PDN: Ex-U.S. Cyclical Stocks Offer Compelling Valuations

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] Group 1: Investment Strategy - The company employs a fundamental long-term investment perspective, combining long stock positions with covered calls and cash secured puts [1] - The primary focus areas for analysis include REITs and financials, with occasional insights on ETFs and other stocks influenced by macroeconomic trends [1]