Strong results in a challenging operational year Landsvirkjun's profit from core operations last year amounted to approximately USD 287 million.The Company's financial position remains strong with an equity ratio of 64.5% and net debt amounting to 1.7x EBITDA.Proposal of USD 165 million in dividends. Hörður Arnarson, CEO: Landsvirkjun's operations performed well in 2025, reflecting the Company's solid foundation and strong financial position. Although conditions were challenging at times, the operating resu ...

Group 1 - Gladstone Land Corporation (NASDAQ:LAND) is a real estate investment trust that focuses on acquiring and managing farmland for producing fresh produce, row crops, and permanent crops like nuts and wine grapes [2] - The stock has seen a 3% increase since a recent mention by Jim Cramer, while Realty Income, which also offers a monthly dividend, has increased nearly 9% [2] - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Gladstone Land Corporation [3]

Core Insights - The article discusses the author's long-term investment approach, focusing on REITs, preferred stocks, and high-yield bonds, which began in high school in 2011 [1] - The author has recently combined long stock positions with covered calls and cash secured puts, indicating a strategy that balances risk and return [1] - The investment philosophy is fundamentally driven, emphasizing a long-term perspective on market and economic trends [1] Investment Focus - The primary focus areas for analysis include REITs and financials, with occasional insights into ETFs and other stocks influenced by macroeconomic trade ideas [1]

Core Viewpoint - Gladstone Land (LAND) shares experienced a significant rally of 7.1% in the last trading session, closing at $10.44, driven by notable trading volume and a favorable operating environment [1] Group 1: Gladstone Land (LAND) - The upcoming quarterly FFO is expected to be $0.32 per share, reflecting a year-over-year increase of 255.6% [2] - Revenue projections for Gladstone Land are anticipated to reach $29.99 million, which is a 42.1% increase compared to the same quarter last year [2] - The consensus FFO per share estimate has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in FFO estimate revisions [3] Group 2: Piedmont Realty Trust (PDM) - Piedmont Realty Trust's consensus FFO per share estimate has decreased by 1.4% over the past month to $0.35, which is a 5.4% decline from the previous year's report [4] - Piedmont Realty Trust currently holds a Zacks Rank of 2 (Buy), indicating a more favorable outlook compared to Gladstone Land's Zacks Rank of 3 (Hold) [3][4]

Group 1 - Gabelli Funds, LLC will host the 36th Annual Pump, Valve, & Water Systems Symposium on February 26, 2026, in New York, NY [1] - The symposium will focus on discussions related to critical infrastructure, aerospace and defense, machine tools, and the oil and gas industry [2] - Attendees will have opportunities for one-on-one meetings with management from participating companies [2] Group 2 - Participating companies include AMETEK, Graco, Badger Meter, ITT, Crane, Landis+Gyr, Enpro, Mueller Water Products, Flowserve, Oil States International, Franklin Electric, and Watts Water Technologies [2] - A lunch presentation will be given by Robert Powelson, President & CEO of the National Association of Water Companies [3]

Core Viewpoint - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Group 1 - Pacifica Yield aims to pursue long-term wealth creation [1] - The strategy includes a focus on undervalued yet high-growth companies [1] - High-dividend tickers, REITs, and green energy firms are also key areas of interest [1]

Core Viewpoint - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Group 1 - Pacifica Yield aims to pursue long-term wealth creation [1] - The strategy includes a focus on undervalued yet high-growth companies [1] - High-dividend tickers, REITs, and green energy firms are also key areas of interest [1]

Core Viewpoint - Gladstone Land Corporation announced the redemption of all outstanding shares of its 5.00% Series D Cumulative Term Preferred Stock, with a redemption date set for January 30, 2026 [1] Group 1 - The company will send a notice of redemption to all registered holders of the Series D Preferred Stock [1]

Core Insights - Landsvirkjun's operations remained solid in Q3, with improved reservoir conditions and no expected curtailment of electricity deliveries this winter [1] - Revenue from electricity sales increased by 7% year-on-year, driven by an 8% rise in aluminium prices linked to contracts [2] - Profit from core operations decreased by 14% year-on-year, impacted by a fine from the Competition Authority and higher electricity transmission costs [2] Financial Performance - The financial position is strong, with net debt decreasing by USD 39 million since the start of the year and an equity ratio of 63.1% [3][6] - Return on equity for the first nine months of the year rose to 7.8%, up from 6.9% in the same period of 2024 [3] - Profit from core operations in Q3 was USD 56 million, with cash from operations at USD 46 million [6] Operational Challenges - A significant breakdown at customer Norðurál's aluminium smelter in October did not affect Q3 results, but its financial implications for Landsvirkjun are under assessment [4]

Core Insights - The article introduces Gladstone Land Corporation (LAND) and its preferred stocks, aiming to assess them and provide a credit rating using Moody's methodology [1]. Group 1: Company Overview - Gladstone Land Corporation is the focus of the analysis, with an emphasis on its preferred stocks [1]. Group 2: Investment Strategy - The article highlights the approach of identifying mispriced investments in fixed-income and closed-end funds, led by Denislav Iliev, who has over 15 years of day trading experience [2]. - The investment group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities [2].