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.
Realty Income: What Could Turn The Tide?
Realty Income offers stable income but lacks recent capital appreciation. Management should focus on share buybacks to drive price appreciation. Diversified portfolio with more than 15,000 properties, but stepping outside core competencies has led to underperformance compared to Agree Realty. Agree Realty's focused strategy on high-quality tenants and U.S.-based retail has resulted in superior returns and growth potential.
Merck's ADC Drug Gets FDA Breakthrough Therapy Tag in NSCLC
This is the first breakthrough therapy designation granted to MRK's sacituzumab tirumotecan in the United States.
Gilead Collaborates With German Biotech Tubulis for Solid Tumor ADC
GILD and Germany-based Tubulis collaborate to discover and develop an antibody-drug conjugate against a solid tumor target.
Grab Magnificent Monthly Passive Income From 5 High-Yielding Quality Stocks
Most dividend investors seek solid passive income streams from quality dividend stocks.
Agree Realty: 3 Reasons To Sell And Buy Realty Income
Agree Realty Corporation stock has had a nice run-up over the past 6 months. The stock is now in the red zone on critical metrics. We discuss these and tell what looks better.
2 Top Dividend Stocks to Buy in December
With just a month left to the year, the S&P 500 is up 26% in 2024. Unless there's some major news over the next few weeks, the year will close out with a strong gain.
Agree Realty: Unfortunately No Longer A 'Buy' At This Price (Rating Downgrade)
Agree Realty is one of the more impressive triple-net lease REITs out there, with an upside that's non-trivial at the right valuation. That upside is no longer there, with the company trading far higher than when I bought it. As a result of this, using Q3'24 results, I am reiterating "Hold" on Agree Realty stock with the following specifics.
Could Agree Realty Become the Next Realty Income?
Realty Income (O) is the 800-pound gorilla in the net lease sector, with a massive $50 billion market cap. It's four times larger than its next closest competitor, and more than six times the size of fast-growing peer Agree Realty (ADC -0.07%).
6% Yielding REITs With Significant Upside Potential
REITs are priced at decade-low valuations. Such low valuations have historically resulted in very high returns. We highlight 2 REITs that offer high yield and upside potential.
Agree Realty price target raised to $80 from $75 at Mizuho
Mizuho raised the firm's price target on Agree Realty to $80 from $75 and keeps a Neutral rating on the shares as part of a broader research note. The firm is turning less constructive on Triple Net REITs as expectations of higher inflation and a "higher for longer" rate environment should weigh on the sector's investment spreads and growth potential, marking the end of the "pivot party", the analyst tells investors in a research note. Mizuho adds however Agree Realty stands apart as it has pre-funded its acquisition pipeline, with the management team having issued forward equity to lock in today's stock price.
