European small - cap investment
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Timbercreek Financial: I'm Becoming More Cautious
Seeking Alpha· 2025-11-26 15:30
As it has been a year since I last looked at Timbercreek Financial ( TF:CA ) ( OTCPK:TBCRF ), I wanted to catch up on the company’s financial results and to check how Timbercreek is dealing with anticipatedThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to a ...
Tsakos Energy Navigation: You Don’t Have To Choose Between Common And Preferred (TEN)
Seeking Alpha· 2025-11-24 16:15
I picked up a handful of the Series F preferred shares of Tsakos Energy Navigation Limited ( TEN ) during the COVID pandemic, and I have been thrilled with my total return. The common shares haveThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable r ...
Tsakos Energy Navigation: You Don't Have To Choose Between Common And Preferred
Seeking Alpha· 2025-11-24 16:15
I picked up a handful of the Series F preferred shares of Tsakos Energy Navigation ( TEN ) during the COVID pandemic, and I have been thrilled with my total return. The common shares have alsoThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable rese ...
Ohio Valley Banc Corp: Strong Despite Non-Recurring Items (NASDAQ:OVBC)
Seeking Alpha· 2025-11-19 15:30
Ohio Valley Banc Corp. ( OVBC ) is the holding company for the Ohio Valley Bank, with about two dozen offices focusing on the southeastern part of Ohio as well as western West Virginia. It’s aThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable rese ...
Texas Capital Bancshares: The Preferred Stock Is More Attractive
Seeking Alpha· 2025-11-16 15:40
Group 1 - Texas Capital Bancshares (TCBI) is the holding company of Texas Capital Bank, which has over $32 billion in assets, positioning it as a significant regional bank [1] - The Investment Doctor emphasizes a diversified portfolio that includes both dividend and growth stocks, focusing on high-quality small-cap investment opportunities in Europe [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research, model portfolios, weekly updates, and educational content for investors interested in European markets [1]
Public Storage: Robust Balance Sheet Makes Preferred Shares Worth A Look
Seeking Alpha· 2025-11-11 19:10
Group 1 - Public Storage (PSA) is a US-based REIT specializing in the development and operation of self-storage facilities, recognized as one of the largest and most well-known companies in this sector [1] - The company has significant brand recognition, which is considered almost unparalleled in the self-storage industry [1] - The business model of Public Storage is generally viewed positively, indicating a strong foundation for potential growth and investment opportunities [1] Group 2 - The Investment Doctor emphasizes a diversified portfolio that includes both dividend and growth stocks, suggesting a balanced investment strategy [1] - The focus is on high-quality small-cap investment ideas in Europe, with an emphasis on capital gains and dividend income for continuous cash flow [1] - The investment group offers two model portfolios, including the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]
Killam Apartment REIT: Upgrading To 'Strong Buy' On Earnings Increase Anticipation
Seeking Alpha· 2025-11-06 13:15
Core Viewpoint - The share price of Killam Apartment REIT (KMP.UN:CA) has decreased by approximately 7% since the last discussion, which is considered undeserved by the analyst [1]. Group 1: Company Overview - Killam Apartment REIT is highlighted as a focus for investment, particularly in the small-cap space, emphasizing both capital gains and dividend income [1]. Group 2: Investment Strategy - The investment strategy includes a mixture of dividend and growth stocks, aiming for continuous cash flow through high-quality ideas [1]. - The investment group European Small Cap Ideas provides exclusive access to actionable research on appealing Europe-focused investment opportunities [1]. Group 3: Portfolio Features - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]. - An active chat room is available for discussions on the latest developments of the portfolio holdings [1].
Davide Campari-Milano: The Free Cash Flow Is Accelerating
Seeking Alpha· 2025-11-02 15:40
Core Insights - The analysis focuses on Davide Campari-Milano, highlighting the missed opportunities in the stock's performance over the past decade, particularly the significant rise in 2021 and the subsequent decline [1]. Group 1: Company Overview - Davide Campari-Milano, referred to as the Campari Group, has experienced notable fluctuations in its share price over the years, with a significant increase in 2021 followed by a gradual decrease [1]. Group 2: Investment Strategy - The investment approach emphasizes a balanced portfolio consisting of both dividend and growth stocks, targeting high-quality small-cap investment opportunities in Europe [1]. - The investment group European Small Cap Ideas provides exclusive research and insights into appealing European investment opportunities, focusing on capital gains and dividend income for continuous cash flow [1]. Group 3: Portfolio Features - The investment group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content to enhance understanding of European investment opportunities [1]. - An active chat room is available for discussions regarding the latest developments in portfolio holdings, fostering community engagement among investors [1].
Morgan Stanley: Why I’m Selling My Preferred Stock (NYSE:MS)
Seeking Alpha· 2025-11-01 15:40
Core Insights - Morgan Stanley is a well-recognized financial institution with a strong global reputation [1] - The stock was downgraded to a sell rating in September due to an increase in share price [1] Group 1: Company Overview - Morgan Stanley enjoys worldwide brand recognition and reputation [1] - The company is involved in various investment strategies, including a focus on dividend and growth stocks [1] Group 2: Investment Strategy - The Investment Doctor emphasizes a portfolio consisting of high-quality small-cap stocks with a focus on capital gains and dividend income [1] - The investment group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio [1]
Why I (Finally) Bought First Internet Bancorp
Seeking Alpha· 2025-10-26 14:40
Core Insights - First Internet Bancorp (NASDAQ: INBK) reported a weaker-than-expected performance in its third quarter, following the sale of a portion of its portfolio to Blackstone [1] Company Performance - The third quarter results were anticipated to be weak, but the actual performance was even lower than expectations [1] Investment Position - There is a long position in INBK, and put options have been written, with some currently in the money [2]