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Why I Am Buying REITs Hand Over Fist
In January, consensus was to sell BDCs and buy REITs for impending rate cuts; today, it's inverted into panic-selling REITs over Treasury rate spikes,...
Micron: Wishful Thinking At Its Finest
Micron reported its 4Q results last week. The print confirmed our expectation of moderating ASP growth and peaking gross margins. DRAM and NAND revenu...
If I Had $100,000 Today, I'd Buy These 3 Cheap Dividend Stocks
Despite market highs, breadth is weak; select dividend stocks offer compelling alternatives to bonds for long-term income growth. Home Depot, Ares Man...
Nvidia: Smart Money Is Pounding The Table
Nvidia is upgraded to strong bullish as shares break out to new all-time highs, nearing a $6 trillion market cap. Management’s $235 billion buyback pr...
8%+ Yielding Income Powerhouses To Buy On The Pullback
Recent pullbacks have pushed two income powerhouses above 8% yields, creating compelling opportunities to buy the dip. Improving payout coverage and d...
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