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Highwoods: a safe ~11% yield and significant potential upside

Office REITs have experienced more pressure than other property landlords, potentially due to uncertainty regarding the normalizing of office occupanc...

October 29, 2023, 3:44 am

Hyatt hotels earning analysts love, buy the dip?

There are bubbles, and then there are bubbles; some associate the recent hype in Airbnb NASDAQ: ABNB with a significant ...

October 17, 2023, 9:00 am

The progressive corporation: analysts' estimates overly optimistic (maintain strong sell)

I analyze stocks for market mispricing based on projections and historical data. The P/E multiple for T...

October 9, 2023, 4:07 am

Paypal: a compelling deep value play

PayPal's current valuation is seen as a mispricing, presenting an attractive value investment opportuni...

September 20, 2023, 3:04 pm

Dislocation in the equity reit fixed-rate preferred market

Market is ignoring factors such as interest rate sensitivity, upside to par, call date, and risk shifting in pricing preferred stocks. ...

September 8, 2023, 4:30 am

Retail m&a heats up with kimco/rpt merger

M&A activity in the shopping center space is increasing due to the mispricing of the market, creating o...

August 31, 2023, 3:07 pm

Paypal is a full-blown value play

PayPal's stock has fallen 16% year to date and 41% over the last twelve months. The departure of Elliott Management from PayPal may concern investors,...

August 17, 2023, 7:26 pm

How to take advantage of etfs, algorithms and thematic passive trading

Passive trading tends to follow certain rules and patterns. As these do not always correlate with fundamental value, it can cause significant ...

August 1, 2023, 4:22 am

2 undervalued finance picks with massive 3-year ror

I'm currently investing in two BBB-rated companies with a 6.5% yield and a triple-digit conservative RoR on a 3-year basis. The first company is Soci�...

July 28, 2023, 10:27 am

Land: farmland with an accidental high yield

This is clear mispricing. 2 essentially identical securities trading at disparate prices. Temporary fac...

June 15, 2023, 3:29 pm

Inspire medical systems: valuation, sentiment, fundamental factors call for re-rating

Inspire Medical has multiple catalysts in the pipeline that could see it attract investment. These center around fundamental, sentimental and valuatio...

June 14, 2023, 10:30 pm

Forexlive asia-pacific fx news wrap: people's bank of china cuts short-term policy rate

3 reasons the Bank of Japan is expected to keep policy unchanged at this week's meetingCiti says markets mispr...

June 13, 2023, 3:02 am

Citi says markets mispricing downside risks for inflation heading into the may inflation

Bloomberg (gated) convey the info from a Citi note saying “We do not think markets have been adequately pricing downside risks for inflation heading...

June 13, 2023, 2:21 am

Patterson companies: earnings power, asset factors suggest mispricing

Patterson Companies appears undervalued, trading at a 40% P/E discount to peers. PDCO's earnings power and asset profitability, along with a potential...

June 6, 2023, 2:27 am

Bank panic creates old-fashioned arbitrage opportunities, 13% from keycorp preferred stocks

2 similar products trade on different markets at different valuations. Recent bank volatility is responsible for some sharp moves that create ...

May 30, 2023, 3:57 am

Necessity retail: a mispricing in the sub-investment grade preferred space

Necessity Retail: A mispricing In The Sub-Investment Grade Preferred Space....

April 24, 2023, 2:46 am

Investor insanity creates huge mispricing: 12.5% ytm on b. riley baby bonds

The YTM (yield to maturity) on B. Riley baby bonds has increased as much as 44% in just the last 3 weeks with YTMs up to 12.96%. A short attack (IMO w...

February 26, 2023, 10:00 am

Edi: emerging markets offer opportunity for the risk-tolerant in high-yield fixed income

Emerging markets are showing signs of recovery, and fixed-income assets in hard-currency terms represent a rare buying opportunity due to ...

February 21, 2023, 7:23 pm

Amtech systems: free cash flow history holding back share price growth

The tech sector has seen a selloff in the past 12 months, with layoffs nearing 70,000, though mispricing...

January 26, 2023, 3:59 pm

Crestwood equity partners preferred shares: major market mispricing

CEQP Preferred shares have better shareholder benefits than most, including being non-redeemable. This coming from a company with 80% of revenues bein...

January 16, 2023, 9:04 pm


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