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There is clear evidence that the stock market is nearing a top . As noted by Seeking Alpha analyst Erik Conley, the Put/Call ratio is well below its long-term average of 0.70, indicating investor overconfidence, and the 10-year TreasuryPhilip Eric Jones is a financial writer, educator, artist, and inspirational speaker. He writes about investing for retirement with a focus on Growth stocks and REITs. He is a contributor to the investing group iREIT®+HOYA Capital. The service features a team of analysts focu ...

Core Insights - Rida Morwa, with over 35 years of experience in investment and commercial banking, leads the Investing Group High Dividend Opportunities, focusing on high-yield investment strategies since 1991 [1] - The service aims for a targeted safe yield of +9% through sustainable income from various high-yield investments [1] - Features of the service include a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, active community engagement, and regular market updates [1] Company and Industry Summary - The Investing Group High Dividend Opportunities collaborates with top income investing analysts from Seeking Alpha to provide insights and recommendations [1] - The service philosophy emphasizes community and education, advocating that investors should not invest alone [1] - The group closely monitors all positions and issues Buy and Sell alerts exclusively for its members, ensuring timely updates on investment opportunities [3]

Core Insights - The article highlights Rida Morwa's extensive experience in investment and commercial banking, emphasizing his focus on high-yield investment strategies since 1991 [1] - The Investing Group High Dividend Opportunities aims for a targeted safe yield of over 9%, offering various investment features and community support [1] Group 1: Investment Strategy - The service provides a model portfolio with buy/sell alerts, catering to both aggressive and conservative investors through preferred and baby bond portfolios [1] - Regular market updates and access to leaders in the service enhance the investment experience for members [1] Group 2: Community and Education - The philosophy of the service emphasizes community and education, promoting the idea that investors should not navigate the market alone [1]

Group 1 - The analyst has over a decade of experience researching various companies across different sectors, including commodities like oil, natural gas, gold, and copper, as well as technology firms such as Google and Nokia [1] - The analyst has transitioned from writing a personal blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]

Core Viewpoint - Dividend stocks are a viable option for generating long-term wealth, with a specific focus on the potential benefits of investing in monthly dividend stocks [1] Group 1 - Monthly dividend stocks provide a more frequent income stream compared to traditional quarterly dividend stocks, appealing to investors seeking regular cash flow [1] - The strategy of investing in monthly dividend stocks can enhance overall portfolio returns and provide financial flexibility [1]

Technical Analysis - EPR Properties has recently reached a key level of support and has overtaken the 200-day moving average, indicating a long-term bullish trend [1] - The 200-day simple moving average serves as a support or resistance level, helping to determine overall long-term market trends [1] Performance Metrics - Over the past four weeks, EPR has gained 8.1%, suggesting positive momentum [2] - The company is currently ranked a Zacks Rank 3 (Hold), indicating potential for further upward movement [2] Earnings Estimates - There have been 3 higher earnings estimate revisions for the current fiscal year, with none lower, reinforcing the bullish outlook [2] - The consensus earnings estimate has also moved up, further supporting the positive trend [2] Investment Outlook - Investors are encouraged to watch EPR for potential gains in the near future due to its key technical level and positive earnings estimate revisions [3]

Group 1 - The real estate asset class has significantly underperformed compared to the market and other income-oriented sectors since the pandemic began [1] - Other income-oriented areas that have outperformed real estate include Business Development Companies (BDCs), Master Limited Partnerships (MLPs), infrastructure, and covered calls [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping corporates with financial strategies and large-scale financings [2] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His work includes developing national State-Owned Enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [2]

Core Insights - The article discusses the investment strategy of identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly during economic downturns like the COVID-19 pandemic [1] Group 1: Investment Strategy - The focus is on long-term investment horizons, emphasizing contrarian and deep-value opportunities in the REIT sector [1] - The approach involves using fundamental economic insights to evaluate the intrinsic value of stocks, particularly those that are temporarily out-of-favor [1] Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting the impact of economic events on investment strategies [1]

Core Insights - The article discusses the investment strategy of identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly during economic downturns like the COVID-19 pandemic [1] Group 1: Investment Strategy - The focus is on long-term investment horizons, emphasizing contrarian and deep-value opportunities in the REIT sector [1] - The approach involves using fundamental economic insights to evaluate the intrinsic value of stocks, particularly those that are temporarily out-of-favor [1] Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting the impact of economic events on investment strategies [1]