Summary Triple net REITs are traded in direct proportion to their leverage. While the market is correct to take leverage into account, it is ignoring […]
Continue readingMonth: December 2021
Four Corners Property Trust: A Fat Net Lease Cash COW, But Not A Fat Pitch
Summary I am a FROG hunter when it comes to REIT investing, but I still appreciate a healthy COW. COWs are distinguished by their “safe”, […]
Continue readingThe Event That Changed The Metaverse; Blockchain World Abu Dhabi Engaged, Excited, and Educated the World
Abu Dhabi, UAE, Dec. 19, 2021 (GLOBE NEWSWIRE) — (via Blockchain Wire ) The inaugural Blockchain World Abu Dhabi welcomed over 5,300 attendees and streamed […]
Continue readingOmega Healthcare: Time To Get Greedy On This 9.78% Yielding REIT
Summary OHI’s current multiple of 8.16x price to FFO and a sub 80% dividend payout ratio indicates that shares are undervalued compared to its peers […]
Continue readingLBank Exchange Will List Front Row (FRR) on December 21, 2021
Tweet Share E-mail News and research before you hear about it on CNBC and others. Claim your 1-week free trial to StreetInsider Premium here . […]
Continue readingBIGZ: Innovation Goes Into Meltdown
Summary BIGZ is a riskier position in the CEF space, and we see that play out with the latest moves. In fact, the fund has […]
Continue readingHello Group: China’s Tinder Has A Shareholder-Friendly Management
Summary In recent quarters, Hello Group has been fighting to cling on to its dominant market-leading position. Revenues were declining, but the downward trend has […]
Continue readingThe Event That Changed The Metaverse; Blockchain World Abu Dhabi Engaged, Excited, and Educated the World
Tweet Share E-mail News and research before you hear about it on CNBC and others. Claim your 1-week free trial to StreetInsider Premium here . […]
Continue readingViper Energy Partners: 2022 Distributions Should Approach $2 Per Unit Despite Conservative Payout Ratio
Summary Viper looks capable of generating $464 million in positive cash flow in 2022 at $70 WTI oil. It is helped by an improved hedging […]
Continue readingSea Limited: Beware The Illusions Of Growth
Summary Sea Limited has been one of the top sought-after pandemic plays. Both of its two engines – gaming and e-commerce – are key beneficiaries […]
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