I first wrote about container ship operator Danaos Corporation (NYSE: DAC ) with a Buy rating in early 2024, and it's kept pace with the S&P500 on a total return basis since then. I felt it was too undervalued even with aIndividual investor and family office principal with over 20 years of investment experience. I favor fundamental analysis and look for individual issues and asset classes that are out of favor and represent a good risk/reward trade off. I often employ options strategies, covered calls on co ...

Editor's note: Seeking Alpha is proud to welcome Max Capital as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Portfolio Manager and Managing Partner of Max Capital since inception. Previously a Senior Research Analyst at OppenheimerFunds (acquired by Invesco) for almost 9 years and a Management Consultant at Bain & Co. for 2 years.Analyst’s Disclosure: ...

公司表现 - Six Flags Entertainment Corporation (FUN) 股价近期快速下跌，走势类似过山车的直线下降而非预期的上升[1]

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 ...

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 ...

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 ...

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' ( 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 ...

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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 ...