Author: Brett Owens, Contrarian Outlook

Wondering what’s more important, dividends or growth? Why don’t we have both?

We contrarians love it when the crowd mislabels a stock and tosses it overboard. It happened to this fund twice…

Trading at a 4% discount (down from a 3% premium) to the NAV, it’s led by the guru we want coaching up our fixed-income portfolio.

The latest bond panic has blown its discount to 9%, a level not seen in four years.

Paying a 5%-plus yield, it shows an attractive blend of strength and value.