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Choice Properties: Development Pipeline Will Result In Growth
Seeking Alpha· 2025-10-07 14:30
Core Insights - Choice Properties is a Canadian retail REIT that was created by the Weston family to separate the Loblaws companies' operating business from real estate ownership [1] Group 1: Company Overview - Choice Properties operates as a retail REIT focusing on the ownership of real estate associated with Loblaws stores [1] - The company emphasizes high-quality investment opportunities in the small-cap space, targeting capital gains and dividend income for continuous cash flow [1] Group 2: Investment Strategy - The investment group European Small Cap Ideas provides exclusive access to actionable research on appealing Europe-focused investment opportunities [1] - The group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]
Is American Tower (AMT) the Best Bet for Growth in REIT Dividend Stocks?
Yahoo Finance· 2025-10-02 18:33
American Tower Corporation (NYSE:AMT) is included among the 12 Best REIT Dividend Stocks to Buy Now. Is American Tower (AMT) the Best Bet for Growth in REIT Dividend Stocks? Photo by Dan Dennis on Unsplash American Tower Corporation (NYSE:AMT) owns, acquires, and develops communications real estate assets, including cell towers and data centers, in domestic and foreign markets. The company’s primary business is leasing space on its properties to wireless carriers and enterprise customers. One of the bes ...
Getty Realty: Upgrading This High-Quality REIT To A Strong Buy On Macro Improvements, Great Yield (NYSE:GTY)
Seeking Alpha· 2025-10-02 14:17
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Getty Realty: Upgrading This High-Quality REIT To A Strong Buy On Macro Improvements, Great Yield
Seeking Alpha· 2025-10-02 14:17
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Fermi: The AI Craze In Full Swing
Seeking Alpha· 2025-10-01 20:11
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Fermi Inc. (NASDAQ: FRMI ) have seen very strong opening day returns , as of midday trading. The datacenter AI enablement REIT, which largely only exists on appear, is going public on th ...
BME: Attractively Valued But Weak NAV Growth
Seeking Alpha· 2025-10-01 16:39
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...
NewLake Capital Partners: Severely Undervalued REIT Paying A Double-Digit Dividend
Seeking Alpha· 2025-09-30 14:07
NewLake Capital Partners ( OTCQX:NLCP ) is a relatively new name in the market, founded in 2019 and going public in a 2021 IPO, being an industrial REIT focused on cannabis cultivation and dispensaryAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help m ...
NewLake Capital Partners: Severely Undervalued REIT Paying A Double-Digit Dividend (OTCMKTS:NLCP)
Seeking Alpha· 2025-09-30 14:07
NewLake Capital Partners ( OTCQX:NLCP ) is a relatively new name in the market, founded in 2019 and going public in a 2021 IPO, being an industrial REIT focused on cannabis cultivation and dispensaryAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help m ...
渤海证券研究所晨会纪要(2025.09.30)-20250930
BOHAI SECURITIES· 2025-09-30 01:58
Macro and Strategy Research - In the first eight months of 2025, the profit of industrial enterprises above designated size increased by 0.9% year-on-year, indicating a stabilization in profitability [4][5] - The profit growth rate turned positive, with a significant monthly increase of 20.4% in August, driven by improved pricing stability and a narrowing decline in the Producer Price Index (PPI) [5][6] - The revenue profit margin for the same period was 5.24%, a year-on-year decrease of 1.9%, but the decline was less severe compared to previous months, contributing to the positive profit growth [5][6] Fixed Income Research - The report explores investment strategies for Real Estate Investment Trusts (REITs) in 2025, highlighting the effectiveness of initial public offering (IPO) selling strategies [8][9] - Historical data shows that selling on the first day of listing yields the highest success rate, while holding for longer periods results in diminishing returns [9][10] - The report emphasizes the importance of timing in REIT investments, with specific months showing higher success rates for buying and holding strategies [12] Company Research - The company, as a specialized platform for the China Rare Earth Group, saw significant improvement in performance in H1 2025 due to rising rare earth prices, with a notable increase in sales net profit margin [20][21] - Short-term demand for rare earths is expected to remain resilient, supported by policies and seasonal consumption peaks, while long-term prospects are bolstered by the strategic importance of rare earths [20][21] - The company is advancing its mining projects and has strong potential for asset injection from its parent group, which could enhance its production capacity significantly [21][23] Industry Research - The light industry sector is experiencing price increases for packaging paper, with multiple manufacturers raising prices by 30-50 yuan per ton, which is expected to positively impact downstream products [24][25] - Recent changes in U.S. tariff policies, including significant tariffs on imported furniture and building materials, are anticipated to have a limited long-term impact on the competitiveness of Chinese manufacturing [25] - The introduction of national standards for smart mattresses is expected to promote market regulation and consumer protection, supporting healthy industry development [25]
REITs With 7-Figure Insider Buys
Seeking Alpha· 2025-09-29 12:15
Group 1 - The approach has garnered over 500 five-star reviews from satisfied members who are experiencing benefits [1] - The company invests thousands of hours and over $100,000 annually into researching profitable investment opportunities [1] - The leader of the investing group High Yield Landlord shares a real-money REIT portfolio and transactions in real-time [1] Group 2 - Jussi Askola, the President of Leonberg Capital, is a value-oriented investment expert with a focus on REIT investing [1] - The group offers features such as three portfolios (core, retirement, international), buy/sell alerts, and a chat room for direct access to analysts [1]