Note: The original swap suggestions were released to CEF/ETF Income Laboratory members on January 21, 2020. One of the strategies that we employ at CEF/ETF Income Laboratory is something that we have termed “compounding income on steroids,” which is a method that involves exploiting valuation inefficiencies in closed-end funds. OurRead More →

The Eaton Vance Tax-Managed Buy-Write Opportunities Fund (NYSE:ETV), with $1.04 billion in total assets, is an equity closed-end fund with an options-based strategy intended to generate income and reduce risk while managing tax implications. ETV currently yields 8.9% distributed on a monthly schedule, with a large component being a returnRead More →

Synopsis Cerence (CRNC) is composed of its dominant, extremely profitable, low-to-mid single digit growth Edge business, and its nascent, rapidly expanding, likely loss-making Connected Services segment. Cerence currently trades at around $21.50 per share. I estimate that the Edge business is worth approximately $13-20 per share. I advise that CerenceRead More →

In “Mean Reversion + Valuation = Opportunity,” I discussed the case for caution, reversion to the mean, and a review of asset class valuations. The findings signaled potential opportunities within 11 equity asset classes. I also discussed why I think gold is an essential core portfolio component. That article ledRead More →

Editor’s Note: This article is meant to introduce Stock Spin-off Alpha, the new Marketplace service by Stock Spin-Off Investing. This month, I’ve launched my marketplace service, Stock Spin-off Alpha. What will you get? By becoming a subscriber, you will get access to my highest conviction stock spin-off ideas before anyoneRead More →