How The Quest For Hidden Dividend Stocks Led To Salmon Farms (Podcast)

Dec. 09, 2019 6:30 AM ETMowi ASA (MHGVY), BANX5 Likes

Summary

  • Robert Hauver of Double Dividend Stocks discusses his investing strategy on the Marketplace Roundtable podcast.
  • The author's pursuit of income-producing stocks has led him to Norwegian salmon farmers and trailer parks, among other niche areas that emerge from monitoring media to pick up on trends.
  • The trade war continues to be the main driver of the market, but there is a seasonality that makes Hauver bullish in the near term.

Listen and subscribe to the Marketplace Roundtable on these podcast platforms:

By Nathaniel E. Baker

Robert Hauver of Double Dividend Stocks joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Hidden Dividend Stocks Plus service.

Hauver looks for "under-valued, under-covered dividend stocks," mainly by pursuing ideas through macroeconomic or lifestyle trends. This may include "sub sectors or niche industries, such as -- believe it or not -- salmon farming."

Indeed, one of his core portfolio positions is Marine Harvest (OTCPK:MHGVY), the world's biggest salmon farmer. "The ongoing healthy eating trend is a boon to salmon farmers," says Hauver. "We're all going to keep eating more fish. That industry has been expanding for years."

Patience is a virtue for income investors. It is no longer a game of buying and selling for capital gains, but producing income, which requires a different perspective -- and different rules for success.

Content

  • 2:00 - Investing strategy
  • 3:15 - How do you research investing ideas?
  • 4:00 - Key lesson learned
  • 5:00 - Anything specific you learned this year in the markets?
  • 6:30 - Sector advice, alternative means to gain income from non-dividend paying companies
  • 10:00 - Exciting sectors
  • 13:45 - What scares you about the markets right now?
  • 16:00 - Something that gives you confidence in your approach
  • 17:50 - What data made you look into the salmon thing? (OTCPK:MHGVY)
  • 21:45 - Additional favorite ideas? (NASDAQ:BANX)

This article was written by

The SA Marketplace Roundtable Podcast is a weekly podcast featuring our Seeking Alpha Marketplace authors. We talk with authors about their investing styles, current views on the market, and any favorite ideas for their portfolio currently.Follow this account to get new podcasts from our authors. You can also find this podcast on iTunes, Apple podcasts, Soundcloud, stitcher, and anywhere else you would sign up for podcasts.
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Disclosure: I am/we are long MHGVY, ILPT, BANX. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Robert Hauver is long MHGVY, ILPT, and BANX.

Nathaniel E. Baker has no positions in any of the securities discussed on this podcast.
Nothing on this podcast should be taken as investing advice.

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