Agree Realty: No Longer Undervalued, Still A Buy
Agree Realty achieves industry-leading growth at a low cost of capital, making it a fundamentally strong business and a long-term buy. REITs are expected to perform well given the lower interest rate outlook. The shares have caught up to value after rising by 32%, making ADC no longer significantly undervalued.
Earn A Potential 7% Monthly Income By Owning These REITs
REITs still offer high yields, in excess of 7% in some cases. Some of these high yielders also pay monthly. I highlight two of my favorite to buy today.
More Good News Ahead For REITs
REITs have rebounded due to recent Fed rate cuts, despite previous struggles with rising interest rates and the pandemic's impact on commercial real estate. I believe further upside is in store for REITs. I share why, as well as the REITs that I think offer the best risk-reward right now.
Buffett-Style Investing: Finding Value In REITs
Warren Buffett invests in companies that enjoy strong moats. A moat is a major competitive advantage. This can be applied to REITs. Here is how.
2 REITs That I Have Bought With An Intent To Hold Forever
Many investors focus on selecting robust businesses with stable cash flows, reinvesting dividends to benefit from compounding, and avoiding the need for frequent trading. In the equity REIT segment, there are some possibilities to find specific names that match these objectives. In this article, I present two REITs, which I have bought in my portfolio with an intent to hold forever.
Dividends Are Real Money: 3 Dividend-Paying REITs To Consider
Dividends are crucial indicators of a company's financial health, providing real returns and reflecting profitability, as emphasized by Kelley Wright in "Dividends Still Don't Lie". EastGroup Properties, a premium industrial REIT, has a strong dividend growth track record and a robust balance sheet, making it a Buy. Federal Realty Investment Trust, with a long dividend history and solid growth potential, is great for conservative income investors.
Agree Realty: Still Reasonably Valued For Its Rich Growth/Dividend Thesis - Initiate Buy
Agree Realty: Still Reasonably Valued For Its Rich Growth/Dividend Thesis - Initiate Buy
Daiichi Sankyo: Showing No Signs Of Slowing Down ADC Dominance
Daiichi Sankyo's ADCs, particularly trastuzumab deruxtecan (Enhertu) and datopotamab deruxtecan, are showing promising results in treating various cancers, including HER2-mutated NSCLC and HER2-positive breast cancer. Enhertu has multiple approvals, including tissue-agnostic for high HER2 expression, while datopotamab deruxtecan shows promise in non-squamous NSCLC. Recent findings support ifinatamab deruxtecan's potential to outperform topotecan in second-line treatment, signaling a significant advancement for Daiichi Sankyo's oncology pipeline.
These 2 Stocks Just Hit a New 52-Week High. Time to Bail?
“Let your winners run.” Most investors have heard that sage advice even if it is easier said than done.
Billionaire Investor Warns Of 'Worst Outcome' Economy Possible: Our Approach
A prominent billionaire recently warned of the plausibility of the worst-case scenario for the U.S. economy playing out. We discuss why we think there is a reasonable chance of this happening as well. We share some of our top picks that, we think, will likely weather this scenario quite well.
Agree Realty: The Multiple Expansion Has Not Made The Case Unattractive
Since my earlier piece this June on Agree Realty, the total return performance has landed at close to 25%. This has expanded ADC's multiple quite a lot, and consequently brought down the yield to below 4% level. Theoretically, this renders a strong base of argumentation to consider other alternatives.
If I Could Only Hold 5 REITs Over The Next Decade
I often hold my REITs for just 1-2 years. But there are some exceptions that we expect to hold for the long run. Here 5 REITs that I will hold for the next decade.
