SmartStop Self Storage (SMA): IPO for Yield Chasers, Traditional Players on the Sidelines
​Deal is oversubscribed 5x, self-storage is a sector that does not typically excite IPO investors. The timing of the deal may be ideal for yield...
747 Views
Upgrading Staples, Real Estate, and Health Care to Overweight; List of Concerns Continues to Grow
Upgrading Staples $XLP, Real Estate $XLRE, Health Care $XLV to Overweight; List of Concerns Continues to Grow; Dow $DJI, Equal-Weight S&P 500 $RSP,...
420 Views
Defensive Areas Starting to Lead; 10-Yr Treasury Yield Testing Support at 3.35-3.4%
Defensive Sectors including Health Care $XLV, Utilities $RYU $XLU, and Staples $XLP are hitting 2+ month RS highs, and are staging bullish price...
571 Views
Conditions Continue To Improve; EM Buy Signal; Growth Outperforming; Gold Vs. SPX Downtrend Intact
Emerging markets (EEM) appear to be bottoming; one attractive buy candidate is JD.com (JD). We also highlight buy opportunities within Energy...
284 Views
Renewed Takeover Talks for National Storage After Abacus' Stake Creep
On the 23 January this year, National Storage Reit (NSR AU) announced a non-binding indicative proposal from Hong Kong-based real estate private...
545 Views