Alexandria Real Estate Equities Is On My Recession Buy List For Exposure To Healthcare Venture Capital – Alexandria Real Estate Equities, Inc. (NYSE:ARE)

2019-10-20

The Company Alexandria Real Estate Equities (ARE) is an almost-pure-play investment on life science real estate. In other words, it owns and leases over 37 million square feet of office and laboratory space to pharmaceutical and biotechnology companies. Its 250 properties are mostly concentrated in high-end locations such as NewRead More →

Fiera Capital Q3 2019 Tax Efficient Fixed Income Market Commentary – October 2019

2019-10-17

Summary Our highest conviction ideas are selected for this research-focused approach that identifies what we believe are best of breed companies with a sustainable competitive advantage and growth potential, trading atwhatwebelieveareattractivevaluations. Municipal Treasury ratios fluctuate throughout the third quarter. Increasing signs of a softening economy spur Fed action. California earnsRead More →

Upslope Capital Q3 2019 Investor Letter

2019-10-14

Disclosure: I am/we are long IT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Additional disclosure: As of the date of the letter, Upslope clientsRead More →

EastGroup Properties Offers Capital Growth And Dividend Appreciation With Strong Potential For Upside – EastGroup Properties, Inc. (NYSE:EGP)

2019-09-26

EastGroup Properties (NYSE:EGP) is amongst the leading REITs in the industrial segment. Part of S&P MidCap 400, EastGroup has shown robust capital appreciation along with consistent dividend payment. EastGroup Properties is mainly invested in the development, acquisition and management of industrial properties. The company’s focus on developing the properties onRead More →

Stanphyl Capital Letter – August 2019

2019-09-06

August 30, 2019 Friends and Fellow Investors: For August 2019, the fund was up approximately 6.8% net of all fees and expenses. By way of comparison, the S&P 500 was down approximately 1.6%, while the Russell 2000 was down approximately 4.9%. Year to date 2019, the fund is up approximatelyRead More →

A Danish bank is offering mortgages with negative interest rates — why you shouldn’t wish for that to happen in the U.S.

2019-08-12

It’s safe to say that mortgage rates have never been lower in Denmark. In fact, they’re now negative. Denmark’s Jyske Bank JYSKY, -20.24%, is now offering a 10-year fixed-rate mortgage at negative 0.5%. Additionally, Finland-based Nordea Bank announced Wednesday that it will offer a 20-year fixed-rate mortgage in Denmark thatRead More →

100 million Capital One customers were hacked: Everything you need to know about data breaches, but were afraid to ask

2019-07-29

Capital One Financial Corp. announced late Monday that more than 100 million people had their personal information hacked. The hacker got information including credit scores and balances, plus the Social Security numbers of about 140,000 customers and 80,000 bank-account numbers from credit-card customers, the bank said. It will offer freeRead More →

Oil & Gas: Where Is The Capital Flowing?

2019-07-10

The last two years have seen record low levels of mergers and acquisitions activity in the oil and gas sector in the United States. There are other signs of lassitude in the field: a record low volume of PE deals (more of that in a moment), and only six initialRead More →