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Why I'm Turning Aggressive Now - Even With Everyone Yelling 'Bubble'
Seeking Alpha· 2025-12-08 12:30
Group 1 - The article emphasizes the importance of focusing on broader economic trends rather than fixating on specific future years like 2026 [1] - Leo Nelissen is identified as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities [1] - The iREIT®+HOYA Capital team aims to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]
My 2026 Market Call: The Fed Shift I Don't Think Most Investors Are Ready For
Seeking Alpha· 2025-12-05 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .It’s time for another deep dive into what I consider one of the most important topics at the moment, a topic that combines a number of heavyweight themes we have spent a lot of timeLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infra ...
My 3 Big Market Predictions For 2026: The Shift I'm Positioning For Now
Seeking Alpha· 2025-12-03 12:30
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most of which are rated 5 stars, indicating a strong user satisfaction [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis particularly emphasizes dividend growth opportunities, suggesting a focus on income-generating investments [2]
The Next 3 Years Could Make Or Break Portfolios - Here's My Plan
Seeking Alpha· 2025-12-02 12:30
Core Insights - The next three years are deemed crucial for investors due to anticipated phases of disruption in the economy and stock market [1] Group 1: Analyst Background - Leo Nelissen specializes in economic developments related to supply chains, infrastructure, and commodities, providing analysis and investment ideas focused on dividend growth opportunities [2] Group 2: Analyst's Position - The analyst holds a long position in shares of CME, UNP, ODFL, AR, and AM through various financial instruments, indicating a personal investment interest in these companies [3]
2 Genius Companies I Desperately Want To Own
Seeking Alpha· 2025-11-26 12:30
Core Insights - Berkshire Hathaway has made a surprising investment by purchasing shares of Alphabet in the third quarter [1] Group 1: Company Actions - Berkshire Hathaway's acquisition of Alphabet indicates a strategic move into the technology sector, reflecting confidence in Alphabet's long-term growth potential [1] Group 2: Analyst Insights - The analysis emphasizes the importance of dividend growth opportunities, suggesting that investments in companies like Alphabet may align with this strategy [1]
My 4-Stock Retirement Plan For A Near-Perfect 7.9% Yield
Seeking Alpha· 2025-11-23 12:30
Group 1 - The article discusses the investment potential of Brookfield Corp. and Enbridge, highlighting their diversified business models and the ability to build a comprehensive investment portfolio around them [1] - The author emphasizes the importance of dividend growth opportunities in the analysis of these companies, indicating a focus on income-generating investments [1] Group 2 - The article is part of a broader research initiative by iREIT on Alpha, which aims to provide in-depth analysis on various income alternatives including REITs, mREITs, and ETFs [1] - The author, Leo Nelissen, specializes in major economic developments related to supply chains, infrastructure, and commodities, contributing to the investment insights provided [1]
My 3 Essential Market Truths Every Investor Needs To Know Right Now
Seeking Alpha· 2025-11-14 12:30
Core Insights - Market tensions are perceived to be high despite elevated stock prices, indicating investor anxiety [1] Group 1: Analyst Insights - Leo Nelissen focuses on major economic developments related to supply chains, infrastructure, and commodities, providing analysis and investment ideas with an emphasis on dividend growth opportunities [1]
The Most Important Investment Lessons I've Ever Shared
Seeking Alpha· 2025-11-09 12:30
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - The author has achieved a personal record in the time taken to write the article, indicating a commitment to thorough analysis [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis provided by Leo aims to highlight dividend growth opportunities, which are crucial for investors seeking income [2]
The One Chart Every S&P 500 Investor Needs To See Right Now
Seeking Alpha· 2025-11-08 12:30
Core Insights - The article discusses the importance of understanding long-term purchasing power and its implications for investment strategies [1]. Group 1: Analyst Background - Leo Nelissen is an analyst focused on major economic developments related to supply chains, infrastructure, and commodities [1]. - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]. Group 2: Investment Opportunities - The article emphasizes the significance of dividend growth opportunities as a key area for potential investment [1].
One Of The Best Energy Opportunities I've Seen In My Career - And Nobody Cares
Seeking Alpha· 2025-11-02 12:30
Core Insights - The S&P 500 experienced a modest increase of 0.2%, but this was accompanied by the worst market breadth for any positive day, indicating underlying weakness in market participation [1]. Group 1: Market Performance - The S&P 500's 0.2% rise is notable given the poor market breadth, suggesting that the gains were not broadly supported across the market [1]. Group 2: Analyst Contributions - Leo Nelissen is highlighted as an analyst focusing on significant economic developments, particularly in supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [1].