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Investing Topics: REITs

The Wild World of REITS

By Roger S. Conrad on Jan. 19, 2017
We remain cautious on US real estate investment trusts because of lofty valuations. But this group encompasses a wide range of business models, from commercial and multifamily properties to telecom assets and data centers. In addition to our existing Portfolio holdings, our survey of the space uncovered two REITs with the right business models, valuations and growth prospects.

Long-Term Value in the Great White North

By Roger S. Conrad on Jul. 23, 2015
The US dollar continues to reign supreme in the global currency markets, resulting in tough sledding for American investors who own Canadian stocks. But bargains abound for patient investors who don’t mind collecting generous dividends while they wait for the market to settle and improve.

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