Macerich Company: A Turnaround In Progress, But Too Many Risks For Now
Seeking Alpha· 2025-08-06 02:02
Core Insights - The Macerich Company (NYSE: MAC) is being revisited for potential investment opportunities after a previous experience during the COVID-19 crash, where shares were bought at approximately $10 and sold at around $15 [1] Group 1: Investment Strategy - The investment strategy focuses on identifying Real Estate Investment Trusts (REITs) that are currently out-of-favor, utilizing fundamental economic insights to assess intrinsic value [1] - The investment horizon is long-term, emphasizing contrarian and deep-value opportunities [1] Group 2: Current Position and Future Considerations - Currently, there are no shares owned in Macerich, but there is potential interest in initiating a position if the stock approaches a P/FFO multiple of 8x or if there are improvements in deleveraging and operational execution in upcoming quarters [3]
AMD: Don't Buy Following Earnings (Rating Downgrade)
Seeking Alpha· 2025-08-05 22:25
Group 1 - The Cash Flow Club focuses on businesses with strong cash generation, ideally those with a wide moat and significant durability, which can lead to high rewards when bought at the right time [1] - The community offers access to a leader's personal income portfolio targeting yields of 6% or more, along with features like community chat and a "Best Opportunities" List [1] - The coverage includes sectors such as energy midstream, commercial mREITs, BDCs, and shipping, emphasizing transparency on performance [1] Group 2 - Jonathan Weber has been active in the stock market and as a freelance analyst for many years, sharing research on Seeking Alpha since 2014 [2] - His primary focus is on value and income stocks, with occasional coverage of growth stocks [2]
VICI Properties: The Case For A Lower Price (And Why I Want It)
Seeking Alpha· 2025-08-05 13:27
Group 1 - The article discusses the investment strategy focused on identifying undervalued Real Estate Investment Trusts (REITs) during market downturns, particularly in the context of the COVID-19 pandemic [1] - The investment approach emphasizes long-term horizons and contrarian strategies to uncover deep-value opportunities [1] - A specific target for VICI Properties is mentioned, with a desired dividend yield of approximately 6.5%, translating to a share price of around $26.50 based on current annualized dividends [3]