Brad Thomas talks to Kirk Spano about REITs and real estate investing.(6:00) - REITs for insulation and income generation during potential recession(15:40) - Are industrial REITs underappreciated and which US regions look the best?(22:10) - Concerns about the sun belt region, primarily Florida(37:00) - STAG Industrial's consistent earnings and dividend growth(44:20) - VICI and gaming REITs Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on AlphaAll Investing Experts episodes with transcripts on Seeking AlphaWhat My 30+ Years As A Real Estate Investor Taught MeAgree Realty: From Ugly REIT Duckling To Super SWANW.P. Carey: 'Built For A Recession'Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)VICI Properties: Doubling Down

Great time to own these REITs - Brad Thomas with Kirk Spano

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David Alton Clark, The Winter Warrior Investor, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20).Show Notes:T. Rowe Price: A Dividend Aristocrat With 25% Upside PotentialDuke Energy reaches clean energy supply deals with Amazon, Google, MicrosoftExxon Mobil - Bull/Bear Thesis With David Alton Clark And Callum TurcanCrude oil bounces as Fed rate cut hopes outrank demand worriesEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Dividend and growth stocks for an overvalued market with David Alton Clark

Crypto Waves' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30)Show Notes:Ethereum Can't Seem To Catch BitcoinWere The Bitcoin Spot ETFs A Big Flop?Spot ether ETFs receive initial clearance – so what?BlackRock’s IBIT topples GBTC as the world’s largest Bitcoin fundEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Bitcoin's beautiful bull market with Crypto Waves' Ryan Wilday

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.Show Notes:My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In GrowthInnovative Industrial Properties: 7.2% Dividend With Visible Near-Term CatalystBengal Capital FY2023 LetterEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

NewLake Capital, IIPR and cannabis REITs

Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and real estate sector top picks (29:55). Top tech stock (32:55). Utilities pick is NRG (36:55). This is an excerpt from a recent webinar.Show Notes:University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The MarketTop Stocks By Sector Alpha Picks: top stock picksEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Top quant stocks across 11 market sectors with Steven Cress

Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).Show Notes:Capri Holdings earningsFed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin NeutralityInside Arbitrage investing groupSix Special Situation Strategies to Outperform the MarketEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

Great time to own these REITs - Brad Thomas with Kirk Spano

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