Zillow Group (NASDAQ:ZG) is one of the 10 best real estate services stocks to buy according to hedge funds. On January 29, Trevor Young at Barclays upgraded his rating on Zillow Group (NASDAQ:ZG) from Underweight to Equalweight. He also raised the price target from $66 to $72, implying 34% upside. The favorable revisions were based on promising revenue and adjusted EBITDA growth anticipated for the coming year. Studio Grand Ouest/Shutterstock.com On January 13, the price target on Zillow Group (NASDAQ: ...

Core Insights - The article emphasizes the importance of unique insights and knowledge in stock analysis, aiming to provide contrasting views on investment portfolios [1] Group 1 - The analyst expresses a commitment to sharing personal opinions and insights without any financial compensation from the companies mentioned [2] - The analysis is intended solely for informational purposes, highlighting the necessity for investors to conduct their own research and due diligence [3] - There is a clear disclaimer that past performance does not guarantee future results, and no specific investment recommendations are made [4]

picture alliance/Getty Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Turning 65 in the U.S. means finally being able to rely on Medicare covering most of your health expenses. But before you join the 62.7 million Americans enrolled in this program, it’s important to understand what’s covered and what’s not (1). While trying to navigate the rules around Medicare can feel overwhelming, avoiding common mistakes can help protect your retirement fund. Mu ...

(Bloomberg) — The Super Bowl is supposed to be the highlight of the calendar for gambling companies. This year, though, a cloud has descended over the industry as the big game approached. The stock of Flutter Entertainment Plc (FLUT), which runs one of the most popular US gambling apps, FanDuel, is on an eight week skid, the longest in 23 years. It’s main competitor, DraftKings (DKNG), is trading around the lowest levels since 2023, and is down more than 60% from its all-time high five years ago. Most R ...

Core Insights - The cannabis industry is evolving with expanding legalization and improving regulations, making cannabis REITs attractive for lower-risk exposure compared to traditional cannabis stocks [1][2] - Cannabis REITs provide predictable cash flow and higher dividend yields, which can stabilize portfolios during market volatility [2] - Heading into Q1 2026, several cannabis REITs are highlighted for their resilience and disciplined capital deployment strategies [3] Industry Overview - Cannabis REITs generate revenue by owning or financing real estate associated with licensed cannabis operators, avoiding direct involvement in cannabis production or sales [1] - The focus on long-term leases and structured financing agreements allows these REITs to benefit from stable income streams [1][2] Key Companies to Watch - **Innovative Industrial Properties, Inc. (IIPR)**: A pioneer in the cannabis REIT space, focusing on specialized properties for cultivation and processing, with a national footprint across 19 states [6][7] - **NewLake Capital Partners, Inc. (NLCP)**: Engages in sale-leaseback transactions and build-to-suit projects, owning both dispensary and production properties, emphasizing disciplined underwriting [11][12] - **Chicago Atlantic Real Estate Finance, Inc. (REFI)**: Focuses on senior secured lending to licensed cannabis operators, generating income through interest rather than rent [14][15] Financial Performance - IIPR has a strong balance sheet with resilient revenue, supporting reliable dividend payments despite sector volatility [10][11] - NewLake has demonstrated steady revenue growth and consistent profitability, appealing to income investors [13][14] - REFI is known for its high dividend yield and robust cash flow, maintaining reasonable leverage and sufficient liquidity for ongoing lending [18][19] Market Positioning - Cannabis REITs are positioned to benefit from potential federal reforms that could improve tenant profitability and credit quality, indirectly enhancing their performance [4] - The focus on established operators with operational history helps reduce tenant default risk across these REITs [9][12]

Group 1 - Steven Cress is the Head of Quantitative Strategies at Seeking Alpha, managing quant ratings and factor grades on stocks and ETFs [1] - Cress leads Alpha Picks, selecting two attractive stocks to buy each month and determining when to sell them [1] - The quantitative stock rating system created by Cress is designed to interpret data for investors, offering insights and saving time [2] Group 2 - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him well to discuss various investment topics [2] - He previously founded CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing its quant analysis and market data capabilities [2] - Cress has a background in running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust [2]

Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Michael Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1: Company Overview - Mott Capital is an investment management firm led by Michael Kramer, who has 30 years of experience in trading, analysis, and portfolio management [1] - The firm emphasizes a long-only investment strategy, utilizing macroeconomic trends and options activities to identify investment opportunities [1] Group 2: Services Offered - The Reading the Markets group offers daily written commentary and videos that analyze market driving factors, helping members understand trading dynamics [1] - Members receive education on macro trends, interest rates, and currency movements, enhancing their decision-making capabilities [1] - The group facilitates community dialogue through chat features and regular Zoom sessions to discuss current investment ideas [1] Group 3: Value Proposition - The subscription price for the Reading the Markets group is significantly lower than similar technical coaching and mentoring services, providing unprecedented access to expert insights [1]

Group 1: AI Market Growth - The AI market is projected to grow from $375.9 billion in 2023 to $2.48 trillion by 2034, representing a compound annual growth rate of 26.6% [2] Group 2: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is a leading company in semiconductor chip production, essential for powering devices like personal computers, tablets, and smartphones [6] - TSMC is the largest foundry globally, producing over 11,800 products across 288 processes in 2024, which gives it a significant competitive advantage [7] - TSMC's revenue for the fourth quarter was $33.73 billion, reflecting a 25.5% increase year-over-year, with a profit margin of 48.3% [8] - In 2023, TSMC derived more than half of its revenue from chips larger than 7 nanometers, but it is now focusing on producing more advanced 3nm and 5nm chips [9] - In the fourth quarter, 3nm chips accounted for 28% of total shipments, an increase from 23% in the third quarter, while 5nm chips represented 35% of shipments, down from 37% [9]

Core Viewpoint - The recent selloff in software, media, and information company stocks is seen as a potential buying opportunity, despite the panic triggered by new AI tools from Anthropic, which are perceived as a threat to companies not involved in physical goods [1]. Group 1: Market Reaction - On Tuesday, stocks of companies like Salesforce, Reddit, and Thomson Reuters experienced significant declines due to the introduction of new AI tools [1]. - The market interpreted the launch of these AI tools as an existential threat to software and media companies, leading to widespread panic selling [1]. Group 2: Investment Outlook - The article suggests that the current panic in software stocks may present a buying opportunity for investors willing to look beyond the immediate market reaction [1]. - The long-term potential of software companies remains intact, and the current downturn may be temporary [1].

Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and mitigate significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - Members have reportedly achieved better performance than the S&P 500 while avoiding substantial drawdowns in both equity and bond markets [1] - The company invites potential members to join for a trial to assess the effectiveness of its investment methods [1]