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Forget ARKK: 3 Reasons Why I'm Buying High Yield Hand-Over-Fist Instead

Oct. 06, 2021 7:00 AM ETARKK, COIN, DIV, ET, LUMN, SPYD14 Comments


  • ARKK was the market darling of 2020 but now has several headwinds plaguing it.
  • High Yield has been an outperformer in 2021 and we expect this trend to continue moving forward.
  • We discuss three reasons why.
  • Looking for a portfolio of ideas like this one? Members of High Yield Investor get exclusive access to our model portfolio. Learn More »
Balls balancing on scale

PM Images/DigitalVision via Getty Images

Cathie Wood's ARK Invest flagship Innovation ETF (ARKK) has been on a strong run since inception, crushing the broader stock market (SPY) and even the Nasdaq (QQQ) over that span:

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This article was written by

Samuel Smith profile picture

Samuel Smith is Vice President at Leonberg Capital and manages the High Yield Investor Seeking Alpha Investing Group.

Samuel is a Professional Engineer and Project Management Professional by training and holds a B.S. in Civil Engineering and Mathematics from the United States Military Academy at West Point and a Masters in Engineering from Texas A&M with a focus on Computational Engineering and Mathematics. He is a former Army officer, land development project engineer, and lead investment analyst at Sure Dividend.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of COIN, ET, TDOC, LUMN either through stock ownership, options, or other derivatives. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (14)

The Good thing about potentially investing in ET is if you just wait the price always gets a little cheaper.
Samuel Smith profile picture
@Randol33 haha. Sell puts my friend. I have done that and done very well.
Great Article Sam, Long ET, LUMN. Capital appreciation is on its way!
Perhaps Lumen at a lower price, in the meantime I may add some TDOC but also utilities, consumer staples and pharma.
Samuel Smith profile picture
@Gladiator321 selling some puts on LUMN might be an interesting play here.
2tired2talk profile picture
@Samuel Smith

Mostly I am wondering which issue of “Science” magazine are you quoting?

Having said that… this is a good article. The current market reminds somewhat of March, 2000, when WM was at $13, and LU was $80. Today WM is the ten bagger, and LU is gone.

Now the pipelines are the cheapest ever, some banks and pharma are less than 10x earnings, steel stocks are 3-4x, but SNOW trades at 100x sales. Go figure.
Try 26AUG21
Samuel Smith profile picture
@2tired2talk thanks for the kind feedback! I link to the source in the article under "Israeli study"
Jake Goldi profile picture
Good analysis. Thanks!
Samuel Smith profile picture
@Jake Goldberg You're welcome! Glad you benefited from it.
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