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Prologis: Logistics Giant, Data Centers Growth, And Its Expensive Preferreds (NYSE:PLD)
Seeking Alpha· 2025-12-22 12:22
Prologis ( PLD ) offers the largest logistics portfolio in the world, with an investment-grade balance sheet and an expanding data center business that could drive the commons higher even after a 21% price return year-to-date. This outperformed the S&P 500's 16% return overThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued y ...
Medical Properties Trust: An Odd Dividend Hike Against Heavy Debt Burden
Seeking Alpha· 2025-12-18 15:50
The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote thi ...
Goldman Sachs BDC: Huge Discount To NAV, But I'm Not Buying The Fat 14% Yield
Seeking Alpha· 2025-12-12 19:00
While Goldman Sachs BDC ( GSBD ) has not participated in the recovery seen across the BDC space since the First Brands Group and Tricolor collapses dented private credit sentiment, the BDC is paying out aThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green ener ...
Playboy: The Asset-Light Transformation, Margins, And Dilution (NASDAQ:PLBY)
Seeking Alpha· 2025-12-12 11:55
公司股价表现与市场机制 - Playboy公司股价年初至今已大幅上涨51% [1] - 尽管股价飙升 但公司的流动性状况仅通过大幅稀释股东权益才得到支撑 [1] - 股票市场是一个强大的机制 长期来看每日价格波动会累积成巨大的财富创造或毁灭 [1] 投资策略关注点 - Pacifica Yield旨在追求长期财富创造 [1] - 其投资重点包括被低估的高增长公司、高股息股票、房地产投资信托基金以及绿色能源公司 [1]
Telephone and Data Systems: Pending Spectrum Sales Set To Drive Further Deleveraging
Seeking Alpha· 2025-12-10 00:08
文章核心观点 - 尽管TDS优先股交易价格较其每股清算价值存在两位数折价且提供近8%的当期收益率 但近期面临长期国债收益率带来的不利因素 [1] - 股票市场是强大的机制 长期能汇聚每日价格波动产生巨大的财富创造或毁灭 [1] - Pacifica Yield的投资目标是追求长期财富创造 专注于被低估的高增长公司、高股息股票、房地产投资信托基金和绿色能源公司 [1] 投资标的状况 - Telephone and Data Systems优先股交易价格较每股清算价值存在两位数折价 [1] - Telephone and Data Systems优先股提供近8%的当期收益率 [1] 市场与投资策略 - 股票市场的长期财富效应通过每日价格波动汇聚而成 [1] - Pacifica Yield采用的投资策略聚焦于四个领域:被低估的高增长公司、高股息股票、房地产投资信托基金和绿色能源公司 [1]
Granite Point Mortgage Trust: Book Value Continues To Dip With Discount At 65% (NYSE:GPMT)
Seeking Alpha· 2025-12-10 00:06
公司投资策略 - Pacifica Yield 公司的核心目标是追求长期财富创造 [1] - 公司的投资重点集中于被低估的高增长公司、高股息股票、房地产投资信托基金以及绿色能源公司 [1] 市场观点 - 股票市场是一个强大的机制,长期来看,每日的价格波动会累积成巨大的财富创造或毁灭 [1]
Capital Southwest: A Safe 11.7% Dividend Yield For 2026 Paid Monthly (NASDAQ:CSWC)
Seeking Alpha· 2025-12-09 13:51
公司概况与投资亮点 - Capital Southwest (CSWC) 提供完全覆盖的基准股息分配以及有吸引力的月度派息计划 该证券符合以收入为重点的投资者在美联储降息时期的需求 [1] - 该公司是一家商业发展公司 [1] 市场观点与投资策略 - 股票市场是一个强大的机制 长期来看每日价格波动的累积会导致惊人的财富创造或毁灭 [1] - Pacifica Yield 旨在追求长期财富创造 其重点投资于被低估但高增长的公司、高股息股票、房地产投资信托基金以及绿色能源公司 [1]
Enovix: Are The Commons A Buy After The Dip? (NASDAQ:ENVX)
Seeking Alpha· 2025-12-07 09:02
公司股价与估值 - Enovix公司股价自9月以来下跌 使其估值接近多年来的最低水平[1] - 股价的下跌为看好该公司的投资者提供了建立或扩大头寸的可能机会[1] 投资机构策略 - Pacifica Yield投资机构旨在追求长期财富创造 其投资重点包括被低估的高增长公司、高股息股票、房地产投资信托基金和绿色能源公司[1]
Grab: Cash Flow Positive, Expanding Cash Moat, Strong Growth Make It A Buy
Seeking Alpha· 2025-11-28 03:33
公司投资策略 - 股票市场是强大的机制 长期的价格波动会累积成巨大的财富创造或毁灭 [1] - Pacifica Yield 公司的目标是追求长期财富创造 [1] - 其投资重点集中于被低估的高增长公司 高股息股票 房地产投资信托基金以及绿色能源公司 [1] 分析师持仓披露 - 分析师通过股票所有权 期权或其他衍生品对 GRAB 股票持有有益的多头头寸 [2]