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Modiv Industrial: I Prefer A Mixed Bag Of Common And Preferred Shares
Seeking Alpha· 2025-09-17 14:30
Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - 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] Group 2 - There is a potential for initiating long positions in common and preferred shares in the near future, although not within the next 72 hours [2]
Silgan Holdings: The Free Cash Flow Is Accelerating
Seeking Alpha· 2025-07-25 14:30
Group 1 - The packaging and packaging-related business is recovering from challenging periods, particularly since COVID, with some companies still presenting attractive valuations [1] - Silgan Holdings (NYSE: SLGN) is highlighted as a leader in the investment group focusing on European small-cap opportunities, emphasizing high-quality investment ideas [1] - 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 [1]
SmartCentres Offers A Walmart-Backed High Dividend Yield
Seeking Alpha· 2025-04-17 14:30
Group 1 - SmartCentres has a significant reliance on Walmart, which accounts for over 23% of its rental revenue, indicating a strong tenant relationship [1] - The company also benefits from other grocery-related tenants, enhancing its revenue stability [1] Group 2 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income [1] - The 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]