Authors: James Long and Chuck Carnevale Introduction to SPG According to the company’s investor relations page on this REIT, Simon Property Trust (SPG) is … a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company. [Its] properties across North America, Europe and Asia …
SPG
4 Retail REITs – Are They Worth The Risk?
Real Estate Investment Trust (REIT) This retail REITs sector, or more precisely subsector that got hit especially hard by the Covid-19 pandemic was retail REITs. They essentially had to close for a period of time, which obviously had a large impact on their sales and cash flows. However, most of them are open again, and …
Valuation Is More Important Than Politics or Interest Rates: And Most Stocks Are Overvalued Today
Introduction My personal investing strategy is based on the simple logic and reality that great businesses are by definition, better than average. Therefore, to my way of thinking, it logically follows that the best investment returns would be achieved by investing in the best businesses that you could identify. Moreover, it is also important to …
$CCL Carnival Corp.: Great Value Maybe Great Yield
Introduction At first glance, this company qualifies as both a blue-chip and a high-yield opportunity that is simultaneously deeply undervalued. However, what we often see on the surface does not always reflect the deeper issues that may be lurking. From a business point of view, Carnival Corp. is cruising right along. In contrast, price action …
Diversifying by Sector: 20 High-Quality Attractive Dividend Growth Stocks Rated A- Or Better (Part 2B)
Introduction This current series of articles could be summarized as a review of ways to construct and diversify a common stock portfolio. In part 1 found here I discussed various viewpoints on how many stocks a portfolio should hold. In Part 2A found here I presented and discussed Peter Lynch’s 6 general categories of stocks. In …
While Most Dividend Growth Stocks Remain Too Expensive – Here Are 50 That Are Not! Part 1 of 5
Introduction The Great Recession of 2008 – which ended in the spring of 2009 – brought on one of the greatest and longest bull markets in modern history. For true value-oriented dividend growth investors, the recession created a virtual cornucopia of excellent dividend growth stock investment opportunities that existed until the end of August 2013. …