Author: Michael Foster, Contrarian Outlook

Paying 8%-plus yields, investors are noticing them, setting up their discounts to shrink further, and putting a lift under their share prices as they do.

With NVIDIA (NVDA) as its biggest holding followed by Microsoft (MSFT), its portfolio is a who’s-who of companies driving the AI boom.

Way overinflated right now, these three names need to be sold now if you hold them, or avoided if you don’t.

A patient income investor can take advantage using the age-old approach of buying low and selling high.

It pays an 8.5% yield holding solid names like 3M (MMM), American Express (AXP), Procter & Gamble (PG) and more.