“Let your winners run.” Most investors have heard that sage advice even if it is easier said than done.
A prominent billionaire recently warned of the plausibility of the worst-case scenario for the U.S. economy playing out. We discuss why we think there is a reasonable chance of this happening as well.
Since my earlier piece this June on Agree Realty, the total return performance has landed at close to 25%. This has expanded ADC's multiple quite a lot, and consequently brought down the yield to belo

If I Could Only Hold 5 REITs Over The Next Decade

09:00am, Saturday, 14'th Sep 2024
I often hold my REITs for just 1-2 years. But there are some exceptions that we expect to hold for the long run. Here 5 REITs that I will hold for the next decade.
Net lease real estate investment trusts require tenants to pay most property-level operating expenses. Although any one location is high-risk for a net lease REIT, those with large portfolios tend to

2 REITs Most Investors Should Own

08:15am, Thursday, 12'th Sep 2024
There is a minority of REITs that check all the boxes. High yield, steady growth, lower risk, and upside potential. I discuss 2 such REITs that most investors should consider.
SOUTH SAN FRANCISCO, Calif., Sept. 11, 2024 (GLOBE NEWSWIRE) -- Sutro Biopharma, Inc. (Sutro or the Company) (NASDAQ: STRO), a clinical-stage oncology company pioneering site-specific and novel-format
ROYAL OAK, Mich. , Sept. 10, 2024 /PRNewswire/ -- Agree Realty Corporation (NYSE: ADC) (the "Company") today announced that its Board of Directors has authorized, and the Company has declared, a mont
Agree Realty owns retail properties, like grocery stores and home improvement locations. Getty Realty owns gas stations and other auto-related convenience properties.

10 SWANs For The Next Black Swan

07:00am, Saturday, 07'th Sep 2024
I focus on bottom-up analysis, identifying companies with strong operational performance and balance sheets that can weather Black Swan events, regardless of stock market fluctuations. Realty Income,
I discuss which areas of the market are most opportunistic for generating high yield income right now. I share some of my top picks within those sectors. I also share how I would deploy $100,000 of ne
SAN FRANCISCO, Sept. 06, 2024 (GLOBE NEWSWIRE) -- Nurix Therapeutics, Inc. (Nasdaq: NRIX), a clinical stage biopharmaceutical company developing targeted protein modulation drugs designed to treat pat
LAUSANNE, Switzerland, Sept. 03, 2024 (GLOBE NEWSWIRE) -- ADC Therapeutics SA (NYSE: ADCT), a commercial-stage global leader and pioneer in the field of antibody drug conjugates (ADCs), today announce
Agree Realty and CareTrust REIT share prices have rallied since July due to cooling inflation. Additionally, both offer long-term upside due to high-quality business models and strong fundamentals. Ag
LAUSANNE, Switzerland, Sept. 03, 2024 (GLOBE NEWSWIRE) -- ADC Therapeutics SA (NYSE: ADCT), a commercial-stage global leader and pioneer in the field of antibody drug conjugates (ADCs), today announce
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