🚨 2 Popular High-Yield Dividend Stocks I’m Selling—and 2 I’m Buying NOW! 🚨 скачать в хорошем качестве

🚨 2 Popular High-Yield Dividend Stocks I’m Selling—and 2 I’m Buying NOW! 🚨

🎁 Want access to my market-crushing High Yield portfolio? Sign up to High Yield Investor: https://seekingalpha.com/affiliate_li... 💰 Get $50 FREE to start investing in 10-15% yielding real estate deals with Groundfloor!** Sign up here: https://app.groundfloor.us/r/521537 🚀 💰 Earn a 4%+ yield on GOLD and SILVER bullion, paid in GOLD and SILVER bullion, with very low risk and no fees. Sign up here: https://www.monetary-metals.com/high-... 🧵 Follow me on X (Twitter) for real-time dividend stock updates: https://x.com/SamuelDividends 📉 Not all high-yield stocks are created equal. Some are overhyped—and some are still flying under the radar. In this video, I’ll show you: ✅ 2 overrated high-yield stocks I’m avoiding right now ✅ 2 overlooked high-yield stocks I’m buying instead ✅ How I evaluate yield, quality, balance sheet strength, and upside ✅ How to build a high-yield portfolio for passive income and long-term total return ⚠️ Overrated High-Yield Stock #1: FS KKR Capital Corp (FSK) ✔ Attractive dividend yield ❌ High expense ratio ❌ Mid-teens % of income is payment-in-kind (PIK) ❌ Mediocre underwriting, moderate leverage ❌ Trades near NAV despite lower-quality metrics 📌 Verdict: Overvalued and high risk. Better options exist in the BDC space. ⚠️ Overrated High-Yield Stock #2: Kinder Morgan (KMI) ✔ Stable cash flow from 95% hedged or fee-based assets ✔ Investment-grade balance sheet ❌ Only a 4.5% yield ❌ Weak dividend growth outlook (2.2% CAGR) ❌ Slower DCF and EPS growth than competitors 📌 Verdict: Too expensive for the weak growth profile. AI hype has run its course. ✅ Underrated High-Yield Stock #1: Morgan Stanley Direct Lending (MSDL) ✔ Trades at a 3% discount to NAV ✔ Very low PIK income (~2%) ✔ Leverage at 1.04x—more conservative than FSK ✔ 97% in first-lien senior secured loans ✔ Strong alignment—Morgan Stanley owns 11% 📌 Verdict: One of the highest-quality BDCs available. Cheaper than BXSL with similar portfolio quality. ✅ Underrated High-Yield Stock #2: Enterprise Products Partners (EPD) ✔ 6.7% yield (vs. 4.5% for KMI) ✔ A- credit rating (sector-best) ✔ 3.1x leverage ratio ✔ Expected 5% distribution CAGR + 6.2% DCF per unit growth ✔ Well-diversified across NGLs, petrochemicals, oil & natural gas 📌 Verdict: Better yield, better growth, better balance sheet, and better total return potential than KMI. 🧠 My High-Yield Strategy 💡 I focus on stocks with: High, sustainable dividends Strong balance sheets Low valuation risk Inflation-resistant business models Aligned management and long-term upside 📌 I overlay this with an opportunistic capital recycling strategy to boost long-term total returns. That’s how we consistently outperform at High Yield Investor. 💬 Final Takeaway ❌ Don’t chase yield blindly. ❌ Don’t pay premium prices for low growth. ✅ Buy high-yield stocks with quality, growth, and mispricing on your side. 💬 What are your favorite high-yield stocks right now? Are you avoiding FSK and KMI too? Let me know in the comments below! Disclaimer: This is not financial advice. Do your own due diligence before investing. 📌 #DividendInvesting #PassiveIncome #HighYieldStocks #FSK #KMI #EPD #MSDL #BDCInvesting #RetireOnDividends