News
Armstrong World Industries: Growth Soars Amid Uncertainty (NYSE:AWI)
Synopsis Armstrong World Industries (NYSE:AWI) is a leading provider of ceiling and wall solutions across the Americas, serving both commercial…
PBD ETF: Outperforming US-Only Clean Energy
I think it’s clear that the clean energy movement isn’t going away. Some may disagree with the idea that we…
Federal Reserve Watch: New Market Focus
Listen to the well-known journalists James Mackintosh from the Wall Street Journal: "We have entered a new market paradigm with…
First Industrial Realty Trust: One Of My Top Industrial REIT Picks (NYSE:FR)
First Industrial Realty Trust (NYSE:FR) is an industrial REIT that owned 424 properties with 67.9m sq. ft. of gross leasable…
KKR Real Estate Finance Stock: Preferreds Are A Buy At 7.7% Dividend Yield (NYSE:KREF)
KKR Real Estate Finance (NYSE:KREF) has seen its commons and preferreds (NYSE:KREF.PR.A) recover substantially from lows over the last few…
Dynatrace Stock: Cautious Management Guidance Despite Strong Fundamentals (NYSE:DT)
Introduction & Investment Thesis I last covered Dynatrace (NYSE:DT) last month before its Q1 FY25 earnings, where I outlined some…
3 Pillars To Minimize BDC Dividend Cut Risk In Your Portfolio
There is a lot of talk about how BDC earnings have peaked and that the next steps from here are…
OMFL: What’s Next For This Unpredictable Multi-Factor Fund? (BATS:OMFL)
Investment Thesis The Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL) has quickly earned a reputation for being unpredictable. Last year,…