This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filter

A Golden Holiday Rally

09:00am, Sunday, 28'th Dec 2025
U.S. equity markets climbed to fresh record highs in the Christmas-shortened trading week, buoyed by surprisingly solid GDP data, positive holiday spending trends, and a pullback in global interest ra
American Homes 4 Rent (NYSE: AMH - Get Free Report) and Armada Hoffler Properties (NYSE: AHH - Get Free Report) are both finance companies, but which is the superior business? We will contrast the two

The Ghost Of Inflation Past

09:00am, Sunday, 21'st Dec 2025
U.S. equity markets posted mixed performance as surprisingly cool inflation data and soft employment data were tempered by a hawkish pushback from Fed officials and skeptics clinging to inflation fear
REITs endured a brutal three-plus-year stretch since March 2022, underperforming the S&P 500 by an unprecedented 70 percentage points, far worse than the Global Financial Crisis. Extreme underperforma

A Cut Without Conviction

09:00am, Sunday, 14'th Dec 2025
U.S. equity markets posted mixed performance after an unusually divided Federal Reserve delivered a third-straight rate cut, but signaled a likely "pause" in the easing cycle. Perhaps the last rate cu
I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, sug
Axa S.A. lifted its holdings in American Homes 4 Rent (NYSE: AMH) by 13.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The insti
First Trust Advisors LP increased its stake in American Homes 4 Rent (NYSE: AMH) by 2,035.9% during the second quarter, according to its most recent filing with the SEC. The fund owned 1,129,609 share

The Cut Countdown

09:00am, Sunday, 07'th Dec 2025
U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the mos
The Dividend Growth Trifecta—quality, yield, and growth—remains my core focus for portfolio construction in an expensive market. Industry leaders like Ares Management Corporation and Blackstone In

American Homes 4 Rent: Low Risk, High Return

10:33pm, Friday, 05'th Dec 2025
American Homes 4 Rent shares are down 17% YTD despite robust business fundamentals and reaffirmed 2025 guidance. AMH expects 4% same-store NOI growth for 2025, supported by high resident retention and

Doves Take The Wheel

09:00am, Sunday, 30'th Nov 2025
U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, as investors leaned into December rate cut expectations. R
B&I Capital AG lowered its holdings in American Homes 4 Rent (NYSE: AMH) by 2.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 205,540 shar

A Fed Divided

09:00am, Sunday, 23'rd Nov 2025
U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary p
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