I'm Buying These 7-12% Yields With Discounts To NAV And Peers

Gen AlphaInvesting GroupFollow5ShareSavePlay(12min)Comments(2)SummaryMorgan Stanley Direct Lending Fund and Energy Transfer both offer high yields, discounted valuations, and solid dividend coverage.MSDL trades at a 29% discount to NAV, has a 12.5% yield, and maintains a conservative, first-lien-heavy portfolio with low non-accruals.ET provides a 7.05% distribution yield, robust fee-based cash flows, and is positioned for growth from U.S. energy exports and data center demand.Both picks emphasize reliable income, margin of safety, and diversification, prioritizing income with price appreciation potential.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More » Vivek Vishwakarma/iStock via Getty Images Now is a great time to pick up high-yielding stocks on the cheap, especially when their valuations support a solid margin of safety. Plus, while the market remains focused on a return on capital, I’mThis article was written byGen Alpha23.09K FollowersFollowI am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon. I provide high-yield, dividend growth investment ideas in the investing group iREIT®+HOYA Capital. The group helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. It offers income-focused portfolios targeting dividend yields up to 10%. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSDL, ET 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. I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions.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.