Posted on 8/24/20
Blackstone And Brookfield Asset Management Are Both Undervalued
SummaryPrivate equity is a good asset class to hold in order to take advantage of sell-offs in the public and private markets.Strong historic fee-earning AUM growth . . .
Posted on 11/26/18
Gladstone Investment Corporation - This BDC Is Set To GAIN 25% Upside
SummaryShares are attractively priced at these levels, trading hands for just 0.78x BV.Total dividend yield (including declared supplementary dividends) is now 9.8%, which is very competitive . . .
Posted on 10/29/18
Kimco: Reducing, Reusing And Recycling Towards Success
SummaryShares yield 7.2% with 129% coverage.Sears, K-Mart and Toys 'R' Us bankruptcies are actually a long-term benefit due to high rent from new tenants.Guidance raise offers . . .
Posted on 9/17/18
Will The Sun Come Out Tomorrow For SunTrust Banks?
SummaryImpressive Q2 '18 beat driven by increased interest margins and efficiency.Macroeconomic risks like US-China trade war and Brazil real devaluation fears have put downward pressure on . . .
Posted on 7/12/18
Dynex Capital: A Compelling Target For A Short-Term Swing Trade
Investment ThesisI believe that Dynex Capital (DX) represents a relatively safe pick in the mREIT space, and an investor can capitalize on a lesser-known name with . . .

