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I last covered Paychex ( PAYX ) in September following the release of their Q1 2026 earnings, when the stock traded for about $126 and appeared about 12% undervalued. I rated the stock a BUY due toI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with th ...

I last covered Paychex ( PAYX ) in September following the release of their Q1 2026 earnings, when the stock traded for about $126 and appeared about 12% undervalued. I rated the stock a BUY due toI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with th ...

Last week, I publicly wrote that I believe 2026 will be a year where the market could transition from a liquidity- and narrative-driven momentum to a regime where cash flows, capex management, ROIC, and pricing power matter more. ThisI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash ...

投资服务与团队 - 一家投资研究服务机构每年投入数千小时和超过10万美元以寻找最具盈利潜力的机会 其方法已获得超过500条五星好评[1] - 该服务由Jussi Askola领导 他是Leonberg Capital的总裁 一家专注于价值的投资精品公司 为对冲基金、家族办公室和私募股权公司提供房地产投资信托基金投资咨询[3] - Jussi Askola在房地产投资信托基金投资领域著有获奖学术论文 已通过CFA全部三级考试 并与许多顶级房地产投资信托基金高管建立了关系[3] - 其领导的投资小组“High Yield Landlord”提供三项投资组合（核心、退休、国际）、买卖警报以及可直接向Jussi及其分析师团队提问的聊天室[3] 市场动态与案例 - Alexandria Real Estate Equities近期削减股息的事件提醒市场 资本配置策略的重大变化可能严重影响房地产投资信托基金的市场情绪 尤其是在短期内[2] 促销信息 - 该投资服务刚刚发布了2026年首选投资标的 新会员在限时内可以享受100美元折扣并获得30天退款保证[1]

文章核心观点 - 作者提出了一种结合增长与收入的混合投资系统 该系统在获取与标普500指数相当的总回报的同时 能有效提升投资收入 其核心构建方式是在经典股息增长股的基础上 配置商业发展公司、房地产投资信托基金和封闭式基金等资产 [1] 作者背景与投资方法 - 作者拥有超过15年的投资经验 擅长分析市场中的盈利机会 专长于发掘高质量股息股及其他具有长期增长潜力的资产 [1] - 作者的投资方法以经典股息增长股为基础 通过增配商业发展公司、房地产投资信托基金和封闭式基金来提升投资收入效率 [1]

If you want access to our entire Portfolio and all our current Top Picks, feel free to join us for a 2-week free trial at High Yield Landlord.I can't be the only one who says it without having any idea what it means.Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio ...

公司概况与市场地位 - 公司是南美洲最大的综合性石油和天然气公司 [1] - 公司在巴西上游和中游油气市场占据主导地位 [1] - 截至2024年，公司拥有114亿桶油当量的储量 [1] 作者背景 - 文章作者专注于多空投资策略，地理重点在北美 [1] - 作者曾在英国的一家投资基金工作 [1] - 作者拥有伦敦大学玛丽女王学院的金融硕士学位以及米德尔塞克斯大学的经济学学士学位 [1]

投资理念与策略 - 核心目标是识别并长期持有具备卓越资本再投资能力、能产生高回报的优质公司[1] - 理想的投资标的是能够长期进行资本复利、并具备高复合年增长率以实现十倍或更高回报潜力的公司[1] - 投资策略以长期视角为主，认为在短期持有日益普遍的环境下，此方法能产生超越市场指数的回报[1] - 主要采用保守的投资策略，但偶尔会审慎地追求风险回报比有利、上行潜力大而下行有限的机会[1] - 此类机会性投资在投资组合中会按比例配置，以维持整体稳定性[1] 分析师持仓披露 - 分析师通过持股、期权或其他衍生品，对NBIS、GOOG、NVDA、AMD、ORCL、META拥有多头仓位[2]

High Income DIY Portfolios: The primary goal of "High Income DIY Portfolios" Marketplace service is high income with low risk and preservation of capital. It provides DIY investors with vital information and portfolio/asset allocation strategies to help create stable, long-term passive income with sustainable yields. The portfolios are designed for Income-Investors (including retirees or near-retirees). We provide seven portfolios: 3 buy-and-hold, 3 Rotational portfolios, and 3-Bucket NPP Model Portfolio. T ...