Mortgage REITs are a controversial topic for many. They tend to offer better returns than standard REITs, but sometimes do so with high leverage which makes interpreting the strength of their portfolio rather difficult.I’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsi ...

Core Insights - The analysis of Mosaic (NYSE: MOS) was last conducted in June, where the stock was downgraded from strong buy to buy due to its price nearing a 52-week high [1] Company Analysis - The focus is on identifying underappreciated companies that can return value to investors, with a particular interest in deep-discount value plays [1] Investment Philosophy - The investment approach is influenced by contrarian investment philosophies, particularly those of David Dreman, emphasizing the search for value in the market [1]

Group 1 - GlobalFoundries (NASDAQ: GFS) was rated a buy based on the expectation of a semiconductor industry turnaround and its valuation being lower than the sector median [1] - The analyst has extensive experience in investment analysis, focusing on deep-discount value plays and underappreciated companies [1] - The analyst's background includes writing for various reputable publications and a focus on contrarian investment philosophy [1] Group 2 - There is a potential for initiating a long position in GFS within the next 72 hours [2] - The article expresses the analyst's own opinions and is not influenced by compensation from any company mentioned [2]

Core Insights - Sunrun (NASDAQ: RUN) reported its Q2 earnings, significantly beating estimates, which came as a surprise to many [1] Financial Performance - The earnings report indicated a substantial positive deviation from market expectations, highlighting the company's strong performance in the quarter [1]

Group 1 - The article initiates coverage on Kaspi (OTC:KSPI) with a strong buy rating due to its impressive past growth and potential for sustained performance [1] - The author has extensive experience in investment analysis, focusing on deep-discount value plays and underappreciated companies [1] - The analysis emphasizes the importance of returning value to investors as a key investment philosophy [1] Group 2 - The author holds a beneficial long position in KSPI shares, indicating confidence in the company's future performance [2] - The article is written independently, reflecting the author's personal opinions without external compensation [2] - There is no business relationship with any company mentioned, ensuring an unbiased perspective [2]

Group 1 - Gold mining stocks are currently experiencing high demand due to economic uncertainty, inflation fears, and potential tariff wars, making them a popular choice for investors seeking safety [1] - The article emphasizes that gold miners are a classic investment option during times of economic instability, highlighting their traditional role as a flight-to-safety asset [1] Group 2 - The author has extensive experience in investment analysis, focusing on deep-discount value plays and underappreciated companies, which may indicate a strategic approach to identifying investment opportunities in the gold mining sector [1]

Group 1 - Exelon Corporation (NASDAQ: EXC) was previously identified as a buy due to its superior performance compared to other utilities across various metrics [1] - The analysis emphasizes the company's potential for value return to investors, highlighting its underappreciated status in the market [1] Group 2 - The author has extensive experience in investment analysis, focusing on deep-discount value plays and contrarian investment philosophy [1]

Group 1 - The author has 20 years of experience in foreign policy research and has written for various reputable publications [1] - The author has over 25 years of experience in investment analysis, focusing on deep-discount value plays [1] - The author began analyzing securities in college and has a history of writing about micro-cap stocks with a value perspective [1] Group 2 - The author emphasizes a contrarian investment philosophy inspired by David Dreman [1] - The goal is to identify underappreciated companies that focus on returning value to investors [1]