Alistair Berg Co-authored with Beyond Saving One thing I have learned over the years is that people love their charts. They will spend hundreds of hours staring at charts, trying to determine which patterns they can discern and attempt to define the future. That isn't me. Frankly, the whole exercise strikes me as a Rube Goldberg machine. Cartoonist Rube Goldberg was known to illustrate incredibly complex machines, where a simple task like flipping a switch is carried out through a long series of chain react ...

nd3000/iStock via Getty Images Co-authored by Treading Softly I've learned in life that there is one constant that exists, and that has never changed in my lifetime. I've seen people gain access to the Internet and be able to connect to people from around the globe within seconds. I've seen fax machines disappear. I've watched as we've gone from having carburetors on the top of our engines to intricate computer-controlled engine management systems. Even in my day-to-day life, people have gone from paper boo ...

Flashpop Introduction I'm a huge fan of real estate investment trusts as you can probably tell by my articles. I love the idea of owning real estate through the stock market. Owning physical properties has never been that appealing to me because of the time and costs associated with owning them. Furthermore, investing in REITs gives you the ability to own real estate in various states and other parts of the world with ease. EPR Properties (NYSE:EPR) not only gives you that ability, but it is one of the ...

Editor's note: Seeking Alpha is proud to welcome Cash Flow Venue as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Flashpop/DigitalVision via Getty Images Investment Thesis An ~8% dividend yield and 8.4x P/FFO ratio would often suggest liquidity issues (endangered dividend), inconsistent management decisions, or some major ...

mizoula/iStock Editorial via Getty Images I doubled my position in EPR Properties (NYSE:EPR) last month on the back of the experiential properties owner dipping to form a new 52-week low. This aggressive price action followed a consumer inflation release that disrupted the prior dovish timeline for Fed rate cuts in 2024. I remain bullish on EPR and also added a significant position in its 5.75% Series C convertible preferreds (NYSE:EPR.PR.C) to my portfolio. I last covered the ticker with a buy rating in Ma ...

The Good BrigadeEPR Properties (NYSE:EPR) is a real estate investment trust that saw some trouble in the aftermath of COVID. EPR 5Y Price History (Seeking Alpha)After reviewing both FY 2023 and Q1 2024 results, I have doubts that the problems of COVID linger. Moreover, with an 8%, growing yield, this seems like a rare opportunity. I am going to review the post-COVID business and explain why, even if the growth isn't very high, the current price makes this an easy buy. Financial History Over the past de ...

These two stocks have serious short-term headwinds, but don't ignore the long-term opportunities.The Dow Jones Industrial Average and S&P 500 aren't far from their all-time highs, but not all stocks are in the same boat. There are some that aren't getting much love from investors and are trading for significantly less than their peaks. Here are two in particular that have large growth opportunities in the years ahead and are mainly beaten down due to temporary headwinds.Smart moves and long-term tailwindsTh ...

PM Images As many of my followers have probably noticed, I am heavily biased towards assets classes that provide juicy income streams without introducing speculative risk. This is important for me to have reliable income streams, where I can count on their growth as I commit incremental capital from my salary, reinvest the dividends and to some extent capture the benefit of periodical dividend hikes. The worst what could happen besides the company going belly up is a huge dividend cut, which would impos ...

EPR Properties (NYSE:EPR) Q1 2024 Earnings Call Transcript May 2, 2024 8:30 AM ET Company Participants Brian Moriarty - Senior Vice President, Corporate Communications Gregory Silvers - Chairman and Chief Executive Officer Gregory Zimmerman - Executive Vice President and Chief Investment Officer Mark Peterson - Executive Vice President and Chief Financial Officer Conference Call Participants Joshua Dennerlein - Bank of America Smedes Rose - Citi Antara Nag-Chaudhuri - KeyBanc Capital Markets Ray Zhong - JPM ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-13561 EPR PROPERTIES (Exact name of registrant as specified in its charter) Maryland 43-1790877 (State or other jurisdiction of incorporat ...