To The Moon

Summary RLJ Lodging Trust has offered a total return of 15% in the past 15 months, with a recent rally thanks to a dovish stance from the Fed. The REIT owns 96 high-end hotels with lean operating models and generates more than half of its EBITDA in the Sun Belt region. RLJ Lodging Trust is trading at a forward price-to-FFO ratio of only 7.1 and has a healthy balance sheet. User10095428_393 Almost two years ago, I stated that RLJ Lodging Trust (NYSE:RLJ) would probably be an attractive stock to consider if the Ukrainian crisis worsened, as I expected the stock to be severely hit but then recover. Indeed, in late 20

Summary Telephone and Data Systems preferred stock has outperformed the S&P 500 with a total return of 38% in about seven months and still offers a high dividend yield. The decrease in inflation and the outlook for interest rate reductions until 2026 provide a strong catalyst for preferred stocks like Telephone and Data Systems. The company's high debt load and weak business momentum pose risks to the preferred dividend, despite potential sale of the stake in US Cellular. jamesteohart About seven months ago, I rated the preferred stock of Telephone and Data Systems (NYSE:TDS.PR.V) as a "

Summary ArcelorMittal was characterized by highly cyclical performance in the past. However, the company has nearly eliminated its interest expense and has greatly reduced its share count thanks to its blowout earnings in the last three years. As a result, it has greatly improved its mid-cycle earnings per share. The company has a cheap valuation, trading at a low multiple of its expected earnings, and has promising growth prospects. Pgiam/iStock via Getty Images ArcelorMittal (NYSE:MT) incurred the worst accident in its history on October 28th, 2023, when it lost 46 of its employees in Kazakhstan. The stock shed 3% on that day. Since then, the stock has rallied 20% but it has still underperformed the S&P 500 by a wide margin over

Summary HF Sinclair has strong business performance thanks to high refining margins amid the tightening of the global market of oil products caused by the Ukrainian crisis. The stock is trading at only 5.3 times its expected earnings this year. However, earnings per share are expected to decrease in the upcoming years, and the boom in clean energy projects poses a risk for refiners. AEKKARAT DOUNGMANEERATTANA In early October, I rated HF Sinclair (NYSE:DINO) as a "hold", as its strong business performance and its exceptionally low price-to-earnings ratio of 5.4 back then were offset by the risks related to the high cyclicality of the ref

Summary Prosperity Bancshares has underperformed the S&P 500 due to negative market sentiment over regional banks and high interest rates. The bank's conservative business model and resilient performance during the Great Recession make it a reliable investment. Lower interest rates, the booming economy of Texas, and recent acquisitions position Prosperity Bancshares for future growth. Pgiam/iStock via Getty Images About a year ago, I recommended purchasing Prosperity Bancshares (NYSE:PB) for its exemplary management, its promising growth prospects and its cheap valuation. Since my article, t

Summary BMW is benefiting from strong demand for electric vehicles, leading to all-time high operating margins. The company has more than doubled its sales of electric vehicles in each of the past two years and expects further growth in the future. BMWYY is trading at a cheap valuation and offers an attractive dividend yield, making it an attractive investment for patient investors. Wirestock I have always followed the advice of Warren Buffett to avoid the stocks of vehicle manufacturers due to the cut-throat competition in the automotive industry and the excessive amounts the manufacturers need to spend year after year just to come up with new models and remain competitive. However, thanks to technological progress, the business landscape has greatly improved in recent years. Numerou

Summary National Fuel Gas has underperformed the S&P 500 due to milder winter weather and a bearish outlook on the natural gas industry. The company has reduced its sensitivity to natural gas prices and offers a low forward price-to-earnings ratio and high dividend yield. National Fuel Gas has steady production growth, a strong reserve base, and promising prospects for future earnings growth. Pgiam/iStock via Getty Images In 2020, shortly after the onset of the coronavirus crisis, I recommended purchasing National Fuel Gas (NYSE:NFG) for its robust business model, its promising growth pros

Summary American Assets Trust has underperformed the market due to high interest rates and the work-from-home trend. The REIT's retail and multifamily properties have fully recovered, but its office portfolio is still struggling. When interest rates begin to revert to normal levels, the stock is likely to enjoy a triple tailwind; lower interest expense, greater investment in office space and richer valuation. bin kontan Almost two years ago, I recommended purchasing American Assets Trust (NYSE:AAT) for its solid business model and its expected recovery from the coronavirus crisis. No-one could have predicted that a war in Ukr

Summary Ventas, a healthcare REIT, has underperformed the market due to the pandemic and high interest rates. The company is starting to recover, with strong demand for its properties and favorable supply-demand fundamentals. Analysts expect Ventas to grow its FFO per unit by 7% per year, and the stock is reasonably valued with upside potential. Funtap Almost four years ago, I recommended purchasing Ventas (NYSE:VTR) for its promising growth prospects and its attractive dividend yield of 5.5% back then. Unfortunately, a few months later, the coronavirus crisis emerged and severely hurt the REIT. In addition, Ventas has been negati

Summary Globe Life has consistently outperformed the market and offers reliable growth. The company has a strong business model, with consistent earnings growth and a robust performance record. Globe Life is trading at only 10.3 times its expected earnings in 2024. Pgiam/iStock via Getty Images I first recommended buying Globe Life (NYSE:GL) about 12 years ago. Since that article, the stock has outperformed the broad market by a wide margin, as it has rallied 248% whereas the S&P has rallied 214%. Since my first article on Globe Life, I have reiterated my bullish thesis several times, mostly thanks to the exemplary management o