Author: Brett Owens, Contrarian Outlook

Not only do these funds pay between 8.3% and 10.9%, but they’re trading for less than the fair value of their parts, too.

These stocks are ideal “pick and shovel” plays on the AI boom.

The three investments we’re discussing today yield between 10.7% and 12.5% and trade at a discount to their book values.

Today, with still-high rates but a cooldown around the corner, we have a nice shot at locking in some healthy bond dividends AND set ourselves up for gains, too.

As contrarian investors, we want to fade the “high long rate” hysteria.