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Easterly Government Properties: Attractive Entry Point
Seeking Alpha· 2025-06-13 21:15
About a year ago, I wrote a cautious article on Easterly Government Properties, Inc. (NYSE: DEA ), warning that the REIT's distributions were too aggressive. Fast-forward 12 months, and we saw the REIT cut its distribution by 32%, validating my prior warning.Author of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part ...
Beyond The Brand: Separating 2 Popular BDCs (Buy Vs. Avoid)
Seeking Alpha· 2025-06-13 21:15
Yet, in some instances, it is an important variable to factor in when assessing the overall investment case. The easiestRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelin ...
Chatham Lodging Trust Series A: Impressive Yield With Low Sector-Relative Risk
Seeking Alpha· 2025-06-13 21:14
Lodging REITs can be cyclical due to their short-term market-to-market leasing and their reliance on seasonal consumer behaviour. By considering the current economic uncertainty, one could say that lodging REITs are a no-go, and while we somewhat agree with the ideaPearl Gray is a proprietary investment fund and independent market research firm specialising in systematic analysis.Our latest work on SA primarily covers: Bonds, Preferreds, REITs, with an occasional drift.Primary Sectors: Financials and Real E ...
Scared Money Won't Make Money: Still Bullish On These Beaten-Down Buys
Seeking Alpha· 2025-06-13 21:05
When it comes to investing, many of us likely wonder what will happen when we invest our hard-earned money. When buying equities, the goal is to gain wealth, not lose it. Although losing money is something you often can't avoid.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do t ...
Simulations Plus: Further Downside Is Likely (Rating Downgrade)
Seeking Alpha· 2025-06-13 20:45
Simulations Plus' ( SLP ) share price plummeted after the company reported preliminary Q3 FY25 results that fell well short of expectations. While soft biopharma market conditions and Simulations Plus' relatively large services business mean that current weakness is not surprising, the companyRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adju ...
Adobe: This Was The Last Reset - Upgrading To A Strong Buy On AI
Seeking Alpha· 2025-06-13 20:35
分析师观点 - 分析师在去年12月中旬首次覆盖Adobe股票并给予买入评级 因股价因季度指引不及预期而回调 [1] - 分析师拥有20年以上科技领域投资经验 专注TMT行业 经历过互联网泡沫 08年信贷危机及当前AI浪潮 [1] 持仓披露 - 分析师当前未持有Adobe及其衍生品头寸 未来72小时内无建仓计划 [2] - 分析内容为独立观点 未获得被提及公司任何形式的报酬 [2] 平台声明 - 分析观点不代表平台立场 平台不持有证券经纪或投资顾问资质 [3] - 分析师团队包含专业投资者及个人投资者 部分未取得监管机构认证资质 [3]
I Am Swimming In Dividends With +7% Yields
Seeking Alpha· 2025-06-13 20:30
Golf is a unique sport. Unlike most others, it’s not primarily about beating the other players – it’s about beating the course. You are essentially playing against the environment, as the course's layout, natural obstacles, and weather conditions allHigh Dividend Opportunities, #1 On Seeking AlphaSave yourself thousands of dollars by creating a portfolio that pays you to hold it. No selling required to fund your retirement dreams. Tired of going it alone or visiting a financial advisor who just doesn't seem ...
Idacorp: Cash In On The AI Boom And Buy Now
Seeking Alpha· 2025-06-13 20:15
As an analyst and an investor, I tend to think of myself as a big-picture guy. Think about the present and extrapolate that to the future. From there, I believe thatHi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting ...
MercadoLibre: Even With A Premium, The Stock Has Room To Grow
Seeking Alpha· 2025-06-13 20:08
Since I published my last analysis of MercadoLibre ( MELI ) in April, the company hasn't stopped moving. Far from resting on its laurels, it has continued to make key strategic decisions that only serve to reinforce its regional leadership. One of theI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering an ...
Omega Healthcare: This Period Of Consolidation Is An Opportunity For This High-Yielding REIT
Seeking Alpha· 2025-06-13 20:00
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OHI either t ...