Jeff Middleswart of Behind the Numbers is one my favorite stock analysts. I’ve always been very impressed with the depth of his research and his understanding of complex accounting. At any rate, I was interested to see Jeff initiate coverage of EPR Properties (EPR) with a rating of “Buy.” An excerpt from his recent report:...Read More

More news from EPR Properties (EPR): EPR Properties Provides Update Regarding the Impact of COVID-19 Announces $150 Million Share Repurchase ProgramKANSAS CITY, Mo. — March 24, 2020EPR Properties (EPR) a leading experiential net lease real estate investment trust, today provided the following update regarding the evolving impact of COVID-19.Company CEO Greg Silvers stated, “As we...Read More

“Convince me why I shouldn’t buy junk bonds.” It wasn’t a challenge. My colleague Kyle was looking at some of the juicy yields on offer in high-yield bonds and was legitimately wondering why he shouldn’t load up his IRA with them. I’m not saying he shouldn’t. Junk bond yields really do look ripe for the...Read More

GMO’s Jeremy Grantham penned this in early 2009, during the pits of the financial crisis. It’s even more relevant today than then. My favorite quote: Life is simple: if you invest too much too soon you will regret it; “How could you have done this with the economy so bad, the market in free fall,...Read More

This is by no means new news, but it’s still worth marveling at the spike in the VIX. Not only did it surpass the 2008 highs… it did so by a wide margin. And this ins’t over yet.Read More