Group 1 - Newmont Corporation (NEM) has experienced a remarkable 85% increase in share price year-to-date in 2025, attributed to a strong gold market environment [1] - The company is currently positioned within a long-term bullish channel, indicating positive market sentiment and potential for continued growth [1]

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

Group 1: Amazon - Amazon has developed a strong artificial intelligence (AI) business within its Amazon Web Services (AWS) division, presenting a significant growth opportunity [5] - The company reported a 13% year-over-year sales increase in the second quarter, with AWS growing nearly 18% and e-commerce sales up 11% [6] - Amazon's operating income rose from $14.7 billion to $19.2 billion year-over-year, exceeding management's guidance, and its current P/E ratio of 34 is less than half its five-year average of 76, indicating a potentially attractive valuation [7] - Billionaire investors, including Bill Ackman, have significantly increased their holdings in Amazon, with Ackman purchasing 5,823,316 shares worth $1.2 billion [8] Group 2: Restaurant Brands International - Restaurant Brands International operates four major fast-food chains: Burger King, Tim Hortons, Popeye's, and Firehouse Subs, with over 32,000 stores globally [10] - The franchise model allows for low capital expenditures and high cash generation, making it appealing to value investors [11] - The company reported a 5.3% year-over-year increase in total restaurant sales and a 16% rise in revenue in the second quarter [12] - Stanley Druckenmiller and Bill Ackman have invested in Restaurant Brands, with Ackman's fund holding an 11% position [13] - The stock offers a dividend yield of 3.8%, making it attractive for passive income investors [14] Group 3: Whirlpool - Whirlpool is a U.S. manufacturer of home appliances, sensitive to housing market conditions, and has faced challenges due to high interest rates [15] - The company may benefit from a resurgence in home buying and has a $2 billion builders business, positioning it well for future growth [16] - Whirlpool is currently trading at a forward P/E ratio of 11, indicating it may be undervalued, and billionaire David Tepper purchased 266,092 shares worth $27 million [18]

Core Insights - The article highlights three reliable dividend-paying REITs: Essex Property Trust, Federal Realty Investment Trust, and Realty Income, emphasizing their strong track records in generating passive income from real estate investments [2][15]. Essex Property Trust - Essex Property Trust is a residential REIT focused on the West Coast, benefiting from high housing demand and occupancy rates, which drives steady rent growth [4]. - Over the past 20 years, Essex's same-property net operating income has grown by 126%, significantly outpacing the 103% average growth rate of its multifamily REIT peers [5]. - Essex has increased its dividend by 216% over the same period, compared to a 97% average for its peers, and has raised its dividend for 31 consecutive years by a cumulative 516% [6]. - The company maintains a conservative dividend payout ratio and a strong balance sheet, allowing for continued investment in its portfolio [7]. Federal Realty Investment Trust - Federal Realty is a retail REIT that focuses on high-quality mixed-use properties in affluent metro markets, emphasizing quality over quantity [8]. - Since 2005, Federal Realty has increased its FFO per share by over 134%, while larger peers have shown significantly lower growth rates [9]. - The company has maintained its dividend for 58 consecutive years, supported by a strategy of recycling capital to invest in higher-quality properties [10][11]. Realty Income - Realty Income aims to provide dependable monthly dividends, having increased its payment 131 times since its public listing in 1994, with a record of 111 consecutive quarters of dividend increases [12]. - The REIT focuses on properties that generate stable rental income, secured by long-term net leases with leading companies, particularly in resilient industries [13]. - Realty Income's adjusted FFO per share has grown at a rate of over 5% annually, supporting a compound annual dividend growth of 4.2% [14].

After an impressive 2024 where GoDaddy's ( GDDY ) market cap doubled, the stock is down by over 26% year-to-date despite beating revenue and EPS expectations during the first half of the year.Triba Research's mission is to uncover high-quality businesses with the potential to deliver sustainable, double-digit returns over the long term. The firm's strategy focuses on identifying companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by a skilled and ...

Group 1 - Alphabet (GOOG) is perceived as a strong investment opportunity despite regulatory and AI competition challenges, suggesting potential mispricing in the market [1] - The market may be overlooking key factors that could positively impact Alphabet's valuation [1] Group 2 - The analysis emphasizes the importance of a comprehensive and fundamental approach to identify hidden investment opportunities [1]

In mid-May 2025, I published my last article about Tencent Holdings Limited ( TCEHY )( OTCPK:TCTZF ), and rated the stock as a “Buy” – once again. In the conclusion of my last article, I wrote:My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap comp ...

Core Insights - Porsche is set to introduce new features in the 2026 Macan Electric crossover SUV, focusing on enhanced driver assistance systems and advanced technology functionalities [1] Technology Features - The Macan Electric will include Comfort Access, allowing owners to use the Porsche Digital Key via smart devices, enabling automatic locking, unlocking, and starting of the vehicle through NFC, BLE, and UWB technologies [2] - Users can share car keys with up to seven other individuals through various apps, with the vehicle owner controlling access levels [3] - The vehicle will feature Active Parking Support, utilizing four high-resolution cameras for a 360-degree view and automatic steering for parking maneuvers [6] - A transparent hood function will provide a virtual view of the area in front of the vehicle, enhancing maneuverability by revealing obstacles [8] Entertainment and Connectivity - The Macan Electric will have an app center that serves as an entertainment hub, offering access to music streaming, podcasts, gaming, and movies through third-party apps [10] - Gamers can engage with the system using touchscreen or Bluetooth controllers, and the AirConsole system will allow family games to be played via smartphones [13] Advanced Features - The Voice Pilot control feature has been updated with AI capabilities, improving its ability to understand complex queries and context [14] - The all-wheel-drive variants of the Macan Electric will have an increased towing capacity, now able to tow up to 5,500 pounds, an increase of 1,100 pounds [14] Availability - The 2026 Macan Electric variants are currently available for order, with deliveries expected to commence in the U.S. in spring 2026 [16]

Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible to both seasoned and novice investors [1] - The mission of Allka Research includes sharing knowledge through Seeking Alpha, providing thought-provoking analyses and informed perspectives [1] - The goal is to demystify investing, inspire confidence, and foster a community of informed investors [1] Company Overview - Allka Research is recognized for its dedication to guiding individuals in finding lucrative investment opportunities [1] - The company thrives in a complex investment landscape by focusing on strategic insights and substantial returns [1] Investment Philosophy - The conservative approach of Allka Research sets it apart in the investment community [1] - The company aims to empower investors financially through education and accessible investment strategies [1] Community Engagement - Allka Research seeks to contribute to the Seeking Alpha community by sharing its wealth of knowledge [1] - The company aims to inspire confidence in readers, helping them navigate the financial markets intelligently [1]

Group 1 - The article discusses the unexpected developments in the market, particularly highlighting the IPO of WaterBridge Infrastructure (WBI) as a significant event [1] - The article emphasizes the importance of WaterBridge Infrastructure in the current investment landscape [1] Group 2 - The article includes a mention of various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, indicating a broad focus on income alternatives [1]