US banks, among the few companies that still sell preferred shares, are following JPMorgan’s lead and retreating from the securities, even as investors are eager to buy them https://t.co/fORHUmJyKa ...

Strategy's preferred shares offer compelling income with less volatility than MSTR shares, TD Cowen says https://t.co/q8KeFxecqL ...

Core Viewpoint - Preferred shares are presenting an attractive investment opportunity with a yield of approximately 9.5%, offering a balance of income and stability for investors seeking consistent returns [1][13]. Investment Characteristics - Preferred shares rank above common equity in the capital structure, providing a lower risk profile compared to common stock, particularly in the mortgage REIT sector [2]. - Annaly Capital Management's preferred shares, specifically NLY-F, are highlighted for their low risk rating of 1 on a scale of 1 to 5, indicating a safer income investment [3][11]. Specific Share Analysis - NLY-F is currently priced at $25.18, with a yield of 9.48% and an annualized dividend of approximately $2.3881, making it a more attractive option compared to NLY-G, which has a lower yield and dividend [5][8]. - NLY-F and NLY-I are noted to pay about $0.20 more in dividends annually than NLY-G, justifying their higher price [9]. Call Risk and Market Dynamics - There is a potential call risk associated with these preferred shares, as the company can call shares with a 30-day notice, but this risk can be managed by selecting appropriate entry prices [7][12]. - The market conditions may influence the performance of these shares, with NLY-F and NLY-I expected to hold up better during periods of market stress compared to NLY-G [12]. Final Recommendations - For long-term investors seeking steady returns, NLY-F and NLY-I are recommended over NLY-G, despite a slight call risk, due to their strong backing and attractive yields [13].

Joseph Shaefer is a geopolitical, economic, and resource analyst. He is a retired military Flag Officer with deep experience in Special Operations and Intelligence. He is also a former university professor and a retired Senior V.P. at Charles Schwab & Co. He is today the leader of the investing group The Investor's Edge®. His approach to investing is both specific and universal. On one end of the "barbell" he makes especially deep dives into Energy, Resources, Aerospace and Defense, and Infrastructure. On t ...

Core Viewpoint - The article discusses Regency Centers Corporation, a REIT with strong credit ratings from Moody's ("A3") and S&P ("A-") [1]. Group 1: Company Overview - Regency Centers Corporation is highlighted as a REIT with a very good credit rating, indicating financial stability and reliability in the market [1]. Group 2: Investment Insights - The article invites active investors to join a free trial for insights on mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities [1].

Group 1 - Preferred shares, particularly in the REITs sector, are perceived to be broadly undervalued, trading at an approximate discount of 36% [1] - The analysis focuses on Agree Realty Corporation 4.250% DEP PFD A (ADC.PR.A) as a potential investment opportunity within this undervalued sector [1] - The mission of the analysis is to discover actionable total return ideas by combining rigorous academic theories, practical experience, and common sense [1] Group 2 - The analysis is conducted by Pearl Gray, a proprietary investment fund and independent market research firm specializing in systematic analysis of Bonds, Investment Funds, and REITs [1] - The primary sectors of focus for the firm are Financials and Real Estate [1]

Group 1 - Binary Tree Analytics (BTA) focuses on providing transparency and analytics in capital markets instruments and trades, particularly in Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations [1] - The company aims to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience [1]

CALGARY, AB, May 2, 2025 /PRNewswire/ - Enbridge Inc. (TSX: ENB) (NYSE: ENB) (Enbridge or the Company) announced today that it does not intend to exercise its right to redeem its currently outstanding Cumulative Redeemable Preference Shares, Series 13 (Series 13 Shares) (TSX: ENB.PF.E) on June 1, 2025. As a result, subject to certain conditions, the holders of the Series 13 Shares have the right to convert all or part of their Series 13 Shares on a one-for-one basis into Cumulative Redeemable Preference Sha ...

RYE, N.Y., April 28, 2025 (GLOBE NEWSWIRE) -- The Board of Trustees of the Gabelli Global Utility & Income Trust (NYSE American: GLU) (the “Fund”) has approved additional put dates for the Series B Cumulative Puttable and Callable Preferred Shareholders (the “Series B Preferred”). The annual dividend rate of the Series B Preferred is 5.20%. Each Series B Preferred shareholder now has the right to put their shares to the Fund in each of the 60-day periods ending June 26, 2025, December 26, 2025, June 26, 202 ...