British telecom giant Vodafone (VOD) agreed to sell its stake in Verizon Wireless to Verizon Communications (VZ) in one of the biggest deals in history.  That’s the headline.  But the question no one seems to be asking is Why was Verizon that eager to spend $130 billion on a capital-intensive business in a saturated market...Read More

As their share prices have gotten pummeled over the Bernanke “taper scare,” I’ve become increasingly bullish on REITs.  As I’ve written in recent weeks, I believe this is an excellent time to accumulate shares of high-quality “buy and forget” triple-net equity REITs.  But I also think it’s an excellent time to take a position in...Read More