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DWS Group's David Bianco: Stay with tech, but pick the winners & look elsewhere
Youtube· 2025-09-26 16:37
Let's turn to the broader market action this morning. Joining us here at Post 9 is DWS Group America's CIO David Biano. Welcome, David.It's good to have you. And today we we've got a nice broad rally, although NASDAQ is actually lagging for a change. Do you buy into the the broadening trend that this rally continues and it doesn't have to be led by big tech.>> It's a Friday morning and and not too bad. It's been a bit of a tough week though for those arguing for the the broadening of uh the equity market. U ...
CareTrust REIT: Making Hay While The Sun Shines
Seeking Alpha· 2025-09-25 12:30
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
SPEU: Outperformance Versus SPY May Continue In 2026
Seeking Alpha· 2025-09-23 20:33
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Stocks close higher with Nvidia surging on OpenAi deal, Tesla stock ends the day higher
Youtube· 2025-09-22 21:12
[Music] All right, and there is the closing bell down on Wall Street and at the NASDAQ market site. Uh, it's market domination overtime giving you full coverage of all the moves to get you up to speed on the action from today's trade where we saw all three major averages. Advanced Yahoo Finest Jared Blickery is standing by to break down today's moves.Jared, >> thank you. Miles, I believe we got three records in the majors. That would be the Dow, Nasdaq, and the S&P 500.Dow up a whopping 66 points, only abou ...
VNQI Vs. VNQ: International REITs Offer Higher Current Income
Seeking Alpha· 2025-09-21 09:16
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Fundrat's Tom Lee: Fed made proper pivot & the focus is rightly on addressing employment risks
Youtube· 2025-09-18 19:25
which is a great way to pivot to your next guest. Tom Lee of Fund Strat is with us. Tom, welcome.You can comment on all those moves or anything else if you'd like, but also I want you to comment on something that hedge fund billionaire David Ter said on Squawkbox this morning. Listen, I don't think another ease matters, you know, as far as being too easy. This is going to be a little bit restrictive.I don't if they do too. Beyond that, it's going to be a little tricky, I think, because you got to be careful ...
VYMI Vs. VYM: International High-Yield Stocks Offer Better Value But Also Larger Risk
Seeking Alpha· 2025-09-14 12:05
美联储政策预期 - 市场普遍预期美联储将在2025年9月恢复货币政策正常化 [1] - 联邦基金期货市场定价显示2026年12月联邦基金利率约为3% [1] 投资策略与关注领域 - 投资组合主要集中于房地产投资信托基金、优先股和高收益债券 [1] - 采用长期股票多头与备兑认购期权、现金担保看跌期权相结合的策略 [1] - 研究覆盖以房地产投资信托基金和金融板块为主 偶尔涉及ETF及宏观交易驱动的个股分析 [1]
EIS: Israeli Stocks - Between Attractive Valuations And Geopolitical Tensions
Seeking Alpha· 2025-09-11 11:21
投资背景与策略 - 投资生涯始于2011年高中时期 主要投资领域为房地产投资信托基金(REITs)、优先股和高收益债券[1] - 当前采用结合长期股票多头、备兑认购期权(c covered calls)和现金担保认沽期权(cash secured puts)的复合策略[1] - 坚持基于基本面的长期投资视角 在Seeking Alpha平台主要覆盖REITs和金融行业 偶尔发布基于宏观交易理念的ETF及其他股票分析[1] 信息披露 - 分析师声明在未来72小时内对提及公司无任何股票、期权或衍生品持仓计划 且未因本文获得除Seeking Alpha平台外的补偿[2] - 与所提及股票公司不存在任何商业关系 文章内容仅代表个人观点[2] 平台性质说明 - Seeking Alpha声明其并非持牌证券交易商、经纪商或美国投资顾问机构[3] - 平台分析师包含专业投资者与个人投资者 部分人员可能未获得机构或监管机构的执业认证[3] - 平台明确表示过往业绩不保证未来结果 所发表观点不代表平台整体意见[3]
SPXS: Adding Downside Protection At All-Time Highs (Rating Upgrade)
Seeking Alpha· 2025-09-10 12:26
投资背景与策略 - 投资始于2011年高中时期 主要投资领域包括房地产投资信托基金(REITs)、优先股和高收益债券[1] - 当前投资策略结合长期股票多头头寸与备兑认购期权(covered calls)及现金担保认沽期权(cash secured puts)[1] - 采用纯粹基本面驱动的长期投资视角 重点关注REITs和金融行业 偶尔涉及ETF及宏观交易理念驱动的个股分析[1] 信息披露 - 分析师未持有任何提及公司的股票、期权或衍生品头寸 且未来72小时内无相关头寸建立计划[2] - 分析内容基于独立完成 未获得除Seeking Alpha外任何形式的报酬[2] - 与提及公司不存在任何商业关联关系[2] 平台性质说明 - 过往业绩不构成未来表现保证 不提供特定投资适配性建议[3] - 发表观点不代表Seeking Alpha整体立场[3] - 平台非持牌证券交易商、经纪商或美国投资顾问/投行 分析师团队包含未获机构认证的专业及个人投资者[3]
PXF: International Value Stocks Outperform The SPY
Seeking Alpha· 2025-09-07 18:25
投资背景与策略 - 投资生涯始于2011年高中时期 主要投资领域包括房地产投资信托基金(REITs)、优先股和高收益债券[1] - 当前策略结合长期股票多头头寸与备兑认购期权(covered calls)及现金担保认沽期权(cash secured puts)[1] - 采用纯粹基本面驱动的长期投资视角 重点关注REITs和金融行业 偶尔涉及ETF及宏观交易理念驱动的个股分析[1] 覆盖领域与研究方法 - 研究范围以房地产投资信托基金和金融板块为核心 辅以交易所交易基金及其他宏观驱动型股票[1] - 分析方法基于宏观经济视角与个股基本面深度研究[1] 作者独立性声明 - 作者未持有任何提及公司的股票、期权或衍生品头寸 且未来72小时内无相关建仓计划[2] - 作者与提及公司不存在任何商业关联关系[2] - 研究内容为作者独立完成 仅代表个人观点 未获得除Seeking Alpha平台外的任何补偿[2]