Recent #High Yield news in the semiconductor industry

2 months ago
1. The analyst maintains a buy rating on AMDY as AMD's stock stabilizes and AI sector optimism grows; 2. AMDY offers a 77% distribution yield but carries risks from capped upside and potential capital erosion; 3. Suitable for long-term income investors tolerant of volatility, with tax-efficient distributions (mostly return of capital) that may shrink if AMDY declines.
High YieldOptions Strategy
2 months ago
1. Slowing inflation increases the likelihood of Fed rate cuts in H2 2025, benefiting PIMCO Dynamic Income Fund (PDI); 2. PDI currently offers a 14% yield, 1.45 percentage points above its 3-year average, signaling potential undervaluation; 3. Key risks include delayed rate cuts or inflation resurgence from trade conflicts, though recent U.S.-China trade agreements mitigate such risks.
High YieldInflationinterest rates
3 months ago
1. Undervalued energy stocks offer high income and growth potential; 2. Canadian Natural Resources (CNQ) provides a sustainable 5.6% dividend yield with low-cost reserves and production growth; 3. Energy Transfer (ET) delivers a 7.5% yield, fee-based cash flows, and growth from infrastructure projects, with both stocks positioned for strong total returns despite sector volatility.
High Yield
3 months ago
1. The YieldMax MSTR Option Income Strategy ETF (MSTY) generates a 140% TTM yield through a synthetic options strategy tied to MicroStrategy (MSTR), despite share price volatility; 2. The ETF leverages MSTR's Bitcoin exposure and options premiums, offering indirect crypto-linked returns competitive with Bitcoin's performance; 3. While risky and not focused on capital appreciation, the fund's income potential has convinced the author to consider a small position for adventurous income seekers.
High YieldOptions Strategy
4 months ago
1. OXLC's NAV has declined sharply, with continued share issuance contradicting prior buyback plans; 2. The fund's 23% headline yield is unsustainable, facing risks of distribution cuts and potential reverse splits due to NAV erosion and payout coverage gaps; 3. Long-term investors have suffered poor real returns as price depreciation and payout reductions undermine income, making OXLC less attractive compared to safer income alternatives.
High Yield
4 months ago
1. The Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is recommended as a top choice for retirement income, offering a 10% yield; 2. The article emphasizes the stability and consistent income potential of preferred stocks, positioning PFFA as a reliable option during market volatility; 3. The author discloses a long position in PFFA and promotes the High Dividend Opportunities service, which provides exclusive investment strategies targeting 9-10% yields.
High Yield
5 months ago
1. Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is a strong buy due to its quality holdings and stable distributions, especially after the recent market dip. 2. The fund invests in high-quality U.S. preferred stocks, providing solid income with low volatility. 3. PFFA has maintained consistent dividends and uses conservative leverage to boost income, presenting a great buying opportunity in current market conditions.
High YieldMarket Recovery
8 months ago
1. The NEOS Nasdaq-100 High Income ETF aims to generate income by holding Nasdaq 100 stocks, primarily mega-cap tech companies. 2. QQQI reduces volatility by limiting upside potential and paying out regular income through selling options against the Nasdaq 100 index. 3. NDX options offer tax efficiency, being taxed at a lower rate than ordinary options income. 4. QQQI has shown slight underperformance compared to the Qs but offers a significant downside cushion and potential for income generation.
ETF AnalysisHigh Yield
12 months ago
1. Liberty All-Star Equity offers a high yield of 10.67% with a balanced allocation to value and growth investment managers. 2. The fund includes top sectors like Tech and Financials, with notable holdings such as Nvidia and Capital One. 3. Despite recent underperformance, the fund's attractive dividend yield and sector exposure make it a compelling buy. 4. The fund is trading at a discount to NAV, providing a valuable entry point for income-focused investors.
High YieldInvestment Fundsdividend stocks
about 1 year ago
1. The LONZ ETF, an actively managed fund of leveraged loans, has shown performance similar to passive leveraged loan ETFs when adjusted for leverage. 2. Given an impending economic slowdown, investors might consider higher credit-quality investments like the JAAA ETF. 3. Alternative floating-rate funds such as CLO ETFs like JAAA and JBBB offer better credit quality and potentially safer investment options.
ETF AnalysisHigh YieldLeveraged Loans