A few companies have started adding Bitcoin ( CRYPTO:BTC ) to their balance sheets as a substitute for ultra-safe cash and bonds. Others have taken […]
Continue readingTag: growth
STAG Industrial: Valuations Have Caught Up With An Otherwise Brilliant Business
Summary The pure industrial REIT is an all-around good business. The REIT has managed to produce extraordinary returns for its shareholders since the initial listing […]
Continue readingNu Holdings: Buy This Buffett-Backed Disruptive Fintech
Summary Nu Holdings is a Warren Buffett backed Latin American fintech that only recently came public on December 9th, raising $2.6 billion. The stock price […]
Continue readingUpOnly Closes Highly Successful Funding Rounds With Crucial Partners Onboarded
UpOnly is building a premier data directory for play-to-earn gaming and Metaverse projects with a predictions platform that will unlock lucrative earning opportunities for play-to-earn […]
Continue readingCorning Has It All: Value, Growth, And Dividend Growth
Summary Corning supplies essential products that enable modern telecommunications and technologies. Its optical fiber business is firing on all cylinders and is in the early […]
Continue readingWhat 3M’s Latest Deal Means to Investors
Key Points 3M’s management believes the food safety business will be better run by Neogen. The deal won’t move the needle much on 3M’s earnings. […]
Continue readingFour 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 readingGladstone Commercial Is A Step Above The Rest
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 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 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 […]
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