This 7.5% Fund is a Buy for Its Well-Covered Dividend and Upside Potential
Trading at an 8% discount to NAV, it’s delivered a total return that’s beaten the S&P 500 over the last five years.
Read MorePosted by Michael Foster, Contrarian Outlook | Aug 11, 2026
Trading at an 8% discount to NAV, it’s delivered a total return that’s beaten the S&P 500 over the last five years.
Read MorePosted by Michael Foster, Contrarian Outlook | Aug 7, 2026
Trading at an 8%-plus discount to NAV, it’s crushed the market in 2026 holding names like NVIDIA (NVDA), Bloom Energy (BE), Lam Research (LRCX) and other cutting-edge companies.
Read MorePosted by Michael Foster, Contrarian Outlook | Aug 4, 2026
It’s easily outrun the S&P 500 since 2017, when it was the original buy in my service portfolio.
Read MorePosted by Michael Foster, Contrarian Outlook | Jul 24, 2026
Trading cheaper than it should be, it pays a 4.2% dividend yield and offers a compelling combination for investors who want a piece of the AI infrastructure buildout without paying premium valuations.
Read MorePosted by Michael Foster, Contrarian Outlook | Jul 21, 2026
Outperforming the S&P 500 year-to-date, it trades at a 4.1% discount that has only grown despite its strong returns.
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