To understand our top 10 lists that we provide, read on. To jump straight to this week’s list –> click here
There are tons of top stock lists out there, but I’ve found that most don’t provide me much value since they don’t line up with my investing strategy.
You see lists that just focus on high yields, which we all know can be risky if you aren’t qualifying those companies in other ways.
And the “best” dividend lists only seem to focus on well-known Dividend Aristocrats. Yes, it’s great when companies consistently raise their dividends, but the issue with these is they’re often overvalued and therefore have low current yields.
Popularity and low yield tend to go hand in hand
Not only do I want high yields, but I also want to hedge my risk by buying companies that are undervalued and have profit margins that can sustain their dividends.
So in order to find what I want, I have do my own digging. The stocks I find are often overlooked or unknown. And that’s usually where the sweet juicy profits lie.
I do all this weekly for myself to find new investments and keep on top of the ones that are already in our portfolios. I hope my weekly summaries help narrow the field and save you a lot of time with your own research.
How To Use The Weekly Charts
Each week’s top 10 list is only for stocks that have an ex-dividend date in the range. The ex-dividend date is important as it’s the date you need to own a stock in order to qualify for the up and coming dividend payout.
I rank my finds based on several factors. Their profit margin is one of the most important things along with whether an investment is undervalued compared to their peers or historical NAV price for CEFs.
My comments below each week’s chart contain important tidbits and considerations. Make sure you read them.
You don’t always want to buy a stock before its ex-div date
If a stock is a monthly payer, I usually wait until after the ex-div date to buy shares since dividend stocks drop the equivalent of the dividend in stock price on that date. That means you get a discount and possibly get to buy more shares with the same dough.
For quarterly-paying stocks (or less frequent), you’re going to want to get in before the ex-div date to make sure you secure the up-and-coming dividend payout. Otherwise you have to wait a long time to get paid, and that’s no fun.
And now, here are my top 10 lists. Each chart is posted before the upcoming week.
You can also jump back to past charts to look for patterns or repeat tickers. I definitely do.
January | February | March | April | May | June | July | August | September | October | November | December
December Weekly Ex-Dividend Picks
December 2nd to 6th
Absolute bangers this week!
GLAD goes ex-dividend on 12/20 for its normal dividend of $0.17. This week’s dividend is special and is 17.5%. Yummers.
SAR throws off a special dividend of $0.35, which is an additional 13% on top of the normal 11.5%. Double Yummers.
SLMBP is a $100 preferred that’s 25% undervalued and the issuing company SLM has 35% margins and is undervalued as well. Triple Yummers.
The only reason ITIC made the list with that dogshit yield is because it’s throwing off a $14 special dividend, which is 20%. I mean dammmn.
We currently hold SBLK, MAIN and FSK and they’re doing awesome for us. But you could really make some serious income from any of these 10.
BTdubs, O was a contender this week, but here’s why I can’t recommend it (and never have yet).
O is almost 100% overvalued. That’s entirely too much risk for the likelihood of price depreciation while only getting a 5.5% yield. Yucky! No thank you.
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November Weekly Ex-Dividend Picks
November 25th to 29th
Sooo, it was hard to come up with a list of 10 this week. But there are some good ideas to look into for income.
I put AGNC, EFC, and ORC on the list, since I think mortgage REITs will be bangers for 2025. AGNC is the best of these 3. I also feel BDCs will throw off good metrics in 2025, which is why SCM and EARN are in the top 2 positions.
If you’re noticing the theme, good on you. I’m big on buying into investments that I think will outperform in the next 12 months.
My 2024 predications have so far yielded us a 23.79% return. That’s pretty huge for a dividend portfolio.
I’m currently working on what I think will happen in 2025. You might want to tune in to that podcast episode… just saying.
November 18th to 22nd
Just a freaking awesome list this week. Meowww You should make mad bread in any of these 10, nuff said.
We hold TRMD, KRP and EQNR. I’m seriously contemplating starting a position in PTMN, RWAY and UPS though.
November 11th to 15th
So another banger chart this week. The yields may have changed a little, since the markets exploded after the election. You could seriously make mad bread on any of the 10, but if riskier assets aren’t your bag, stick to the top 5.
We currently hold HTGC and OGN and we rave and rave about them all the time. We’ve held ARR, RA and OXSQ and found them to be very easy to identify their trading bands. Get them at a good price and you’ll be fine.
All of the 10 look very well priced (as of 11/04 so you may need to do some additional research to verify they are still undervalued), so make that money.
November 4th to 8th
There’s a whole lot of splaining to do with this one, ha.
- NVDY doesn’t report its dividend until 11/06, so we used October’s which was the lowest dividend in 4 months. We talk about this one all the time on our podcast. It’s holding up very well. The negative is you get limited upside on NVDA, but you do collect some absurd diveez you otherwise wouldn’t get.
- CAPL has a forward P/E between 14.75 and 38.67. So, there is a chance it’s very undervalued compared to its peers. Or, it could be vastly overvalued compared to its peers. This is why it’s in slot 10.
- LPG doesn’t pay out a “regular” dividend. Instead, when it has the cash, it drops special diveez. Last year there were 4; this year they’ve paid out 3 so far. I really like LPG, but I need consistent income that it doesn’t offer. If that doesn’t bother you, you could make a haul on LPG.
- NEP just reported meh earnings this week, so there are no reliable sources to give me its margins. Everything else is cool. They raised the dividend again making it 20 consecutive QUARTERS with a dividend increase. Although, I expect a dividend cut at some point, or at the very least, a quarter where they don’t raise the dividend.
- CDR/PRC is a preferred share that’s 42% undervalued, so it’s fairly safe. Plus REITs are out of favor with everyone, so this makes me think it might be a good time to pick up your favorite REITs.
With all that out of the way, I will say this week’s list is top heavy. You can make some mad loot from any of the 10 will make you some mad loot, but AB and BSM are far and away the better investments.
We do hold NVDY, BSM, and NEP. And we have held GLP, CAPL, and SPH previously.
October Weekly Ex-Dividend Picks
October 28th to November 1st
Not to toot my own horn, but DAMN. Any of these 10 will make you some bread.
A couple odd ones though. OZKAP is a preferred share that’s 21% undervalued and is a very good bank stock, Ozark Bank. SO getting almost 6% on this is too sweet when the regular stock OZK yields less than 4%.
Second, WHF normally goes ex-dividend in March, June, September and December, BUT they’re throwing off an 8% special dividend. That makes NOW a perfect time to start a position. You’ll get a special and be one month closer to its regular dividend.
Finally, DPG is a utility and infrastructure CEF that’s 15% undervalued. Buying it will get you 8% yield while riding price appreciation back to it’s normal level. NICE!
We hold AGNC, PSEC and EPD, but have held SCM and EFC previously. Like I said, you can make money on any of these 10. You’re welcome haha.
October 21st to 25th
Wowsers in the trousers, this week’s list is amazeballs!
First, LANDP is a preferred that kicks off $0.13 a share every month and is currently 15% undervalued. So yummy.
Second, USOI is an exchange traded note (ETN); it’s paper only, there is no stock or bond or anything. I’ve held USOI many times and never had an issue with it. But the price of crude, which the ETN follows, is volatile meaning the dividends being kicked off are juicy.
Third, the closed-ended funds (CEFs) SPE and PCF are both trading well below NAV price and are undervalued compared to historical NAV price discount.
Remember, with CEFs you want to look at the historical discount to NAV compared to the current discount to NAV. You do this because there are times when a CEF will look amazing with a 10-20% discount to NAV, but when you look at historical data, you find that 10-20% discount to NAV is actually way higher (overvalued) than the historical 30-40% discount to NAV.
We don’t currently own any of these investments, but we have held LTC, USOI, GLAD and GAIN at some point in the past 5 years. I actually really like the Gladstone products (LANDP, GLAD, GAIN and GOOD) and will pop into them when I like where their yields are. GLAD kicking off over 8% is nice, very nice.
October 14th to 18th
We have a lot of Close-Ended Funds this week. CEFs get a bad rap, but I’ve found them to be both very good yielding as well as safer investments. The only thing you have to do is make sure you’re paying less than the historical price. Generally they deviate back to the mean for the most part.
SPMC and PDCC are both new so there is no data as of yet to compare to. The RITM preferred share is safer than investing in RITM in my opinion. But if none of these are to your liking, keep your cash in BulletShares since we should have some awesome options for you next week.
We hold none of these, but have held OXSQ, RITH and CLM in the past.
October 7th to 11th
Let’s applaud this list shall we? Ha. We have a very conservative list this week, making most of these perfect for a retirement account.
MAIN is da bomb, but its yield is low. The only “risky” ones on the list are PMT (which has good metrics but is volatile) and VZ (which is overvalued compared to it’s peers). I don’t see that, but using the numbers, it appears to be overvalued.
CIO/PRA has a weak profit margin, but as a preferred shareholder that number doesn’t matter.
We hold MAIN and VZ, but LOAN, NEWT, UVV and AIO are on my radar. I’m hoping to have some money available soon to initiate positions.
September 30th to October 4th
BANG! Check out this beautiful sexy chart. This list is tight, yo!
We only hold STWD from this list, and to be honest, I’m kinda jealous that you can pick up 9 better investments and make some serious yields this week. I don’t have any free cash right now, or I’d be all over these.
September Weekly Ex-Dividend Picks
September 23rd to 27th
What’s the opposite of bangers? Whatever it is, this week is a prime example of it. Boring, but still should make you money. Or you can save your cash and wait for better prospects next week.
We hold exactly ZERO of these and only PSEC has ever been held by us. The preferred is nicely discounted and yields a good amount while you wait for it to get back up to par value.
The CEFs are not super undervalued, but they are both preferred funds so there is limited volatility while you collect over 6%. So they are not stinkers this week, but nothing flashy like you all are accustomed to, HAHAHAHA
September 16th to 20th
I must pat myself on the back, AGAIN. Ha Seriously folks, any of these 10 will make you some bread in capital appreciation as well as a pretty healthy and safe dividend. You’re welcome!
We only own MO on this list, but have held LTC and FDUS previously. The one that surprises me is UGI, I have been waffling back and forth about possibly buying this one for quite some time. We’ll see.
September 9th to 13th
Didn’t we just talk about FSK and ARCC on the podcast? Ha The top 5 are all BDCs and awesome sauce to boot. Looks like its the BDCs attack of the month. Pretty much any of the ten this week will make you some bread.
CTO/PRA appears to be overvalued, but because it’s a preferred we don’t really care if the company is overvalued since preferreds get paid out before common stock. It’s $25 trading at an 8% discount, so it’s all good.
BWLP is a variable dividend, so if you need consistency for income, best to avoid that one.
We currently hold FSK, ARCC and CSWC. We have held SLRC, SAR and SPG previously.
September 2nd to 6th
It’s an interesting assortment this week. 4 of these stocks are preferred shares — SLMBP, CIM/PRC, IVR/PRC and FTAIM. SLMBP is head and shoulders above the other 3.
Because the markets have the potential for crazy volatility the rest of the year with interest rate cuts, having some money in preferred could be a smart move.
We only hold MAIN from this list. I know the yield is low, but margins and financials are outstanding on this stock which means plenty of room for growth.
CION and BBDC have great margins as well and a much higher yield. Plus both CION and BBDC appear to have better valuation than MAIN. These 2 intrigue me.
August Weekly Ex-Dividend Picks
August 26th to 30th
I really like the list of stocks for this week. They’re mainly BDCs, which is cool because I expect BDCs to perform quite nicely over the next 12-18 months. If you can get them vastly undervalued and get an amazing yield, even better.
We currently hold SBLK and AGNC, but have held PSEC, EFC and EARN previously.
Regarding AY, I couldn’t find a reliable P/E for the renewable energy sector, but I do know that as a whole the P/E tends to be quite high.
FRHLF is a royalty paying investment, so be warned at some point they will run out of money as they’re not actively trying to explore new geography and fund new oil wells.
August 19th to 23rd
Some straight up bangers this week. Any of these 10 will be good additions to your portfolio. We currently hold EQNR and BKH. We have held GAIN and LTC previously. The one that really interests me and I must do more research on is AOMR. I have never heard of this company, but with a yield and a profit margin such as that, I must look into it. I have been waiting for UPS to drop in price, it is like $160 a share, before I buy it. It is going into my retirement portfolio once I get a price I like to buy it. You get the same yield for BKH which is a monopoly and is like only $54 a share. That is why we are waiting. Same reason applies to waiting for CVX, very expensive for a similar yield to BKH. The only word of caution on this list is for GSL, it is a shipping stock so its dividend and P/E are always all over the place, but GSL is a well run shipping company.
August 12th to 16th
Some bangers this week since you could select any of the 10, or all 10 and have capital appreciation while collecting some juicy dividends.
We hold HTGC and UAN, but have held OXSQ, ECC and OPP previously. ECC and HTGC both have additional dividends (ECC $0.02 and HTGC $0.08) being paid out with their normal dividends.
SOR might just be one of the best CEF we research here. The preferred for UMH is enticing as since UMH pays out 4.8% and the preferred pays out 7%. To me it is a way to hold a CEF that deals with mobile homes and get paid much more for my troubles.
Then we have everyone’s favorite CEF, ECC. It is trading at a discount compared to historical data, BUT it is trading at a 9% premium to its NAV price, just something to consider if you’re buying it.
August 5th to 9th
A nice bundle of funness this week. We currently hold MAIN and NEP, and have held FATBP, CDR/PRC, GLP and CALM previously. You can close your eyes and pick any of the 10 and be in good shape.
July Weekly Ex-Dividend Picks
July 29th to August 2nd
The list is very promising.
We believe any of the first 9 will give you decent price appreciation as well as a nifty dividend yield while you wait.
The only one that I’d probably avoid is ATLO as we can’t find a credible source to determine the P/E. To Tim’s eye it looks overvalued, so we’d avoid this. Other than that the list is tight yo.
OZKAP is a preferred of OZK which is a kick ass bank. Like we can’t believe that Tim found this one. 7% yield on a bank preferred and a good bank at that. YUM!
July 22nd to 26th
We currently only own PFE, but have owned LTC, ETO and EVT previously.
There is a whole lot of value in this week’s chart, but nothing that screams “buy me”.
FFC is the most interesting play as it’s so severely undervalued. PFE is vastly undervalued as well, so there is a lot of room for price appreciation, but the dividend may get cut soon because of its poor margin metric.
July 15th to 19th
A lot of interesting ideas for your consumption this week. We own none of these, but have held OXSQ, GDV, BEP and OXLC in the past. The three preferreds are pretty good actually. It’s rare to see a good company paying out almost 10% for a preferred share.
SOR is very interesting in that it is over 200% lower in its NAV price discount. I’m not saying it’ll make you 200%, but it’s vastly undervalued compared to historical numbers.
Somehow I missed SRV in my previous research. MY BAD YO. It’s an ETF that holds only midstream energy companies. They operate between the upstream and downstream sectors of the oil and gas industry, connecting energy supply and demand. They provide services such as transportation, storage, processing, refining, and marketing. If you think demand will be robust, as I do, midstream companies are a needed part of your portfolio and this ETF fits the bill. Once I get some money freed up, you bet your sweet ass, I’ll be picking up shares.
I must mention, the only reason TSQ made the cut with a negative profit margin is because 64% of their shares are held by institutional investors. I plan on researching more in cased I’m missing something.
July 8th to 12th
I’ll start by saying, IF I had the money, I’d invest in 9 of these. BKE, even with it’s yearly special dividend, doesn’t yield enough for my liking.
We do currently hold MAIN and VZ, but we have also held ECC previously.
The only one that screams “I don’t belong here” is AIO, but it’s a fund that literally invests in only AI companies, and AI is the next HUGE revolution.
You literally could make money investing in any of these 10 IINvestments. SO have fun.
July 1st to 5th
HOT TRASH. That’s how I would sum up this week’s offerings.
There were like no companies going ex-dividend this holiday week. That being said, 1-3 are good investments. HASI has huge profit margins and is steeply undervalued.
BNS is a very good bank, albeit Canadian meaning you must be mindful of currency exchange rates.
KIM/PL is a preferred stock, so KIM being very overvalued has no meaning to holders of its preferred shares.
WTFC is a pretty good bank stock as well so its preferred shares seem solid as well.
If it was me, I’d use my money to increase my YieldMax holdings as they all go Ex-Div on 07/05. Just my 2 cents.
June Weekly Ex-Dividend Picks
June 24th to 28th
Long time readers can start to see, the top 10 chart each week is becoming a REIT, BDC and CEF showcase as of late. This was bound to happen as they all got their teeth kicked with higher interest rates.
The best values are almost always going to be where most investors won’t touch. For the better part of 2024 and a majority of 2023 most investors wouldn’t touch REITs, BDCs and CEFs with a ten foot pole. That makes these investments ripe for contrarian value income investors, don’t you think?
This week’s chart is 7 BDCs, 2 energy stocks and 1 paper company. All 10 are valued very low. We don’t currently own any of these, but have held SCM and PSEC previously and made money in both, probably because they are monthly dividend payers.
Monthly dividend payers are easier to make money in IMO because there’s a reliable pattern. Every month on or around the ex div date, the price goes up a little, and on the ex div date, the price drops. Then they usually trade sideways until it’s time for the price to increase on or around the ex div date again.
June 17th to 21st
We currently hold none of these, but have held FDUS, GLAD, GAIN, LTC and UTG previously.
1-4 are quality investments, like real quality. Except for UTG and SSIC, these are all deeply undervalued. I really like FDUS, but because it was doing some sideways nonsense we traded it for another BDC.
I really like FSK, which is why we took the FDUS proceeds and bought it last week, before it went ex-dividend.
June 10th to 14th
Holy Toledo Batman it’s the attack of the BDC’s this week. Everything besides MO and CIVI are BDC’s. And they all pay nicely to boot.
Seriously, any of these 10 investments would be a good addition to your income portfolio. We currently hold ARCC, FSK, CSWC and MO. In the past we have also held SLRC.
Additionally, CSWC and DVN both have special dividends coming out next week (if you wanted to get into either of them). CSWC is paying out a $0.57 special, which is an extra 22.6%. And DVN is paying out a $0.13 special, which is an extra 6.3%.
June 3rd to 7th
3 preferred shares made the cut this week. Remember with preferred shares you get paid first, so the -2.90% profit margin for IVR/PRC really doesn’t matter. What matters more is the discount to par value (much like bonds and CDs).
For the three preferreds listed all are under par value.
SLMBP 23% discount
CIM/PRB 1% discount
IVR/PRC 8% discount.
We currently hold MAIN, and I’ve made it clear that it’s one of my “must-haves” for an income portfolio. It’s still undervalued and still has a kickass profit margin, meaning the dividend is well covered and probably will have an increase at some point.
We’ve held BBDC and SPG previously. Of the list, all are at a good valuation for us to pick up. But, 1 through 4 are just so much more attractive than 5 through 10.
May Weekly Ex-Dividend Picks
May 27th to 31st
A few good ideas to ponder this week. Note, TSLX actually goes ex-dividend on 06/14, but it hands out a special dividend this month.
FRHLF is a royalty company so the high P/E doesn’t really matter in this case as royalties hand out cash regardless of how expensive or cheap the company is.
That being said, these are good investment ideas, not great, but still good.
May 20th to 24th
The last column is a bit more cramped because as stocks keep getting more overvalued, I decided to include some Close-Ended Funds (CEFs).
So this number here is the percent a CEF is trading below its historical NAV price discount. This means that every CEF trades at a premium or a discount compared to what the total NAV price of the CEFs holdings should be.
The historical average is just what it sounds like, since the CEFs inception, what has the premium or discount been? Since we have no desire to own CEFs that trade at a premium, we’ll focus on the discount.
For SPE, since its inception 06/1993, it’s been -11.40% discounted on average been, meaning if it was trading for what the NAV prices of its holdings were, it would be 11.40% higher in price. It’s currently trading at -15.44% lower than it’s holding NAV prices totaled. Meaning it is undervalued by 26% compared to its historical average.
I’m not saying the price will appreciate by 26% (although it could). It’s just a metric you can use to identify if a CEF is undervalued or overvalued in your research to create a margin of safety. Just trying to make things easier and more clear for you. I HOPE.
We own none of these investments, so I’m fairly unbiased in saying any of the top 5 would be good additions in an income-producing portfolio.
May 13th to 17th
Dropping some bomb ass IINvestments this week.
We own EQNR, BKH and XOM and have owned ENB, WHR, GAIN, GLAD and UMH previously.
Any of the first 8 would be ideal for your income portfolio. ENB is slightly overvalued compared to its peers, so maybe wait for a pullback.
WHR pays a nice dividend, but I don’t see much room for dividend growth with such low margins. SRV is a CEF (Close-Ended Fund) currently trading slightly below 1 year and historical NAV discount prices.
EQNR pays out special or extra dividends all of the time, so in some research, the dividend yield says 3.28% and others say 12.28%. It all depends if the source includes it’s special dividends or not. For this quarter, EQNR is paying out $0.35 as its regular dividend and $0.35 in special dividends.
May 6th to 10th
The top 5 are bangers this week, like super awesome sauce.
We own MAIN and BSM currently, and have owned RA, ISD and ECC previously.
CATC is a preferred, so it really doesn’t matter too much that it’s slightly overvalued compared to its peers. RA, ISD, GHY and ECC are all funds so you must pay attention to the price to NAV closely. ECC is slightly overvalued. GHY and ISD are valued fair compared to the one year and historical NAV price discount. RA, on the other hand, is trading vastly lower compared to the one year and historical NAV price discount.
April Weekly Ex-Dividend Picks
April 29th to May 3rd
Any of the first 8 on this list offer good yields (yes even CALM) while being deeply discounted compared to their peers.
I don’t really care for STAG or PAA personally, but the metrics said they made the list this week.
We currently own AGNC and EPD and have previously owned all of these except NWN.
CALM has a variable dividend. Sometimes it’s $0.01 and sometimes it’s $5.00, depending on their profits. I like when a company uses their profits instead of leverage or debt, but when building an income portfolio, you need consistent payouts. If I see CALM’s profits getting better, I’ll definitely pick this one back up.
April 22nd to 26th
A bunch of never-before-mentioned investments this week outside of PSEC and SCD. CLX, LOW and RY are well known investments even though they’ve never been on my pervious lists. UOVEY and BMO both are solid investments for your income portfolio. I may have to buy a few shares of UOVEY myself.
We hold none of these in our portfolios. However, I have held PSEC and SCD previously, and both returned decent yields, 7.6% for PSEC and 10.1% for SCD.
Entry point is so crucial when investing, hahahaha. The 4 CEFs (VFL, ETJ, TEAF and SCD) are all trading below their 1-year NAV price average, with VFL and ETJ trading below their historical NAV average as well.
April 15th to 19th
Holy cow, this week is the attack of the closed-ended funds (CEFs). You’ll see this as the bull market run continues. Stocks become highly valued, so we have to turn to preferred shares and funds to find the better values.
When evaluating a CEF, you should be looking at dividend history, price history, and current discount/premium versus 1 year and historical NAV price discount/premium.
For Example:
OXLC has a 52 week price range of $4.41-$5.70, and currently sits at $5.10. That’s about half way between low and high, which is pretty good.
OXLC paid a $0.07 dividend in 2021 and a $0.08 dividend in 2022 and 2023. No recent dividend cuts is always awesome.
Finally, OXLC has a current premium of 5.61% compared to NAV price, which isn’t great. You never like to pay more than something is worth.
However, the 1 year NAV price value is 7.39% premium and the historical NAV price value is 8.65% premium so the 5.61% is actually undervalued. Which is why a CEF that’s 5.61% over it’s current NAV price made the top 10 list.
There are 2 others that go ex-dividend on 04/12/2024 which I like, and we currently own both, but their declaration didn’t come out in time for the 04/05/2024 email.
AFG and DSU have both been awesome. DSU is a CEF that yields 10%+ and is heavy in bonds. AFG is a banking/insurance stock that yields 2.11%.
This is where research makes all the difference. AFG has raised its dividend from $0.45 to $0.71 or 37% in the past 5 years, which is pretty good.
BUT, AFG has also paid out $48.00 per share special dividends in the last 5 years. This stock is seriously a 10%+ yielding investment hiding in plain sight as a 2% yielder.
April 8th to 12th
To start, I could not find reliable P/E metrics for BEP. The numbers were anywhere from -30 to 279. So I just left the P/E blank on that one, rather than give out incorrect information.
There are 2 preferred shares in the top 10 this week, but only 1 is worth buying. RITM is a very good BDC and their preferred share is excellent.
We’ve owned ECC, CLM, SRV and BEP/PRA in the past. We currently hold VZ in our account. Based on the metrics and valuation, buying any of the top 6 is a good play.
Sorry this list is nothing special, but there were limited options for this week. I’ll make up for it next week. That list should be a banger.
April 1st to 5th
Okay there’s a lot to digest this week.
First off, if you don’t own MAIN, you should. It’s head and shoulders above everything else listed.
Second, I have 4 non-stock investments listed. We’ve been in JEPQ since 2021. This is a core holding for us, but it may be over priced.
Third, I listed YieldMax as a whole. I know there are like 23 options. (TSLY is a hard DO NOT BUY and CONY and NVDY are overpriced. You can pick up any of the other 20, but I suggest YMAX because it holds all of them and will include any new ones that come out.
We hold MAIN, JEPQ, BMY, SDIV, TSLY, NVDY, AMZY, MSFO, CONY & YMAX. That is how I know NVDY and CONY are too high. Unfortunately, this is also how I know to stay away from TSLY.
March Weekly Ex-Dividend Picks
March 25th to 29th
A lot of high yielding bangers this week. The only ones that require a deep dive research session are VIASP and FRHLF. VIASP is a preferred share, so there is some comfort in that.
FRHLF is a royalties company, meaning they collect money only, no research, no spending on equipment. It’s a little overvalued, but I do like royalty companies. A LOT less risk.
Other than that, the other 8 investment ideas are solid pickups. We hold AFCG and EPR and I’m looking to start positions in BXSL and GSBD once I have free capital.
Do your research and see if these tickle your investing fancy.
March 18th to 22nd
Another awesome list this week. I think the top 5 are all good investments, so much so that I’ve initiated a position in FDUS.
We currently only hold FDUS, but have held (and made money on) GLAD, GAIN, GOOD and LTC in the past couple of years.
If I was investing off this list I would avoid NAT, SPE and BGH and put money into any of the other 7. As always, do your own research to verify whether any of these are good investments for you.
March 11th to 15th
All 10 of these make good investments based on their metrics, but the top 4 are also very good value wise.
We currently hold ARCC, CSWC & SBLK. We’ve held OCSL, OXSQ, OXLC and RIV in the past.
CCI is one of my most interesting ideas, they own the cell towers that VZ, TMUS and T rent from. It’s a way to play the smartphone craze without investing in cell phone companies.
LAMR is also interesting as you see billboards everywhere you look while driving.
The weakest of the top 10 are WU and RIV. I don’t believe that WU can afford their current dividend and think RIV will likely cut its dividend in the future. That makes these short term plays.
March 4th to 8th
MAIN is sitting pretty at number 1 again. I cannot stress this enough, if you want an income-generating portfolio, you have to invest in MAIN and HTGC. They just make you more and more money. (HTGC is sitting at it’s all time high right now, so either wait or invest in alternatives.)
I get a lot of questions about ECC. If you can find the pattern, you can make a lot of money in it. Right now it’s 2.2% overvalued compared to where it historically is. Wait for a dip and get in. Follow the price pattern and you’ll never lose money in ECC.
Any of the 10 stocks in the chart will be good investments based on valuation and risk, but numbers 1, 2 and 3 are better than the others.
Numbers 4, 7 and 8 are expensive, but with that expense comes peace of mind knowing that each is a really good investment.
February Weekly Ex-Dividend Picks
February 26th to March 1st
We changed up how we provide our top 10, so there was no commentary this week. We started giving them out a week ahead of time so you have time to research and plan.
February 19th to 23rd
Quite the list, but the top 3 are head and shoulders above the rest.
We currently hold USOI, but it is a variable dividend. Some months are quite juicy, but other months are kind of weak. If you can handle the fluctuation in payout, USOI is a great ETN to hold. But it’s not as good as the top three.
GAIN and GLAD pay dividends monthly. I have a soft spot for monthly dividend payers, especially ones with such great margins and that are deeply undervalued.
February 12th to 16th
We’ve got a pretty good selection going on this week.
We currently hold NBXG, HRZN, and BKH in our portfolios. We’ve held OXSQ, RIV, BSM and UTG previously.
HRZN is a tricky one as it doesn’t have the margin for a dividend increase, but it’s vastly undervalued compared to its peers. NBXG is currently 17.45% discounted compared to its NAV price.
RIV and UTG are both trading close to their NAV par value, so that’s why they are not higher on the list. UPS and BSM are slightly overvalued when compared to their peers. So if you really want into any of the above investments, wait for a dip to buy.
1 through 5 are very good deals currently and 6 through10 are buys after a total market sell off… which seems to occur almost weekly hahahaha.
February 5th to 9th
Any of the first 6 are buys this week. We currently hold MAIN, ARLP, SPH and NEP and they’re performing awesome.
ARLP just had a pull back because of earnings, so if you’ve been thinking about getting into this one, now’s the time to get it at discount. SPH is super undervalued and should give you a great utility investment to hold for a long while. And MAIN is, you know, the SHIT.
NEP is an awesome utility stock, but you could’ve got into it at around $22 back in October if you listened to the podcast. It’s now at $30.30. That’s a 37.7% increase in value in a few months! This is why you might want to pay attention when I bang the table for certain stocks or sectors. Just saying…
We’ve held ECC many times and have never lost money in it. It’s been trading within a band of $9.40 and $10.40 for a while now (except for the October sell off).
If you time your entry point, you should make out nicely in ECC. There’s the potential to get 20+% value gains on top of dividends, if you’re patient young grasshopper. Ha
January Weekly Ex-Dividend Picks
January 29th to February 2nd
Well shit this is like the first time I can actually say this, but you could buy any of these 10.
We currently have AGNC and EPR in our portfolio. We have held EFC, PAA, PAGP, CRT and SCM at some point in the past.
CRT is slightly overvauled, but with that insane profit margin, you can fully expect at least one dividend increase this year. However, I wouldn’t be surprised if there are a couple of increases as well as a bonus dividend handed out this year.
CFG, OKE, EPR and PAGP are too close to perfect or fair market value for me to buy, but if you factor in the dividend you have wiggle room.
AGNC and EFC are the best bang for your buck, but they are volatile so be prepared to utilize your Stoic patience with them hahahaha.
January 22nd to 26th
Wow! This is a first, we actually have none of these investments in our portfolios. I personally like other stocks better, but you can’t go wrong with any of the top 4 as they have impressive margins and P/E numbers.
GAIN, GLAD and PSEC are all monthly dividend payers too, which you should know that I’m a fan of if you listen to our podcast.
Now PFE is interesting. It got killed last year because the COVID vaccine didn’t sell like it did in previous years. I find PFE VERY undervalued.
Any of the top 4 would be a great candidate for your portfolio.
January 15th to 19th
Not a lot of sure things this week for dividends. Like all 10 of these investments are okay, but still yuck, you know?
We hold HRZN, SLVO and USOI in our portfolios. We’ve held OSXQ, OXLC, GGN, UTF and DLY at some point in the past.
Like I said these stocks are all okay. The one I really like is HRZN, but it’s profit margin is kind of weak sauce and may lead (probably) to a dividend cut in the next couple of years.
If I was investing right now, I would hold my money in cash for this week and see what next week brings. But that’s me not settling mediocre yuck.
Just imagine how shitty the rest of the ex-dividend investments were for this to be the top 10, hahahaha.
January 8th to 12th
I’d wait for a pullback on TD (52%) and TWO (57%) as they’re both overvalued compared to their peers, but they do have good numbers aside from that.
LNC is a fine investment, but it lacks profit margin currently, which could lead to a dividend cut or stock dilution by LNC offering more shares or preferred shares to generate financing.
Any of the top 5 would be good income investments and should hold up well for a longer duration.
ECC is the weakest of the top 5, not from a profit margin but from value versus its peers. It is about fair market priced, but since it’s a monthly dividend payer, you could wait for a pullback to add shares.
My favorites (which we own in the portfolios) are VZ and BEP/PRA. I know they’re not the double digit yields we like, but our entry price was so good that the inevitable value increase will make up for it.
January 1st to 5th
KYN, FSD and FAM are Close-Ended Funds (CEFs), and therefore finding any data on them is difficult. I wouldn’t invest in any of them, or RGLD for that matter.
Any stock 1-6 is a good investment though. ABM has a low yield but has been increasing its payout for like 60 or 70 years.
Not much in terms of high yield investments this week, but the top 5 are very good investments. OPRA, unfortunately, has a semi-annual dividend though. To me, MAIN is the very best of this list. We own it, in multiple accounts.