News
14% Dividend Yield From KKR Real Estate Finance: Too Good To Be True? (NYSE:KREF)
Co-produced by Austin Rogers About a year ago, we performed a broad analysis of commercial mortgage REITs to see if…
IGM: Expensive Valuation, But Some Subsectors Are Still Inexpensive
Introduction We last covered iShares Expanded Tech Sector ETF (NYSEARCA:IGM) in September 2023. At that time, despite the fact that…
What The Short-Term Treasury Market Says About Rate Cuts, And How Wrong It Was So Far
Inflation has the upper hand. The market (Goldman Sachs and me included) vastly underestimated the Fed. Someday, the market might…
UGI Corporation: A Lot To Do With Market Sentiment (NYSE:UGI)
UGI: Investment Thesis There are a number of factors I believe are likely to cause an improvement in UGI Corporation…
Block: Breakout Rally Still Far Away, Reiterating A Speculative Buy (NYSE:SQ)
We previously covered Block (NYSE:SQ) in March 2024, discussing why we had maintained our Buy rating as the management expanded…
Alexandria Real Estate: Undervalued Passive Income Gem With A 4.2% Yield (NYSE:ARE)
Alexandria Real Estate Equities, Inc. (NYSE:ARE) is a well-managed real estate investment trust with an operational focus on life science…
Good News For Gaming And Leisure Properties (NASDAQ:GLPI)
Investment Thesis Gaming and Leisure Properties (NASDAQ:GLPI) has recently signed a term sheet regarding the sale-leaseback transactions, development investment, and…
Preferreds Weekly Review: Tight Spreads Drive Bond Issuance
Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity…