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]

After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

I first wrote about container ship operator Danaos Corporation (NYSE: DAC ) with a Buy rating in early 2024, and it's kept pace with the S&P500 on a total return basis since then. I felt it was too undervalued even with aIndividual investor and family office principal with over 20 years of investment experience. I favor fundamental analysis and look for individual issues and asset classes that are out of favor and represent a good risk/reward trade off. I often employ options strategies, covered calls on co ...

Core Viewpoint - L'Oréal S.A. is recognized as a leading consumer staples company due to its significant competitive advantage, strong fundamentals, and healthy growth rate [1]. Company Analysis - L'Oréal has established a substantial competitive edge in the market, which contributes to its robust performance [1]. - The company demonstrates exceptional financial fundamentals, indicating a solid operational foundation [1]. - L'Oréal maintains a healthy growth rate, which is attractive for long-term investors [1]. Investment Perspective - The company is primarily favored for its long-term investment potential, appealing to investors with a contrarian view [1].

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the importance of human intelligence in generating investment stories rather than solely relying on quantitative data [1] - The approach combines factor analysis with classic fundamental analysis to understand the true story of a company and its stock, highlighting the limitations of historical data in predicting future performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

Ever since I was eleven years old, I have been an ardent follower of the Stock Market and avid of learning new investing concepts. By providing fundamental analysis on dividend and growth equities across diverse sectors, I aim to guide new and inexperienced investors thrive with long-term returns on their Road to Financial Independence. My mission is to make a positive impact on people's financial lives. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or adv ...

Capital gains can significantly increase your wealth, but once you have accumulated a substantial amount, you will probably start to feel the need to focus on dividend-paying companies. The latter can provide you with a significant passive income, but you haveHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you ...

June 29, 2007, the first Apple ( AAPL ) iPhone was released, and we had no idea that our lives were about to change. It wasn't the first smartphone with an Internet connection, but it was the first to make the mobile Internet experienceHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public ...

Core Insights - The article emphasizes the importance of identifying investment opportunities where intrinsic value diverges from market price, particularly focusing on undervalued companies [1] - A specialized interest in Real Estate Investment Trusts (REITs) is highlighted, suggesting that the REIT sector offers significant potential for long-term growth [1] - The investment approach is grounded in fundamental analysis, prioritizing financial health, competitive positioning, and management quality [1] Group 1 - The author has a solid foundation in finance, developed through academic studies and hands-on research projects [1] - There is a strong emphasis on thorough research and analysis across various companies to uncover hidden investment gems [1] - The goal is to generate sustainable returns by adhering to a disciplined investment philosophy [1] Group 2 - The article indicates that the REIT sector presents abundant opportunities for investors due to its unique dynamics [1] - The focus on due diligence is crucial, as it involves evaluating key factors that influence a company's performance [1] - The author aims to identify undervalued REITs that are poised for substantial appreciation [1]