Core Viewpoint - Alexander's, Inc. has announced the sale of its Rego Park I property to Northwell Health, Inc. for a gross purchase price of $235.5 million, with net proceeds expected to be $202 million [1][3]. Group 1: Property Details - The Rego Park I property is located at the intersection of Queens Boulevard and Junction Boulevard in Queens, New York, and consists of a vacant three-story structure with 338,000 gross leasable square feet and a 1,236-space parking garage on 5.9 acres [2]. - The property was built in 1959 and has recently been vacated as tenants were relocated to the adjacent Rego Park II shopping center [2]. Group 2: Financial Implications - The financial statement gain from the sale is projected to be approximately $147 million, while the tax gain is estimated at around $145 million, with $48 million recognized in 2025 and approximately $97 million expected to be recognized in 2026 [3]. - The sale is subject to customary closing conditions and is anticipated to close by the third quarter of 2026 [3]. Group 3: Company Overview - Alexander's, Inc. operates as a real estate investment trust (REIT) and currently holds five properties in New York City [3].

Core Viewpoint - A class action lawsuit has been filed against Franklin BSP Realty Trust, Inc. for securities law violations, specifically for making false and misleading statements regarding its dividend prospects and overall market performance [1] Group 1: Lawsuit Details - The lawsuit pertains to violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 as established by the U.S. Securities and Exchange Commission [1] - The class period for the lawsuit is from November 5, 2024, to February 11, 2026, with a deadline for participation set for April 27, 2026 [1] - The complaint alleges that Franklin BSP Realty Trust overstated its ability to maintain a dividend of $0.355, leading to materially misleading public statements throughout the class period [1] Group 2: Investor Participation - Shareholders who purchased shares during the class period are encouraged to contact the DJS Law Group for potential lead plaintiff appointments, although such an appointment is not necessary to participate in any recovery [1] - The DJS Law Group specializes in securities class actions and aims to enhance investor returns through advocacy and legal support [1]

Core Insights - The article emphasizes that buying the first stock is just the beginning of an investment journey, and what follows is crucial for long-term wealth creation [1] Group 1: Price Movements and Fundamentals - New investors often experience excitement and worry due to price fluctuations, which are normal in the market [2] - For instance, Singapore Exchange Limited (SGX: S68) saw its share price drop from S$13.30 to S$11.79 within a week, before rebounding to S$13.35 the following week, and eventually reaching a peak of S$19.07 by February 2026, illustrating that short-term volatility does not indicate long-term failure [2][3] - Investors should focus on the underlying fundamentals of a company, such as revenue growth and profitability, rather than daily price changes [4][5] Group 2: Portfolio Management - Investors should create a simple portfolio plan that aligns with their investment goals, avoiding over-concentration in a single stock and aiming for diversification across sectors [6] - An example of a diversified starter portfolio with S$10,000 includes investments in banking, utilities, defense tech, and income-generating assets [6][7] Group 3: Consistent Investing - Consistent investing is key to wealth creation, and strategies like dollar-cost averaging can help mitigate the pressure of market timing [8] - For example, investing in SGX since 2016 at S$7.68 per share would have more than doubled the investment, not accounting for dividends paid since 2008 [8][9] Group 4: Learning from Experience - The first investing experience serves as a valuable teacher, helping investors understand their personal investment style and decision-making processes [10] - Identifying lessons from initial reactions to price swings can enhance future investment decisions [10][11] Group 5: Common Mistakes - Common pitfalls for beginner investors include overtrading, chasing trends, and selling too quickly due to fear of losses [12] - Valid reasons for selling include a significant deterioration in a company's fundamentals or if the original investment thesis no longer holds [13] Group 6: Long-Term Mindset - Long-term wealth creation relies on time in the market and the power of compounding, necessitating disciplined investment habits [14][15]

Core Viewpoint - Singapore's REIT sector is recovering with rising unit prices, driven by expectations of further interest rate cuts, while still presenting opportunities for passive income investors [1] Group 1: Starhill Global REIT - Starhill Global REIT focuses on prime commercial and retail assets, with a portfolio including Wisma Atria and Ngee Ann City in Singapore, and seven other properties globally [2] - For the first half of FY25/26, the REIT reported revenue of S$96.3 million, unchanged from the previous year [2] - Net property income (NPI) decreased by 0.8% YoY to S$75.1 million, primarily due to the divestment of Wisma Atria office units; excluding this, NPI would have increased by 0.1% YoY [3] - The REIT maintains a weighted average lease expiry (WALE) of 7.4 years, indicating stable cash flow for dividends, with an annualized distribution per unit (DPU) of S$0.036 [3] - At a unit price of S$0.56, the dividend yield is 6.4% [4] Group 2: Mapletree Logistics Trust - Mapletree Logistics Trust owns 174 properties across nine Asia-Pacific markets, focusing on warehouses and distribution centers [4] - For 3Q FY25/26, revenue fell by 3.1% YoY to S$176.8 million, and NPI decreased by 3.3% to S$152 million, attributed to divestments and foreign exchange headwinds [4][5] - Despite these declines, the REIT achieved a positive rental reversion of 1.1%, indicating improved leasing demand, with China operations showing significant improvement in rental reversion [5] - MLT has a trailing DPU of S$0.074, and at a unit price of S$1.24, the dividend yield is close to 6% [6] Group 3: Mapletree Industrial Trust - Mapletree Industrial Trust owns 136 technology-related industrial properties, including 13 data centers in North America [8] - For 3Q FY25/26, gross revenue declined by 8% YoY to S$163.1 million, and NPI fell by 7.8% to S$122.8 million, mainly due to divestments and lower contributions from the North American portfolio [8] - The REIT expects to benefit from the AI boom, with a record-low vacancy rate of 1.6% in primary markets, and plans to divest S$500 million to S$600 million in North American assets for high-quality data centers in Asia Pacific and Europe [9] - MIT has a trailing annual DPU of around S$0.13, with a unit price of S$2.00, resulting in a dividend yield of 6.6% [10] Group 4: United Hampshire US REIT - United Hampshire US REIT's portfolio consists of 22 assets anchored by US retail centers and supermarkets [11] - For 2025, gross revenue fell by 1.7% YoY to US$72 million, and NPI decreased by 1.7% YoY to US$49 million, while maintaining a high retention rate of 90% and a WALE of 7.7 years [11] - The REIT has divested two assets at premiums of 17.5% and 4.2% since 2024, using the funds to acquire higher-yielding assets [11] - UHREIT has a trailing annual DPU of US$0.0439, and at a unit price of US$0.52, it offers a dividend yield of 8.4% [12] Group 5: Investment Opportunities - As interest rates are expected to ease, opportunities for decent yields remain, but investors should analyze underlying assets beyond just yield [13] - Factors such as tenant performance and capital recycling efficiency are crucial for identifying REITs with sustainable growth [13] - Selecting REITs with strong fundamentals and evident growth catalysts is essential for long-term benefits [14]

Market Overview - Equity markets are experiencing volatility due to geopolitical uncertainties and elevated interest rates, which are unfavorable for investors accustomed to ultra-low rates [1] - Companies that can fund their own growth through profits rather than relying on external financing are becoming increasingly important in the current economic environment [1] Investment Strategy - BlackRock has recommended focusing on high-quality income and durable growth opportunities, suggesting that the current market presents a unique chance since the Global Financial Crisis [2] - Durable growth in a high-interest environment is associated with companies that exhibit healthy profitability, leading to a search for profitable growth stocks that do not require high-interest financing [3] Methodology for Stock Selection - A list of 13 profitable growth stocks was compiled, focusing on companies with a market cap of at least $2 billion and expected revenue growth of at least 30% over the next year [5] - The stocks were sorted by net profit and are also favored by hedge funds, indicating strong market interest [5][6] Company Highlights ARMOUR Residential REIT, Inc. (NYSE:ARR) - Reported Q4 fiscal 2025 net income of $208.7 million, or $1.86 per share, with net interest income of $50.4 million [7] - Raised $3.8 million through preferred stock and $138 million through common stock, issuing approximately 7.5 million common shares [8] - Distributed dividends of $0.24 per common share monthly, totaling $0.72 for the quarter, with management expressing confidence in the company's strategy and dividend outlook for 2026 [9][10] TG Therapeutics, Inc. (NASDAQ:TGTX) - Reported Q4 net income of $23 million, contributing to a full-year net income of $447.2 million, with total global revenue of $616 million for 2025 [13] - Operating expenses for the year were approximately $328 million, projected to rise to $350 million in 2026, plus an additional $100 million for manufacturing and start-up activities [14] - The company expects U.S. revenue to grow sequentially in Q1 to approximately $185 million to $190 million [14] Gildan Activewear Inc. (NYSE:GIL) - Reported Q4 revenue of $1.08 billion, a 31.4% year-over-year increase, and Non-GAAP EPS of $0.96, slightly above estimates [17] - Operating cash flows increased by 59.8%, and free cash flows rose by 46.4% year-over-year [17] - Returned $33 million to shareholders through dividends and share repurchases, with a 10% dividend increase announced for 2026 [18]

Core Viewpoint - A class action lawsuit has been filed against Eos Energy Enterprises (EOSE) for securities fraud, following a significant revenue shortfall in their Q4 and full year 2025 results, which led to a substantial drop in stock price [1]. Group 1: Lawsuit Details - The class action lawsuit is on behalf of investors who purchased Eos Energy securities between November 5, 2025, and February 26, 2026 [1]. - Investors have until May 5, 2026, to file a lead plaintiff motion [1]. - The lawsuit alleges that Eos Energy made materially false and misleading statements regarding its business operations and failed to disclose adverse facts [1]. Group 2: Financial Performance - Eos Energy reported full year 2025 revenue of $114.2 million, which was significantly below the previously issued guidance of $150 to $160 million [1]. - The company cited battery line downtime exceeding industry norms and delays in production quality targets as reasons for the revenue shortfall [1]. - Following the announcement, Eos Energy's stock price fell by $4.39, or 39.4%, closing at $6.74 per share [1]. Group 3: Allegations Against Management - The complaint claims that management failed to disclose the inability to achieve production ramp-up and capacity utilization necessary for meeting guidance [1]. - It is alleged that the company experienced excessive battery line downtime and delays in automated production quality [1]. - The lawsuit also states that inadequate systems and processes led to inaccurate public disclosures and guidance [1].

Core Insights - Annaly Capital Management (NLY) is recognized for its high dividend yield, appealing to income-focused investors, but the sustainability of this payout is a key concern [1] Dividend Performance - In 2025, Annaly increased its cash dividend by 7.7% to 70 cents per share, resulting in a current dividend yield of 12.2% [2][9] Capital Management Initiatives - The company has authorized a share repurchase program allowing the buyback of up to $1.5 billion in common stock through December 31, 2029 [3][9] Investment Strategy - Annaly employs a disciplined investment strategy focusing on prudent asset selection and efficient capital allocation, primarily investing in Agency mortgage-backed securities (MBS) [4] - As of December 31, 2025, Annaly's total investment portfolio was valued at $104.7 billion, with $92.9 billion allocated to highly liquid Agency MBS [4][9] Liquidity Position - At the end of 2025, Annaly had $9.4 billion in total assets available for financing, including $6.1 billion in cash and unencumbered Agency MBS, enhancing its financial flexibility [5][9] Competitive Landscape - Annaly's peers, such as AGNC Investment Corp. and Arbor Realty Trust, are also focused on maintaining shareholder returns through consistent dividend payouts, with AGNC offering a 13.2% yield and Arbor Realty at 13.6% [7][8] - However, Arbor Realty's liquidity position is weaker, raising concerns about its long-term capital distribution sustainability [8] Price Performance - Over the past six months, NLY shares have gained 3.7%, contrasting with the industry's decline of 1.9% [10]

Core Viewpoint - Robbins LLP has announced a class action lawsuit against Boston Scientific Corporation, alleging that the company misled investors regarding its projected revenue and growth potential during the specified class period [1]. Group 1: Allegations and Company Performance - The lawsuit claims that Boston Scientific created a false impression of having reliable information about its revenue outlook while downplaying risks from seasonality and macroeconomic factors [1]. - The company aimed to grow its share in the electrophysiology (EP) market at a rate of "2x the market," but faced new competition that negatively impacted its U.S. EP market share and growth potential [1]. - On February 4, 2026, Boston Scientific reported disappointing fourth quarter and full year 2025 results, particularly in U.S. EP sales, and provided guidance for fiscal 2026 that was significantly below expectations [1]. Group 2: Stock Price Impact - Following the announcement of disappointing results and guidance, Boston Scientific's stock price fell over 17%, dropping from $91.62 per share on February 3, 2026, to $75.50 per share on February 4, 2026 [1].

Core Viewpoint - Whitestone REIT (WSR) is experiencing takeover interest from private equity firms, notably Blackstone (BX) and TPG (TPG), leading to a 1.6% increase in its shares during after-hours trading [2] Company Summary - Whitestone REIT (WSR) has engaged Bank of America to manage the potential takeover discussions [2]

Core Viewpoint - Simon® has announced a $5.0 billion revolving credit facility and an amendment to its existing $3.5 billion revolving credit facility, enhancing its financial flexibility and reducing borrowing costs [1]. Group 1: Credit Facility Details - The amended $5.0 billion multi-currency unsecured revolving credit facility will initially mature on June 30, 2030, with an option to extend for an additional year to June 30, 2031 [1]. - The interest rate for U.S. Dollar borrowings under the new facility is 15.0 basis points lower than the previous facility, set at SOFR plus 65.0 basis points [1]. - The facility is supported by a diverse lender group of 28 banks, with JPMorgan Chase, BofA Securities, PNC Capital Markets, Wells Fargo Securities, and Mizuho Bank acting as Joint Lead Arrangers and Joint Bookrunners [1]. Group 2: Existing Credit Facility Amendment - The existing $3.5 billion multicurrency unsecured revolving credit facility has been amended to align its applicable margin with the pricing under the new $5.0 billion revolving credit facility [1].