Dynex Capital, Inc. (NYSE:DX) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Keefe Bruyette Reaffirms Bullish Agency REIT Stance, Raises Dynex (DX) Target On December 18, Keefe Bruyette raised its price target on Dynex Capital, Inc. (NYSE:DX) to $14.50 from $14 and kept an Outperform rating. The firm said it remains most constructive on agency MBS REITs heading into 2026. Dynex Capital, Inc. (NYSE:DX) stands out for its dividend. The stock yields about 14.87%, which is unusually ...

SL Green Realty Corp. (NYSE:SLG) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. SL Green (SLG) Faces Dual Target Cuts as Office REIT Outlook Stays Neutral Photo by nathan dumlao on Unsplash On December 18, Ladenburg analyst Floris van Dijkum cut his price target on SL Green Realty Corp. (NYSE:SLG) to $50 from $60 and kept a Neutral rating. The move followed the company’s investor day. A few days earlier, on December 12, Mizuho also lowered its price target on SL Green to $47 fr ...

LTC Properties, Inc. (NYSE:LTC) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Wells Fargo Notes Resilient REIT Operations, Raises LTC Target On November 26, Wells Fargo lifted its price target on LTC Properties, Inc. (NYSE:LTC) to $37 from $36 and kept an Equal Weight rating on the stock. The firm said that, aside from a few high-profile exceptions, most REITs posted Q3 2025 results and outlooks that pointed to healthy operating conditions, even with ongoing macro and labor mark ...

Agree Realty Corporation (NYSE:ADC) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Mizuho Modestly Adjusts Valuation on Agree Realty (ADC) Photo by Vitaly Taranov on Unsplash On December 17, Mizuho lowered its price target on Agree Realty to $75 from $77. The firm kept a Neutral rating on the stock. Agree Realty Corporation (NYSE:ADC) is a net-lease REIT that owns free-standing retail properties, including grocery stores, home improvement chains, dollar stores, and pharmacies. ...

Market Overview - The S&P 500 is nearing a new record, contributing to a strong market performance in 2025, with investors hoping to maintain the Santa Claus rally [1][2] - Major averages are on track for solid weekly gains, with a focus on cyclical sectors like financials and industrials leading the market [5][6] Economic Outlook for 2026 - The consumer sector is crucial for economic growth in 2026, with potential risks stemming from a weakening job market and consumer confidence [3] - Profit growth is expected to be broad, particularly in industrials and materials, indicating a healthy economic expansion [6][8] Sector Performance - Financials and industrials have shown significant growth, with earnings growth projected at 10% in Europe and Japan, and high teens in emerging markets [9] - The healthcare sector is viewed as both offensive and defensive, benefiting from AI advancements to improve profitability [15][16] Interest Rates and Federal Reserve - The Federal Reserve is anticipated to implement two rate cuts in 2026, aiming for a neutral rate between 3% and 3.5% [10][11] - Stable inflation and interest rates are expected to support market valuations, allowing for continued earnings growth [8][9] AI and Technology Trends - Companies investing in AI are expected to focus on the return on investment rather than just having an AI strategy, with tech firms maintaining strong profit margins [12][13] - The software sector has underperformed compared to the broader market, with concerns about AI's impact on established applications [31][32] Credit Market Concerns - The private credit market is facing scrutiny, with potential risks of a credit cycle emerging as lenders become more selective [88][89] - Investors are advised to monitor high-yield bonds, regional bank stocks, and consumer credit delinquencies as indicators of credit market health [94][95] Streaming and Entertainment Industry - The Oscars will move to YouTube starting in 2029, marking a significant shift in how major award shows are broadcast, aiming to reach a broader audience [98][99] - This transition reflects the growing influence of tech companies in Hollywood and the need for traditional media to adapt to changing viewer habits [100][101]

Is there a growing economic divide in America? And is it just income groups or businesses, too? Now, some think so, claiming big companies are raking it in. They're seeing a huge surge in profits and excitement over AI. But small companies, these folks say, are experiencing just the opposite. They say they haven't been able to weather economic storms the way big ones have. And years of inflation, nervous consumers and tariff uncertainty have dragged down on profits, hiring, and layoffs. So, I'm just going t ...

Core Viewpoint - Iron Mountain Incorporated (IRM) is currently viewed as a battleground stock, with bullish perspectives focusing on rapid growth and low AFFO multiples, while bearish views highlight concerns over high debt and AFFO calculations [1][2]. Bear Thesis - The bear thesis identifies three main reasons for the substantial drop in IRM's stock price over the past year: overvaluation, being caught in the AI selloff, and a short attack [4][7]. - The company has evolved from physical information storage to digital information management, which has led to its classification as a data center REIT, although this segment remains a small part of its business [5][6]. Financial Overview - As of September 30, 2025, IRM's total assets amounted to $20.63 billion, with current assets of $1.88 billion and total liabilities of $18.77 billion [9]. - The company has a significant operating lease liability of $2.28 billion, which is not classified as debt, as it represents long-term rental obligations rather than traditional debt [10][11]. AFFO and Earnings Adjustments - There are concerns regarding the inflation of reported AFFO, but IRM provides transparent reconciliations between GAAP and non-GAAP metrics [14][16]. - The company reported a normalized FFO of $276.89 million for Q3 2025, reflecting an 18.7% year-over-year increase [22]. - True AFFO is estimated to be approximately $320 million lower than reported AFFO, leading to an adjusted AFFO per share of $4.00 for 2025 [27][25]. Growth and Valuation - IRM has demonstrated strong growth across various business segments, with pricing power in its legacy records information management business contributing to its growth [28][31]. - Analysts project continued strong growth through 2028, with total revenue guidance for 2025 set between $6.79 billion and $6.94 billion, representing a year-over-year increase of approximately 12% [26][34]. - The current valuation shows IRM trading at 14X forward AFFO and 16X trailing AFFO, which may be undervalued given its growth rate [38][39]. Market Position - IRM's data center builds are expected to yield high returns, with cash on cash IRRs in the low double digits, supporting the company's growth strategy [31][36]. - The information management business is considered robust, with clients reliant on data retrieval services, providing IRM with continued pricing power [36].

We're joined on set by Rob Row. He is the head of global strategy at City Research right here at Post 9. Rob, >> glad to see somebody else working today.Really, really appreciate. >> We're all here on Boxing Day as they say in the UK. >> Yes, exactly.Um, you know, listen, lot there's a lot of tax law changes that are happening next year, both personally and on the corporate side as well. It's a little bit call it WBI, wonky, but important. How much of it all is that factoring into your outlook for next year ...

Core Viewpoint - Nvidia's stock is experiencing an upward trend following a new partnership with Groq, which is expected to enhance the company's growth in the upcoming year [1] Group 1: Partnership and Strategic Importance - The partnership with Groq involves a non-exclusive licensing agreement for inference technology, which is seen as a strong catalyst for Nvidia's growth [2] - Several senior executives from Groq will join Nvidia as part of the agreement, indicating a strategic alignment between the two companies [2] - The deal is viewed as strategically significant for Nvidia, potentially alleviating investor concerns regarding competition from Alphabet's Tensor Processing Units (TPUs) [3][4] Group 2: Analyst Insights and Price Targets - Analyst Stacy Rasgon from Rosenblatt Securities has set a new price target for Nvidia at $245, reflecting a 30% upside from current levels [2][5] - This new target is below the average 12-month price target of $263.58 from 41 analysts, suggesting further potential for stock appreciation of over 37% [5] - The potential of Nvidia's CUDA software ecosystem to enhance Groq's Language Processing Unit (LPU) is highlighted as a factor that could strengthen Nvidia's competitive position in the AI sector [6]

Core Insights - Nvidia has acquired talent and technology from Groq, a company specializing in custom-built inference chips, but has not acquired Groq itself [1][2][3] - Groq has entered into a non-exclusive licensing agreement with Nvidia for its inference technology, aiming to enhance access to high-performance, low-cost inference solutions [2][3] - Key members of Groq, including founder Jonathan Ross and President Sunny Madra, will join Nvidia, while Groq will continue to operate independently under CFO Simon Edwards as CEO [3] Company Valuation and Growth - Groq was valued at $6.9 billion in a funding round where it raised $750 million, more than double its valuation of $2.8 billion from a year earlier [4][5] - The company claims its technology powers over 2 million developers and Fortune 500 companies, indicating significant market presence and growth in AI technology deployment [4] - Groq's focus is on building American infrastructure for AI inference, emphasizing high speed and low cost [5][6] Industry Trends - There is a noticeable shift in investment and engineering resources towards inference infrastructure as companies transition from experimenting with large language models to implementing them in live environments [6]