A while ago, I wrote a cautious article on the abrdn World Healthcare Fund (NYSE:THW) (formerly known as the Tekla…
This is my inaugural take on United Therapeutics (NASDAQ:UTHR), a commercial stage biotech with long growing earnings and a nice…
The U.S. faces an ongoing housing shortage, with no clear end in sight. One beneficiary of this tailwind is UMH…
What a difference a few months can make! Back in late September of last year, I performed an analysis of…
Investment thesis STAG Industrial (NYSE:STAG) has solid business metrics (high occupancy rate and impressive rent escalators), a strong balance sheet…
This coming week will be busy with data likely to show that the job market remains healthy and that inflationary…
Worried about inflation re-accelerating? The way to play that depends on the source. Let's say China has bottomed and we…
In March, I downgraded Trulieve (OTCQX:TCNNF) from "Hold" to "Sell" and caught a lot of flack from readers that questioned…
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