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Bryan Perry's 25% Cash Machine

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Date updated:02-10-2007

From Barron's 2-12-07 issue:

"Financial Adviser Bryan Perry's passion is double-digit income investing. To that end and with over 20 years of experience on Wall Street, he launched an e-newsletter advisory service on Jan. 1, 2006, at ChangeWave Investing (www.changewave.com) called The 25% Cash Machine. He also has a book of the same name, published a month ago. Perry searches for securities that generate around 10% in income and at least 15% in capital gains annually."

Here are his favorite 5 for 2007.

AINV
Apollo Investment
$10.28
+2.19%
$10.01

One of his favorite five for 2007 is Apollo Investment (AINV), a lender to midsize companies. Recently trading a bit above 23, it yields about 9% and is expected to boost revenue 33% this year.

People owning AINV also tend to own: ACAS ARCC AU BAC CEL FCX GILD

TheStreet.com Rating: C- What is this?

DSX
Diana Shipping In
$13.29
-1.77%
$13.57

For a "Chindia" play (China plus India), he likes Diana Shipping (DSX). Priced at around 17 and yielding 9.45%, Diana is a way to leverage on the whole emerging-market theme surrounding the pan-Asian continent.

People owning DSX also tend to own: ALD BMY CNE GAIN GOOD HTE ML.TO

TheStreet.com Rating: C+ What is this?

BEP
Bep
$0.00
N/A
$N/A

For a broad-market component, Perry favors the S&P 500 Covered Call Fund (BEP). With a 10.7% dividend yield, it returned 29% last year.

People owning BEP also tend to own: RKH VOX AAPL AUY BAC COF CSCO

TheStreet.com Rating: No Rating What is this?

DFR
Deerfield Capital
$4.64
-0.43%
$4.67

Perry expects specialty finance to perform well; his top choice there is Deerfield Triarc Capital (DFR). This real-estate investment trust trades below 17, and is a 10% yielder.

People owning DFR also tend to own: AAI AER CHP COG EEFT GLS GPI

TheStreet.com Rating: D What is this?

LCM
Advent/claymore E
$11.07
0.00%
$N/A

Perry believes convertible securities will beat most other assets in 2007. Here he likes Advent/Claymore Enhanced Growth & Income Fund (LCM), which is trading at a slight discount to its net asset value while producing a dividend yield exceeding 8%.

People owning LCM also tend to own: PPR VRTB AINV BEP DFR DSX ORA

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