Buy The Dip: 2 REITs Getting Way Too Cheap
Some REITs suffered a dip in recent weeks. As a result, they have become cheap again. We highlight 2 of our favorite buy-the-dip opportunities.
Mersana Therapeutics: We're About To Find Out If ADC Platform Is More Tolerable
Mersana Therapeutics is developing novel antibody-drug conjugates targeting a heretofore untapped immune checkpoint, as well as HER2 from another angle. The company has an operational runway of 6-7 quarters excluding collaboration revenues. The promise of phase 1 trial data gives us a chance to see if Mersana's ADC platform can make drugs that are more tolerable than those being developed by competitors.
December's 5 Dividend Growth Stocks With 4.51%+ Yields
Dividend growth stocks, though not often the most exciting, can offer the potential for growing wealth and passive income over the long run. Every month, we screen for potential opportunities, starting with initial parameters, including dividend safety, growth, and consistency. Of course, further due diligence is essential; these initial screenings are just that “initial” and highlight potential names worth considering further but require further due diligence.
2 REITs To Add To Your Christmas List And When To Buy For A Margin Of Safety
Agree Realty and VICI Properties are high-quality REITs with strong fundamentals and impressive total returns, but currently offer little margin of safety due to their run-up in share prices. Investing with a margin of safety helps manage market volatility; for example, my cost basis of $53 for Realty Income has helped me stomach volatility and the stock's underperformance. I recommend assigning stocks specific roles in your portfolio; for example, Starwood Property for stable dividends, PepsiCo for moderate growth, and Visa for high growth, balancing income and growth.
Is Agree Realty a Millionaire Maker?
Net lease real estate investment trust (REIT) Agree Realty (ADC 1.39%) has a 4.1% dividend yield. That yield is a little higher than the 3.7% average for the REIT sector, but below the 5.6% you could get from buying industry leading net lease REIT Realty Income.
What I Wish I Knew Before Investing In REITs
I have done well over time, but I could have done even better. I have made many mistakes over the years. I discuss 3 of my biggest regrets as a REIT investor.
ADC Therapeutics: Continues To Make Strides With ZYNLONTA Targeting DLBCL
Initial positive results released from the phase 1b study, using ZYNLONTA + COLUMVI for the treatment of patients with 2nd-line relapsed/refractory DLBCL. Additional results from the phase 1b study, using ZYNLONTA + COLUMVI for the treatment of patients with 2nd-line relapsed/refractory DLBCL, to be released in the 1st half of 2025. The seven major Diffuse Large B-cell Lymphoma markets are expected to reach $5.25 billion by 2034.
2 REITs To Buy After The Rally
REITs are up 40% on average over the past year. But some individual REITs are not up at all. I discuss 2 REITs that remain heavily discounted.
3 Durable Dividend Stocks to Buy for a Lifetime of Passive Income
Some dividends are more durable than others. That's due to a combination of the underlying company's financial strength and the resiliency of its business model.
My Single Biggest Regret As A REIT Investor
I have outperformed REIT sector averages over the long run. But I could have done even better. I discuss my #1 biggest mistake I have made as a REIT investor.
9 Stocks I'm Buying As The Market Reaches A Rare Level Of Speculative Fervor
The U.S. stock market is highly valued, driven by Big Tech and AI investments, with speculative fervor reminiscent of the late 1990s. Some REITs, like W.P. Carey, face challenges due to poor capital allocation and strategic missteps, leading to underperformance compared to tech stocks. Many other REITs, however, have been beaten down due to short-term supply headwinds and their treatment as bond proxies.
2 REITs To Buy Before December 18th
The Fed is about to cut interest rates again. We think that this bodes well for REITs. Here are 2 REITs that we are buying ahead of December 18th.
